Finance Score: -2
Governance Score: -1
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • No conflicts policy: -1
  • Static board: -3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -3 ?

THE LEHMAN BROTHERS FOUNDATION EUROPE

In accordance with the charity governing document, the Memorandum of Association, the objects of the charity are the advancement of education and other purposes beneficial to the community.
Analysis by Giving is Great

Positives:

  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • The Board composition appears to be rather 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
  • On several occasions in recent years income has been 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
30/11/23£29£370£-341n/an/an/an/an/an/a
30/11/22*£3£315£-313n/an/an/an/an/an/a
30/11/21£3£48£-45n/an/an/an/an/an/a
30/11/20£4£274£-270n/an/an/an/an/an/a
30/11/19£16£472£-456n/an/an/an/an/an/a
30/11/18£9£136£-127n/an/an/an/an/an/a
30/11/17£1£203£-202n/an/an/an/an/an/a
30/11/16£141£400£-259n/an/an/an/an/an/a
30/11/15£3£79£-76n/an/an/an/an/an/a
30/11/14£1£11£-10n/an/an/an/an/an/a
30/11/13£20£1,827£-1,807n/an/an/an/an/an/a
30/11/12£10£167£-157n/an/an/an/an/an/a
30/11/11£0£0£0n/an/an/an/an/an/a
30/11/10£0£5£-5n/an/an/an/an/an/a
30/11/09£1£102£-101n/an/an/an/an/an/a
30/11/08*£2,159£5,201£-3,041£4,146£204£2040.500
30/11/07*£3,723£2,713£1,010£0£3,245£3,24514.400
30/11/06£1,720£1,042£679n/an/an/an/an/an/a
30/11/05£2,313£699£1,615n/an/an/an/an/an/a
30/11/04£55£1£55n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 23 years

peter@sherratt.uk.com

07566771007

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Disability
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • General Community services
How it operates
  • Makes grants to organisations
Where it operates
  • Belgium, France, Germany, Italy, Throughout London,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split
Based on 5/6 persons

Age Range of Trustees: 53-73
  • CALVERT CHESTON BURKHART, Occupation: Banker
  • EMILY SARNIA EVERARD UPTON Appointed: 2013, Occupation: Solicitor
  • LISA KATE GREENWAY Appointed: 2006, Occupation: Business Manager
  • PETER ROBERT SHERRATT (Chair) Appointed: 2001, Occupation: Managing Director
  • RUGGERO MAGNONI Appointed: 2006, Occupation: Banker
  • VALERIE ANNE SAMUEL Appointed: 2019, Occupation: Human Resources Manager
Legal constitution
  • Charitable company registered in England & Wales on 21/09/2001, number: 1088535
  • Registered at Companies House on 31/08/2001, number: 04279406
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Financial reserves policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR22: 4 days late, AR08: 180 days late, AR07: 371 days late,
Main office

Riversdale
50 Mill Way
Grantchester
Cambridge
CB3 9NB

Objectives

1. FOR THE ADVANCEMENT OF EDUCATION AND FOR OTHER PURPOSES BENEFICIAL TO THE COMMUNITY; AND 2. TO OR FOR SUCH OTHER CHARITABLE PURPOSES AND TO MAKE GRANTS AND DENOTATIONS TO SUCH CHARITABLE PURPOSES OR INSTITUTIONS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT AT SUCH TIME OR TIMES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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