Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE SAMUEL COURTAULD TRUST

Please see Report of the Trustees for details of objectives and activities of the Trust.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender

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
31/07/23		£374	£207	£167	n/a	n/a	n/a	n/a	n/a	n/a
31/07/22		£73	£134	£-60	n/a	n/a	n/a	n/a	n/a	n/a
31/07/21		£75	£777	£-702	n/a	n/a	n/a	n/a	n/a	n/a
31/07/20		£538	£479	£60	£0	£4,670	£4,659	116.8	0	0
31/07/19	*	£90	£19	£70	n/a	n/a	n/a	n/a	n/a	n/a
31/07/18		£99	£125	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/07/17		£106	£110	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/07/16		£79	£110	£-31	n/a	n/a	n/a	n/a	n/a	n/a
31/07/15		£70	£77	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/07/14		£49	£33	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/07/13		£50	£72	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/07/12		£66	£88	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/07/11		£48	£80	£-32	n/a	n/a	n/a	n/a	n/a	n/a
31/07/10		£50	£125	£-76	n/a	n/a	n/a	n/a	n/a	n/a
31/07/09		£82	£18	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/07/08		£89	£74	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/07/07		£108	£102	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/07/06		£93	£86	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/07/05		£225	£69	£156	n/a	n/a	n/a	n/a	n/a	n/a
31/07/04		£220	£66	£154	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: 35 years

02039477613

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

City Of Westminster,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-76

ANDREW HOCHHAUSER KC (Chair) Appointed: 2019, Occupation: Barrister

CHARLES BOOTH-CLIBBORN Appointed: 2017, Occupation: Publisher

CHARMIAN CAINES Appointed: 2021, Occupation: Managing Director

HENRY LEGGE KC Appointed: 2014, Occupation: Barrister

INA DE Appointed: 2020, Occupation: Investment Banker

LARA BARTON Appointed: 2015, Occupation: Lawyer

LORD JOHN BROWNE Appointed: 2017, Occupation: Executive Chairman

MARK NICHOLAS HAMILTON HOFFMAN Appointed: 2020, Occupation: Trustee

PROFESSOR ROGER EMERY Appointed: 2013, Occupation: Orthopaedic Surgeon

PROFESSOR ROSALIND POLLY BLAKESLEY Appointed: 2020, Occupation: University Professor

SALLY OSMAN Appointed: 2020, Occupation: Director

SIMON TONY PRYKE Appointed: 2022, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 30/11/1989, number: 802109
Registered at Companies House on 15/08/1989, number: 02413547

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR19: 121 days late,

Main office

COURTAULD INSTITUTE OF ART
SOMERSET HOUSE
STRAND
LONDON
WC2R 0RN

Objectives

TO ADVANCE IN CONJUNCTION WITH THE INSTITUTE AND THE UNIVERSITY OR OTHERWISE PUBLIC EDUCATION OF AND INTEREST IN THE HISTORY OF ART AND ARCHAEOLOGY CRITICISM OF ART AND ARCHAEOLOGY AND CONSERVATION OF WORKS OF ART.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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