Finance Score: 0

Governance Score: 1

Support Score: 0

Strong growth: +2
Multiple Deficits: -2

Narrow trustee age band: -2
Dynamic board: +3

No supporters identified

Overall GiG Score: 1

BENEFACT TRUST LIMITED

The objects of ATL are to promote the Christian Religion, to contribute to the funds of any charitable institutions, associations, funds or objects and to carry out any charitable purpose.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
There has been strong growth in spending over the last 5 years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending

Established: 52 years

https://benefacttrust.co.uk/

info@benefacttrust.co.uk

01452 873189

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
31/12/22		£465,841	£446,821	£19,020	£0	£746,834	£534,463	14.4	0
31/12/21		£425,717	£442,236	£-16,519	£0	£760,064	£542,422	14.7	0
31/12/20		£6,322	£24,680	£-18,358	£0	£556,045	£451,956	219.8	0
31/12/19		£38,910	£18,941	£19,969	£0	£618,789	£509,367	322.7	6
31/12/18		£21,949	£18,015	£3,934	£0	£570,207	£484,501	322.7	6
31/12/17		£32,610	£16,568	£16,042	£0	£582,051	£493,906	357.7	0
31/12/16		£33,730	£13,941	£19,789	£0	£488,228	£418,350	360.1	0
31/12/15		£21,661	£11,821	£9,840	£0	£432,999	£387,759	393.6	0
31/12/14	*	£25,012	£10,111	£14,901	£261	£423,647	£387,805	460.3	0
31/12/13		£5,406	£9,893	£-4,487	£334	£411,637	£378,272	458.8	0
31/12/12		£5,334	£9,803	£-4,469	£267	£376,490	£347,993	426	0
31/12/11		£11,294	£9,398	£1,896	£282	£363,374	£337,876	431.4	0
31/12/10		£19,954	£8,541	£11,413	£111	£383,360	£356,653	501.1	0
31/12/09		£9,003	£6,801	£2,202	£10	£341,307	£326,949	576.9	0
31/12/08		£7,985	£6,280	£1,705	£13	£301,766	£290,024	554.2	0
31/12/07	*	£13,526	£5,767	£7,759	£14	£320,579	£308,769	642.5	0
31/12/06		£10,342	£5,374	£4,968	£0	£0	£0	n/a	0
31/12/05		£5,663	£5,189	£474	£0	£0	£0	n/a	0
31/12/04		£5,176	£4,893	£283	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: -7.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 0%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 71%
Liabilities/Income: 380%
Unrestricted Funds/Total Funds: 72%
Reserves/Spending: 14.4 months
Net Current Assets/Spending: 15 months
Quick Ratio: 1

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Religious Activities

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old 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 (8)

Current Trustees appointed

Age Range of Trustees: 58-70

FRANCOIS-XAVIER BERNARD BOISSEAU Appointed: 2023, Occupation: Company Director

PATRICK RUDDEN Appointed: 2023, Occupation: Company Director

CAROLINE BANSZKY Appointed: 2018, Occupation: Director

DAVID SCOTT PATERSON Appointed: 2022, Occupation: Company Director, Other trusteeship: ALL SAINTS CENTENARY TRUST FUND,

IAN MOORE Appointed: 2023, Occupation: Director

JOHN NICHOLAS SYKES Appointed: 2023, Occupation: Company Director, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY, ISLINGTON,

REV PAUL HAROLD DAVIS Appointed: 2020, Occupation: Superintendent Minister, Other trusteeship: THE LANCASHIRE DISTRICT OF THE METHODIST CHURCH IN GREAT BRITAIN,

TIMOTHY CARROLL (Chair) Appointed: 2016, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 03/05/1972, number: 263960
Registered at Companies House on 24/02/1972, number: 01043742

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR14: 23 days late, AR07: 109 days late,

Main office

Benefact House
2000 Pioneer Avenue
Gloucester Business Park
Brockworth
GLOUCESTER
GL3 4AW

Objectives

1. TO PROMOTE THE CHRISTIAN RELIGION. 2. TO CONTRIBUTE TO THE FUNDS OF ANY CHARITABLE INSTITUTIONS ASSOCIATIONS FUNDS OR OBJECTS AND TO CARRY OUT ANY CHARITABLE PURPOSE.

Defined Area of Benefit:

NOT DEFINED

Data Sources