Finance Score: -7

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
No PartB

No supporters identified

Overall GiG Score: -7

THE OTTO GIESEN FUND

General Charitable purposes.

Analysis by Giving is Great

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years 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
31/01/23	*	£36	£49	£-13	n/a	n/a	n/a	n/a	n/a
31/01/22	*	£37	£119	£-82	n/a	n/a	n/a	n/a	n/a
31/01/21		£40	£66	£-26	n/a	n/a	n/a	n/a	n/a
31/01/20		£48	£32	£16	n/a	n/a	n/a	n/a	n/a
31/01/19		£50	£39	£10	n/a	n/a	n/a	n/a	n/a
31/01/18		£42	£58	£-15	£0	£0	£0	n/a	0
31/01/17		£41	£45	£-3	£0	£0	£0	n/a	0
31/01/16		£38	£36	£2	£0	£0	£0	n/a	0
31/01/15		£44	£35	£10	£0	£0	£0	n/a	0
31/01/14		£38	£38	£1	£0	£0	£0	n/a	0
31/01/13		£36	£49	£-13	£0	£0	£0	n/a	0
31/01/12		£38	£48	£-9	£0	£0	£0	n/a	0
31/01/11		£25	£41	£-17	£0	£0	£0	n/a	0
31/01/10		£22	£29	£-7	£0	£0	£0	n/a	0
31/01/09		£34	£30	£4	£0	£0	£0	n/a	0
31/01/08		£35	£35	£0	£0	£0	£0	n/a	0
31/01/07		£31	£13	£18	£0	£0	£0	n/a	0
31/01/06		£25	£16	£9	£0	£0	£0	n/a	0
31/01/05		£30	£33	£-3	£0	£0	£0	n/a	0
31/01/04		£26	£24	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 44 years

richard.morley-jacob@slaughterandmay.com

02076001200

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals
Provides other finance

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

TREXCO LIMITED

MR RON DONOVAN Appointed: 2007

SARAH LEE Appointed: 2022

VICTORIA MACDUFF Appointed: 2021

RICHARD JEFFREY CLARK Appointed: 2017, Other trusteeship: THE THROMBOSIS RESEARCH TRUST,

Legal constitution

Charity registered in England & Wales on 30/10/1980, number: 281199

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 49 days late, AR22: 15 days late,

Main office

2 LAMBS PASSAGE
LONDON
EC1Y 8BB

Objectives

SUCH ONE OR MORE EXCLUSIVELY OF THE PARTNERS, EMPLOYEES, FORMER PARTNERS AND FORMER EMPLOYEES OF THE FIRM OF SLAUGHTER AND MAY OF 35 BASINGHALL STREET, LONDON AND OF THE SPOUSES, WIDOWS, WIDOWERS, CHILDREN AND OTHER DEPENDANTS OF SUCH PERSONS AT THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION SELECT AS BEING IN NEED OF FINANCIAL ASSISTANCE.

Defined Area of Benefit:

NOT DEFINED

Data Sources