Finance Score: -5

Governance Score: -2

Support Score: 0

Pension deficit: -5

No volunteer policy: -2

No supporters identified

Overall GiG Score: -7

THE BEIT TRUST

The Trustees' objectives are to provide assistance in the fields of education, health, welfare and the environment strictly within the beneficial area. Individual grants do not normally exceed GBP50,000 and assistance in the field of education is normally restricted to secondary and tertiary education.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

There is a pension deficit of £3,041,424

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	Volun- teers
31/12/22	£2,597	£3,042	£-445	£0	£112,655	£112,655	444.4	6	20
31/12/21	£2,448	£3,062	£-614	£0	£121,494	£121,494	476.1	6	16
31/12/20	£2,321	£2,924	£-603	£0	£108,973	£108,973	447.3	7	18
31/12/19	£3,743	£3,800	£-57	£0	£112,445	£112,445	355.1	7	23
31/12/18	£3,384	£3,227	£158	£0	£104,340	£104,340	388.1	7	25
31/12/17	£2,853	£3,050	£-198	£0	£112,255	£112,255	441.6	7	0
31/12/16	£2,871	£2,978	£-106	£0	£106,968	£106,968	431.1	7	0
31/12/15	£2,780	£2,915	£-135	£162	£93,951	£93,951	386.7	5	0
31/12/14	£2,667	£2,479	£188	£155	£94,345	£94,345	456.7	6	0
31/12/13	£2,451	£2,516	£-65	£152	£92,962	£92,962	443.4	6	0
31/12/12	£2,189	£2,226	£-37	£146	£78,371	£78,371	422.4	6	0
31/12/11	£2,339	£2,324	£15	£149	£69,706	£69,706	359.9	5	0
31/12/10	£2,278	£2,383	£-105	£136	£75,243	£75,243	379	4	0
31/12/09	£2,325	£2,175	£149	£132	£70,120	£70,120	386.8	4	0
31/12/08	£2,819	£2,374	£445	£127	£57,513	£57,513	290.7	4	0
31/12/07	£2,511	£2,322	£190	£144	£73,004	£73,004	377.3	6	0
31/12/06	£2,537	£2,260	£277	£0	£0	£0	n/a	0	0
31/12/05	£2,360	£2,956	£-596	£0	£0	£0	n/a	0	0
31/12/04	£2,136	£1,320	£816	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 1%
Liabilities/Income: 38%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 444.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.8

Asset Split ?

Established: 60 years

www.beittrust.org.uk

enquiries@beittrust.org.uk

01483772575

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Animals
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Malawi, Zambia, Zimbabwe,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

6 employees
20 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

PROFESSOR CHRIS LAVY

ALEX DUNCAN Appointed: 2012, Other trusteeship: WOMEN FOR WOMEN INTERNATIONAL (UK),

ALISON TWEED Appointed: 2022

JAMES MUNRO Appointed: 2019

MS LISELI BULL Appointed: 2016

SIR ALAN GORDON MUNRO KCMG (Chair), Other trusteeship: THE MUNRO CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 06/07/1964, number: 232478

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; all on time

Main office

THE BEIT TRUST
BEIT HOUSE
GROVE ROAD
WOKING
GU21 5JB

Objectives

CHARITABLE PURPOSES OF AN EDUCATIONAL OR PUBLIC NATURE AS THE BEIT TRUST SHALL FROM TIME TO TIME CONSIDER WILL BEST PROMOTE THE WELFARE OF THE INHABITANTS OF THE AREA AS AT 30 JULY 1954 COMPRISED WITHIN THE BOUNDARIES OF NORTHERN RHODESIA, SOUTHERN RHODESIA AND NYASALAND.

Defined Area of Benefit:

SEE OBJECTS

Data Sources