Finance Score: 1

Governance Score: -5

Support Score: 0

Multiple Deficits: -2
Fundraising costs low: +3

Narrow trustee age band: -2
All male board: -3

No supporters identified

Overall GiG Score: -4

ZURICH COMMUNITY TRUST (UK) LIMITED

We provide support to disadvantaged people to improve their quality of life. Major programmes are selected and not open to application, a regional grant programme provides smaller grants to local charities. Full details are available on www.zct.org.uk.

Analysis by Giving is Great

Positives:

Fundraising costs are low relative to funds raised

Regulatory & Governance issues to consider:

The Board is completely male
The Board has little diversity in terms of age

Financial issues to consider:

On several occasions in recent years income has been less than spending

Established: 50 years

www.zct.org.uk

steve.grimmett@zct.org.uk

07875886341

Charity Commission for England and Wales

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	£3,261	£3,589	£-328	£278	£4,228	£4,221	14.1	16	514
31/12/21	£3,364	£3,549	£-185	£212	£4,793	£4,786	16.2	16	1,500
31/12/20	£3,683	£3,936	£-253	£243	£5,014	£5,007	15.3	18	750
31/12/19	£3,753	£4,114	£-361	£397	£5,415	£5,399	15.7	19	1,500
31/12/18	£3,769	£3,876	£-107	£366	£5,415	£5,399	16.7	21	2,398
31/12/17	£3,778	£3,571	£207	£366	£5,529	£5,500	18.5	24	0
31/12/16	£3,855	£3,628	£227	£373	£5,254	£5,232	17.3	24	0
31/12/15	£4,025	£3,408	£617	£535	£4,853	£13	0	22	0
31/12/14	£3,753	£3,750	£3	£592	£4,274	£4,243	13.6	19	0
31/12/13	£3,697	£3,848	£-151	£638	£4,293	£4,256	13.3	23	0
31/12/12	£2,833	£3,602	£-769	£562	£4,475	£4,352	14.5	19	0
31/12/11	£4,072	£3,344	£728	£506	£5,286	£5,159	18.5	19	0
31/12/10	£3,257	£3,604	£-347	£463	£4,582	£4,538	15.1	18	0
31/12/09	£3,378	£3,428	£-50	£496	£4,990	£4,941	17.3	15	0
31/12/08	£3,560	£3,454	£106	£533	£5,083	£5,049	17.5	17	0
31/12/07	£3,413	£3,393	£20	£520	£4,850	£4,843	17.1	17	0
31/12/06	£3,240	£3,460	£-220	£0	£0	£0	n/a	0	0
31/12/05	£3,446	£3,876	£-430	£0	£0	£0	n/a	0	0
31/12/04	£3,399	£4,500	£-1,101	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 8.5%
Fundraising Costs/Total Spending: 7.7%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 12%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 14.1 months
Net Current Assets/Spending: 8 months
Quick Ratio: 4.7

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations
Provides human resources

Where it operates

Northern Ireland, Scotland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

16 employees
514 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-62

ANDREW JEPP Appointed: 2016, Occupation: Company Director

MR TIM CULLING, Occupation: Operations Director

RICHARD PEDEN Appointed: 2017, Occupation: Company Director

STEPHEN COLLINSON (Chair) Appointed: 2019, Occupation: Company Director

TIMOTHY JAMES BAILEY Appointed: 2021, Occupation: Company Director

WAYNE MYSLIK Appointed: 2014, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 07/03/1974, number: 266983
Registered at Companies House on 31/12/1973, number: 01154049

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; all on time

Main office

ZURICH COMMUNITY TRUST (UK) LTD
PO BOX 1288
SWINDON
SN1 1FL

Objectives

(A) TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC AND IN PARTICULAR THE SAFEGUARDING AND PRESERVATION OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS, THE ADVANCEMENT OF EDUCATION AND THE ADVANCEMENT OF RELIGION.(B) TO SUPPORT ANY OTHER CHARITY FOR THE BENEFIT OF THE PUBLIC WHETHER BY THE PROVISION OF FUNDS OR OTHERWISE.

Defined Area of Benefit:

NOT DEFINED

Data Sources