Finance Score: 0

Governance Score: -1

Support Score: 3

Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs low: +3

Mainly female board: -1

Overall weighted support: +3

Overall GiG Score: 2

THE HELEN HAMLYN TRUST

The Trust's core aim is to initiate and support innovative medium to long term projects which will effect lasting change and improve quality of life.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
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
31/03/23	£2,252	£2,459	£-207	£0	£5,173	£4,444	21.7	3	1
31/03/22	£7,399	£7,602	£-204	£0	£5,933	£4,954	7.8	3	1
31/03/21	£2,192	£2,725	£-533	£0	£5,981	£4,752	20.9	3	0
31/03/20	£2,224	£1,646	£578	£0	£5,763	£4,284	31.2	3	0
31/03/19	£2,677	£2,301	£376	£0	£5,353	£3,623	18.9	3	0
31/03/18	£2,661	£2,620	£41	£0	£4,778	£3,275	15	3	0
31/03/17	£2,579	£1,986	£593	£96	£5,100	£3,444	20.8	6	0
31/03/16	£2,689	£3,469	£-780	£75	£4,174	£2,537	8.8	7	0
31/03/15	£2,533	£2,166	£368	£156	£5,120	£3,726	20.6	7	0
31/03/14	£2,515	£1,430	£1,084	£145	£4,522	£3,256	27.3	7	0
31/03/13	£4,396	£3,937	£459	£161	£3,436	£2,384	7.3	7	0
31/03/12	£2,618	£2,810	£-192	£168	£2,927	£2,163	9.2	7	0
31/03/11	£2,440	£3,947	£-1,507	£133	£3,110	£1,861	5.7	6	0
31/03/10	£2,865	£2,624	£240	£59	£4,606	£2,555	11.7	3	0
31/03/09	£3,165	£4,274	£-1,110	£48	£4,262	£1,699	4.8	3	0
31/03/08	£4,361	£3,516	£846	£31	£5,871	£2,078	7.1	2	0
31/03/07	£2,769	£1,552	£1,217	£23	£5,013	£1,187	9.2	3	0
31/03/06	£2,307	£2,356	£-48	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£2,492	£1,240	£1,252	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£1,960	£1,392	£568	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.3%
Fundraising Costs/Total Spending: 1.1%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 30%
Liabilities/Income: 99%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 21.7 months
Net Current Assets/Spending: -4 months
Quick Ratio: 0.5

Asset Split ?

Balance Sheet History

Established: 24 years

john.roche@helenhamlyntrust.org

07969811531

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations
Other charitable activities

