Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

No conflicts policy: -1
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE ULANA TRUST

The objective of the trust is to seek to obtain a sustainable return from their investment portfolio over the medium term. The trustees normally only make grants or loans to other registered charities.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
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

Established: 4 years

enquiries@curreyandco.co.uk

02078022700

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit
05/04/23		£10,140	£8,994	£1,146
05/04/22	*	£165,161	£9,140	£156,021
05/04/21	*	£6,114	£10,875	£-4,761

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Highest pay bracket: less than £60,000

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ALEXANDER IAN MACPHERSON (Chair) Appointed: 2019

VICTORIA ELISABETH SARAH MACPHERSON Appointed: 2019

WILLIAM LAWRENCE GREENWELL SWAN Appointed: 2019, Other trusteeships: DAVID ROBARTS CHARITABLE TRUST, THE SIR JAMES AND LADY SCOTT TRUST, THE SIR DEREK GREENAWAY FOUNDATION, THE WYNKCOOMBE TRUST, THE GRAVELINES TRUST, THE HANLEY TRUST (1987), THE LEVER TRUST, THE CLIO TRUST, THE WORKER TRUST, THE CLIPPER FOUNDATION, THE DRANDJEAW CHARITABLE TRUST, THE JK FOUNDATION, SCOTT BOLTON TRUST, THE TINKER TRUST, ST ALDHELM'S CHAPEL TRUST,

Legal constitution

Charity registered in England & Wales on 07/01/2020, number: 1187237

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Safeguarding policy and procedures

Filing Record

3 returns made; AR22: 60 days late, AR21: 2 days late,

Main office

33 Queen Anne Street
LONDON
W1G 9HY

Objectives

THE TRUSTEES SHALL PAY OR APPLY THE INCOME OF THE TRUST FUND AND MAY ALSO TRANSFER PAY OR APPLY THE WHOLE OR ANY PART OR PARTS OF THE CAPITAL OF THE TRUST FUND TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE AND UNCONTROLLED DISCRETION THINK FIT. CHARITIES MEANS FOUNDATIONS OR INSTITUTIONS (WHETHER CORPORATE OR NOT) AND TRUSTS AND UNDERTAKINGS ESTABLISHED FOR CHARITABLE PURPOSES. CHARITABLE PURPOSES MEANS PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO ENGLISH LAW.

Data Sources