Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

Mainly male board: -1

No supporters identified

Overall GiG Score: -1

THE LORD AUSTIN TRUST

Financial assistance to Hospitals, and other Organsiations within the Birmingham area

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	£138	£135	£3	n/a	n/a	n/a	n/a	n/a
31/03/22	£115	£110	£5	n/a	n/a	n/a	n/a	n/a
31/03/21	£100	£113	£-13	n/a	n/a	n/a	n/a	n/a
31/03/20	£132	£116	£16	n/a	n/a	n/a	n/a	n/a
31/03/19	£130	£134	£-4	n/a	n/a	n/a	n/a	n/a
31/03/18	£125	£119	£6	£0	£0	£0	n/a	0
31/03/17	£109	£115	£-5	£0	£0	£0	n/a	0
31/03/16	£103	£101	£2	£0	£0	£0	n/a	0
31/03/15	£100	£106	£-6	£0	£0	£0	n/a	0
31/03/14	£105	£134	£-29	£0	£0	£0	n/a	0
31/03/13	£103	£144	£-42	£0	£0	£0	n/a	0
31/03/12	£119	£169	£-50	£0	£0	£0	n/a	0
31/03/11	£134	£108	£26	£0	£0	£0	n/a	0
31/03/10	£96	£170	£-74	£0	£0	£0	n/a	0
31/03/09	£129	£164	£-36	£0	£0	£0	n/a	0
05/04/08	£126	£176	£-50	£0	£0	£0	n/a	0
05/04/07	£137	£114	£23	£0	£0	£0	n/a	0
05/04/06	£144	£105	£39	£0	£0	£0	n/a	0
05/04/05	£130	£105	£26	£0	£0	£0	n/a	0
05/04/04	£105	£92	£14	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 62 years

chrissy@lordaustintrust.org.uk

07940 160 844

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Birmingham City, Dudley, Sandwell, Solihull, Walsall,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

RODNEY SPENCER KETTEL

ROBERT JONATHAN HUNT Appointed: 2020

SARAH ELIZABETH WOOD Appointed: 2022

KEITH MATTHEW DUDLEY Appointed: 2016, Other trusteeships: SUTTON COLDFIELD CHARITABLE TRUST, FOUNDATION FOR CONDUCTIVE EDUCATION,

MR NEIL ANDREWS (Chair), Other trusteeship: SUTTON COLDFIELD CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 208394

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

Registered Office - Shakespeare Martineau
1 Colmore Square
BIRMINGHAM
Email for Correspondence Address
B4 6AA

Objectives

1. TO PROMOTE SUCH CHARITABLE PURPOSES AS THE TRUSTEES THINK FIT.2. THE TRUSTEES MAY GIVE PREFERENCE TO;A) THE PROMOTION OF HEALTH ORB) THE ADVANCEMENT OF EDUCATION OF YOUNG PERSONS WHO ARE IN NEED, HARDSHIP OR DISTRESS ORC) THE RELIEF OF PERSONS WHO ARE OVER 60 YEARS OF AGE WHO ARE IN NEED, HARDSHIP OR DISTRESS.

Defined Area of Benefit:

NOT DEFINED

Data Sources