Finance Score: 1

Governance Score: 2

Support Score: 0

Strong growth: +2
Volatile income
spending growth: -1

Only 4 Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE ALBERT HUNT TRUST

The Trust recently converted to a Charitable Incorporated Organsiation and aims to promote and enhance the physical and mental welfare of individuals or groups of individuals through grant making. Applicants should refer to the website and complete the online applcaition form.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
There has been strong growth in spending since inception

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

Income has been volatile recently but spending has been maintained

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
05/04/23	£1,119	£7,815	£-6,696	£0	£52,066	£52,066	79.9	1
05/04/22	£901	£6,448	£-5,547	£0	£59,734	£59,734	111.2	1
05/04/21	£1,434	£4,831	£-3,397	£0	£61,855	£61,855	153.6	1
05/04/20	£65,467	£2,470	£62,997	£0	£53,199	£53,199	258.4	1

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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: 1%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 79.9 months
Net Current Assets/Spending: 19 months
Quick Ratio: 46.8

Asset Split ?

Established: 6 years

www.alberthunttrust.org.uk

info@alberthunttrust.org.uk

03301137280

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

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

1 employee

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

BRIDGET MARY MCGUIRE (Chair) Appointed: 2018

KATE MCGUIRE Appointed: 2020

IAN REID FLEMING Appointed: 2018, Other trusteeship: THE FRESHWATER CAMP EQUIPMENT TRUST,

STEPHEN HARVEY Appointed: 2018, Other trusteeship: R.U.B. WHITE CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 12/11/2018, number: 1180640

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
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

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE ALBERT HUNT TRUST on 17/10/2019

Main office

Hermitage
15a Shenfield Road
BRENTWOOD
CM15 8AG

Objectives

THE OBJECTS OF THE CIO ARE SUCH EXCLUSIVELY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT.

Data Sources