Finance Score: 3

Governance Score: 2

Support Score: 0

Liabilities <10%: +3
Strong growth: +2
Multiple Deficits: -2

Only 4 Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

M J C STONE CHARITABLE TRUST

THE ADVANCEMENT OF EDUCATION, THE RELIEF OF POVERTY, THE PROMOTION OF RELIGIOUS AND SUCH OTHER PUBLIC OBJECTS BEING CHARITABLE AS THE TRUSTEES MAY DECIDE.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are only 4 trustees

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end but spending has been increasing rapidly
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
31/12/22		£750	£810	£-60	£0	£1,037	£1,037	15.4	0
31/12/21		£0	£52	£-52	n/a	n/a	n/a	n/a	n/a
31/12/20		£395	£65	£329	n/a	n/a	n/a	n/a	n/a
31/12/19		£0	£47	£-47	n/a	n/a	n/a	n/a	n/a
31/12/18		£3	£29	£-26	£0	£0	£0	n/a	0
31/12/17		£76	£16	£60	£0	£0	£0	n/a	0
31/12/16		£401	£112	£289	£0	£0	£0	n/a	0
31/12/15		£1	£37	£-36	£0	£0	£0	n/a	0
31/12/14		£1	£88	£-87	£0	£0	£0	n/a	0
31/12/13	*	£2	£353	£-350	£0	£0	£0	n/a	0
31/12/12		£310	£392	£-82	£0	£0	£0	n/a	0
31/12/11	*	£1,042	£367	£676	£3	£838	£838	27.5	0
31/12/10		£1	£93	£-92	£0	£0	£0	n/a	0
31/12/09		£1	£154	£-152	£0	£0	£0	n/a	0
31/12/08		£29	£315	£-286	£0	£0	£0	n/a	0
31/12/07	*	£39	£262	£-223	£0	£0	£0	n/a	0
31/12/06		£553	£446	£107	£0	£0	£0	n/a	0
31/12/05	*	£1,563	£1,047	£516	£0	£0	£0	n/a	0
31/12/04		£804	£600	£204	£0	£0	£0	n/a	0

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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: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 15.4 months
Net Current Assets/Spending: 15 months
Quick Ratio: 1.3

Asset Split ?

Established: 42 years

02070966356

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other religious associations

How it operates

Makes Grants to Organisations

Where it operates

Gloucestershire,

Who it helps

Other Charities Or Voluntary Bodies

M J C STONE CHARITABLE TRUST

Analysis by Giving is Great

Positives:

Regulatory & Governance issues to consider:

Financial issues to consider:

Financial Data ?

Income & Spending ?

Sources of Income ?

Financial Ratios

Asset Split ?

UN SDGs

Listed activities

GiG Classification

How it operates

Where it operates

Who it helps

Who's supporting them? ?

How is it governed?

Trustees (4)

Gender Split

Legal constitution

Gift Aid

Policies in force

Filing Record

Main office

Objectives

Defined Area of Benefit:

Data Sources

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