Finance Score: -3

Governance Score: 1

Support Score: 0

Poor Liquidity: -1
Multiple Deficits: -2

Narrow trustee age band: -2
Dynamic board: +3

No supporters identified

Overall GiG Score: -2

THE FREMANTLE TRUST

Providing care and support for older people and people with learning disabilities. Services for older people include care homes, care homes with nursing, specialist dementia care, extra care and day care. Respite care services are also offered. Services for people with learning disabilities include supported living schemes, registered care homes, respite care and day activities.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£44,297	£44,433	£-136	£0	£4,988	£2,992	0.8	1,122	12
31/03/22	£43,451	£43,488	£-37	£0	£4,886	£3,020	0.8	1,476	6
31/03/21	£45,196	£46,606	£-1,410	£0	£-16,101	£-16,183	-4.2	1,567	90
31/03/20	£46,343	£46,537	£-194	£0	£-12,929	£-13,011	-3.4	1,017	90
31/03/19	£52,223	£52,423	£-200	£0	£-17,737	£-17,820	-4.1	1,173	90
31/03/18	£52,417	£52,069	£348	£0	£-20,029	£-20,108	-4.6	1,360	0
31/03/17	£49,440	£50,042	£-602	£0	£-22,498	£-22,596	-5.4	1,097	0
31/03/16	£48,684	£49,567	£-883	£0	£-21,848	£-21,950	-5.3	1,153	0
31/03/15	£43,744	£44,560	£-816	£48	£-22,777	£-22,903	-6.2	1,125	0
31/03/14	£39,877	£40,099	£-222	£60	£-17,209	£-17,342	-5.2	1,058	0
31/03/13	£39,450	£39,085	£365	£60	£-18,431	£-18,562	-5.7	1,072	0
31/03/12	£36,799	£36,540	£259	£66	£-23,388	£-23,497	-7.7	1,094	0
31/03/11	£35,964	£35,699	£265	£66	£-15,776	£-15,776	-5.3	968	0
31/03/10	£35,034	£35,183	£-149	£67	£-31,183	£-31,183	-10.6	961	0
31/03/09	£34,042	£32,800	£1,242	£66	£-15,255	£-15,255	-5.6	933	0
31/03/08	£29,682	£29,058	£624	£46	£-14,762	£-14,762	-6.1	867	0
31/03/07	£30,139	£29,776	£363	£63	£-19,761	£-19,761	-8	869	0
31/03/06	£29,120	£28,515	£605	£0	£0	£0	n/a	0	0
31/03/05	£28,912	£28,445	£467	£0	£0	£0	n/a	0	0
31/03/04	£30,550	£30,320	£230	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £300,000-£350,000
Liabilities/Assets: 60%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 60%
Reserves/Spending: 0.8 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.3

Asset Split ?

Established: 32 years

www.fremantletrust.org

admin@fremantletrust.org

01296393000

Charity Commission for England and Wales

Tweets

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Residential nursing care facilities

How it operates

Provides services

Where it operates

Barnet, Bedford, Buckinghamshire, Central Bedfordshire, Harrow, Hertfordshire, Milton Keynes, Windsor And Maidenhead,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

1,122 employees
12 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 50-59

MICHAEL ANTHONY STREDDER Appointed: 2024, Occupation: Group Operations Director

MILDRED MARIA ELISABETH WENTWORTH-STANLEY Appointed: 2024, Occupation: Solicitor

RICHARD ANDREW FITZALAN HOWARD Appointed: 2024, Other trusteeships: COLLEGE OF ARMS TRUST, THE GLOBAL FUND FOR FORGOTTEN PEOPLE, ORDER OF MALTA,

TRACEY WARDLE Appointed: 2024, Occupation: Finance & It Director, Other trusteeship: THE GLOUCESTERSHIRE CARE PARTNERSHIP,

DANIEL HAYES Appointed: 2024, Occupation: Chief Executive, Other trusteeships: THE OXFORDSHIRE CARE PARTNERSHIP, THE GLOUCESTERSHIRE CARE PARTNERSHIP,

Legal constitution

Charitable company registered in England & Wales on 30/10/1992, number: 1014986
Registered at Companies House on 08/06/1992, number: 02722437

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting 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

The Fremantle Trust
Woodley House
64-65 Rabans Close
Rabans Lane Industrial Area
AYLESBURY

Objectives

A) TO PROMOTE THE RELIEF AND PROVIDE RELIEF SUPPORT AND ASSISTANCE TO INDIVIDUALS WHO BY REASON OF OLD AGE OR PHYSICAL OR MENTAL ILLNESS OR PHYSICAL OR MENTAL HANDICAP REQUIRE SPECIAL CARE AND ATTENTION B) TO PROMOTE AND PROVIDE RELIEF TO CHILDREN AND YOUNG PEOPLE WHO REQUIRE SPECIAL CARE AND ATTENTION C) TO PROMOTE IN PARTICULAR THE RELIEF OF AND SUPPORT AND ASSISTANCE TO BENEFICIARIES WHO ARE RESIDENT IN OR ASSOCIATED WITH THE COUNTY OF BUCKINGHAMSHIRE OR ANY OF ITS NEIGHBOURING COUNTIES.

Defined Area of Benefit:

IN PRACTICE BUCKINGHAMSHIRE

Data Sources