Finance Score: -8

Governance Score: 3

Support Score: 3

Excess reserves: -5
Volatile income: -3

Dynamic board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: -2

RACHEL CHARITABLE TRUST

MAKING GRANTS TO RELIEVE THE SICK AND NEEDY, AND TO SCHOOLS, COLLEGES AND OTHER CHARITABLE INSTITUTIONS

Analysis by Giving is Great

Positives:

The charity has received income from Government contracts
This charity has an endowment fund which generates most of its income
The Board appears to be dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £25,517,251 available, equivalent to 66 months of spending and so may not be able to utilise additional funding
Income has been volatile recently

Established: 46 years

02078463036

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
30/06/23		£4,610	£4,671	£-61	£0	£25,517	£25,517	65.6
30/06/22		£5,853	£3,787	£2,066	£0	£26,675	£26,675	84.5
30/06/21		£5,680	£3,586	£2,094	£0	£20,482	£20,482	68.5
30/06/20		£5,862	£7,631	£-1,769	£0	£18,841	£18,841	29.6
30/06/19		£4,317	£4,989	£-672	£0	£20,757	£20,757	49.9
30/06/18		£6,092	£6,115	£-24	£0	£21,129	£21,129	41.5
30/06/17		£15,348	£4,685	£10,663	£0	£21,886	£21,886	56.1
30/06/16		£8,492	£7,406	£1,086	£0	£6,981	£6,981	11.3
30/06/15		£4,596	£5,090	£-494	£9	£5,048	£5,048	11.9
30/06/14		£6,935	£5,007	£1,928	£12	£5,464	£5,464	13.1
30/06/13		£2,219	£3,799	£-1,579	£11	£3,524	£3,524	11.1
30/06/12		£3,745	£4,586	£-841	£23	£4,974	£4,974	13
30/06/11		£7,416	£5,305	£2,111	£23	£5,862	£5,862	13.3
30/06/10	*	£4,327	£4,793	£-466	£16	£3,539	£3,539	8.9
30/06/09	*	£2,361	£4,445	£-2,084	£15	£3,428	£3,428	9.3
30/06/08	*	£7,667	£4,707	£2,959	£13	£11,422	£11,422	29.1
30/06/07	*	£1,827	£4,177	£-2,350	£13	£8,552	£8,552	24.6
30/06/06	*	£8,542	£3,241	£5,301	£0	£0	£0	n/a
30/06/05	*	£1,955	£3,041	£-1,086	£0	£0	£0	n/a
30/06/04	*	£2,753	£3,134	£-381	£0	£0	£0	n/a

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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: 41%
Liabilities/Income: 387%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 65.6 months
Net Current Assets/Spending: 13 months
Quick Ratio: 1.5

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

People Of A Particular Ethnic Or Racial Origin

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ALAN MAXWELL KARSBERG Appointed: 2024

LEO NOE Appointed: 1987, Occupation: Property Director, Other trusteeships: PROJECT S E E D, THE KEMACH FOUNDATION,

SIMON KANTER Appointed: 2007, Other trusteeships: KANTER JULES CHARITABLE TRUST, THE DUCHENNE RESEARCH FUND, THE KEMACH FOUNDATION,

STEVEN MICHAEL NOE Appointed: 2022

SUSAN NOE Appointed: 1987

Legal constitution

Charity registered in England & Wales on 14/09/1978, number: 276441

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR10: 117 days late, AR09: 81 days late, AR08: 75 days late, AR07: 98 days late, AR06: 65 days late, AR05: 94 days late, AR04: 88 days late,

Recent reorganisation events:

Asset transfer in from GABLEHOLT LIMITED on 14/05/2020

Main office

30 MARKET PLACE
LONDON
W1W 8AP

Objectives

TO PAY OR APPLY THE WHOLE OF THE INCOME AND THE CAPITAL OF THE TRUST FUND BEING ALL THE ASSETS AND PROPERTY OF THE TRUST HELD FROM TIME TO TIME TO OR TOWARDS OR IN FURTHERANCE OR FOR THE BENEFIT OF SUCH ONE OR MORE LAWFUL CHARITIES LAWFUL CHARITABLE INSTITUTIONS OR LAWFUL CHARITABLE PURPOSES IN ANY PART OF THE WORLD IN SUCH SHARES AND IN SUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

WORLDWIDE

Data Sources