Finance Score: -2

Governance Score: -4

Support Score: 0

Multiple Deficits: -2
No PartB

Only 4 Trustees: -1
All male board: -3

No supporters identified

Overall GiG Score: -6

THE COMPANY OF ACTUARIES CHARITABLE TRUST FUND

- grants for the relief of actuaries suffering hardship- grants for the advancement of actuarial and other education - grants for the charitable research in the fields of mathematics and actuarial science - the award of bursaries to assist persons to qualify as actuaries- the award of prizes in connection with the examinations for actuaries- to make donations to any registered charity

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 44 years

www.actuariescompany.co.uk

almoner@actuariescompany.co.uk

01276684722

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
31/07/23	£157	£163	£-6	n/a	n/a	n/a	n/a	n/a	2
31/07/22	£136	£149	£-13	n/a	n/a	n/a	n/a	n/a	2
31/07/21	£183	£225	£-42	n/a	n/a	n/a	n/a	n/a	2
31/07/20	£204	£170	£33	n/a	n/a	n/a	n/a	n/a	1
31/07/19	£142	£216	£-75	n/a	n/a	n/a	n/a	n/a	1
31/07/18	£180	£161	£19	£0	£0	£0	n/a	0	0
31/07/17	£180	£170	£10	£0	£0	£0	n/a	0	0
31/07/16	£150	£131	£19	£0	£0	£0	n/a	0	0
31/07/15	£176	£183	£-7	£0	£0	£0	n/a	0	0
31/07/14	£216	£241	£-26	£0	£0	£0	n/a	0	0
31/07/13	£174	£173	£0	£0	£0	£0	n/a	0	0
31/07/12	£180	£143	£37	£0	£0	£0	n/a	0	0
31/07/11	£141	£2	£139	£0	£0	£0	n/a	0	0
31/07/10	£108	£1	£107	£0	£0	£0	n/a	0	0
31/07/09	£167	£174	£-7	£0	£0	£0	n/a	0	0
31/07/08	£121	£1	£119	£0	£0	£0	n/a	0	0
31/07/07	£88	£92	£-4	£0	£0	£0	n/a	0	0
31/07/06	£60	£50	£9	£0	£0	£0	n/a	0	0
31/07/05	£67	£71	£-4	£0	£0	£0	n/a	0	0
31/07/04	£69	£68	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

CHRISTOPHER GREEN Appointed: 2018

GARY KEVIN SIMMONS Appointed: 2019, Other trusteeships: HERE FOR GOOD, THE WORSHIPFUL COMPANY OF ACTUARIES CHARITY,

JAY STEWART Appointed: 2020, Other trusteeships: PORTSMOUTH NAVAL GLIDING CENTRE, THE WORSHIPFUL COMPANY OF ACTUARIES CHARITY,

ROBERT CRAIG ROSS Appointed: 2020, Other trusteeships: THE HIMALAYAN TRUST UK, THE GUSTAV MAHLER SOCIETY OF THE UNITED KINGDOM, THE WORSHIPFUL COMPANY OF ACTUARIES CHARITY, THE HIMALAYAN TRUST UK CIO,

Legal constitution

Charity registered in England & Wales on 19/08/1980, number: 280702

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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

Three Greens
Branksome Park Road
CAMBERLEY
GU15 2AE

Objectives

(A) THE RELIEF OF POVERTY OF MEMBERS OF THE PROFESSION OF ACTUARIES OR ANY OTHER RECOGNISED PROFESSION THOSE DEPENDENT UPON THEM AND IN PARTICULAR OF MEMBERS OF THE COMPANY AND THEIR DEPENDANTS. (B) THE ADVANCEMENT OF EDUCATION OF PERSONS DESIRING TO PRACTISE THE PROFESSION OF ACTUARIES OR ANY OTHER RECOGNISED PROFESSION OR TO BE QUALIFIED FOR PROFESSIONAL OR ADMINISTRATIVE POSTS IN NATIONAL PUBLIC OR LOCAL AUTHORITIES AND IN COMMERCE INDUSTRY AND FINANCE. (C) CHARITABLE RESEARCH IN THE FIELD OF ACTUARIAL SCIENCE. (D) TO AWARD TO PERSONS INTENDING TO PRACTISE THE PROFESSION OF ACTUARIES OR OTHER RECOGNISED PROFESSION EXHIBITIONS AT ANY EDUCATIONAL ESTABLISHEMTN APPROVED BY THE MANAGING TRUSTEES. (E) TO ASSIST IN THEIR GENERAL OR PROFESSIONAL EDUCATION PERSONS OF ACTUARIES OR ANY OTHER RECOGNISED PROFESSION. (G) TO ESTABLISH AND MAINTAIN FACILITIES AND SERVICES TO ASSIST AND BENEFIT PERSONS WHO ARE ENDEAVOURING TO QUALIFY FOR THE PROFESSION OF ACTUARIES OR ANY OTHER RECOGNISED PROFESSION. (H) TO MAKE DONATIONS TO ANY REGISTERED CHARITY. (FOR FURTHER DETAILS SEE TRUST DEED)

Defined Area of Benefit:

NOT DEFINED

Data Sources