Finance Score: -1

Governance Score: 6

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

WORSHIPFUL COMPANY OF INSURERS CHARITABLE TRUST

Education, the relief of poverty and assistance and support for persons who are currently serving or have served in the armed forces of the United Kingdom and their dependents.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending since inception
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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

Established: 7 years

www.wci.org.uk

clerk@wci.org.uk

02076004006

Charity Commission for England and Wales

Tweets

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
30/09/22	£184	£427	£-243	n/a	n/a	n/a	n/a	n/a
30/09/21	£285	£487	£-202	n/a	n/a	n/a	n/a	n/a
30/09/20	£209	£556	£-348	n/a	n/a	n/a	n/a	n/a
30/09/19	£212	£295	£-83	n/a	n/a	n/a	n/a	n/a
30/09/18	£222	£361	£-139	£0	£0	£0	n/a	0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Armed Forces/Emergency Service Efficiency
Disability
Education/Training
General Charitable Purposes

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

IAN CLARK Appointed: 2022, Occupation: Insurance, Other trusteeship: AFRICAN REVIVAL,

JASVINDER SAGGU Appointed: 2022

KATIE WADE Appointed: 2018

KIRSTY GRAY Appointed: 2023

SALLY BRAMALL Appointed: 2022

SIMON ANDREW CHARLES WHITE JP Appointed: 2023

STEPHEN ANTHONY ROSS Appointed: 2023

VERONICA WILKINSON Appointed: 2018

Legal constitution

Charity registered in England & Wales on 27/10/2017, number: 1175425

Gift Aid

Registered with HMRC for Gift Aid

Event History

20/04/2018 - Asset transfer in from THE WORSHIPFUL COMPANY OF INSURERS CHARITABLE TRUST FUND
20/04/2018 - Asset transfer in from THE WORSHIPFUL COMPANY OF INSURERS - SECOND CHARITABLE TRUST FUND

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

5 returns made; all on time

Main office

124 CITY ROAD
LONDON
EC1V 2NX

Objectives

THE OBJECTS OF THE CIO ARE SUCH CHARITABLE PURPOSES AS THE CHARITY TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE INCLUDING, BUT NOT LIMITED TO:THE ADVANCEMENT OF EDUCATION OF THE PUBLIC IN GENERAL IN RELATION TO INSURANCE AND TO PROMOTE RESEARCH FOR THE PUBLIC BENEFIT IN ALL ASPECTS OF THAT SUBJECT AND TO PUBLISH THE USEFUL RESULTS; THE ADVANCEMENT OF THE EDUCATION FOR THE PUBLIC BENEFIT OF INDIVIDUALS PRACTISING OR INTENDING TO PRACTISE THE BUSINESS OF INSURANCE OR ANY OTHER RECOGNISED BUSINESS OR PROFESSION;THE RELIEF OF POVERTY OF CURRENT OR FORMER PRACTITIONERS OF THE BUSINESS OF INSURANCE OR ANY OTHER RECOGNISED BUSINESS OR PROFESSION AND THEIR DEPENDENTS, AND IN PARTICULAR MEMBERS OF THE WORSHIPFUL COMPANY OF INSURERS AND THEIR DEPENDENTS; ANDTHE PROVISION OF ASSISTANCE AND SUPPORT FOR PERSONS WHO ARE CURRENTLY SERVING OR HAVE SERVED IN THE ARMED FORCES OF THE UNITED KINGDOM AND THEIR DEPENDENTS, INCLUDING (WITHOUT LIMITATION) BY MAKING GRANTS TO CHARITIES ESTABLISHED IN WHOLE OR IN PART FOR THAT PURPOSE AND REGISTERED IN ANY PART OF THE UNITED KINGDOM.

Data Sources