Finance Score: -13

Governance Score: -6

Support Score: 0

Volatile income: -3
Dormant: -10
No PartB

No conflicts policy: -1
Very static board: -5

No supporters identified

Overall GiG Score: -19

CHARITRAK COMMON INVESTMENT FUND

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently
This charity appears to be dormant

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
05/04/19		£14,600	£14,479	£121	n/a	n/a	n/a	n/a	n/a
05/04/18		£18,114	£18,091	£23	£0	£0	£0	n/a	0
05/04/17		£19,928	£19,904	£24	£0	£0	£0	n/a	0
05/04/16		£19,909	£19,851	£58	£0	£0	£0	n/a	0
05/04/15		£20,369	£20,388	£-19	£0	£0	£0	n/a	0
05/04/14		£19,494	£19,497	£-3	£0	£0	£0	n/a	0
05/04/13	*	£18,611	£18,530	£81	£0	£0	£0	n/a	0
05/04/12?	*	£18,639	£18,535	£104	£0	£0	£0	n/a	0
05/04/10		£212	£21	£192	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 25 years

CANDIDA.DESILVA@BLACKROCK.COM

02077431084

Charity Commission for England and Wales

This Charity appears to be dormant

GiG Classification

Financial and insurance services

How it operates

Provides other finance

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

BLACKROCK FUND MANAGERS LIMITED Appointed: 2016, Other trusteeships: CHARINCO COMMON INVESTMENT FUND, CHARISHARE COMMON INVESTMENT FUND, CHARISHARE RESTRICTED COMMON INVESTMENT, ARMED FORCES COMMON INVESTMENT FUND, CHARIFAITH COMMON INVESTMENT FUND, BLACKROCK CHARITIES FUNDS,

BNY MELLON TRUST & DEPOSITARY (UK) LIMITED Appointed: 2013, Other trusteeships: CHARINCO COMMON INVESTMENT FUND, CHARISHARE COMMON INVESTMENT FUND, CHARISHARE RESTRICTED COMMON INVESTMENT, ARMED FORCES COMMON INVESTMENT FUND,

Legal constitution

Charity registered in England & Wales on 24/08/1999, number: 1077125

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

9 returns made; AR13: 211 days late, AR12: 354 days late,

Main office

Blackrock
12 Throgmorton Avenue
LONDON
EC2N 2DL

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