Finance Score: -2

Governance Score: 3

Support Score: 3

Deficit latest year: -2

Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 4

THE TRIANGLE TRUST 1949 FUND

To provide grants to not-for-profit organisations working with carers or the rehabilitation of offenders

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has an endowment fund which generates all of its income
The Board appears to be well diversified in terms of gender

Financial issues to consider:

Income was significantly lower than spending in the latest year

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
31/03/23		£702	£949	£-247	£0	£22,556	£448	5.7	2	0
31/03/22		£701	£650	£51	£0	£24,205	£661	12.2	2	0
31/03/21		£741	£865	£-125	£0	£23,662	£510	7.1	2	0
31/03/20		£737	£623	£114	£0	£19,799	£722	13.9	2	0
31/03/19		£708	£797	£-89	£0	£20,655	£358	5.4	2	0
31/03/18		£684	£745	£-61	£0	£20,149	£447	7.2	1	0
31/03/17		£665	£843	£-178	£0	£20,304	£507	7.2	1	0
31/03/16		£656	£883	£-227	£0	£18,389	£186	2.5	1	0
31/03/15		£649	£805	£-156	£10	£19,858	£413	6.2	1	0
31/03/14		£644	£557	£87	£11	£18,441	£569	12.2	1	0
31/03/13		£630	£405	£225	£7	£17,682	£482	14.3	1	0
05/04/12		£610	£619	£-9	£9	£15,514	£257	5	1	0
05/04/11		£599	£689	£-90	£7	£16,486	£0	n/a	1	0
05/04/10		£609	£728	£-119	£12	£15,722	£0	n/a	1	0
05/04/09	*	£581	£621	£-41	£8	£12,270	£0	n/a	1	0
05/04/08		£527	£755	£-228	£8	£16,268	£0	n/a	1	0
05/04/07	*	£487	£627	£-140	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06	*	£474	£719	£-245	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05		£443	£589	£-146	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04		£437	£584	£-146	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 1%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 5.7 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.6

Asset Split ?

Balance Sheet History

Established: 61 years

www.triangletrust.org.uk

info@triangletrust.org.uk

07716378564

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Triangle Trust 1949 Fund - Merseyside Expanding Horizons - 2
£60,000	23/03/2023 24	Re-write will provide young female offenders with a bespoke, combined program of artistic intervention, & employment/enterprise training and mentoring pre, during and post release to enable young ....more Re-write will provide young female offenders with a bespoke, combined program of artistic intervention, & employment/enterprise training and mentoring pre, during and post release to enable young people leaving prison to take steps to transition into meaningful employment or self employment harnessing their skills, creativity and passions.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

ALISON ELIZABETH HOPE Appointed: 2015

CLIO CARPENTER Appointed: 2023

DAVID LOUDON Appointed: 2020

DOREEN FOSTER Appointed: 2018

HINDPAL SINGH BHUI Appointed: 2023

JAMES MARSHALL Appointed: 2020

KAREN DRURY (Chair) Appointed: 2016

Legal constitution

Charity registered in England & Wales on 16/04/1964, number: 222860

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
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
Paying staff
Risk management
Safeguarding policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR09: 1 days late, AR07: 12 days late, AR06: 13 days late,

Main office

Brighton Eco Centre
39-41 Surrey Street
Brighton
East Sussex
BN1 3PB

Objectives

THE CAPITAL AND INCOME OF THE TRIANGLE TRUST 1949 FUND SHALL SUBJECT TO THE PAYMENT THEREOUT OF ALL COSTS AND EXPENSES INCURRED IN OR ABOUT THE FORMATION ADMINISTRATION AND EXECUTION OF THE TRUSTS THEREOF BE APPLIED TO SUCH CHARITABLE PURPOSE OR PURPOSES AS THE MANAGING TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE AND IN PARTICULAR:(A) IN ASSISTING (AT THE ABSOLUTE DISCRETION OF THE MANAGING TRUSTEES) BY THE PROVISION OF ALLOWANCES FOR THE PURPOSES OF EDUCATION PERSONS EMPLOYED OR FORMERLY EMPLOYED IN THE PHARMACEUTICAL INDUSTRY IN ENGLAND OR WALES OR THE DEPENDANTS OF SUCH PERSONS;(B) IN ASSISTING (AT THE ABSOLUTE DISCRETION OF THE MANAGING TRUSTEES) IN ANY CASES OF POVERTY ARISING FROM SICKNESS ILL-HEALTH WAR DAMAGE NATIONAL SERVICE OR OTHER CAUSE WHATSOEVER PERSONS EMPLOYED OR FORMERLY EMPLOYED IN THE PHARMACEUTICAL INDUSTRY IN ENGLAND AND WALES OR THE DEPENDANTS OF SUCH PERSONS INCLUDING EMPLOYEES AND FORMER EMPLOYEES AND THE DEPENDANTS OF EMPLOYEES OR FORMER EMPLOYEES OF THE FIRM OR OF ANY OTHER SUCH COMPANY WITH WHICH THE FIRM MAY BE AMALGAMATED OR INTO WHICH IT MAY BE RECONSTRUCTED OR OF ANY SUBSIDIARY COMPANY OF THE FIRM OR OF ANY OTHER COMPANY WITH WHICH THE FIRM MAY BE AMALGAMATED OR INTO WHICH IT MAY BE RECONSTRUCTED BUT EXCLUDING THE SETTLOR AND HIS WIFE.

Defined Area of Benefit:

NOT DEFINED.

Data Sources

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