Finance Score: 0

Governance Score: 6

Support Score: 0

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

THE DULVERTON TRUST

This is a grant making charity, you can view its grants here

The Dulverton Trust is an independent grant-making Trust founded by Lord Dulverton in 1949. The Trust supports national and regional charities operating in England, Scotland and Wales, excluding charities primarily for the benefit of residents of London. Some grants are given to UK charities operating in East Africa. The Trust incorporated in 2012 (unincorporated no. 206426).

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of age and gender

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	£1,951	£5,958	£-4,007	£0	£108,333	£108,332	218.2	4
31/03/22	£2,866	£4,502	£-1,636	£0	£116,132	£115,759	308.5	5
31/03/21	£3,207	£4,166	£-959	£0	£113,584	£113,584	327.2	5
31/03/20	£2,879	£4,450	£-1,570	£0	£89,539	£400	1.1	3
31/03/19	£3,518	£5,130	£-1,612	£0	£96,519	£96,519	225.8	4
31/03/18	£3,631	£4,660	£-1,028	£0	£95,673	£95,673	246.4	3
31/03/17	£5,100	£3,839	£1,262	£0	£98,844	£98,844	309	3
31/03/16	£3,781	£4,661	£-880	£0	£87,647	£87,647	225.7	3
31/03/15	£3,650	£3,456	£194	£43	£91,435	£91,435	317.5	3
31/03/14	£3,539	£4,059	£-520	£34	£88,408	£88,408	261.3	3
31/03/13	£3,209	£3,732	£-523	£45	£86,586	£86,586	278.4	3

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 3%
Liabilities/Income: 154%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 218.2 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0.2

Asset Split ?

Established: 12 years

www.dulverton.org

grants@dulverton.org

02074957852

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Kenya, Scotland, Uganda,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

4 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 28-88

THE LORD HEMPHILL Appointed: 2012, Occupation: Investment Manager

LAURA WILLS Appointed: 2023, Occupation: Teacher

CHRISTOPHER AUBREY HAMILTON WILLS (Chair) Appointed: 2012, Occupation: Farmer, Other trusteeship: HAMPSHIRE HOUSING TRUST,

DAME MARY RICHARDSON Appointed: 2012, Occupation: President Sos Children'S Villages, Other trusteeships: TUTORING TO THRIVE, SPITFIRE HERITAGE TRUST,

RICHARD ANDREW FITZALAN HOWARD Appointed: 2012, Occupation: Fund Manager

ROBERT ANTHONY HAMILTON WILLS Appointed: 2017, Occupation: Businessman

SIR MALCOLM LESLIE RIFKIND Appointed: 2012, Occupation: Self Employed

TARA JOHN DOUGLAS-HOME Appointed: 2012, Occupation: Management Consultant, Other trusteeships: THE WESTMINSTER CITY SCHOOL GENERAL CHARITABLE TRUST, THE UNITED WESTMINSTER AND GREY COAT FOUNDATION,

THE LORD DULVERTON Appointed: 2012, Other trusteeship: THE HELP IN NEED CHARITY,

Legal constitution

Charitable company registered in England & Wales on 21/03/2012, number: 1146484
Registered at Companies House on 15/03/2012, number: 07991677

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

11 returns made; all on time

Main office

DULVERTON TRUST
5 ST. JAMES'S PLACE
LONDON
SW1A 1NP

Objectives

1) THE OBJECTS OF THE CHARITY ARE SUCH PURPOSES FOR THE BENEFIT OF THE PUBLIC AS SHALL BE EXCLUSIVELY CHARITABLE AS THE TRUSTEES FROM TIME TO TIME MAY DETERMINE AND (SAVE FOR PURPOSES INCIDENTAL AND ANCILLARY TO THOSE OBJECTS), NO OTHER PURPOSES.2) NOTHING IN THESE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE CHARITY'S PROPERTY FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH SECTION 7 OF THE CHARITIES AND TRUSTEE INVESTMENT (SCOTLAND) ACT 2005 AND/OR SECTION 2 OF THE CHARITIES ACT (NORTHERN IRELAND) 2008.

Data Sources