Finance Score: -2

Governance Score: 6

Support Score: 0

Accounts filed more than 5 days late: -2 times
Strong growth: +2
Deficit latest year: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE AUGUSTINE COURTAULD TRUST

Grant making charity

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income was significantly lower than spending in the latest year

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
14/02/23	*	£56	£130	£-73	n/a	n/a	n/a	n/a	n/a
14/02/22		£54	£51	£3	n/a	n/a	n/a	n/a	n/a
14/02/21		£55	£50	£5	n/a	n/a	n/a	n/a	n/a
14/02/20		£59	£55	£4	n/a	n/a	n/a	n/a	n/a
14/02/19	*	£62	£60	£2	n/a	n/a	n/a	n/a	n/a
14/02/18		£55	£52	£4	£0	£0	£0	n/a	0
14/02/17		£55	£53	£2	£0	£0	£0	n/a	0
14/02/16		£54	£52	£2	£0	£0	£0	n/a	0
14/02/15		£47	£58	£-11	£0	£0	£0	n/a	0
14/02/14		£50	£68	£-18	£0	£0	£0	n/a	0
14/02/13		£48	£57	£-9	£0	£0	£0	n/a	0
14/02/12		£54	£50	£4	£0	£0	£0	n/a	0
14/02/11		£41	£65	£-23	£0	£0	£0	n/a	0
14/02/10		£126	£67	£59	£0	£0	£0	n/a	0
14/02/09		£58	£66	£-8	£0	£0	£0	n/a	0
14/02/08		£56	£69	£-13	£0	£0	£0	n/a	0
14/02/07		£114	£9	£105	£0	£0	£0	n/a	0
14/02/06		£61	£5	£56	£0	£0	£0	n/a	0
14/02/05		£62	£5	£57	£0	£0	£0	n/a	0
14/02/04		£66	£5	£61	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

www.augustinecourtauldtrust.org

leah.woodlee@birkettlong.co.uk

01206217609

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Essex, Suffolk, Throughout London,

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 (6)

Current Trustees appointed

Gender Split

CANDIDA NATASHA PERINA MARY FERNER-ROBSON Appointed: 2018

SIMON ROBERT BRICE Appointed: 2023

THOMAS JULIEN RADCLIFFE COURTAULD (Chair)

THE RIGHT REVEREND GULI FRANCIS-DEHQANI Appointed: 2021

DR LORRAINE CRAIG Appointed: 2018, Other trusteeships: ROYAL SCHOOL OF MINES ASSOCIATION TRUST, THE ANDREW CROFT MEMORIAL FUND,

JENNIFER TOLHURST Appointed: 2018, Other trusteeship: THE ESSEX HERITAGE TRUST,

Legal constitution

Charity registered in England & Wales on 05/03/1964, number: 226217

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 35 days late, AR19: 39 days late,

Main office

1 AMPHORA PLACE
SHEEPEN ROAD
COLCHESTER
ESSEX
CO3 3WG

Objectives

TO BE APPLIED FOR SUCH LEGALLY CARITABLE INSTITUTIONS OR PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources