Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits and declines: -5
Fundraising costs low: +3
No PartB

Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 4

THE MAITRI TRUST

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

Income has been volatile and on several occasions in recent years less than spending

Financial Data

Income & Spending ?

Period ending	31/12/17	31/12/18	31/12/19	31/12/20	31/12/21	31/12/22	31/12/23
Charitable activities
Donations & Legacies		£9,856,409	£2,382,437	£54,521	£3,705,303
Other Income			£711,145	£234,998
Investment Income		£306,613	£536,971	£307,277	£106,663	£236,930	£655,687
Total income	£7,220,490	£10,163,022	£3,630,553	£596,796	£3,811,966	£1,887,060	£1,606,742
Charitable activities spending		£2,512,791	£2,927,835	£4,613,958	£4,884,933	£2,566,908	£4,156,934
Fundraising costs	1%	1%	3%	100%	1%	3%	5%
Other spending			£832,372	£126,289	£10,309	£416,853
Total spending	£2,929,594	£2,573,945	£3,824,367	£4,794,768	£4,950,545	£3,033,891	£4,207,752
Surplus/deficit	£4,290,896	£7,589,077	-£193,814	-£4,197,972	-£1,138,579	-£1,146,831	-£2,601,010

Download accounts

Established: 18 years

www.maitritrust.org.uk

Listed activities

It makes grants, donations, loans, gifts or pensions to individuals
It makes grants, donations or gifts to organisations

GiG Classification

Provides financial or material assistance

Purposes

The prevention or relief of poverty
The advancement of education
The advancement of health','the saving of lives','the advancement of citizenship or community development','any other purpose that may reasonably be regarded as analogous to any of the preceding purposes

Where it operates

UK and overseas, main operating location: East Lothian

Who it helps

Children or young people
Older People
People with disabilities or health problems','No specific group, or for the benefit of the community','Other charities or voluntary bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Directors (7)

Current Directors appointed

Age Range of Directors: 42-63

CAMPBELL, Oliver Martin
Appointed: 2019
Occupation: Investment Analyst

DAVIES, Gillian Victoria
Appointed: 2016
Occupation: Solicitor

EDGERTON, Nicholas
Appointed: 2022
Occupation: Fund Manager

FRIEDMAN, Lara Jodi
Appointed: 2022
Occupation: Senior Manager

MILNE, Grigor Lewis
Appointed: 2023
Occupation: Funds Management Professional

MOHANTY, Barun
Appointed: 2022
Occupation: Retired

RAMSAY, Sandy
Appointed: 2023
Occupation: Accountant

Legal constitution

Charity registered in Scotland on 02/11/2006, number: SC037571
Registered at Companies House on 17/12/2013, number: SC466051

Filing Record

5 returns made; all on time

Main office

7-9 North St David Street, Edinburgh, EH2 1AW

Objectives

The objects of the Trust are to promote such charitable purpose(s) or charitable institution(s) in such proportions and manner as the Trustees shall think fit. In exercising their discretion in terms of this Article, the Trustees shall give primary consideration to charitable purposes or charitable institutions benefiting developing countries but this proviso shall impose no binding obligation on the Trustees.

Data Sources

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