Finance Score: -2

Governance Score: -9

Support Score: 0

Multiple Deficits: -2
No PartB

2 Trustees: -2
Static board: -3
All male board: -3

No supporters identified

Overall GiG Score: -11

THE CAVALIERO FAMILY CHARITABLE TRUST CIO

Making grants to registered charities on a one-off or recurring basis to help those in need of water, sanitation, healthcare, food, housing or education, particularly the poor, the homeless, children and the elderly.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board is completely male
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
31/12/22	£7	£7	£0	n/a	n/a	n/a	n/a	n/a
31/12/21	£7	£6	£1	n/a	n/a	n/a	n/a	n/a
31/12/20	£6	£5	£1	n/a	n/a	n/a	n/a	n/a
31/12/19	£7	£16	£-9	n/a	n/a	n/a	n/a	n/a
31/12/18	£3	£6	£-3	£0	£0	£0	n/a	0

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 6 years

davidcavaliero1@gmail.com

01225722152

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Ireland, Spain, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

CHARLES EDWARD CAVALIERO Appointed: 2017

DAVID MARCUS CAVALIERO Appointed: 2017, Occupation: Retired Solicitor, Other trusteeship: Bath City FC Foundation,

Legal constitution

Charity registered in England & Wales on 13/11/2017, number: 1175696

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

5 returns made; all on time

Main office

Combe Bottom Cottage
Freshford
BATH
BA2 7TX

Objectives

(A)THE OBJECTS OF THE CIO ARE TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) FOR THE PUBLIC BENEFIT, IN ANY PART OF THE WORLD AS THE CHARITY TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT FROM TIME TO TIME.

Data Sources