Finance Score: 1

Governance Score: 0

Support Score: 0

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

Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

AMAR-FRANSES AND FOSTER-JENKINS TRUST

GRANTS TO EDUCATIONAL INSTITUTIONS, AND TO INDIVIDUALS

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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 composition appears to be rather static

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £10,766,571 available, equivalent to 304 months of spending and so may not be able to utilise additional funding

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
31/08/23		£2,706	£426	£2,280	£0	£10,767	£10,767	303.6	2
31/08/22	*	£2,429	£295	£2,133	£0	£8,512	£8,512	345.7	2
31/08/21		£678	£368	£310	£83	£5,185	£5,190	169.4	2
31/08/20		£4,917	£344	£4,573	£120	£4,456	£4,456	155.5	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 3.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 303.6 months
Net Current Assets/Spending: 23 months
Quick Ratio: 11.7

Asset Split ?

Established: 5 years

whixallhouse@btinternet.com

02084526339

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides other finance
Provides services
Sponsors or undertakes research

Where it operates

Norfolk, Oxfordshire, Throughout London,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

JAMES HENRY AMAR Appointed: 2019, Other trusteeship: THE AMAR FAMILY CHARITABLE TRUST,

KATHRYN LOUISE MCADAM Appointed: 2019

MAUREEN MATHILDA SUSAN AMAR Appointed: 2019

MICHAEL SAMUEL SHERIDAN Appointed: 2019

RICHARD MORRIS JENKINS (Chair) Appointed: 2019

ROBERT EDWARD SAM AMAR Appointed: 2019, Other trusteeship: THE AMAR FAMILY CHARITABLE TRUST,

REBECCA ELIZABETH SHERIDAN Appointed: 2019

Legal constitution

Charity registered in England & Wales on 27/03/2019, number: 1182652

Gift Aid

Registered with HMRC for Gift Aid

Event History

02/08/2021 - Asset transfer in from AMAR-FRANSES AND FOSTER-JENKINS TRUST
21/04/2022 - Asset transfer in from HISTORIC SINGERS CHARITABLE TRUST

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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

4 returns made; AR22: 17 days late,

Recent reorganisation events:

Asset transfer in from AMAR-FRANSES AND FOSTER-JENKINS TRUST on 02/08/2021
Asset transfer in from HISTORIC SINGERS CHARITABLE TRUST on 21/04/2022

Main office

WHIXALL HOUSE
EXETER ROAD
LONDON
NW2 4SD

Objectives

THE ADVANCEMENT OF EDUCATION BY PROVIDING (I) BURSARIES, SCHOLARSHIPS, AWARDS, GRANTS AND OTHER ASSISTANCE TO EDUCATION ESTABLISHMENTS (II) BURSARIES, SCHOLARSHIPS, AWARDS, GRANTS AND OTHER ASSISTANCE FOR THE BENEFIT OF PERSONS TO FURTHER THEIR CONTINUING STUDIES AND EDUCATION IN THE FIELDS OF PURE OR APPLIED ART OR SCIENCE, ENGINEERING, MEDICINE, MUSIC OR DRAMA BUT EXCLUDING THEOLOGY, RELIGION, THE PARANORMAL OR METAPHYSICS AND(III) SUBSIDISED ACCOMMODATION TO POST GRADUATE STUDENTS ATTENDING THE ACADEMIC INSTITUTIONS THAT THE CIO SUPPORTS AND GRADUATE MUSIC AND DRAMA STUDENTS WHILST AUDITIONING OR FULFILLING COVER ROLES IN LONDON.

Data Sources