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home >> charity search >> coif charities short duration bond fund
Finance Score: -6
Governance Score: 3
Support Score: 0
  • Spending falling: -1
  • Multiple Deficits and declines: -5
  • No PartB
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: -3 ?

COIF CHARITIES SHORT DURATION BOND FUND 

Investment Management of Charity Funds
Analysis by Giving is Great

Positives:

  • The Board appears to be dynamic in terms of composition

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Spending has fallen significantly over the last 5 years relative to the previous period
  • Income has been volatile and on several occasions in recent years less than spending
miles

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
31/12/21£1,922£2,456£-534n/an/an/an/an/a0
31/12/20£2,139£3,384£-1,245n/an/an/an/an/a0
31/12/19£2,447£3,568£-1,121n/an/an/an/an/a0
31/12/18£2,701£3,891£-1,190£0£0£0n/a00
31/12/17£3,272£4,564£-1,292£0£0£0n/a00
31/12/16£3,465£5,247£-1,782£0£0£0n/a00
31/12/15£3,828£5,178£-1,350£0£0£0n/a00
31/12/14£3,657£5,303£-1,646£0£0£0n/a00
31/12/13£4,952£6,347£-1,395£0£0£0n/a00
31/12/12£6,102£8,903£-2,801£0£0£0n/a00
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 34 years

www.ccla.co.uk

jackie.fox@ccla.co.uk

02074896046

Charity Commission for England and Wales
Listed activities
  • Other Charitable Purposes
GiG Classification
  • Financial and insurance services
How it operates
  • Provides other finance
Where it operates
  • Throughout England And Wales,
Who it helps
  • Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)
Current Trustees appointed

Legal constitution
  • Charity registered in England & Wales on 20/07/1990, number: 803610
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
Filing Record
10 returns made; all on time
Main office

CCLA Fund Managers Ltd
1 Angel Lane
London
EC4R 3AB

Objectives

THE OBJECT OF THE FUND SHALL BE THE PROVISION OF A COMMON INVESTMENT FUND FOR THE INVESTMENT OF SUMS OF MONEY AND OTHER PROPERTY FROM TIME TO TIME TRANSFERRED TO THE FUND BY OR ON BEHALF OF A PARTICIPATING CHARITY: PROVIDED THAT THE PARTICIPATING CHARITIES SHALL BE ENTITLED, SUBJECT TO THE PROVISIONS OF THIS SCHEME, TO THE CAPITAL AND INCOME OF THE FUND IN SHARES DETERMINED BY REFERENCE TO THE AMOUNT OR VALUE OF THE MONEYS OR PROPERTY TRANSFERRED TO THE FUND BY OR ON BEHALF OF EACH PARTICIPATING CHARITY AND TO THE VALUE OF THE FUND AT THE TIME OF THE TRANSFERS.

Defined Area of Benefit:

NOT DEFINED.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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