Finance Score: 2

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +1
Fundraising costs low: +3

Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE JAN AND CATHERINE NASMYTH CHARITABLE FOUNDATION

The objective of the Foundation is to advance such exclusively charitable purposes for the public benefit as the charitytrustees from time to time in their absolute discretion think fit. The organisation carries out its purposes by making grants to other organisations in furtherance of its purposes.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board composition appears to be rather static

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £5,720,915 available, equivalent to 1421 months of spending and so may not be able to utilise additional funding

Established: 7 years

02075806822

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£1,188	£48	£1,140	£0	£5,721	£5,721	1420.8	0
31/03/22		£1,140	£76	£1,064	£0	£4,743	£4,743	750.6	0
31/03/21		£812	£35	£777	£0	£3,689	£3,689	1261.3	0
31/03/20		£1,013	£48	£965	£0	£2,913	£2,913	727.6	0
31/03/19		£500	£47	£453	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£1,500	£6	£1,494	£0	£1,494	£1,494	3162.6	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 7.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1420.8 months
Net Current Assets/Spending: 567 months
Quick Ratio: 235.2

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

CATHERINE EILEEN NASMYTH Appointed: 2017

PATRICK GILES BENJAMIN DODSON Appointed: 2017

SIMON JOHN KINNA Appointed: 2017

Legal constitution

Charity registered in England & Wales on 04/04/2017, number: 1172417

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

6 returns made; AR18: 1 days late,

Main office

Sinclairs Bartrum Lerner
Second Floor
34 Lime Street
London
EC3M 7AT

Objectives

THE OBJECT OF THE CIO IS TO ADVANCE SUCH EXCLUSIVELY CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS THE CHARITY TRUSTEES FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT.

Data Sources