Finance Score: -5

Governance Score: -2

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Volatile income: -3

Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -7

THE RUBIN FOUNDATION CHARITABLE TRUST

Making of grants to various charitable bodies

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board composition appears to be very static

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £6,875,151 available, equivalent to 98 months of spending and so may not be able to utilise additional funding
Income has been volatile recently

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		£1,120	£843	£278	£0	£6,875	£6,875	97.9	0
05/04/22		£90	£856	£-766	n/a	n/a	n/a	n/a	n/a
05/04/21		£1,079	£812	£267	£0	£7,460	£7,460	110.2	0
05/04/20		£3,003	£907	£2,095	£0	£6,461	£6,461	85.5	0
05/04/19		£2,540	£660	£1,880	£0	£4,718	£4,718	85.8	0
05/04/18		£2,535	£962	£1,572	£0	£2,787	£2,787	34.7	0
05/04/17		£510	£579	£-69	£0	£1,208	£1,208	25	0
05/04/16		£1,009	£708	£300	£0	£1,235	£1,235	20.9	0
05/04/15		£1,009	£689	£320	£0	£952	£952	16.6	0
05/04/14		£7	£579	£-571	£0	£0	£0	n/a	0
05/04/13		£1,011	£329	£682	£4	£1,175	£1,175	42.9	0
05/04/12		£309	£378	£-69	£0	£0	£0	n/a	0
05/04/11		£13	£543	£-530	£0	£0	£0	n/a	0
05/04/10		£21	£467	£-446	£0	£0	£0	n/a	0
05/04/09		£1,073	£693	£381	£2	£1,523	£1,523	26.4	0
05/04/08		£143	£984	£-841	£0	£0	£0	n/a	0
05/04/07	*	£101	£461	£-360	£0	£0	£0	n/a	0
05/04/06	*	£1,080	£585	£495	£0	£0	£0	n/a	0
05/04/05		£94	£529	£-434	£0	£0	£0	n/a	0
05/04/04		£74	£428	£-354	£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: 97.9 months
Net Current Assets/Spending: 12 months
Quick Ratio: 172.7

Asset Split ?

Established: 38 years

alison.mcmillan@pentland.com

020 7535 3870

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

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ALISON JAYNE MOSHEIM Appointed: 1986

ANDREW KEITH RUBIN Appointed: 1986

ANGELA SOPHIA RUBIN Appointed: 1986

CAROLYN LOUISE RUBIN Appointed: 1986

ROBERT STEPHEN RUBIN OBE (Chair) Appointed: 1986, Other trusteeships: THE INTERNATIONAL CHURCHILL SOCIETY, CRIMESTOPPERS TRUST,

Legal constitution

Charity registered in England & Wales on 11/03/1986, number: 327062

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR07: 98 days late, AR06: 1 days late,

Main office

Rubin Foundation Charitable Trust
8 Manchester Square
London
W1U 3PH

Objectives

UPON SUCH TRUSTS AND FOR PURPOSES AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND & WALES.

Defined Area of Benefit:

NOT DEFINED

Data Sources