Finance Score: 2

Governance Score: 8

Support Score: 3

Excess liquidity: -1
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Gov Income
Overall weighted support: +3

Overall GiG Score: 13

THE ASSOCIATION OF TAXATION TECHNICIANS

1. Setting and administering tax examinations to become a Taxation Technician. 2. Giving advice to government departments on proposed and enacted tax legislation. 3. Protecting the public by monitoring Taxation Technicians compliance with regulations. 4. To prevent crime

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 16 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

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	£3,857	£2,879	£978	£0	£5,602	£5,602	23.3	88	80
31/12/22	£3,393	£2,535	£858	£0	£4,472	£4,472	21.2	84	80
31/12/21	£3,443	£2,486	£958	£0	£3,859	£3,859	18.6	80	80
31/12/20	£2,945	£2,665	£280	£0	£2,732	£2,732	12.3	81	80
31/12/19	£3,021	£3,195	£-174	£0	£2,420	£2,420	9.1	84	80
31/12/18	£2,795	£2,925	£-130	£0	£2,479	£2,479	10.2	85	0
31/12/17	£2,702	£2,581	£122	£0	£2,702	£2,702	12.6	86	0
31/12/16	£2,616	£2,339	£277	£0	£2,479	£2,479	12.7	70	0
31/12/15	£2,385	£2,177	£208	£120	£2,082	£2,082	11.5	80	0
31/12/14	£2,233	£2,185	£48	£127	£1,934	£1,934	10.6	70	0
31/12/13	£2,022	£1,895	£127	£79	£1,842	£1,842	11.7	15	0
31/12/12	£1,904	£1,698	£206	£94	£1,601	£1,601	11.3	15	0
31/12/11	£1,767	£1,668	£99	£123	£1,290	£1,290	9.3	13	0
31/12/10	£1,696	£1,700	£-4	£135	£1,228	£1,228	8.7	15	0
31/12/09	£1,649	£1,675	£-26	£146	£1,144	£1,144	8.2	60	0
31/12/08	£1,604	£1,409	£195	£141	£1,124	£1,124	9.6	58	0
31/12/07	£1,386	£1,395	£-9	£153	£1,069	£1,069	9.2	54	0
31/12/06	£1,235	£1,124	£111	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£1,181	£1,084	£97	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£1,029	£959	£71	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: 0.5%
Senior Staff Costs/Total Spending: 103%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 21%
Liabilities/Income: 39%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 23.3 months
Net Current Assets/Spending: 15 months
Quick Ratio: 3

Asset Split ?

Balance Sheet History

Established: 34 years

www.att.org.uk

info@att.org.uk

02073400580

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Other Charitable Purposes

GiG Classification

Other education support

How it operates

Makes grants to organisations
Provides advocacy/advice/information
Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Based on 13/16 persons

Age Range of Trustees: 30-69

BARRY DAVID JEFFERD Appointed: 2021, Occupation: Tax Professional

DAVID BRADSHAW Appointed: 2015, Occupation: Chartered Accountant

ELEANOR THEOCHARI Appointed: 2023, Occupation: Tax Professional

GEORGIANA HEAD Appointed: 2020, Occupation: Recruitment Consultant

GRAHAM BATTY Appointed: 2012, Occupation: Chartered Accountant

HAYLEY CLAIRE PERKIN Appointed: 2014, Occupation: Taxation Technician

JACQUELINE LESLEY HALL Appointed: 2016, Occupation: Tax Partner

JONATHAN STRIDE Appointed: 2016, Occupation: Accounts Senior

JAMIE HOOPER Appointed: 2023, Occupation: Tax Professional

OLUWATOYIN OYENEYIN Appointed: 2021, Occupation: Tax Professional

PAUL BENTON Appointed: 2023, Occupation: Tax Professional

RICHARD MARK TODD Appointed: 2013, Occupation: Chartered Tax Adviser

REHANA OUMME BANIN OOZEERALLY Appointed: 2021, Occupation: Tax Professional

RICHARD FREEMAN Appointed: 2015, Occupation: Solicitor

SENGA PRIOR (Chair) Appointed: 2017, Occupation: Tax Manager

SIMON JAMES GROOM Appointed: 2018, Occupation: Tax Professional

Legal constitution

Charitable company registered in England & Wales on 02/07/1990, number: 803480
Registered at Companies House on 30/08/1989, number: 02418331

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

30 Monck Street
LONDON
SW1P 2AP

Objectives

(A) TO ADVANCE PUBLIC EDUCATION IN AND PROMOTE THE STUDY OF THE ADMINISTRATION AND PRACTICE OF TAXATION AND THE PRINCIPLES OF ECONOMIC AND POLITICAL SCIENCE IN RELATION TO TAXATION AND PUBLIC FINANCE.(B)(1) TO PREVENT CRIME AND(2) TO PROMOTE THE SOUND ADMINISTRATION OF THE LAW FOR THE PUBLIC BENEFITBY PROMOTING AND ENFORCING STANDARDS OF PROFESSIONAL CONDUCT AMONGST THOSE ENGAGED IN THE PROVISION OF ADVICE AND SERVICES IN RELATION TO TAXATION AND MONITORING AND SUPERVISING THEIR COMPLIANCE WITH MONEY LAUNDERING LEGISLATION.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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