Finance Score: 2

Governance Score: 4

Support Score: 0

Liabilities <10%: +3
Excess liquidity: -1

Only 3 Trustees: -2
Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

SOUTHAMPTON ROW TRUST LIMITED

To promote the advancement of education, the relief of poverty, the advancement of religion and such other purposes as are exclusively charitable under the laws of England and Wales.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are only 3 trustees

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
30/04/23	£106,591	£88,790	£17,801	£0	£133,695	£133,695	18.1
30/04/22	£98,401	£68,443	£29,958	£0	£117,138	£117,138	20.5
30/04/21	£84,009	£76,205	£7,804	£0	£88,342	£88,342	13.9
30/04/20	£81,937	£83,242	£-1,305	£0	£76,298	£76,298	11
30/04/19	£91,085	£81,091	£9,994	£0	£78,406	£78,406	11.6
30/04/18	£71,659	£60,712	£10,947	£0	£67,567	£67,567	13.4
30/04/17	£64,715	£58,098	£6,617	£0	£56,275	£56,275	11.6
30/04/16	£39,619	£30,848	£8,771	£0	£48,226	£48,226	18.8
30/04/15	£45,746	£45,242	£504	£26	£39,910	£39,910	10.6
30/04/14	£35,709	£34,964	£745	£15	£39,085	£39,085	13.4
30/04/13	£27,302	£22,403	£4,899	£18	£37,999	£37,999	20.4
30/04/12	£20,267	£16,504	£3,763	£15	£32,392	£32,392	23.6
30/04/11	£12,652	£9,162	£3,490	£12	£28,860	£28,860	37.8
30/04/10	£11,118	£7,862	£3,256	£9	£24,969	£24,969	38.1
30/04/09	£9,476	£5,419	£4,057	£17	£20,714	£20,714	45.9
30/04/08	£14,832	£12,500	£2,332	£98	£16,846	£16,846	16.2
30/04/07	£12,463	£6,167	£6,296	£36	£14,514	£14,514	28.2
30/04/06	£6,387	£4,057	£2,330	£0	£0	£0	n/a
30/04/05	£4,295	£2,312	£1,983	£0	£0	£0	n/a
30/04/04	£2,116	£1,785	£331	£0	£0	£0	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: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 18.1 months
Net Current Assets/Spending: 14 months
Quick Ratio: 66.7

Asset Split ?

Established: 24 years

www.cafonline.org

cadf@cafonline.org

03000123088

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Financial and insurance services

How it operates

Makes Grants to Organisations

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 (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-62

CAROLINE ELIZABETH ARMES RYLATT Appointed: 2022, Occupation: Finance Director

MARK JONATHAN GREER Appointed: 2021, Occupation: Executive Director

NEIL HESLOP Appointed: 2020, Occupation: Chief Executive, Other trusteeship: ASSOCN OF CHIEF EXECUTIVES OF VOL ORGS - ACEVO,

Legal constitution

Charitable company registered in England & Wales on 20/01/2000, number: 1079020
Registered at Companies House on 22/12/1999, number: 03900842

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

20 returns made; all on time

Main office

CHARITIES AID FOUNDATION
25 KINGS HILL AVENUE
KINGS HILL
WEST MALLING
ME19 4TA

Objectives

TO PROMOTE THE ADVANCEMENT OF EDUCATION, THE RELIEF OF POVERTY, THE ADVANCEMENT OF RELIGION AND SUCH OTHER PURPOSES AS ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES

Defined Area of Benefit:

NOT DEFINED

Data Sources