Finance Score: -2

Governance Score: 3

Support Score: 0

Deficit latest year: -2

Dynamic board: +3

No supporters identified

Overall GiG Score: 1

HUNTINGDON FREEMEN'S TRUST

This charity provides grants for relief in need, education, recreation and leisure ONLY for current residents of Huntingdon (defined as the Huntingdon Town Council's area). Grants are considered monthly by Trustees in response to applications from individuals directly or from organisations providing relevant services to residents of Huntingdon.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
The Board appears to be dynamic in terms of composition

Financial issues to consider:

Income was 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
30/04/23	£560	£628	£-68	£0	£19,122	£1,436	27.4	3
30/04/22	£552	£533	£19	£40	£19,696	£1,518	34.2	3
30/04/21	£478	£607	£-129	n/a	n/a	n/a	n/a	n/a
30/04/20	£539	£519	£20	£0	£17,544	£1,408	32.6	5
30/04/19	£793	£513	£280	£0	£18,366	£1,388	32.5	3
30/04/18	£671	£480	£191	£0	£18,031	£1,179	29.5	3
30/04/17	£538	£400	£138	£0	£17,745	£988	29.7	3
30/04/16	£425	£541	£-116	£0	£0	£0	n/a	0
30/04/15	£457	£367	£90	£0	£0	£0	n/a	0
30/04/14	£439	£486	£-47	£0	£0	£0	n/a	0
30/04/13	£404	£448	£-44	£0	£0	£0	n/a	0
30/04/12	£446	£588	£-142	£0	£0	£0	n/a	0
30/04/11	£357	£339	£18	£0	£0	£0	n/a	0
30/04/10	£470	£345	£125	£0	£0	£0	n/a	0
30/04/09	£505	£418	£87	£53	£10,566	£1,096	31.5	2
30/04/08	£457	£268	£189	£0	£0	£0	n/a	0
30/04/07	£409	£381	£28	£0	£0	£0	n/a	0
30/04/06	£410	£352	£57	£0	£0	£0	n/a	0
30/04/05	£376	£391	£-15	£0	£0	£0	n/a	0
30/04/04	£372	£334	£39	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 79%
Unrestricted Funds/Total Funds: 8%
Reserves/Spending: 27.4 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.2

Asset Split ?

Established: 29 years

www.huntingdonfreemen.org.uk

info@huntingdonfreemen.org.uk

01480414909

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for people with disabilities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Cambridgeshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

3 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

BRIAN LUCKHAM Appointed: 2023

BRIAN STEPHEN BRADSHAW Appointed: 2019

DAVID JONES Appointed: 2023

KATE PARKER Appointed: 2021

TOM SANDERSON Appointed: 2021

JOHN RICHARD HOUGH Appointed: 2019, Other trusteeship: HUNTINGDON AREA MONEY ADVICE,

MARION KADEWERE Appointed: 2022, Other trusteeship: HUNTINGDONSHIRE NEIGHBOURHOOD WATCH ASSOCIATION,

Legal constitution

Charity registered in England & Wales on 27/02/1995, number: 1044573

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting 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

Mrs RUTH BLACK (CHIEF EXECUTIVE OFFICER)
Huntingdon Freemen's Trust
37 High Street
Huntingdon
PE29 3AQ

Objectives

THE INCOME TO BE APPLIED FOR EXCLUSIVELY CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF HUNTINGDON INCLUDING BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FORGOING, ALL OR ANY OF THE FOLLOWING PURPOSES SO FAR AS THE SAME ARE EXCLUSIVELY CHARITABLE:(A) PAYING PENSIONS (B) RELIEF IN NEED (C) PROMOTION OF EDUCATION (D) PROVISION AND SUPPORT IN THE INTEREST OF SOCIAL WELFARE OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATIONS WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE INHABITANTS OF HUNTINGDON.

Defined Area of Benefit:

HUNTINGDON

Data Sources