Finance Score: -5

Governance Score: 3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

SIR ERNEST CASSEL EDUCATIONAL TRUST

The giving of grants to provide equality of access to education for girls in developing countries

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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
31/05/23	£12	£49	£-37	n/a	n/a	n/a	n/a	n/a
31/05/22	£3	£86	£-83	n/a	n/a	n/a	n/a	n/a
31/05/21	£3	£71	£-69	n/a	n/a	n/a	n/a	n/a
31/05/20	£18	£1,140	£-1,121	n/a	n/a	n/a	n/a	n/a
31/05/19	£28	£78	£-50	n/a	n/a	n/a	n/a	n/a
31/05/18	£64	£64	£0	£0	£0	£0	n/a	0
31/05/17	£66	£61	£5	£0	£0	£0	n/a	0
31/05/16	£63	£62	£2	£0	£0	£0	n/a	0
31/05/15	£64	£64	£0	£0	£0	£0	n/a	0
31/05/14	£65	£63	£2	£0	£0	£0	n/a	0
31/05/13	£61	£50	£11	£0	£0	£0	n/a	0
31/05/12	£59	£54	£5	£0	£0	£0	n/a	0
31/05/11	£60	£59	£1	£0	£0	£0	n/a	0
31/05/10	£59	£60	£-1	£0	£0	£0	n/a	0
31/05/09	£61	£67	£-6	£0	£0	£0	n/a	0
31/05/08	£69	£61	£8	£0	£0	£0	n/a	0
31/05/07	£61	£59	£3	£0	£0	£0	n/a	0
31/05/06	£57	£54	£4	£0	£0	£0	n/a	0
31/05/05	£56	£53	£3	£0	£0	£0	n/a	0
31/05/04	£53	£51	£2	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 58 years

www.casseltrust.co.uk

casseltrust@btinternet.com

01904 619740

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Services for females

How it operates

Makes Grants to Organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

ANNE HALLOWELL SOFER MA, Other trusteeship: THE SIR ERNEST CASSEL EDUCATIONAL TRUST GRANTS TO COMMONWEALTH STUDENTS,

DAVID NOEL CONSTABLE Appointed: 2017, Other trusteeship: THE SIR ERNEST CASSEL EDUCATIONAL TRUST GRANTS TO COMMONWEALTH STUDENTS,

DR GORDON JOHNSON, Other trusteeships: ROYAL ASIATIC SOCIETY OF GREAT BRITAIN AND IRELAND, THE SIR ERNEST CASSEL EDUCATIONAL TRUST GRANTS TO COMMONWEALTH STUDENTS,

MISS ANN SHEILA KENNEDY MA, Other trusteeship: THE SIR ERNEST CASSEL EDUCATIONAL TRUST GRANTS TO COMMONWEALTH STUDENTS,

PROFESSOR FRANCIS CHRISTOPHER ROWLAND ROBINSON CBE (Chair), Other trusteeships: THE SIR ERNEST CASSEL EDUCATIONAL TRUST GRANTS TO COMMONWEALTH STUDENTS, SURREY HISTORY TRUST,

SALLY VIVYAN Appointed: 2013, Other trusteeship: THE SIR ERNEST CASSEL EDUCATIONAL TRUST GRANTS TO COMMONWEALTH STUDENTS,

LADY AMANDA ELLINGWORTH, Occupation: Company Director, Other trusteeship: SOMERSET COMMUNITY FOUNDATION,

Legal constitution

Charity registered in England & Wales on 26/10/1966, number: 313820

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
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
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

69 Holgate Road
YORK
YO24 4AA

Objectives

TO PROVIDE:- 1. A SUM NOT EXCEEDING ú150,000 TOWARDS THE ESTABLISHMENT AND MAINTENANCE OF A FACULTY OF COMMERCE IN THE UNIVERSITY OF LONDON. 2. A SUM NOT EXCEEDING ú50,000 FOR THE SUPPORT OR ADVANCEMENT AS THE TRUSTEES MAY THINK FIT OF THE WORKERS EDUCATIONAL ASSOCIATION OR ANY OTHER BODY CONCERNED WITH ADULT EDUCATION OR THE PROMOTION, SUPPORT ADVANCEMENT OR MAINTENANCE OF ANY EDUCATIONAL PROJECT OR UNDERTAKING FOR THE BENEFIT OF ADULTS CARRIED ON OR TO BE CARRIED ON OR RECOMMENDED OR APPROVED BY SUCH ASSOCIATION OR BODY. 3. A SUM NOT EXCEEDING ú20,000 FOR THE ESTABLISHMENT AND MAINTENANCE OF STUDENTSHIPS OR SCHOLARSHIPS FOR THE ENCOURAGEMENT AND ASSISTANCE OF THE GENERAL TECHNICAL OR COMMERCIAL EDUCATION OF WORKMEN (PARTICULARY THOSE WHO HAVE FOLLOWED PART-TIME COURSES OF EDUCATION AFTER THE AGE OF 16) OR SONS OR DAUGHTERS OF WORKMAN TO BE CARRIED ON IN THE UK OR ELSEWHERE. 4. A SUM NOT EXCEEDING ú100,000 FOR THE PROMOTION ENCOURAGEMENT AND ASSISTANCE OF THE STUDY OF FOREIGN LANGUAGES BY THE ESTABLISHMENT OF PROFESSORSHIPS OR LECTURESHIPS AND THE FOUNDATION OF SCHOLARSHIPS OR BURSARIES IN CONNECTION THEREWITH. 5. A SUM NOT EXCEEDING ú100,000 FOR THE HIGHER EDUCATION OF WOMEN BY THE ENDOWMENT OR ASSISTANCE OF COLLEGES FOR WOMEN. 6. A SUM OF ú80,000 FOR EDUCATIONAL PURPOSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources