Finance Score: -4

Governance Score: -1

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -5

THE CAROLINE TOD CHARITABLE TRUST

Established to make grants for charitable purposes.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
This charity uses a corporate trustee

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 recently

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
30/06/23		£7	£4	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£7	£3	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£7	£3	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£10	£14	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£10	£9	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£12	£9	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£9	£9	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16	*	£9	£10	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£8	£8	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£15	£14	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£12	£11	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£10	£6	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£4	£7	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£7	£12	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£7	£5	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07	*	£6	£11	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06	*	£6	£10	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05	*	£5	£3	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£5	£10	£-5	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 29 years

www.charitycheques.org.uk

01512275177

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (1)

LCVS

Legal constitution

Charity registered in England & Wales on 04/05/1995, number: 1046157

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

20 returns made; AR21: 35 days late, AR16: 170 days late, AR07: 306 days late, AR06: 318 days late, AR05: 417 days late,

Main office

151 DALE STREET
LIVERPOOL
L2 2AH

Objectives

GENERAL CHARITABLE PURPOSES

Defined Area of Benefit:

NOT DEFINED

Data Sources

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