Finance Score: -2

Governance Score: 1

Support Score: 0

Multiple Deficits: -2

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE A AND J CHARITABLE TRUST

The object of the KPR Charitable Trust is to benefit such charitable institutions as the trustees in their absolute discretion think fit.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

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
05/04/23	*	£1,150	£1,004	£146	£0	£362	£362	4.3	0	0
05/04/22		£256	£388	£-132	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£650	£304	£346	£0	£348	£348	13.7	0	0
05/04/20		£160	£121	£39	n/a	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£100	£584	£-484	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£942	£495	£447	£0	£480	£447	10.8	0	0
05/04/17	*	£288	£288	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16		£531	£531	£0	£0	£314	£0	n/a	1	0
05/04/15		£271	£271	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/14		£500	£189	£311	n/a	n/a	n/a	n/a	n/a	n/a
05/04/13		£228	£96	£132	n/a	n/a	n/a	n/a	n/a	n/a
05/04/12		£30	£25	£6	n/a	n/a	n/a	n/a	n/a	n/a
05/04/11		£12	£36	£-24	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10		£76	£48	£28	n/a	n/a	n/a	n/a	n/a	n/a
05/04/09		£133	£129	£4	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08	*	£24	£29	£-5	n/a	n/a	n/a	n/a	n/a	n/a
05/04/07	*	£21	£27	£-5	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06		£19	£9	£10	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05		£59	£55	£4	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04		£4	£24	£-20	n/a	n/a	n/a	n/a	n/a	n/a

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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: 21%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 4.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0.5

Asset Split ?

Balance Sheet History

Established: 28 years

suzannerose@dixonwilson.co.uk

02076808100

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

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

GRAHAM LEONARD CHAMBERS Appointed: 2022

LADY JANE PARKER

SIR ALAN PARKER (Chair)

Legal constitution

Charity registered in England & Wales on 16/09/1996, number: 1058058

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 179 days late, AR19: 1 days late, AR18: 28 days late, AR17: 99 days late, AR08: 142 days late, AR07: 144 days late,

Main office

DIXON WILSON
CHARTERED ACCOUNTANTS
22 CHANCERY LANE
LONDON
WC2A 1LS

Objectives

TO BENEFIT SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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