Finance Score: -10

Governance Score: 0

Support Score: 0

Excess reserves: -5
Positive trading contribution: +2;Multiple Deficits: -2
Fundraising costs high: -5

No supporters identified

Overall GiG Score: -10

THE STOLLER CHARITABLE TRUST

The Trust is solely a grant-making charity particularly in the fields of The Advancement of Young People, Healthcare Research and Development and Cancer Relief , throughout the North West Region.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity only provides its support via other charities

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £9,427,049 available, equivalent to 64 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

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		£1,683	£1,754	£-71	£1,134	£9,427	£9,427	64.5	57
05/04/22		£1,318	£7,180	£-5,863	£703	£9,974	£9,974	16.7	30
05/04/21		£2,661	£1,323	£1,337	£0	£15,919	£15,919	144.3	0
05/04/20		£694	£5,210	£-4,516	£0	£9,724	£9,724	22.4	0
05/04/19		£911	£4,673	£-3,763	£0	£16,211	£16,211	41.6	0
05/04/18	*	£1,322	£922	£401	£0	£20,356	£20,356	265.1	0
05/04/17	*	£2,362	£13,278	£-10,915	£0	£20,657	£20,657	18.7	0
05/04/16		£1,878	£16,793	£-14,915	£0	£31,117	£31,117	22.2	0
05/04/15		£2,035	£5,421	£-3,386	£70	£50,429	£50,429	111.6	0
05/04/14	*	£47,506	£1,514	£45,992	£51	£51,601	£51,601	409.1	0
05/04/13	*	£195	£579	£-384	£0	£0	£0	n/a	0
05/04/12	*	£203	£462	£-259	£0	£0	£0	n/a	0
05/04/11	*	£290	£415	£-125	£0	£0	£0	n/a	0
05/04/10	*	£64	£301	£-237	£0	£0	£0	n/a	0
05/04/09	*	£308	£499	£-191	£0	£0	£0	n/a	0
05/04/08		£131	£362	£-231	£0	£0	£0	n/a	0
05/04/07	*	£147	£411	£-265	£0	£0	£0	n/a	0
05/04/06	*	£305	£323	£-18	£0	£0	£0	n/a	0
05/04/05	*	£107	£288	£-181	£0	£0	£0	n/a	0
05/04/04	*	£648	£389	£259	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 233.8%
Fundraising Costs/Total Spending: 66.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 36%
Liabilities/Income: 315%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 64.5 months
Net Current Assets/Spending: -32 months
Quick Ratio: 0.1

Asset Split ?

Established: 42 years

enquiries@stollercharitabletrust.co.uk

07902857648

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

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

Who works here?

57 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

ANDREW DIXON Appointed: 2012

KSL TRUSTEES LIMITED Appointed: 2012, Other trusteeships: THE A J FREEMAN CHARITABLE TRUST, THE KUIT STEINART LEVY CHARITABLE TRUST,

RICHARD CHRISTOPHER WILLIAM PARKINSON Appointed: 2021

SIR NORMAN KELVIN STOLLER CBEKSTJDL (Chair)

ROGER GOULD, Other trusteeship: THE TREESIDE TRUST,

Legal constitution

Charity registered in England & Wales on 29/09/1982, number: 285415

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR18: 1 days late, AR17: 2 days late, AR14: 1 days late, AR13: 1 days late, AR12: 46 days late, AR11: 46 days late, AR10: 40 days late, AR09: 43 days late, AR07: 135 days late, AR06: 95 days late, AR05: 18 days late, AR04: 42 days late,

Main office

24 Low Crompton Road
Royton
OLDHAM
OL2 6YR

Objectives

TO HOLD THE TRUST FUND UPON SUCH CHARITABLE TRUSTS SUBJECT TO EXCLUSIVELY CHARITABLE POWERS AND PROVISIONS AS THEY SHALL APPOINT AND IN DEFAULT OF APPOINTMENT THE TRUSTEES MUST PAY THE INCOME (AND MAY PAY CAPITAL) OF THE TRUST FUND TO OR FOR THE BENEFIT SUCH CHARITABLE OBJECTS OR PURPOSES OR OBJECT OR PURPOSE AS THEY IN THEIR DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources