Finance Score: -9

Governance Score: -5

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Very static board: -5

No supporters identified

Overall GiG Score: -14

THE BENEY TRUST

Small Grant Making Trust

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

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
31/07/22	*	£1	£0	£1	n/a	n/a	n/a	n/a	n/a
31/07/21		£2	£0	£2	n/a	n/a	n/a	n/a	n/a
31/07/20	*	£2	£4	£-2	n/a	n/a	n/a	n/a	n/a
31/07/19	*	£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/07/18		£2	£3	£-1	£0	£0	£0	n/a	0
31/07/17		£2	£2	£0	£0	£0	£0	n/a	0
31/07/16		£2	£1	£1	£0	£0	£0	n/a	0
31/07/15		£2	£3	£-1	£0	£0	£0	n/a	0
31/07/14		£2	£3	£-1	£0	£0	£0	n/a	0
31/07/13		£2	£1	£1	£0	£0	£0	n/a	0
31/07/12		£1	£1	£1	£0	£0	£0	n/a	0
31/07/11		£2	£2	£-1	£0	£0	£0	n/a	0
31/07/10	*	£1	£0	£1	£0	£0	£0	n/a	0
31/07/09		£2	£2	£0	£0	£0	£0	n/a	0
31/07/08		£2	£2	£0	£0	£0	£0	n/a	0
31/07/07		£2	£1	£0	£0	£0	£0	n/a	0
31/07/06		£2	£2	£-1	£0	£0	£0	n/a	0
31/07/05	*	£1	£1	£0	£0	£0	£0	n/a	0
31/07/04		£1	£1	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 33 years

http://www.beney.org.uk/trust

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Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

JOANNA BURMESTER Appointed: 1991

THE REVD CANON DANA LURKSE DELAP Appointed: 1991, Other trusteeships: THE HELP IN NEED CHARITY, LADY NORTHWICK MEMORIAL HOMES, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER & ST PAUL, BLOCKLEY WITH ASTON MAGNA,

ADRIAN PHILIP BENEY Appointed: 1991, Other trusteeships: THE JAMES AND SYLVIA BENEY TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER & ST PAUL, BLOCKLEY WITH ASTON MAGNA,

THE REVD STEPHEN JOHN BURMESTER Appointed: 1991, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST CHAD, HANDFORTH,

Legal constitution

Charity registered in England & Wales on 02/05/1991, number: 1002766

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR22: 19 days late, AR20: 21 days late, AR19: 90 days late, AR10: 45 days late, AR05: 21 days late,

Main office

THE VICARAGE
HIGH STREET
BLOCKLEY
MORETON-IN-MARSH
GL56 9ES

Objectives

THE ADVANCEMENT OF THE CHRISTIAN RELIGION AND THE ADVANCEMENT OF EDUCATION

Defined Area of Benefit:

UNITED KINGDOM OR IN ANY OTHER PART OF THE WORLD

Data Sources