Finance Score: 0

Governance Score: -2

Support Score: 3

Strong growth: +2
Multiple Deficits: -2
No PartB

Only 3 Trustees: -2

Grant maker support: +3

Overall GiG Score: 1

THE ROGER AND INGRID PILKINGTON CHARITABLE TRUST

Makes grants to individuals or charities

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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
05/04/23		£109	£654	£-545	n/a	n/a	n/a	n/a	n/a
05/04/22		£95	£414	£-319	n/a	n/a	n/a	n/a	n/a
05/04/21		£90	£342	£-253	n/a	n/a	n/a	n/a	n/a
05/04/20		£112	£336	£-224	n/a	n/a	n/a	n/a	n/a
05/04/19		£120	£324	£-204	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£125	£185	£-60	£0	£0	£0	n/a	0
05/04/17	*	£118	£253	£-135	£0	£0	£0	n/a	0
05/04/16		£115	£226	£-111	£0	£0	£0	n/a	0
05/04/15		£103	£127	£-24	£0	£0	£0	n/a	0
05/04/14		£99	£159	£-61	£0	£0	£0	n/a	0
05/04/13	*	£97	£120	£-23	£0	£0	£0	n/a	0
05/04/12		£96	£114	£-18	£0	£0	£0	n/a	0
05/04/11		£96	£126	£-30	£0	£0	£0	n/a	0
05/04/10		£95	£53	£41	£0	£0	£0	n/a	0
05/04/09		£90	£100	£-10	£0	£0	£0	n/a	0
05/04/08		£74	£80	£-6	£0	£0	£0	n/a	0
05/04/07	*	£37	£32	£5	£0	£0	£0	n/a	0
05/04/06	*	£14	£13	£1	£0	£0	£0	n/a	0
05/04/05		£14	£8	£6	£0	£0	£0	n/a	0
05/04/04		£17	£11	£6	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 30 years

01516003000

Charity Commission for England and Wales

Listed activities

Education/Training

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

Children/Young People

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£23,512	01/04/2022	The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water quality; improved air quality. Other outcomes supported are: protection against flooding and coastal erosion; maintaining the historic environment; improved landscape character; climate change adaptation and mitigation. Countryside Stewardship supports Defras 25 Year Environment Plan for our country to be the healthiest, most beautiful place in the world to live, work and bring up a family. It also supports Defras Strategic Objective of a cleaner, healthier environment, benefitting people and the economy. Countryside Stewardship gives incentives for land managers to look after the environment and is made up of the following elements: Higher Tier agreements for land that requires more complex management tailored to the individual site and now includes woodland maintenance; Mid Tier agreements that provide a range of options and capital items that together help to deliver a broad range of environmental benefits; four Wildlife Offers that provide a simpler set of options to help improve the wildlife on farms; Capital Grants that provide grants for boundaries, trees and orchards, water quality and air quality; Woodland Management Plan grant to help create a UK Forestry Standard (UKFS) compliant 10-year woodland management plan; Woodland Tree Health grant to help restore and improve tree health; Facilitation Fund which supports individuals who bring together groups of farmers, foresters and land managers to improve the environmental outcomes in their area; Protection and Infrastructure grant which provides grants for woodland infrastructure.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

DAME HILARY BOULDING Appointed: 2018, Other trusteeships: THE SCHOLA CANTORUM OF OXFORD CHARITABLE TRUST, THE COLLEGE OF THE HOLY AND UNDIVIDED TRINITY IN THE UNIVERSITY OF OXFORD OF THE FOUNDATION OF SIR THOMAS POPE,

MR R BERNAYS

ROSAMUND HORWOOD-SMART KC, Other trusteeship: THE TEMPLE MUSIC FOUNDATION,

Legal constitution

Charity registered in England & Wales on 03/06/1994, number: 1038361

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
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 vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR18: 1 days late, AR17: 2 days late, AR13: 2 days late, AR07: 3 days late, AR06: 8 days late,

Main office

C/O BRABNERS CHAFFE STREET
HORTON HOUSE
EXCHANGE FLAGS
LIVERPOOL
L2 3YL
L2 2ET

Objectives

GENERAL CHARITABLE PURPOSES

Defined Area of Benefit:

NOT DEFINED

Data Sources