Finance Score: 0

Governance Score: -2

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE BADENOCH TRUST

The Badenoch Trust is a grant making charity. It supports charities involved in: the care of children and young people, including young carers; mental illness; medical research; the promotion of the cause of the marginalised, vulnerable and disadvantaged in society; the promotion of education and the arts.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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
There are only 3 trustees
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22		£213	£164	£49	n/a	n/a	n/a	n/a	n/a
31/12/21		£100	£3	£97	n/a	n/a	n/a	n/a	n/a
31/12/20		£22	£23	£-1	n/a	n/a	n/a	n/a	n/a
31/12/19		£0	£14	£-14	n/a	n/a	n/a	n/a	n/a
31/12/18		£0	£20	£-20	£0	£0	£0	n/a	0
31/12/17		£0	£18	£-17	£0	£0	£0	n/a	0
31/12/16	*	£0	£6	£-5	£0	£0	£0	n/a	0
31/12/15	*	£0	£94	£-94	£0	£0	£0	n/a	0
31/12/14		£1	£256	£-255	£0	£0	£0	n/a	0
31/12/13		£1	£60	£-59	£0	£0	£0	n/a	0
31/12/12		£486	£471	£16	£0	£0	£0	n/a	0
31/12/11		£2	£339	£-336	£0	£0	£0	n/a	0
31/12/10		£3	£291	£-289	£0	£0	£0	n/a	0
31/12/09?	*	£26	£37	£-11	£0	£0	£0	n/a	0
30/11/08	*	£2,810	£966	£1,844	£7	£1,088	£1,088	13.5	0

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Highest pay bracket: less than £60,000

Established: 17 years

val@badenoch.scot

02074307150

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Scotland,

Who it helps

Other Charities Or Voluntary Bodies

Who supports 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: 55-60

LORD MALCOLM OFFORD OF GARVEL Appointed: 2007, Occupation: Company Diector

LOUISE JANE STOTEN Appointed: 2021, Occupation: Solicitor, Other trusteeship: THE PEBBLE TRUST,

VALERIE TRITTON Appointed: 2021, Occupation: Executive Assistant

Legal constitution

Charitable company registered in England & Wales on 10/12/2007, number: 1121887
Registered at Companies House on 15/11/2007, number: 06428637

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

15 returns made; AR16: 27 days late, AR15: 47 days late, AR09: 53 days late, AR08: 126 days late,

Main office

26 Charlotte Square
EDINBURGH
EH2 4ET

Objectives

TO PAY OR APPLY THE INCOME AND CAPITAL TO OR FOR THE BENEFIT OF ANY CHARITY OR CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT.

Defined Area of Benefit:

NATIONAL

Data Sources