Finance Score: -2

Governance Score: 6

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE ROYAL INSTITUTION OF CHARTERED SURVEYORS' BENEVOLENT FUND LIMITED

LionHeart helps RICS members and past members and their families in need. This includes financial assistance, counselling, legal advice, debt advice, employment advice and stress advice.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £25,818,000 available, equivalent to 139 months of spending and so may not be able to utilise additional funding

Established: 54 years

www.lionheart.org.uk

info@lionheart.org.uk

0121 289 3300

Charity Commission for England and Wales

Tweets

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
31/03/23		£2,110	£2,228	£-118	£58	£25,818	£25,818	139.1	29	66
31/03/22		£1,992	£2,068	£-76	£53	£27,381	£27,381	158.9	28	61
31/03/21		£2,961	£1,941	£1,020	£53	£26,760	£26,760	165.4	26	44
31/03/20		£2,276	£1,957	£319	£55	£22,281	£22,281	136.6	24	24
31/03/19		£2,355	£1,810	£545	£38	£22,878	£22,878	151.7	18	15
31/03/18		£1,750	£1,758	£-8	£38	£21,626	£21,626	147.6	18	0
31/03/17		£2,520	£1,671	£849	£24	£21,462	£21,462	154.1	17	0
31/03/16		£2,049	£1,578	£471	£138	£18,407	£18,357	139.6	14	0
31/03/15		£1,891	£1,685	£206	£125	£18,944	£18,842	134.2	12	0
31/03/14		£1,848	£1,608	£240	£115	£17,439	£17,268	128.9	14	0
31/03/13		£2,744	£1,515	£1,229	£324	£16,553	£16,309	129.2	11	0
31/03/12		£1,925	£1,633	£292	£278	£13,856	£13,557	99.6	12	0
31/03/11		£1,645	£1,978	£-333	£283	£14,418	£14,194	86.1	12	0
31/03/10?		£3,644	£1,909	£1,735	£403	£13,723	£13,308	83.7	11	0
31/12/08		£1,908	£1,915	£-7	£498	£10,226	£10,226	64.1	11	0
31/12/07		£1,901	£1,429	£472	£398	£13,177	£13,177	110.7	11	0
31/12/06		£1,601	£1,484	£117	£0	£0	£0	n/a	0	0
31/12/05		£1,883	£1,344	£539	£0	£0	£0	n/a	0	0
31/12/04	*	£1,608	£1,309	£299	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 12.2%
Fundraising Costs/Total Spending: 6.4%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 1%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 139.1 months
Net Current Assets/Spending: 9 months
Quick Ratio: 6.2

Asset Split ?

Listed activities

General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Other charitable activities
Provides advocacy/advice/information

Where it operates

Canada, France, Ghana, Hong Kong, Ireland, Malaysia, Netherlands, Scotland, South Africa, Sri Lanka, Switzerland, Throughout England And Wales, Uganda, United Arab Emirates, Zimbabwe,

Who it helps

Other Defined Groups

Who works here?

29 employees
66 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-74

AMY CLAIRE DALTON-LEADER Appointed: 2020, Occupation: Chartered Surveyor

CAROLINE FAITH LEGG Appointed: 2018, Occupation: Chartered Surveyor

DIANE AWO DUMASHIE Appointed: 2020, Occupation: Chartered Surveyor

JAMES STEPHEN WILLIAMSON Appointed: 2019, Occupation: Chartered Accountant

NEIL A'BEAR Appointed: 2022, Occupation: Chartered Surveyor

NEIL WORRALL Appointed: 2022, Occupation: Chartered Surveyor

PETER DANIEL MCCREA FRICS Appointed: 2017

PHILIP JOHN PAYTON NELL Appointed: 2019, Occupation: Real Estate Fund Manager

PHILIPPA JANE SAMPSON-BANCROFT Appointed: 2020, Occupation: Chartered Surveyor

SHASHI KIRAN SHARMA Appointed: 2020, Occupation: Head Of Tax, Uk And Ireland

SIMON DUNKLING Appointed: 2022, Occupation: Quantity Surveyor

Legal constitution

Charitable company registered in England & Wales on 10/06/1970, number: 261245
Registered at Companies House on 19/05/1970, number: 00980025

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR04: 9 days late,

Main office

1 Cornwall Street
Birmingham
B3 2DX

Objectives

The objects for which the Company is established (the “Objects”) are restricted to:2.1 the prevention or relief of poverty of the Beneficiaries; and2.2 the relief of those Beneficiaries who are in need by reason of youth, age, ill health, disability, financial hardship or other disadvantage;2.3 the protection and preservation of health, and in particular mental health, of the Beneficiaries; and 2.4 Such other charitable purposes for the benefit of the Beneficiaries as the Trustees, in their absolute discretion, may from time to time determine,in each case for the public benefit.

Defined Area of Benefit:

NOT DEFINED

Data Sources