Overall GiG Score: -2 ?
Finance Score: -2
Governance Score: 0
Support Score: 0
  • Liabilities <10%: +3
  • Excess reserves: -5
    • No supporters identified

    THE ALAN AND SHEILA DIAMOND CHARITABLE TRUST 

    Is to provide benefits for charitable institutions and foundations
    Analysis by Giving is Great

    Positives:

    • This charity has a robust balance sheet

    Regulatory & Governance issues to consider:

    • This charity is not recognised by HMRC for Gift Aid according to its latest published return

    Financial issues to consider:

    • This charity has substantial assets and unrestricted reserves of £4,229,966 available, equivalent to 260 months of spending and so may not be able to utilise additional funding
    Established: 47 years

    carla.hobby@morrislane.co.uk

    01202 715950

    Charity Commission for England and Wales
    UN SDGs
    ?

    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
    05/04/23£538£195£343£0£4,230£4,230259.800
    05/04/22£312£149£164n/an/an/an/an/a0
    05/04/21£364£99£265n/an/an/an/an/a0
    05/04/20£360£136£224n/an/an/an/an/a0
    05/04/19£350£361£-11n/an/an/an/an/a0
    05/04/18£436£150£286£0£0£0n/a00
    05/04/17£319£109£210£0£0£0n/a00
    05/04/16£247£85£161£0£0£0n/a00
    05/04/15£91£73£18£0£0£0n/a00
    05/04/14£105£86£18£0£0£0n/a00
    05/04/13£86£82£5£0£0£0n/a00
    05/04/12£70£70£1£0£0£0n/a00
    05/04/11£56£59£-3£0£0£0n/a00
    05/04/10£53£51£2£0£0£0n/a00
    05/04/09£69£63£6£0£0£0n/a00
    05/04/08£69£59£10£0£0£0n/a00
    05/04/07£61£66£-5£0£0£0n/a00
    05/04/06£51£47£4£0£0£0n/a00
    05/04/05£48£45£3£0£0£0n/a00
    05/04/04£49£48£1£0£0£0n/a00

    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Highest pay band: Less than £60,000
    Liabilities/Assets: 0%
    Liabilities/Income: 0%
    Unrestricted Funds/Total Funds: 100%
    Reserves/Spending: 259.8 months
    Net Current Assets/Spending: 12 months
    Quick Ratio: 145.6
    Asset Split ?
    What it does
    • Armed Forces/Emergency Service Efficiency
    • Arts/Culture/Heritage/Science
    • Disability
    • Education/Training
    • General Charitable Purposes
    • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
    • Overseas Aid/Famine Relief
    • Religious Activities
    • The Advancement Of Health Or Saving Of Lives
    Who it helps
    • Children/Young People
    • Elderly/Old People
    • Other Charities Or Voluntary Bodies
    • People Of A Particular Ethnic Or Racial Origin
    • People With Disabilities
    How it operates
    • Makes Grants to Organisations
    Where it operates
    • Throughout England And Wales,

    Who's supporting them? ?

    We have no records of donations from grant makers.

    How is it governed?

    Trustees (5)
    Gender Split

    Legal constitution
    • Charity registered in England & Wales on 30/09/1977, number: 274312
    Gift Aid
    • NOT registered with HMRC for Gift Aid
    Policies in force
    • Complaints policy and procedures
    • 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
    • Risk management
    • Safeguarding policy and procedures
    • Safeguarding vulnerable beneficiaries
    • Serious incident reporting policy and procedures
    • Trustee conflicts of interest policy and procedures
    • Trustee expenses policy and procedures
    Filing Record
    20 returns made; all on time
    Main office

    Morris Lane
    31 Commercial Road
    POOLE
    BH14 0HU

    Objectives

    TO PAY OR APPLY HE INCOME FOR THE BENEFIT OF SUCH CHARITABLE PURPOSES, CHARITABLE INSTITUTIONS, CHARITABLE FOUNDATIONS AS THE TRUSTEES MAY DETERMINE.

    Defined Area of Benefit:

    NOT DEFINED

    Data Sources

    Charity Commission for England and Wales
    CharityBase
    Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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