Finance Score: 3

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2
Fundraising costs low: +3

Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

THE OGILVIE CHARITIES

1. We assist those in need because of age, ill health, disability or other disadvantage by:a) providing social housing in Aldringham, Suffolk and Colchester, Essex.b)making grants of money for items, services or facilities.2. We may also make grants to any charity in Suffolk, Essex or London and any charity in England and Wales that is primarily for the benefit of people in those areas.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
There have been no income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
This charity has substantial assets and unrestricted reserves of £7,565,699 available, equivalent to 84 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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?	£1,185	£1,077	£108	£0	£10,366	£7,566	84.3	12
31/12/20	£29	£16	£14	n/a	n/a	n/a	n/a	n/a
31/12/19	£30	£26	£4	n/a	n/a	n/a	n/a	n/a
31/12/18	£29	£22	£6	£0	£0	£0	n/a	0
31/12/17	£28	£24	£4	£0	£0	£0	n/a	0
31/12/16	£27	£25	£3	£0	£0	£0	n/a	0
31/12/15	£27	£8	£19	£0	£0	£0	n/a	0
31/12/14	£26	£7	£20	£0	£0	£0	n/a	0
31/12/13	£26	£8	£18	£0	£0	£0	n/a	0
31/12/12	£23	£2	£21	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 3.1%
Fundraising Costs/Total Spending: 2.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 65%
Unrestricted Funds/Total Funds: 73%
Reserves/Spending: 84.3 months
Net Current Assets/Spending: 16 months
Quick Ratio: 5.1

Asset Split ?

Established: 3 years

https://www.ogilviecharities.org.uk/

info@ogilviecharities.org.uk

01394388746

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides services

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

12 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

EDWARD DIXON BOX WRIGHT Appointed: 2022

JOHN OGILVIE Appointed: 2022

MARIE SIGSWORTH Appointed: 2023

PATRICIA LAWTON Appointed: 2022

PETER MAURICE OGILVIE Appointed: 2022

RICHARD AYNSLEY-SMITH Appointed: 2022

BELINDA ANN GRANT Appointed: 2022, Other trusteeship: A B D FOX SETTLEMENT,

SIMON HUMPHREY GIBBS BSC Appointed: 2022, Other trusteeships: CHARITY OF JOHN MARLER, CHARITY OF DAVID CHAPLIN,

Legal constitution

Charity registered in England & Wales on 19/10/2021, number: 1196197

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

10 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE PAULETTA EDWARDS EDUCATION AND TRAINING FUND on 06/01/2022

Main office

The Gate House
9 Burkitt Road
Woodbridge
IP12 4JJ

Objectives

FOR THE PUBLIC BENEFIT, THE OBJECTS OF THE CIO ARE:- PRIMARILY FOR THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, POVERTY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE INCLUDING BUT NOT LIMITED TO BY THE PROVISION OF:- SOCIAL HOUSING IN THE FORM OF ALMSHOUSES AND OTHER SHELTERED HOUSING ACCOMMODATION; AND - GRANTS OF MONEY FOR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES- SECONDLY TO FURTHER THE OBJECTS OF ANY CHARITY SITUATED IN SUFFOLK, ESSEX OR ANY LONDON BOROUGH; OR ANY CHARITY ESTABLISHED IN ENGLAND AND WALES WHICH IS PRIMARILY FOR THE BENEFIT OF PEOPLE NORMALLY RESIDENT IN SUFFOLK, ESSEX OR ANY LONDON BOROUGH.

Data Sources