Finance Score: -3

Governance Score: 1

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE RUTH AND STUART LIPTON CHARITABLE TRUST

The trust supports charitable institutions and promotes charitable purposes.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
On several occasions in recent years income has been less than spending

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		£68	£64	£4	n/a	n/a	n/a	n/a	n/a
05/04/22		£44	£61	£-17	n/a	n/a	n/a	n/a	n/a
05/04/21		£2	£93	£-91	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£0	£140	£-140	n/a	n/a	n/a	n/a	n/a
05/04/19		£38	£134	£-96	n/a	n/a	n/a	n/a	n/a
05/04/18		£0	£168	£-167	£0	£0	£0	n/a	0
05/04/17		£0	£68	£-68	£0	£0	£0	n/a	0
05/04/16		£1	£107	£-106	£0	£0	£0	n/a	0
05/04/15	*	£39	£82	£-44	£0	£0	£0	n/a	0
05/04/14		£55	£65	£-10	£0	£0	£0	n/a	0
05/04/13		£92	£74	£18	£0	£0	£0	n/a	0
05/04/12	*	£72	£83	£-10	£0	£0	£0	n/a	0
05/04/11	*	£127	£111	£16	£0	£0	£0	n/a	0
05/04/10	*	£30	£42	£-12	£0	£0	£0	n/a	0
05/04/09		£73	£68	£6	£0	£0	£0	n/a	0
05/04/08		£67	£96	£-29	£0	£0	£0	n/a	0
05/04/07	*	£104	£88	£15	£0	£0	£0	n/a	0
05/04/06	*	£59	£60	£-1	£0	£0	£0	n/a	0
05/04/05		£18	£44	£-25	£0	£0	£0	n/a	0
05/04/04		£74	£66	£8	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 50 years

Charity@LewisGolden.com

02075807313

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

LADY RUTH KATHRYN LIPTON

NEIL WINSTON BENSON OBE FCA, Other trusteeship: THE SAINTS AND SINNERS TRUST LIMITED,

SIR STUART ANTHONY LIPTON, Other trusteeship: THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 12/03/1974, number: 266741

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
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
Risk management

Filing Record

20 returns made; AR20: 5 days late, AR15: 1 days late, AR12: 129 days late, AR11: 81 days late, AR10: 11 days late, AR07: 9 days late, AR06: 2 days late,

Main office

LEWIS GOLDEN LLP
40 QUEEN ANNE STREET
LONDON
W1G 9EL

Objectives

TO PAY OR APPLY THE INCOME OF THE TRUST FUND TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AS THE TRUSTEES IN THEIR UNCONTROLLED DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources