Finance Score: 8

Governance Score: -1

Support Score: 4

Good reserves management: +3
Strong growth: +2
Fundraising costs low: +3

Only 4 Trustees: -1

Grant maker support: +4

Overall GiG Score: 11

THE LADY FATEMAH (A.S.) CHARITABLE TRUST

To promote any charitable purposes for the benefit of the public and in particular relief of poverty, sickness and distress, the promotion of health, the advancement of education and the advancement of religion

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 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:

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	Volun- teers
31/03/23		£3,566	£3,608	£-42	£45	£3,201	£1,057	3.5	15
31/03/22		£4,324	£3,441	£883	£30	£3,243	£1,187	4.1	15
31/03/21		£3,565	£3,344	£221	£44	£2,374	£1,039	3.7	15
31/03/20		£1,615	£1,587	£29	£87	£2,161	£965	7.3	15
31/03/19	*	£1,949	£1,335	£614	£54	£2,117	£826	7.4	15
31/03/18	*	£1,087	£1,116	£-29	£42	£1,480	£657	7.1	0
31/03/17	*	£1,256	£1,369	£-113	£37	£1,548	£589	5.2	0
31/03/16	*	£1,459	£1,459	£1	£40	£1,661	£492	4	0
31/03/15		£2,225	£1,380	£844	£78	£1,661	£419	3.6	0
31/03/14	*	£1,572	£1,631	£-59	£122	£816	£202	1.5	0
31/03/13	*	£1,615	£1,161	£454	£94	£875	£199	2.1	0
31/03/12	*	£1,037	£1,162	£-125	£90	£422	£173	1.8	0
31/03/11		£1,323	£1,110	£213	£71	£546	£149	1.6	0
31/03/10		£964	£1,269	£-305	£47	£333	£67	0.6	0
31/03/09		£1,103	£962	£140	£7	£638	£164	2.1	0
31/03/08	*	£629	£528	£101	£23	£498	£74	1.7	0
31/03/07	*	£459	£389	£69	£0	£0	£0	n/a	0
31/03/06	*	£330	£256	£75	£0	£0	£0	n/a	0
31/03/05	*	£159	£105	£54	£0	£0	£0	n/a	0
31/03/04	*	£227	£96	£131	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.3%
Fundraising Costs/Total Spending: 1.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 33%
Reserves/Spending: 3.5 months
Net Current Assets/Spending: 10 months
Quick Ratio: 61.6

Asset Split ?

Established: 26 years

www.ladyfatemahtrust.org

info@ladyfatemahtrust.org

01494762063

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
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 Individuals
Makes Grants to Organisations

Where it operates

Bangladesh, India, Iraq, Italy, Kenya, Lebanon, Occupied Palestinian Territories, Oman, Pakistan, Tanzania, United States,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

Unknown number of employees
15 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
The Childhood Trust - GiveIT bridging the DigitalDivide 4 schoolchildren
£25,000	22/06/2021	The LFT's GiveIT campaign gives schoolchildren aged between 7 to 18 years who do not have a digital device in their homes a new or high spec repurposed laptop device to be able to recommend them with ....more The LFT's GiveIT campaign gives schoolchildren aged between 7 to 18 years who do not have a digital device in their homes a new or high spec repurposed laptop device to be able to recommend them with their studies and better equipped to be IT literate and improve their chances of career progression.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

DR THUHA JABBAR Appointed: 2014

ALI BAKIR Appointed: 2022

KANIZE FATMA A KARIM

DR MUHAMMAD ASARIA Appointed: 2022, Other trusteeship: BW FOUNDATION,

Legal constitution

Charity registered in England & Wales on 04/11/1998, number: 1072270

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
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
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR19: 59 days late, AR18: 184 days late, AR17: 301 days late, AR16: 65 days late, AR14: 1 days late, AR13: 131 days late, AR12: 97 days late, AR08: 18 days late, AR07: 141 days late, AR06: 102 days late, AR05: 191 days late, AR04: 72 days late,

Main office

SEPTEMBER LODGE
VILLAGE WAY
AMERSHAM
HP7 9PU

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC AND IN PARTICULAR THE RELIEF OF POVERTY, SICKNESS AND DISTRESS, THE PROMOTION OF HEALTH, THE ADVANCEMENT OF EDUCATION AND THE ADVANCEMENT OF RELIGION

Defined Area of Benefit:

NOT DEFINED

Data Sources