Finance Score: -2

Governance Score: -5

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

Only 3 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -7

FENWICK CHARITABLE TRUST

The preservation, protection and improvement of any listed buildings and any other property of national, historical, architectural, artistic or scientific interest; and the encourgement of access to and the study of the same.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 3 trustees
The Board is completely male

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 2 occasions over the last 5 years and the current period appears to have been extended

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	Volun- teers
31/03/23		£190	£183	£8	n/a	n/a	n/a	n/a	n/a	12
31/03/22	*	£188	£148	£40	n/a	n/a	n/a	n/a	n/a	12
31/03/21	*	£227	£188	£38	n/a	n/a	n/a	n/a	n/a	8
31/03/20		£165	£270	£-105	n/a	n/a	n/a	n/a	n/a	8
31/03/19		£168	£171	£-4	n/a	n/a	n/a	n/a	n/a	12
31/03/18		£136	£160	£-24	£0	£0	£0	n/a	0	0
31/03/17	*	£134	£137	£-3	£0	£0	£0	n/a	0	0
31/03/16		£132	£265	£-133	£0	£0	£0	n/a	0	0
31/03/15		£141	£149	£-8	£0	£0	£0	n/a	0	0
31/03/14		£149	£160	£-11	£0	£0	£0	n/a	0	0
31/03/13		£137	£210	£-73	£0	£0	£0	n/a	0	0
31/03/12		£106	£147	£-41	£0	£0	£0	n/a	0	0
05/04/11		£94	£158	£-64	£0	£0	£0	n/a	0	0
05/04/10	*	£76	£162	£-86	£0	£0	£0	n/a	0	0
05/04/09		£107	£119	£-12	£0	£0	£0	n/a	0	0
05/04/08	*	£126	£72	£54	£0	£0	£0	n/a	0	0
05/04/07	*	£125	£148	£-23	£0	£0	£0	n/a	0	0
05/04/06	*	£115	£59	£56	£0	£0	£0	n/a	0	0
05/04/05		£629	£434	£194	£0	£0	£0	n/a	0	0
05/04/04		£231	£21	£210	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 32 years

iain@shilstonedevon.co.uk

01752301010

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Devon,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
12 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

DAVID NICHOLAS CORSELLIS Appointed: 2023

SEBASTIAN EDMUND STEPHEN FENWICK

PETER BEACHAM Appointed: 2020, Other trusteeship: THE SOUTH WEST HERITAGE TRUST,

Legal constitution

Charity registered in England & Wales on 04/02/1992, number: 1007957

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
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; AR22: 14 days late, AR21: 353 days late, AR17: 1 days late, AR10: 73 days late, AR08: 61 days late, AR07: 175 days late, AR06: 47 days late,

Main office

Thompson Jenner Llp
28 Alexandra Terrace
EXMOUTH
Devon
EX8 1BD

Objectives

SUCH CHARITABLE PURPOSES AS THE TRUSTEES THINK IT, IN PARTICULAR:A) THE PRESERVATION CONSERVATION AND RESTORATION FOR THE BENEFIT OF THE PUBLIC OF:I) BUILDINGS GARDENS AND THEIR SURROUNDING LAND WHICH ARE OF HISTORIC OR ARCHITECTURAL IMPORTANCEII) FURNITURE, PAINTINGS AND OTHER DOMESTIC FURNISHINGS AND ORNAMENTS THAT ARE OF HISTORIC IMPORTANCE OR ARTISTIC MERITIII) LAND THAT IS WORTHY OF CONSERVATION BY REASON OF ITS HISTORIC OR SCIENTIFIC IMPORTANCE OR NATURAL BEAUTY B) THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN HISTORY AND TOPOGRAPHY IN SUCH WAYS AS THE TRUSTEES THINK FIT, INCLUDING, BUT NOT EXCLUSIVELY, BY THE ESTABLISHMENT MAINTENANCE AND DISPLAY OF AN ARCHIVE OF MATERIALS RELATING TO BUILDINGS, GARDENS AND LANDSCAPES OF HISTORIC, SCIENTIFIC OR ARCHITECTURAL IMPORTANCEC) THE PROVISION OF LAND FOR BURIALS AND THE UPKEEP AND MAINTENANCE OF BURIAL GROUNDS

Defined Area of Benefit:

IN PRACTICE DEVON AND NORTHUMBERLAND

Data Sources