Finance Score: -5

Governance Score: -6

Support Score: 0

Multiple Deficits and declines: -5
No PartB

2 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -11

EDINBURGH TRUST NO2 ACCOUNT

The Trust supports general charitable purposes, however each year a proportion of the income is applied for the promotion and advancement of education and of the efficiency of the Armed Services of the Crown, within the UK and overseas at the discretion of the Trustees.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board is completely male
All of the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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	£81	£102	£-22	n/a	n/a	n/a	n/a	n/a
31/03/22	£181	£96	£85	n/a	n/a	n/a	n/a	n/a
05/04/21	£85	£118	£-33	n/a	n/a	n/a	n/a	n/a
05/04/20	£104	£151	£-47	n/a	n/a	n/a	n/a	n/a
05/04/19	£131	£133	£-2	n/a	n/a	n/a	n/a	n/a
05/04/18	£126	£128	£-3	£0	£0	£0	n/a	0
05/04/17	£122	£130	£-8	£0	£0	£0	n/a	0
05/04/16	£131	£119	£12	£0	£0	£0	n/a	0
05/04/15	£99	£93	£6	£0	£0	£0	n/a	0
05/04/14	£112	£87	£25	£0	£0	£0	n/a	0
05/04/13	£93	£93	£0	£0	£0	£0	n/a	0
05/04/12	£97	£91	£5	£0	£0	£0	n/a	0
05/04/11	£93	£103	£-11	£0	£0	£0	n/a	0
05/04/10	£99	£105	£-6	£0	£0	£0	n/a	0
05/04/09	£108	£85	£23	£0	£0	£0	n/a	0
05/04/08	£94	£74	£20	£0	£0	£0	n/a	0
05/04/07	£79	£71	£7	£0	£0	£0	n/a	0
05/04/06	£71	£71	£0	£0	£0	£0	n/a	0
05/04/05	£63	£70	£-7	£0	£0	£0	n/a	0
05/04/04	£199	£64	£134	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

02070245832

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Australia, Canada, France, Malta, Scotland, Trinidad And Tobago,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

SAMUEL HUGH JOHN MACDONALD Appointed: 2022

ALAN CHARLES PARKER CBE Appointed: 2022, Other trusteeships: THE ESHER AND DISTRICT CITIZENS ADVICE BUREAU, WALTON FIRS FOUNDATION,

Legal constitution

Charity registered in England & Wales on 24/03/1964, number: 227897

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
Investment
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE EARL AND COUNTESS OF WESSEX CHARITABLE TRUST on 11/07/2023

Main office

FARRER & CO
65-66 LINCOLN'S INN FIELDS
LONDON
WC2A 3LH

Objectives

THE TRUSTEES SHALL STAND POSSESSED OF THE TRUST FUND AND THE INCOME THEREOF UPON TRUST TO APPLY THE SAME FOR SUCH CHARITABLE PURPOSES AS THEY SHALL IN THEIR DISCRETION THINK FIT.WITHOUT DEROGATING IN ANY WAY FROM THE GENERALITY OF THE FOREGOING TRUST THE TRUSTEES MAY PERFORM THE SAME BY APPLYING THE TRUST FUND AND THE INCOME THEREOF FOR THE PROMOTION AND ADVANCEMENT OF EDUCATION AND OF THE EFFICIENCY OF THE ARMED SERVICES OF THE CROWN AND IN PARTICULAR MAY PERFORM THE SAME(A) BY MAKING GRANTS AND AWARDING PRIZES OF SCHOLARSHIPS AND BURSARIES FOR SUCCESSFUL ACHIEVEMENTS IN THE FIELD OF EDUCATION AND(B) BY AWARDING PRIZES AND TROPHIES FOR COMPETITIONS AND ACTIVITIES WHICH INCREASE THE EFFICIENCY OF THE ARMED FORCES OF THE CROWN.

Defined Area of Benefit:

NATIONAL

Data Sources