Finance Score: 7

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Large legacies income: +1
Fundraising costs low: +3

No volunteer policy: -2
Only 4 Trustees: -1
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 10

THE DR N K SHAH TRUST

The trust promotes its aims with the co-operation of UK charities such as The Jain Network, Jain Samaj Europe, Jain Sangha of Europe, Ahimsa for Quality of Life, Jain Academy, World Council of Jain Academies and interfaith organisations. The trustees have attended relevant international conferences/meetings and have made donations for relief of poverty, religious education & place of worship.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 4 trustees

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	Volun- teers
05/04/23		£3,424	£129	£3,295	£77	£6,405	£122	11.3	3	28
05/04/22		£11	£217	£-206	n/a	n/a	n/a	n/a	n/a	3
05/04/21		£678	£49	£629	£0	£2,290	£2,290	555.9	0	1
05/04/20	*	£1,357	£44	£1,313	£0	£1,661	£1,661	451.1	0	0
05/04/19		£60	£54	£5	n/a	n/a	n/a	n/a	n/a	0
05/04/18		£62	£48	£14	£0	£0	£0	n/a	0	0
05/04/17		£69	£94	£-25	£0	£0	£0	n/a	0	0
05/04/16		£114	£94	£20	£0	£0	£0	n/a	0	0
05/04/15		£44	£36	£8	£0	£0	£0	n/a	0	0
05/04/14		£92	£82	£10	£0	£0	£0	n/a	0	0
05/04/13		£77	£80	£-3	£0	£0	£0	n/a	0	0
05/04/12		£100	£96	£3	£0	£0	£0	n/a	0	0
05/04/11		£30	£8	£22	£0	£0	£0	n/a	0	0
05/04/10		£103	£118	£-15	£0	£0	£0	n/a	0	0
05/04/09		£13	£11	£2	£0	£0	£0	n/a	0	0
05/04/08	*	£14	£22	£-8	£0	£0	£0	n/a	0	0
05/04/07		£26	£19	£7	£0	£0	£0	n/a	0	0
05/04/06		£13	£9	£4	£0	£0	£0	n/a	0	0
05/04/05		£18	£20	£-2	£0	£0	£0	n/a	0	0
05/04/04		£4	£3	£1	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.2%
Fundraising Costs/Total Spending: 59.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 11.3 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0.9

Asset Split ?

Established: 38 years

natubhaishah@gmail.com

07779202998

Charity Commission for England and Wales

Listed activities

Animals
Education/Training
Religious Activities
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
Provides human resources

Where it operates

Belgium, India, Throughout London, United States,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

3 employees
28 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

NITA SHAH Appointed: 2019

DR AJAY MANMOHAN SHAH VPRESIDENT, Other trusteeship: THE JAIN NETWORK,

DR SAMIR NATVARLAL SHAH PRESIDENT (Chair), Other trusteeship: THE JAIN NETWORK,

LEENA SHAH, Other trusteeship: THE JAIN NETWORK,

Legal constitution

Charity registered in England & Wales on 12/11/1986, number: 327291

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR20: 105 days late, AR08: 35 days late,

Main office

20 JAMES CLOSE
WOODLANDS
LONDON
NW11 9QX

Objectives

THE ADVANCE OF EDUCATION OR RELIGION WHETHER IN THE UNITED KINGDOM OR IN ANY OTHER PART OF THE WORLD AND FOR THE RELIEF OF POVERTY WHETHER IN THE UNITED KINGDOM OR IN ANY OTHER PART OF THE WORLD.

Defined Area of Benefit:

THE UNITED KINGDOM OR IN ANY OTHER PART OF THE WORLD.

Data Sources