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home >> charity search >> the claude and sofia marion foundation
Finance Score: -5
Governance Score: -3
Support Score: 0
  • Excess reserves: -5
  • Static board: -3
  • No supporters identified
Overall GiG Score: -8 ?

THE CLAUDE AND SOFIA MARION FOUNDATION 

The objects of the Charity are to advance, promote or carry out such charitable purposes as the Board of Trustees think fit. Education, with a special focus on education of the young at risk, healthcare, environment and sustainability, culture as well as social programs for the poor have been the main recipients of grants over the years.
Analysis by Giving is Great

Positives:

  • This charity has an endowment fund which generates most of its income

Regulatory & Governance issues to consider:

  • The Board composition appears to be rather static

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £44,181,675 available, equivalent to 361 months of spending and so may not be able to utilise additional funding


miles
Established: 17 years

02075807313

Charity Commission for England and Wales

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 Volun-
teers
31/12/22£5,239£1,468£3,771£0£44,182£44,182361.200
31/12/21£1,596£2,405£-809£0£42,028£42,028209.700
31/12/20£2,258£1,476£781£0£42,451£42,451345.100
31/12/19£1,622£2,742£-1,120£0£40,576£40,576177.600
31/12/18£2,915£898£2,016£0£36,529£36,529488.100
31/12/17£1,361£3,533£-2,172£0£38,224£38,224129.800
31/12/16£7,480£2,282£5,199£0£37,333£37,333196.300
31/12/15£2,584£670£1,914£6£30,127£30,127539.600
31/12/14£3,388£600£2,789£5£29,221£29,221584.700
31/12/13£2,258£715£1,543£6£26,960£26,960452.200
31/12/12£1,328£1,235£93£5£25,352£25,352246.300
31/12/11£11,053£908£10,145£5£23,383£23,38330900
31/12/10£4,159£692£3,467£6£14,143£14,143245.300
31/12/09£2,178£600£1,578£5£10,408£10,408208.100
31/12/08£2,752£435£2,317£0£8,700£8,700239.900
31/12/07£6,424£41£6,383£0£6,383£6,3831853.400
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 361.2 months
Net Current Assets/Spending: 39 months
Quick Ratio: 12.9
Asset Split ?
Listed activities
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Other Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
How it operates
  • Makes Grants to Organisations
  • Other charitable activities
  • Sponsors or undertakes research
Where it operates
  • Brazil, Congo (Democratic Republic), France, India, Iraq, Kenya, Mozambique, Portugal, Throughout London, United States,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
  • The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 15/12/2006, number: 1117282
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
Filing Record
16 returns made; all on time
Main office

40 QUEEN ANNE STREET
LONDON
W1G 9EL

Objectives

THE OBJECTS OF THE CHARITY ARE TO ADVANCE, PROMOTE OR CARRY OUT SUCH CHARITABLE PURPOSES AST THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

WORLDWIDE

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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