Finance Score: 0
Governance Score: -9
Support Score: 0
  • No PartB
  • 2 Trustees: -2
  • Static board: -3
  • All male board: -3
  • No supporters identified
Overall GiG Score: -9 ?

THE CAVALIERO FAMILY CHARITABLE TRUST CIO

Making grants to registered charities on a one-off or recurring basis to help those in need of water, sanitation, healthcare, food, housing or education, particularly the poor, the homeless, children and the elderly.
Analysis by Giving is Great

Regulatory & Governance issues to consider:

  • There are only 2 trustees
  • The Board is completely male
  • 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

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
31/12/23£8£8£0n/an/an/an/an/an/a
31/12/22£7£7£0n/an/an/an/an/an/a
31/12/21£7£6£1n/an/an/an/an/an/a
31/12/20£6£5£1n/an/an/an/an/an/a
31/12/19£7£16£-9n/an/an/an/an/an/a
31/12/18£3£6£-3n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 7 years

davidcavaliero1@gmail.com

01225722152

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Grant-making foundations
How it operates
  • Makes grants to organisations
Where it operates
  • Ireland, Spain, 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 (2)
Current Trustees appointed
Gender Split

  • CHARLES EDWARD CAVALIERO Appointed: 2017
  • DAVID MARCUS CAVALIERO Appointed: 2017, Occupation: Retired Solicitor
Legal constitution
  • Charity registered in England & Wales on 13/11/2017, number: 1175696
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
6 returns made; all on time
Main office

Combe Bottom Cottage
Freshford
BATH
BA2 7TX

Objectives

(A)THE OBJECTS OF THE CIO ARE TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) FOR THE PUBLIC BENEFIT, IN ANY PART OF THE WORLD AS THE CHARITY TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT FROM TIME TO TIME.

Data Sources

Charity Commission for England and Wales

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