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home >> charity search >> the bridget espinosa memorial trust
Finance Score: -1
Governance Score: 0
Support Score: 3
  • Poor Liquidity: -1
  • Positive trading contribution: +2;Good reserves management: +3
  • Fundraising costs high: -5
  • 2 Trustees: -2
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 2 ?

THE BRIDGET ESPINOSA MEMORIAL TRUST

Scholarships to adult students and parent trust of dance school delivering up to degree education courses
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • More than half of total income was derived from trading and fees in the latest year
  • Reserves management has been consistently within official guidelines

Regulatory & Governance issues to consider:

  • There are only 2 trustees

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
  • There has been a change of accounting period recently, so trends may be hard to determine
  • Fundraising costs are extremely high relative to funds raised
Find similar charities within: miles

Financial Data ?

Income & Spending ?
N.B. data has been adjusted to reflect year end change
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/07/23?£4,777£4,665£111£4,665£1,314£1,3133.4530
31/08/22£4,531£4,707£-176£4,707£1,242£1,2413.2580
31/08/21£4,590£4,495£95£4,495£1,410£1,4093.8450
31/08/20*£4,474£4,391£84£4,391£1,358£1,3573.7460
31/08/19£4,660£4,600£60£0£1,321£1,3203.4430
31/08/18*£4,715£4,563£152£0£1,261£1,2603.3440
31/08/17*£4,590£4,354£236£0£1,108£1,1083.1400
31/08/16*£4,272£3,894£379£0£875£8722.7370
31/08/15?*£4,273£3,867£406£3,866£496£4931.5270
31/07/14*£3,634£3,545£89£-4£90£860.300
31/07/13*£3,397£3,406£-9£8£1£-3-000
31/07/12*£3,184£3,216£-33£4£9£5000
31/07/11*£3,155£3,156£-1£3,155£42£340.100
31/07/10*£3,291£3,283£9£2£43£370.100
31/07/09*£3,141£3,143£-2£2£34£290.100
31/07/08£5£1£4n/an/an/an/an/an/a
31/07/07£6£3£3n/an/an/an/an/an/a
31/07/06£6£65£-59n/an/an/an/an/an/a
31/07/05*£74£17£56n/an/an/an/an/an/a
31/07/04*£14£29£-15n/an/an/an/an/an/a
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: INF%
Fundraising Costs/Total Spending: 100%
Highest pay band: Less than £60,000
Liabilities/Assets: 75%
Liabilities/Income: 74%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.1
Asset Split ?
Balance Sheet History
Established: 34 years

r.fairbairn@la-law.com

02074929800

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
GiG Classification
How it operates
  • Makes grants to individuals
  • Provides services
Where it operates
  • Barnet,
Who it helps
  • Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)
Gender Split

  • RICHARD FAIRBAIRN Appointed: 2013
  • YVETTE RATHBONE
Legal constitution
  • Charity registered in England & Wales on 12/07/1990, number: 803577
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
Filing Record
20 returns made; AR20: 267 days late, AR18: 196 days late, AR17: 120 days late, AR16: 122 days late, AR15: 399 days late, AR14: 379 days late, AR13: 192 days late, AR12: 82 days late, AR11: 77 days late, AR10: 133 days late, AR09: 147 days late, AR05: 7 days late, AR04: 10 days late,
Main office

Lester Aldridge LLP
120 Moorgate
LONDON
EC2M 6UR

Objectives

FOR THE ADVANCEMENT OF EDUCATION OF STUDENTS AND TO APPLY THE INCOME OF THE FUND AND, AT THE TRUSTEES DISCRETION, THE WHOLE OR ANY PARK OF THE FUND IN ESTABLISHING AND MAINTAINING SCHOLARSHIPS FOR STUDENTS AT THE CENTRE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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