Finance Score: 1

Governance Score: 2

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

Dynamic board: +3
Mainly female board: -1

No supporters identified

Overall GiG Score: 3

THE BENTHAM-MOXON TRUST

To provide financial support for plant and fungal collection, research and education that further the work of the Royal Botanic Gardens, Kew.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is predominantly female
Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,100,193 available, equivalent to 293 months of spending and so may not be able to utilise additional funding

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	£769	£168	£601	£0	£7,890	£4,100	293.3	1	0
31/12/22	£198	£194	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£222	£116	£106	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£185	£90	£95	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£183	£208	£-25	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£178	£170	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£175	£187	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£173	£159	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£170	£175	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£253	£2,574	£-2,321	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£256	£250	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£247	£234	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	£247	£229	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	£244	£235	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	£237	£213	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	£245	£220	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	£221	£226	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	£563	£221	£342	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£188	£151	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£170	£173	£-3	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 1.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 52%
Reserves/Spending: 293.3 months
Net Current Assets/Spending: 37 months
Quick Ratio: 1.3

Asset Split ?

Balance Sheet History

Established: 60 years

https://www.kew.org/about-us/who-we-are/benth

j.alsop@kew.org

02083325222

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Sponsors or undertakes research

Where it operates

Richmond Upon Thames,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DIANE ELIZABETH SCOTT Appointed: 2017

DR ELINOR BREMAN Appointed: 2024

DR ISABEL MARIA A LARRIDON (Chair) Appointed: 2023

DR MARK ANDREW CARINE Appointed: 2017

NINA ROBERTA CIUFFARDI Appointed: 2024

RUTH CLOSE Appointed: 2023

Legal constitution

Charity registered in England & Wales on 06/07/1964, number: 305966

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
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

ROYAL BOTANIC GARDENS
THE HERBARIUM
KEW GREEN
RICHMOND
TW9 3AE

Objectives

SEE INDIVIDUAL CONSTITUENTS

Defined Area of Benefit:

NOT DEFINED

Data Sources

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