Finance Score: 3

Governance Score: 1

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Strong growth: +2
Fundraising costs low: +3

Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

NATIONAL PHILANTHROPIC TRUST UK LIMITED

The Charity raises funds from a range of donors and makes grants to such exclusively charitable projects as the trustees may determine, both in the UK and abroad.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending since inception
There have been no income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £93,189,840 available, equivalent to 66 months of spending and so may not be able to utilise additional funding
Income has been volatile recently and was substantially in excess of spending in the latest year

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
30/06/23	£29,358	£16,986	£12,372	£326	£93,190	£93,190	65.8	0
30/06/22	£40,693	£9,747	£30,945	£114	£75,732	£75,732	93.2	0
30/06/21	£52,431	£9,402	£43,030	£56	£50,280	£50,280	64.2	0
30/06/20	£6,613	£881	£5,732	£63	£5,780	£5,780	78.7	0
30/06/19	£5	£0	£5	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.2%
Fundraising Costs/Total Spending: 1.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 65.8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 49.7

Asset Split ?

Established: 5 years

www.nptuk.org

enquiries@nptuk.org

0800 133 7540

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

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 61-71

CERIS GARDNER (Chair) Appointed: 2018, Occupation: Solicitor

VIVIEN MARY GOULD Appointed: 2019, Occupation: Director

EILEEN HEISMAN Appointed: 2018, Occupation: Company Director

MARY ADWOA AKYAA BOAKYE Appointed: 2023, Occupation: Solicitor, Other trusteeship: NPT Transatlantic Limited,

RICHARD CASSELL Appointed: 2018, Occupation: Solicitor

DAVID HARLEY ATHOL ROWE Appointed: 2019, Occupation: None, Other trusteeship: NPT Transatlantic Limited,

Legal constitution

Charitable company registered in England & Wales on 11/12/2018, number: 1181128
Registered at Companies House on 29/08/2018, number: 11542102

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

5 returns made; all on time

Main office

Withers LLP
Third Floor
20 Old Bailey
LONDON

Objectives

THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT TO FURTHER SUCH PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE UNDER THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

Data Sources