Finance Score: 4

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Large legacies income: +1
Strong growth: +2
Fundraising costs low: +3

No supporters identified

Overall GiG Score: 4

THE HELEN ROLL CHARITY

The Helen Roll Charity aims to distribute about £300,000 annually between about 30 charities, often continuing to make grants to them over long periods. There is only room for grants to one or two newcomers each year. It operates through registered (or exempt) charities and no donations are made directly to individuals. Applications via www.helenroll.co.uk from 01.12 - 15.02 annually.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There has been strong growth in spending over the last 5 years
Fundraising costs are unusually low relative to funds raised

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 £4,088,871 available, equivalent to 176 months of spending and so may not be able to utilise additional funding

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
30/09/23	£1,208	£278	£930	£0	£4,089	£4,089	176.3	0
30/09/22	£90	£230	£-140	n/a	n/a	n/a	n/a	n/a
30/09/21	£1,038	£184	£854	£0	£3,384	£3,384	221.2	0
30/09/20	£40	£114	£-74	n/a	n/a	n/a	n/a	n/a
30/09/19	£45	£157	£-112	n/a	n/a	n/a	n/a	n/a
30/09/18	£805	£128	£677	£0	£2,374	£2,374	223.1	0
30/09/17	£41	£124	£-83	£0	£0	£0	n/a	0
30/09/16	£39	£124	£-85	£0	£0	£0	n/a	0
30/09/15?	£65	£145	£-80	£0	£0	£0	n/a	0
05/04/14	£54	£139	£-85	£0	£0	£0	n/a	0
05/04/13	£47	£134	£-86	£0	£0	£0	n/a	0
05/04/12	£48	£132	£-84	£0	£0	£0	n/a	0
05/04/11	£46	£131	£-85	£0	£0	£0	n/a	0
05/04/10	£50	£133	£-83	£0	£0	£0	n/a	0
05/04/09	£61	£116	£-55	£0	£0	£0	n/a	0
05/04/08	£63	£142	£-79	£0	£0	£0	n/a	0
05/04/07	£60	£139	£-80	£0	£0	£0	n/a	0
05/04/06	£61	£146	£-85	£0	£0	£0	n/a	0
05/04/05	£71	£117	£-46	£0	£0	£0	n/a	0
05/04/04	£64	£116	£-53	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.9%
Fundraising Costs/Total Spending: 7.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 176.3 months
Net Current Assets/Spending: 50 months
Quick Ratio: 2.3

Asset Split ?

Established: 36 years

helenroll.co.uk

helenrollapplication@gmail.com

01865559900

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Oxfordshire, Suffolk,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

CHRISTINE REID Appointed: 2002

CATHERINE STAPLES Appointed: 2021

FIONA WEISS Appointed: 2018

JESSICA MANNIX Appointed: 2018

STEPHEN GEORGE WILLIAMSON (Chair) Appointed: 2004

SARAH GUNN Appointed: 2021

PATRICK JOHN RICHARD STOPFORD BAOXON CFA Appointed: 2004, Other trusteeship: THE STOWE SCHOOL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 18/05/1988, number: 299108

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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; all on time

Main office

30 ST. GILES
OXFORD
OX1 3LE

Objectives

FOR SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH A MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources