Finance Score: -6

Governance Score: 3

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: -3

THE ACT EDUCATIONAL TRUST

To provide for the education and training of individuals in treasury management and related subjects. Activities include bursary awards for students from developing countries and university prizes.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/04/23		£9	£11	£-2	n/a	n/a	n/a	n/a	n/a
30/04/22		£7	£13	£-6	n/a	n/a	n/a	n/a	n/a
30/04/21		£5	£16	£-11	n/a	n/a	n/a	n/a	n/a
30/04/20		£17	£42	£-25	n/a	n/a	n/a	n/a	n/a
30/04/19		£19	£22	£-3	n/a	n/a	n/a	n/a	n/a
30/04/18		£17	£19	£-2	£0	£0	£0	n/a	0
30/04/17		£15	£37	£-22	£0	£0	£0	n/a	0
30/04/16		£18	£23	£-5	£0	£0	£0	n/a	0
30/04/15		£19	£3	£17	£0	£0	£0	n/a	0
30/04/14		£8	£5	£3	£0	£0	£0	n/a	0
30/04/13		£6	£4	£2	£0	£0	£0	n/a	0
30/04/12		£6	£9	£-3	£0	£0	£0	n/a	0
30/04/11		£7	£14	£-7	£0	£0	£0	n/a	0
30/04/10		£17	£8	£9	£0	£0	£0	n/a	0
30/04/09		£8	£8	£-1	£0	£0	£0	n/a	0
30/04/08		£2	£15	£-12	£0	£0	£0	n/a	0
30/04/07		£3	£14	£-12	£0	£0	£0	n/a	0
30/04/06		£3	£12	£-10	£0	£0	£0	n/a	0
30/04/05		£5	£40	£-34	£0	£0	£0	n/a	0
30/04/04	*	£8	£81	£-73	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 40 years

www.treasurers.org/edtrust

enquiries@treasurers.org

02078472540

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

International education & child welfare

How it operates

Makes Grants to Individuals
Other charitable activities

Where it operates

Angola, Botswana, Ghana, India, Kenya, Madagascar, Malawi, Nigeria, Pakistan, South Africa, Sudan, Uganda, Zambia, Zimbabwe,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ALINA ZYBINA Appointed: 2023

ANNEMARIE MOORE Appointed: 2020

ANNETTE KATHRYN SPENCER Appointed: 2023

DOMINIC SPENCER GRANT SIMPSON Appointed: 2015

JOHN BAPTIST KARAIRETTO TUMWINE Appointed: 2020

MUHAMMAD ATIF KHAN ACHAKZAI Appointed: 2023

STEPHEN JOHN EAST (Chair), Other trusteeships: THE SOCIETY FOR PROMOTING CHRISTIAN KNOWLEDGE, S J EAST TRUST, MILLFIELD, EGERTON ROTHESAY,

Legal constitution

Charity registered in England & Wales on 05/03/1984, number: 288859

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Volunteer management

Filing Record

20 returns made; AR04: 6 days late,

Main office

3rd Floor
150 Minories
London
EC3N 1LS

Objectives

TO PROVIDE FOR THE EDUCATION OF STUDENTS OR OTHERS IN THE ART AND SKILL OF CORPORATE TREASURY MANAGEMENT OR FOR SUCH OTHER CHARITABLE PURPOSES AS SHALL FROM TIME TO TIME BE DETERMINED BY THE TRUSTEES.

Defined Area of Benefit:

NOT DEFINED

Data Sources