Finance Score: 0

Governance Score: 4

Support Score: 0

Low unrestricted reserves: -2
Strong growth: +2

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

RSM UK FOUNDATION

The charity is a corporate foundation that aims to advance charitable purposes for the benefit of the public in any part of the world as determined by its trustees. The charity makes grants to registered charities in accordance with its grant making policy and within the scope of its objects. The trustees may, in exceptional circumstances, make grants directly to individuals.

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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	£843	£744	£98	£0	£170	£170	2.7	0
31/03/22	£398	£733	£-335	n/a	n/a	n/a	n/a	n/a
31/03/21	£775	£545	£230	£8	£408	£408	9	0
31/03/20	£392	£373	£19	n/a	n/a	n/a	n/a	n/a
31/03/19	£457	£299	£159	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 2.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 25.6

Asset Split ?

Established: 6 years

http://rsmukfoundation.com/

info@rsmukfoundation.com

+44 20 3201 8313

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Scotland, 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 (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-59

CATHERINE JANE RICHES Appointed: 2021, Occupation: Head Of Brand And Communications

JOY ELIZABETH WELCH Appointed: 2021, Occupation: Corporate Responsibility Manager

JOHN ROBERT TAYLOR Appointed: 2020, Occupation: Accountant

KELLY ADAMS Appointed: 2019, Occupation: None

NICHOLAS PAUL SLADDEN Appointed: 2018, Occupation: Chartered Accountant, Other trusteeships: ST RONAN'S SCHOOL (HAWKHURST), THE SCRIVENERS' COMPANY SEXCENTENARY CHARITY,

Legal constitution

Charitable company registered in England & Wales on 26/07/2018, number: 1179349
Registered at Companies House on 23/01/2018, number: 11166200

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

5 returns made; all on time

Main office

RSM
6th Floor
25 FARRINGDON STREET
London

Objectives

THE OBJECTS OF THE CHARITY ARE, FOR THE BENEFIT OF THE PUBLIC, TO ADVANCE SUCH EXCLUSIVELY CHARITABLE PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY DECIDE FROM TIME TO TIME (THE OBJECTS).

Data Sources