Finance Score: -1

Governance Score: 5

Support Score: 0

Spending falling: -1

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE CYRIL TAYLOR CHARITABLE FOUNDATION

to further such charitable purposes and to make donations to such charitable institution or institutions to advance education of students of Richmond, The American International University in London; and charities for intercultural activities, education and international education and children in care.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period

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		£3,214	£1,150	£2,064	£0	£252,958	£22,191	231.5	0
31/12/21		£220	£1,262	£-1,042	n/a	n/a	n/a	n/a	n/a
31/12/20		£10,211	£2,284	£7,927	£0	£179,797	£19,731	103.7	0
31/12/19		£9,956	£4,918	£5,038	£0	£240,882	£11,530	28.1	0
31/12/18	*	£206,260	£5,041	£201,219	£0	£216,288	£216,288	514.9	0
31/12/17?		£35	£52	£-17	£0	£1,124	£1,124	260.2	0
31/03/16		£281	£304	£-24	£0	£0	£0	n/a	0
31/03/15		£618	£21	£597	£-10	£646	£646	377.3	0
31/03/14		£250	£224	£26	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 9%
Reserves/Spending: 231.5 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.6

Asset Split ?

Established: 11 years

02074573000

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

Throughout England And Wales,

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 (15)

Current Trustees appointed

Gender Split

Based on 13/15 persons

Age Range of Trustees: 48-93

AILSA BROOKES Appointed: 2013, Occupation: Senior Vice President, Other trusteeship: GREEN KORDOFAN,

CLIFFORD DEREK JOSEPH Appointed: 2013, Occupation: Barrister, Other trusteeship: THE NORDEN FARM CENTRE TRUST LIMITED,

CLIVE TUCKER Appointed: 2014, Occupation: International Education Consultant

DG WILSON Appointed: 2013, Occupation: Company Secretary

ELIZABETH HAWKSWORTH Appointed: 2014, Occupation: Retired

ELIZABETH O'NEILL Appointed: 2024, Occupation: Executive Director

JONATHAN MICHAEL BERRY Appointed: 2013, Occupation: Company Director

JAMES HUSBAND Appointed: 2014, Occupation: Company Director

JOHN A BURG Appointed: 2013, Occupation: Cfo

M. STEPHEN RASCH Appointed: 2013, Occupation: Lawyer

MIREE KIM Appointed: 2023, Occupation: Attorney

PENELOPE EGAN Appointed: 2014, Occupation: Executive Director

THOMAS OTTO KIECHLE Appointed: 2013, Occupation: Senior Vice President

VIVIAN HOLZER Appointed: 2024, Occupation: Semi Retired Investment Advisor

WILLIAM GERTZ Appointed: 2013, Occupation: President And Chief Executive Officer

Legal constitution

Charitable company registered in England & Wales on 16/05/2013, number: 1152058
Registered at Companies House on 10/05/2013, number: 08524472

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

9 returns made; AR18: 41 days late,

Main office

125 WOOD STREET
LONDON
EC2V 7AW

Objectives

THE OBJECTS OF THE CHARITY ARE:1.1.1 TO FURTHER SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE DIRECTORS MAY IN THEIR ABSOLUTE DISCRETION THINK FIT;1.1.2 WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING TO ADVANCE THE EDUCATION OF (A) THE STUDENTS OF RICHMOND, THE AMERICAN INTERNATIONAL UNIVERSITY IN LONDON BY THE PROVISION OF FACILITIES AND EQUIPMENT, FACULTY AND ACADEMIC PROGRAMMES, SCHOLARSHIPS, ENDOWMENTS AND SPECIAL EDUCATIONAL PROGRAMMES; AND(B) THE PUBLIC BY ENABLING CITIZENS OF THE UK AND OTHER COUNTRIES TO PARTICIPATE IN EDUCATIONAL EXCHANGES BETWEEN THOSE COUNTRIES AND SUPPORT CHARITIES WHICH PROMOTE INTERNATIONAL EDUCATIONAL EXCHANGE AND TO MAKE DONATIONS TO SUCH INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE DIRECTORS MAY IN THEIR DISCRETION THINK FIT

Data Sources