Finance Score: -6

Governance Score: -2

Support Score: 0

Excess reserves: -5
Spending falling: -1

Only 3 Trustees: -2

No supporters identified

Overall GiG Score: -8

THE BLUSTON CHARITABLE SETTLEMENT

To direct the income towards such charitable institutions as the Trustees see fit

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £29,639,489 available, equivalent to 578 months of spending and so may not be able to utilise additional funding
Spending has fallen significantly over the last 5 years relative to the previous period

Established: 56 years

02074867760

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		£647	£615	£32	£0	£29,639	£29,639	578.4	0
05/04/22		£529	£497	£32	£0	£26,274	£26,274	634.8	0
05/04/21		£235	£330	£-95	n/a	n/a	n/a	n/a	n/a
05/04/20		£706	£725	£-19	£0	£21,050	£21,050	348.3	0
05/04/19		£1,117	£1,271	£-154	£0	£21,170	£21,170	199.8	0
05/04/18		£1,117	£1,185	£-68	£0	£20,838	£20,838	211	0
05/04/17		£717	£662	£55	£0	£10,907	£10,907	197.6	0
05/04/16		£588	£691	£-103	£0	£8,310	£8,310	144.2	0
05/04/15		£471	£572	£-102	£0	£0	£0	n/a	0
05/04/14		£779	£1,022	£-243	£21	£8,511	£8,511	99.9	0
05/04/13		£767	£528	£239	£20	£8,683	£8,683	197.2	0
05/04/12		£465	£588	£-122	£0	£0	£0	n/a	0
05/04/11		£466	£760	£-294	£0	£0	£0	n/a	0
05/04/10	*	£459	£601	£-142	£0	£0	£0	n/a	0
05/04/09		£1,358	£1,856	£-498	£21	£8,682	£8,682	56.1	0
05/04/08		£1,021	£1,414	£-393	£19	£9,989	£9,989	84.8	0
05/04/07		£983	£971	£12	£18	£10,643	£10,643	131.5	0
05/04/06		£5,012	£1,115	£3,897	£0	£0	£0	n/a	0
05/04/05	*	£582	£887	£-304	£0	£0	£0	n/a	0
05/04/04		£351	£732	£-381	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 60%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 578.4 months
Net Current Assets/Spending: -0 months
Quick Ratio: 1

Asset Split ?

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 (3)

ANNA JOSSE Appointed: 2022, Other trusteeships: THE SYBIL SHINE MEMORIAL TRUST, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (UK ) TRUST, ETGAR,

DANIEL ISAAC DOVER, Other trusteeships: THE MAURICE WOHL CHARITABLE FOUNDATION, BDO CHARITABLE TRUST, THE SCHMIDT-BODNER CHARITABLE TRUST, THE APELT AND LAZARUS CHARITABLE TRUST, THE ROSENBLATT FAMILY CHARITABLE TRUST,

MARTIN PAISNER CBE MA LLM, Other trusteeships: THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST, THE WOLFSON FAMILY CHARITABLE TRUST, THE SIR SIGMUND STERNBERG CHARITABLE FOUNDATION, THE PHILLIPS AND RUBENS CHARITABLE TRUST, THE SYBIL SHINE MEMORIAL TRUST, THE ADRIENNE AND LESLIE SUSSMAN CHARITABLE TRUST, THE PAISNER CHARITABLE TRUST, THE RUTH AND JACK LUNZER CHARITABLE TRUST, THE DENISE COHEN CHARITABLE TRUST, THE BARNETT AND SYLVIA SHINE NO 2 CHARITABLE TRUST, THE SCHMIDT-BODNER CHARITABLE TRUST, THE SHIRLEY YOUNG CHARITABLE TRUST, THE ADLER TRUST, THE CISSIE ROSEFIELD CHARITABLE TRUST, THE STUART YOUNG FOUNDATION, THE POTEL CHARITABLE TRUST, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (UK ) TRUST, THE LATCHMAN FAMILY CHARITABLE TRUST, HADASSAH MEDICAL RELIEF ASSOCIATION U.K., JANET WOLFSON DE BOTTON CHARITABLE TRUST, THE ROSENBLATT FAMILY CHARITABLE TRUST, YONI JESNER FOUNDATION, THE PETER CRUDDAS FOUNDATION, DEVONSHIRE STREET CHARITABLE FOUNDATION, SHAARE ZEDEK UK, WORCESTER COLLEGE OXFORD ENDOWMENT TRUST, THE MARCUS MARGULIES CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 12/09/1968, number: 256691

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR10: 4 days late, AR05: 67 days late,

Main office

20 GLOUCESTER PLACE
LONDON
W1U 8HA

Objectives

GENERAL CHARITABLE OBJECTS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources