Finance Score: -2

Governance Score: 6

Support Score: 10

Low unrestricted reserves: -2
Strong growth: +2
Multiple Deficits: -2

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +10

Overall GiG Score: 14

THE BEACON FELLOWSHIP CHARITABLE TRUST

To promote the efficiency and effectiveness of charitable giving through the creation of a Fellowship body of philanthropists and to highlight best practice and innovation through a nationally recognised award scheme.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years, despite a decline more recently
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
On several occasions in recent years income has been less than spending

Established: 21 years

www.beaconcollaborative.org.uk

tanya.chiwuoke@beaconcollaborative.org.uk

+447958710564

Charity Commission for England and Wales

Tweets

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
31/03/23		£503	£453	£50	£0	£135	£66	1.8	3
31/03/22		£309	£367	£-58	n/a	n/a	n/a	n/a	n/a
31/03/21		£345	£371	£-26	n/a	n/a	n/a	n/a	n/a
31/03/20		£678	£523	£155	£0	£169	£73	1.7	2
31/03/19		£0	£18	£-18	n/a	n/a	n/a	n/a	n/a
31/03/18		£38	£60	£-22	£0	£0	£0	n/a	0
31/03/17	*	£86	£48	£38	£0	£0	£0	n/a	0
31/03/16		£53	£82	£-29	£0	£0	£0	n/a	0
31/03/15		£105	£73	£32	£0	£0	£0	n/a	0
31/03/14	*	£9	£39	£-30	£0	£0	£0	n/a	0
31/03/13		£141	£134	£7	£0	£0	£0	n/a	0
31/03/12	*	£0	£16	£-16	£0	£0	£0	n/a	0
31/03/11		£89	£114	£-25	£0	£0	£0	n/a	0
31/03/10		£64	£43	£21	£0	£0	£0	n/a	0
31/03/09		£145	£211	£-66	£0	£0	£0	n/a	0
31/03/08	*	£724	£776	£-52	£67	£74	£74	1.1	6
31/03/07	*	£339	£274	£66	£0	£0	£0	n/a	0
31/03/06		£1,419	£1,340	£79	£0	£0	£0	n/a	0
31/03/05		£213	£211	£2	£0	£0	£0	n/a	0
31/03/04	*	£369	£354	£15	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 20%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 7%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 49%
Reserves/Spending: 1.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 13.4

Asset Split ?

Listed activities

Education/Training
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Other charitable activities
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

3 employees

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.

Major supporters in last 5 years

DCMS	£175,000
Pears Foundation	£80,000
Barrow Cadbury Trust	£43,500
Hazelhurst Trust	£40,000

Specific Donations

Amount	When Months	To be used for
DCMS - Investment Funds
£175,000	18/01/2022	We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where ....more We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. Between 2018 and 2022, we will invest £1.45 billion of public money from government to help deliver this vision.
Barrow Cadbury Trust - Individual Catalytic Capital Commission
£43,500	07/09/2021	To set up a commission which will explore the reasons for the lack of capital from HNW individuals into social impact start-ups and propose actions to grow impact investing from HNW individuals.
Pears Foundation - Grant to The Beacon Fellowship Charitable Trust
£40,000	10/05/2021	Core Funding
Pears Foundation - Grant to The Beacon Fellowship Charitable Trust
£40,000	07/06/2020 12	Core Funding
Hazelhurst Trust - Grant
£40,000	19/03/2020	Core costs philanthropy development
Pears Foundation - Grant to The Beacon Fellowship Charitable Trust
£80,000	20/03/2019 24	Core funding
Hazelhurst Trust - Grant
£33,489	06/03/2019	Core costs philanthropy development

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 33-68

ALISON JANE GOWMAN Appointed: 2022, Occupation: Alderman, Other trusteeships: MOLA NORTHAMPTON, ST PAUL'S CATHEDRAL,

CATHERINE DOVEY Appointed: 2023

CATHERINE ISABELLE GRUM Appointed: 2021, Occupation: Family Officer Advisor

LEONIE PASCALE TAYLOR Appointed: 2021, Occupation: Activist

MATTHEW BOWCOCK (Chair), Occupation: Charity Director

RICHARD EVAN MEREDITH Appointed: 2023, Occupation: Partner

Legal constitution

Charitable company registered in England & Wales on 07/03/2003, number: 1096423
Registered at Companies House on 06/03/2003, number: 04689391

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR17: 0 days late, AR14: 22 days late, AR12: 0 days late, AR08: 160 days late, AR07: 69 days late, AR04: 102 days late,

Main office

Whittenhays
Bampton
TIVERTON
Devon
EX16 9DR

Objectives

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED (THE OBJECTS) ARE SUCH OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS ARE EXCLUSIVELY CHARITABLE IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING:- 3.1 THE PROMOTION OF MENTAL OR MORAL IMPROVEMENT FOR THE BENEFIT OF THE PUBLIC BY PROMOTING AND IMPROVING CHARITABLE GIVING BY THE PUBLIC: 3.1.1 BY INFORMING, ADVISING AND EDUCATING THE PUBLIC ABOUT CHARITABLE GIVING WITH A VIEW TO ENCOURAGING AND IMPROVING FUND-RAISING AND PLANNED CHARITABLE GIVING PARTICULARLY BY THE CREATION OF A FELLOWSHIP BODY OF PHILANTHROPISTS, WHICH WILL HIGHLIGHT BEST PRACTICE IN INNOVATION IN PHILANTHROPY BY WAY OF RESEARCH AND DISSEMINATE AND IMPLEMENT FINDINGS TO THE GENERAL PUBLIC; AND 3.1.2 THROUGH THE ESTABLISHMENT OF A NATIONALLY RECOGNISED AWARD SCHEME THROUGH WHICH EXCEPTIONAL PHILANTHROPIC ACTS WHICH IMPACT UPON CHARITABLE PURPOSES CAN BE ACKNOWLEDGED, REWARDED AND PROMOTED FOR THE BENEFIT OF THE PUBLIC. I THIS OBJECT CHARITABLE GIVING MEANS GIVING FOR CHARITABLE PURPOSES (AS RECOGNISED BY THE LAWS OF ENGLAND AND WALES), PARTICULARLY TO CHARITIES, BY WAY OF MONEY, VOLUNTEER TIME AND OTHER USEFUL RESOURCES

Defined Area of Benefit:

NATIONAL

Data Sources