Finance Score: -5

Governance Score: 6

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE ADNAMS COMMUNITY TRUST

The Adnams Community Trust supports good causes within 25 miles of Southwold. Grants range from £100 to £2,500. National charities may apply providing the grant is for use exclusively within the Adnams Community Trust catchment area. Grants are made under the headings of Health & Social Welfare, Education, Recreation, The Arts, Buildings/Community Facilities, History, Environment/Conservation.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/23	£20	£77	£-58	n/a	n/a	n/a	n/a	n/a
31/08/22	£122	£53	£69	n/a	n/a	n/a	n/a	n/a
31/08/21	£62	£63	£-1	n/a	n/a	n/a	n/a	n/a
31/08/20	£37	£32	£5	n/a	n/a	n/a	n/a	n/a
31/08/19	£43	£42	£0	n/a	n/a	n/a	n/a	n/a
31/08/18	£59	£59	£0	£0	£0	£0	n/a	0
31/08/17	£74	£80	£-6	£0	£0	£0	n/a	0
31/08/16	£80	£73	£7	£0	£0	£0	n/a	0
31/08/15	£73	£83	£-10	£0	£0	£0	n/a	0
31/08/14	£75	£63	£12	£0	£0	£0	n/a	0
31/08/13	£68	£67	£1	£0	£0	£0	n/a	0
31/08/12	£59	£60	£-2	£0	£0	£0	n/a	0
31/08/11?	£62	£79	£-16	£0	£0	£0	n/a	0
30/06/10	£63	£79	£-16	£0	£0	£0	n/a	0
30/06/09	£66	£62	£4	£0	£0	£0	n/a	0
30/06/08	£92	£68	£24	£0	£0	£0	n/a	0
30/06/07	£52	£41	£11	£0	£0	£0	n/a	0
30/06/06	£51	£53	£-2	£0	£0	£0	n/a	0
30/06/05	£39	£40	£-2	£0	£0	£0	n/a	0
30/06/04	£93	£132	£-39	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 34 years

https://adnams.co.uk/pages/adnams-community-t

communitytrust@adnams.co.uk

01502727200

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Amateur Sport
Animals
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
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 Organisations

Where it operates

Norfolk, Suffolk,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ANDREW MICHAEL HILLIARD HEALD Appointed: 2023

CLARE LOUISE TEASDEL Appointed: 2021

GEOFFREY STEVENS Appointed: 2021

HELEN WILLIAMS Appointed: 2022

JONATHAN PATRICK ADAIR ADNAMS (Chair) Appointed: 1990

MELVYN HORN Appointed: 1991

SAMANTHA ANNE CROCKER Appointed: 2021

SIMON PIERS DOMINIC LOFTUS Appointed: 1990

JULIET GRIMES Appointed: 2021, Other trusteeship: 1ST EYE SCOUT GROUP,

ANDY WOOD Appointed: 2000, Occupation: Clinical Dean, Other trusteeship: KING EDWARD THE SIXTH GRAMMAR SCHOOL, NORWICH,

Legal constitution

Charity registered in England & Wales on 30/08/1990, number: 1000203

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media 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

The Adnams Community Trust
SOLE BAY BREWERY
EAST GREEN
SOUTHWOLD
IP18 6JW

Objectives

1) THE PROMOTION OF HIGH STANDARDS OF PLANNING AND ARCHITECTURE IN OR AFFECTING SOUTHWOLD THE PRESERVATION PROTECTION DEVELOPMENT AND IMPROVEMENT OF FEATURES OF PUBLIC INTEREST IN SOUTHWOLD AND THE PROMOTION OF CIVIC PRIDE IN SOUTHWOLD 2) TO PROMOTE THE PROVISION OF FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE INHABITANTS IN THE AREA OF BENEFIT 3) THE PROMOTION AND SUPPORT OF MUSICAL ARTISTIC AND OTHER CULTURAL ACTIVITIES WITHIN THE AREA OF BENEFIT 4) THE RELIEF OF SICKNESS AND POVERTY AMONG THE DISABLED AND OTHER PERSONS IN THE AREA OF BENEFIT 5) THE PRESERVATION DEVELOPMENT AND IMOPROVEMENT OF FEATURES OF ENVIRONMENTAL SCIENTIFIC OR PUBLIC INTEREST IN THE AREA OF BENEFIT 6) THE PROMOTION ADVANCEMENT OF SUPPORT OF SUCH ONE OR MORE EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES THINK FIT

Defined Area of Benefit:

FROM 25 MILES FROM THE PARISH CHURCH OF ST EDMUNDS SOUTHWOLD

Data Sources