Finance Score: -8

Governance Score: -5

Support Score: 0

Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -13

ACACIA CHARITABLE TRUST

The Charity is a grant making trust applying funds to charitable organisations at the trustees discretion

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 3 trustees
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/23		£48	£91	£-42	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£55	£86	£-31	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£55	£102	£-46	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£63	£84	£-21	n/a	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£63	£84	£-21	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£67	£83	£-16	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17	*	£58	£82	£-24	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16	*	£55	£83	£-28	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15	*	£61	£92	£-31	n/a	n/a	n/a	n/a	n/a	n/a
05/04/14	*	£67	£95	£-28	n/a	n/a	n/a	n/a	n/a	n/a
05/04/13		£67	£98	£-31	n/a	n/a	n/a	n/a	n/a	n/a
05/04/12	*	£70	£90	£-20	n/a	n/a	n/a	n/a	n/a	n/a
05/04/11	*	£68	£97	£-29	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10	*	£67	£101	£-34	n/a	n/a	n/a	n/a	n/a	n/a
05/04/09	*	£133	£108	£25	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08		£84	£118	£-34	n/a	n/a	n/a	n/a	n/a	n/a
05/04/07	*	£62	£115	£-53	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06		£84	£588	£-504	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05		£99	£89	£10	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04		£601	£98	£503	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 47 years

info@hwfisher.co.uk

02074861884

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ANGELA GILLIAN RUBENS Appointed: 1977

PAUL HARRY RUBENS Appointed: 2009

SIMON ALEXANDER RUBENS Appointed: 1990

Legal constitution

Charity registered in England & Wales on 05/10/1977, number: 274275

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management

Filing Record

20 returns made; AR22: 93 days late, AR20: 140 days late, AR19: 426 days late, AR18: 751 days late, AR17: 116 days late, AR16: 116 days late, AR15: 78 days late, AR14: 87 days late, AR12: 12 days late, AR11: 6 days late, AR10: 154 days late, AR09: 5 days late, AR07: 63 days late,

Main office

H W Fisher & Co
Acre House
11-15 William Road
LONDON
NW1 3ER

Objectives

APPLY CAPITAL OR INCOME OR SUCH PARTS FOR SUCH CHARITY OR CHARITIES OR FOR THE ADVANCEMENT OR PROMOTION OF SUCH CHARITABLE PURPOSES IN SUCH SHARES AND PROPORTIONAS AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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