Finance Score: -1

Governance Score: 0

Support Score: 6

Volatile income
spending growth: -1

Grant maker support: +6

Overall GiG Score: 5

SMALLWOOD TRUST

The Smallwood Trust's mission is to enable women to be financially resilient. Our funding is allocated under three main programmes: 1) grants to women-led and women focused third sector organisations 2) grants and support to individuals in need and 3) funding to amplify policy issues and solutions to gender poverty

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

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	Volun- teers
31/12/22	£1,260	£3,063	£-1,803	£0	£29,548	£359	1.4	10	4
31/12/21	£2,088	£4,189	£-2,101	£0	£35,284	£76	0.2	10	3
31/12/20	£3,730	£5,140	£-1,410	£0	£34,483	£671	1.6	7	0
31/12/19	£1,439	£1,952	£-513	£0	£36,608	£1,227	7.5	5	0
31/12/18	£1,258	£1,485	£-226	£0	£32,813	£1,587	12.8	5	5
31/12/17	£1,393	£1,408	£-15	£0	£35,509	£1,672	14.3	4	0
31/12/16	£898	£890	£8	£1	£32,668	£1,557	21	4	0
31/12/15	£1,075	£931	£144	£22	£29,783	£1,519	19.6	4	0
31/12/14	£886	£859	£27	£36	£29,656	£1,288	18	4	0
31/12/13	£914	£861	£54	£20	£28,921	£1,149	16	4	0
31/12/12	£885	£837	£47	£20	£25,240	£996	14.3	4	0
31/12/11	£888	£1,153	£-265	£18	£23,365	£855	8.9	5	0
31/12/10	£839	£1,049	£-209	£17	£24,863	£1,041	11.9	5	0
31/12/09	£799	£1,061	£-262	£17	£22,820	£1,209	13.7	5	0
31/12/08	£1,000	£1,036	£-36	£22	£19,977	£1,366	15.8	5	0
31/12/07	£937	£977	£-40	£19	£25,368	£1,507	18.5	5	0
31/12/06	£787	£986	£-199	£0	£0	£0	n/a	0	0
31/12/05	£662	£907	£-245	£0	£0	£0	n/a	0	0
31/12/04	£793	£1,015	£-222	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 58%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 1.4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.5

Asset Split ?

Established: 62 years

www.smallwoodtrust.org.uk

info@smallwoodtrust.org.uk

01684574645

Charity Commission for England and Wales

Tweets

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Services for females

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

10 employees
4 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Women's Urgent Support Fund
£3,210,000	17/01/2023	The project will provide grant funding to organisations led by and supporting women to cope with the cost-of-living crisis. This includes emergency and longer-term funding meeting both immediate ....more The project will provide grant funding to organisations led by and supporting women to cope with the cost-of-living crisis. This includes emergency and longer-term funding meeting both immediate demand and the need for financial stability.
DCMS - CMC - Smallwood Trust
£2,100,000	28/09/2020	This project has been funded as part of the Community Match Challenge, which aims to provide a match fund grant to philanthropists, foundations and grant making organisations for onward distribution ....more This project has been funded as part of the Community Match Challenge, which aims to provide a match fund grant to philanthropists, foundations and grant making organisations for onward distribution to voluntary and community organisations to respond to the needs of the most vulnerable and marginalised people affected by the COVID-19 crisis.
DCMS - Smallwood Trust (formally Society for the Assistance of Ladies in Reduced Circumstances)
£74,312	01/04/2019	The purpose of the Tampon Tax Fund is to allocate the funds generated from the VAT on sanitary products to projects that improve the lives of disadvantaged women and girls
DCMS - Smallwood Trust (formally Society for the Assistance of Ladies in Reduced Circumstances)
£70,000	01/04/2018	The purpose of the Tampon Tax Fund is to allocate the funds generated from the VAT on sanitary products to projects that improve the lives of disadvantaged women and girls
DCMS - Smallwood Trust (formally Society for the Assistance of Ladies in Reduced Circumstances)
£69,625	15/12/2017	The purpose of the Tampon Tax Fund is to allocate the funds generated from the VAT on sanitary products to projects that improve the lives of disadvantaged women and girls

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

Smallwood Trust (Trustee) Limited

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 205798

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from JANE GODWIN PENSION CHARITY on 29/10/2019

Main office

Smallwood Trust
25 Hornyold Road
MALVERN
WR14 1QQ

Objectives

THE INCOME OF THE CHARITY SHALL BE APPLIED BY THE COMMITTEE FOR THE BENEFIT OF LADIES IN REDUCED CIRCUMSTANCES IN SUCH WAY OR WAYS AS THE COMMITTEE CONSIDER MOST ADVANTAGEOUS TO THE RECIPIENTS

Defined Area of Benefit:

NOT DEFINED

Data Sources