Finance Score: 0

Governance Score: -2

Support Score: 0

Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE BAILY THOMAS CHARITABLE FUND

The Fund is a grant making Charitable Trust which awards grants in accordance with it's charitable objectives of the prevention, treatment or relief of mental or other forms of illness. Since 2001 the Trustees' funding priority has been solely learning disability.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board composition appears to be very static

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	Volun- teers
30/09/22	£1,788	£2,686	£-898	£0	£82,824	£82,824	370.1	11
30/09/21	£1,776	£3,405	£-1,628	£0	£95,873	£95,873	337.9	14
30/09/20	£2,274	£3,390	£-1,116	£0	£83,836	£83,836	296.8	14
30/09/19	£2,548	£3,063	£-515	£0	£92,058	£92,058	360.7	14
30/09/18	£2,607	£3,672	£-1,066	£0	£91,486	£91,486	298.9	13
30/09/17	£1,881	£2,742	£-861	£0	£92,323	£92,323	404.1	0
30/09/16	£1,834	£3,144	£-1,311	£0	£89,287	£89,287	340.8	0
30/09/15	£1,805	£2,809	£-1,004	£74	£85,813	£85,813	366.5	0
30/09/14	£1,969	£2,987	£-1,018	£51	£87,867	£87,867	353	0
30/09/13	£1,789	£2,942	£-1,153	£52	£84,518	£84,518	344.7	0
30/09/12	£1,771	£3,432	£-1,661	£61	£77,867	£1,351	4.7	0
30/09/11	£2,877	£3,170	£-292	£96	£74,329	£2,697	10.2	0
30/09/10	£3,690	£4,808	£-1,119	£57	£75,726	£2,702	6.7	0
30/09/09	£4,064	£5,087	£-1,023	£39	£72,042	£3,510	8.3	0
30/09/08	£4,933	£4,655	£277	£52	£71,030	£4,093	10.5	0
30/09/07	£5,068	£5,021	£48	£50	£87,833	£3,502	8.4	0
30/09/06	£4,104	£3,541	£564	£0	£0	£0	n/a	0
30/09/05	£4,441	£4,003	£438	£0	£0	£0	n/a	0
30/09/04	£3,106	£3,520	£-414	£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: 2%
Liabilities/Income: 109%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 370.1 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.4

Asset Split ?

Established: 53 years

www.bailythomas.org.uk

info@bailythomas.org.uk

01582 439225

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Isle Of Man, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
11 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

JONATHAN SNOW Appointed: 2015

PROFESSOR ANNE FARMER Appointed: 2006

PROFESSOR SALLY-ANN COOPER Appointed: 2013

KENNETH ROBERT YOUNG Appointed: 2010, Other trusteeship: THE CALEDONIAN CLUB STAFF BENEVOLENT FUND,

SUZANNE JANE MARRIOTT (Chair) Appointed: 2004, Other trusteeships: THE BILLMEIR CHARITABLE TRUST, THE WILLIE AND MABEL MORRIS CHARITABLE TRUST, THE RIX-THOMPSON-ROTHENBERG FOUNDATION, THE LUTYENS TRUST, THE SIR DENIS MAHON FOUNDATION, GAINSBOROUGH'S HOUSE SOCIETY, THE ATHENA ART FOUNDATION,

Legal constitution

Charity registered in England & Wales on 07/05/1971, number: 262334

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

TMF Global Services (UK) Ltd
1 Angel Court
LONDON
EC2R 7HJ

Objectives

TO OR FOR SUCH CHARITABLE PURPOSES OR TO OR FOR SUCH CHARITABLE INSTITUTIONS CONNECTED WITH THE PREVENTION TREATMENT OR RELIEF OF MENTAL SICKNESS OR OTHER FORMS OF SICKNESS OR ILL-HEALTH AS THE TRUSTEES MAY THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources