Finance Score: 0

Governance Score: 7

Support Score: 0

No PartB

No volunteer policy: -2
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 7

THE INSURANCE INDUSTRY CHARITABLE FOUNDATION - LONDON DIVISION

IICF improves the lives of vulnerable and disadvantaged people by uniting the insurance industry in grant giving, volunteering and leadership.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£245	£262	£-17	n/a	n/a	n/a	n/a	n/a	25
31/12/21		£303	£259	£44	n/a	n/a	n/a	n/a	n/a	25
31/12/20	*	£228	£248	£-20	n/a	n/a	n/a	n/a	n/a	25
31/12/19		£299	£356	£-57	n/a	n/a	n/a	n/a	n/a	30
31/12/18		£306	£298	£8	£0	£0	£0	n/a	0	30
31/12/17	*	£289	£288	£1	£0	£0	£0	n/a	0	0
31/12/16		£179	£213	£-34	£0	£0	£0	n/a	0	0

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Senior Staff Costs/Total Spending: 48%
Highest pay band: £100,000-£110,000

Established: 9 years

www.iicf.org.uk

WWILDER@IICF.COM

+1 424 253-1107

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

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 (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 41-76

BRUCE BASSO Appointed: 2015, Occupation: Director

CARL BACH Appointed: 2023

CAROLINE SMURTHWAITE Appointed: 2023, Occupation: Business Manager

CHRIS LOCKWOOD Appointed: 2023, Occupation: Business Manager

DAVID MARK WINDSOR ROBERTS Appointed: 2022, Occupation: Business Manager

DAWN MILLER (Chair) Appointed: 2019, Occupation: Business Executive

JESSICA KNOWLES Appointed: 2023

KIERAN JONES Appointed: 2019, Occupation: Business Director

MARK TRUMPER Appointed: 2021, Occupation: Business Manager

STUART BARTRAM Appointed: 2019, Occupation: Business Executive, Other trusteeship: SWARDESTON CRICKET CLUB,

SARAH DAVIES Appointed: 2022, Occupation: Business Manager

WILLIAM ROSS Appointed: 2015, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 08/10/2015, number: 1163896
Registered at Companies House on 01/06/2015, number: 09617554

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Paying staff
Risk management

Filing Record

7 returns made; AR20: 5 days late, AR17: 40 days late,

Main office

1ST FORMATIONS LTD
71-75 SHELTON STREET
LONDON
WC2H 9JQ

Objectives

THE CHARITY IS ESTABLISHED FOR SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE, BY THE PROVISION OF GRANTS TO REGISTERED CHARITIES.

Data Sources