Where it operates

India, Italy, Portugal, Throughout England, United States,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Paul Hamlyn Foundation - Support for the Helen Hamlyn Trust 2020-21
£2,000,000	01/04/2020	The Helen Hamlyn Trust is an independent grant-making trust focusing on the initiation of medium and long-term projects linked to the shared interests of Lady Hamlyn and her late husband Lord Hamlyn. This grant supports The Helen Hamlyn Trust to ....more The Helen Hamlyn Trust is an independent grant-making trust focusing on the initiation of medium and long-term projects linked to the shared interests of Lady Hamlyn and her late husband Lord Hamlyn. This grant supports The Helen Hamlyn Trust to develop innovative projects in the fields of medicine, arts and culture, education and welfare, healthy ageing, international humanitarian affairs and heritage and conservation in India.
Paul Hamlyn Foundation - Support for the Helen Hamlyn Trust 2019-20
£2,000,000	01/04/2019 12	Support for the Helen Hamlyn Trust 2019-20.
Paul Hamlyn Foundation - Support for the Helen Hamlyn Trust 2018-19
£2,000,000	01/04/2018 12	The Helen Hamlyn Trust is an independent grant-making trust focusing on the initiation of medium and long-term projects linked to the shared interests of Lady Hamlyn and her late husband Lord Hamlyn. The Trust’s core ethos is to develop innovative ....more The Helen Hamlyn Trust is an independent grant-making trust focusing on the initiation of medium and long-term projects linked to the shared interests of Lady Hamlyn and her late husband Lord Hamlyn. The Trust’s core ethos is to develop innovative projects, which aim to effect lasting change, improve quality of life and create opportunity for the benefit of the public. The Trust’s grant-making is in the fields of medicine, arts and culture, education and welfare, healthy ageing, international humanitarian affairs and heritage and conservation in India.
Paul Hamlyn Foundation - Support for the Helen Hamlyn Trust 2017-18
£2,000,000	01/04/2017 12	The Helen Hamlyn Trust is an independent grant-making trust focusing on the initiation of medium and long-term projects linked to the shared interests of Lady Hamlyn and her late husband Lord Hamlyn. The Trust’s core ethos is to develop innovative ....more The Helen Hamlyn Trust is an independent grant-making trust focusing on the initiation of medium and long-term projects linked to the shared interests of Lady Hamlyn and her late husband Lord Hamlyn. The Trust’s core ethos is to develop innovative projects, which aim to effect lasting change, improve quality of life and create opportunity for the benefit of the public. The Trust’s grant-making is in the fields of medicine, arts and culture, education and welfare, healthy ageing, international humanitarian affairs and heritage and conservation in India.
Paul Hamlyn Foundation - Support for the Helen Hamlyn Trust 2016-17
£2,000,000	11/04/2016 12	PHF is again pleased to support the Helen Hamlyn Trust, an independent grant-making trust focusing on the initiation of medium and long-term projects linked to the shared interests of Lady Hamlyn and her late husband Lord Hamlyn. The Trust’s ....more PHF is again pleased to support the Helen Hamlyn Trust, an independent grant-making trust focusing on the initiation of medium and long-term projects linked to the shared interests of Lady Hamlyn and her late husband Lord Hamlyn. The Trust’s grant-making is centred on medicine, arts and culture, education and welfare, healthy ageing, international humanitarian affairs, heritage and conservation in India.
Paul Hamlyn Foundation - Support for the Helen Hamlyn Trust 2015-16
£2,000,000	08/04/2015 12	Support for the Helen Hamlyn Trust 2015-16
Paul Hamlyn Foundation - Support for the Helen Hamlyn Trust 2014-15
£2,000,000	19/05/2014	Support for the Helen Hamlyn Trust 2014-15
Paul Hamlyn Foundation - Support for the Helen Hamlyn Trust 2013-2014
£2,000,000	08/04/2013	Support for the Helen Hamlyn Trust 2013-2014
Paul Hamlyn Foundation - Support for the Helen Hamlyn Trust 2012-2013
£2,000,000	02/04/2012	Support for the Helen Hamlyn Trust 2012-2013
Paul Hamlyn Foundation - Support for the Helen Hamlyn Trust 2011-2012
£2,000,000	16/06/2011	Support for the Helen Hamlyn Trust 2011-2012

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 57-90

BRENDAN HURLEY CAHILL Appointed: 2001, Occupation: Academic Adminstrator

BARONESS GAIL REBUCK Appointed: 2022, Occupation: Non Executive Director

DR KATE GAVRON Appointed: 2000, Occupation: Social Scientist

DR SARAH ELIZABETH THOMAS Appointed: 2023, Occupation: Librarian

LADY HAMLYN (Chair) Appointed: 2000, Occupation: Designer

LORD ARA WARKAIS DARZI Appointed: 2018, Occupation: Professor Of Surgery

MARGARET ROICE O'RORKE Appointed: 2001, Occupation: Potter

PROFESSOR DAME ALISON MARGARET PEACOCK Appointed: 2018, Occupation: Chief Executive

PROFESSOR DEBORAH ANNE SWALLOW Appointed: 2005, Occupation: Professor Emerita

STEPHEN RICHARD LEWIN Appointed: 2015, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 31/01/2001, number: 1084839
Registered at Companies House on 27/11/2000, number: 04115082

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Conflicting interests
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Unit 1
Drayton House Court
Drayton St. Leonard
Oxfordshire
OX10 7BG

Objectives

THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL THINK FIT WHETHER IN ENGLAND AND WALES OR ELSEWHERE

Defined Area of Benefit:

WORLDWIDE

Data Sources

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