Finance Score: -2

Governance Score: -7

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
2 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -9

DAVID ROBARTS CHARITABLE TRUST

This is a grant making charity that aims to distribute approximately one year's income in the course of each financial year to registered charities

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees
The Board is completely 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
On several occasions in recent years income has been less than spending

Established: 60 years

02078022700

Charity Commission for England and Wales

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
05/04/23		£18	£23	£-5	n/a	n/a	n/a	n/a	n/a
05/04/22		£17	£22	£-5	n/a	n/a	n/a	n/a	n/a
05/04/21		£15	£23	£-9	n/a	n/a	n/a	n/a	n/a
05/04/20		£20	£19	£1	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£42	£19	£23	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£17	£19	£-1	£0	£0	£0	n/a	0
05/04/17	*	£36	£18	£18	£0	£0	£0	n/a	0
05/04/16		£16	£16	£-1	£0	£0	£0	n/a	0
05/04/15		£15	£12	£3	£0	£0	£0	n/a	0
05/04/14		£19	£2	£17	£0	£0	£0	n/a	0
05/04/13		£17	£12	£5	£0	£0	£0	n/a	0
05/04/12		£18	£13	£6	£0	£0	£0	n/a	0
05/04/11		£19	£12	£7	£0	£0	£0	n/a	0
05/04/10		£19	£12	£7	£0	£0	£0	n/a	0
05/04/09		£19	£10	£9	£0	£0	£0	n/a	0
05/04/08	*	£18	£10	£8	£0	£0	£0	n/a	0
05/04/07	*	£16	£10	£6	£0	£0	£0	n/a	0
05/04/06	*	£14	£8	£6	£0	£0	£0	n/a	0
05/04/05	*	£13	£9	£4	£0	£0	£0	n/a	0
05/04/04	*	£12	£5	£7	£0	£0	£0	n/a	0

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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

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

OLIVER ABRAHAM JOHN ROBARTS Appointed: 2015

WILLIAM LAWRENCE GREENWELL SWAN, Other trusteeships: 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 ULANA TRUST, THE TINKER TRUST, ST ALDHELM'S CHAPEL TRUST,

Legal constitution

Charity registered in England & Wales on 02/03/1964, number: 225580

Gift Aid

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
Safeguarding policy and procedures

Filing Record

20 returns made; AR19: 23 days late, AR18: 353 days late, AR17: 4 days late, AR08: 2 days late, AR07: 64 days late, AR06: 44 days late, AR05: 12 days late, AR04: 28 days late,

Main office

33 Queen Anne Street
LONDON
W1G 9HY

Objectives

GENERAL CHARITABLE PURPOSES.

Defined Area of Benefit:

NATIONAL

Data Sources