Finance Score: 0

Governance Score: 5

Support Score: 0

No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

WILLIAM AND EDITH OLDHAM CHARITABLE TRUST

The charity has distributed income to beneficiaries in accordance with the Trust Deed.

Analysis by Giving is Great

Positives:

There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was substantially in excess of 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
31/12/22		£207	£50	£157	n/a	n/a	n/a	n/a	n/a
31/12/21		£237	£212	£25	n/a	n/a	n/a	n/a	n/a
31/12/20		£198	£12	£186	n/a	n/a	n/a	n/a	n/a
31/12/19		£616	£42	£573	£0	£5,130	£5,130	1450.1	0
31/12/18		£1,599	£84	£1,515	£0	£3,951	£3,951	562.4	0
31/12/17		£206	£47	£159	£0	£0	£0	n/a	0
31/12/16		£276	£34	£242	£0	£0	£0	n/a	0
31/12/15		£141	£9	£132	£0	£0	£0	n/a	0
31/12/14		£52	£20	£32	£0	£0	£0	n/a	0
31/12/13	*	£126	£12	£114	£0	£0	£0	n/a	0
31/12/12	*	£121	£5	£116	£0	£0	£0	n/a	0
31/12/11		£137	£3	£134	£0	£0	£0	n/a	0
31/12/10		£31	£4	£27	£0	£0	£0	n/a	0
31/12/09		£88	£2	£86	£0	£0	£0	n/a	0
31/12/08		£42	£4	£38	£0	£0	£0	n/a	0
31/12/07		£27	£3	£24	£0	£0	£0	n/a	0
31/12/06		£24	£5	£19	£0	£0	£0	n/a	0
31/12/05		£18	£5	£14	£0	£0	£0	n/a	0
31/12/04		£90	£3	£88	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 29 years

clerk@weoct.co.uk

07305152009

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Other Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Bexley, Bromley, Greenwich, Kent, Lewisham, Medway, Oxfordshire,

Who it helps

Children/Young People
Other Defined Groups
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DEBORAH JANE GOACHER Appointed: 2023, Other trusteeship: MAIDSTONE AREA ARCHAEOLOGICAL GROUP,

ELIZABETH EARL Appointed: 2023

JUDY MOORE Appointed: 2013, Other trusteeship: TESTON VILLAGE HALL,

PETER COULLING Appointed: 2021

ROBERT ARTHUR WILLIAM EARL Appointed: 2023

STEVEN SONGHURST (Chair) Appointed: 2013

Legal constitution

Charity registered in England & Wales on 21/11/1995, number: 1050734

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR13: 220 days late, AR12: 585 days late,

Main office

2 Pembury Gardens
MAIDSTONE
Kent
ME16 8AR

Objectives

FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH OF THE FOLLOWING CHARITABLE INSTITUTIONS OR INDIVIDUALS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAY AT THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY-ONE YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISED INVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR AND THE SAID CHARITABLE OBJECTS PURPOSES AND INSTITUTIONS SHALL INCLUDE (1)THE PROMOTION OF EDUCATION IN THE MAIDSTONE AREA GENERALLY AND IN PARTICULAR THE PROVISION OF FINANCIAL ASSISTANCE TOWARDS THE MAINTENANCE AND DEVELOPMENT OF THE FOLLOWING SCHOOLS AND THE CREATION OF SCHOLARSHIPS OR BURSARIES OR PRIZES AND FINANCIAL ASSISTANCE GENERALLY TO BE AWARDED TO INDIVIDUAL STUDENTS ATTENDING THE SAID SCHOOLS:- (1)MAIDSTONE GRAMMAR SCHOOL FOR GIRLS, BUCKLAND ROAD, MAIDSTONE (11)MAIDSTONE GRAMMAR SCHOOL, BARTON ROAD, MAIDSTONE (111)THE ASTOR OF HEVER SCHOOL, OAKWOOD PARK, MAIDSTONE (1V)WEST BOROUGH JUNIOR SCHOOL, TONBRIDGE ROAD (2)THE PROVISION OF FINANCIAL ASSISTANCE TOWARDS THE MAINTENANCE AND DEVELOPMENT OF WADHAM COLLEGE OXFORD AND THE CREATION OF SCHOLARSHIPS OR BURSARIES OR PRIZES AND FINANCIAL ASSISTANCE GENERALLY TO BE AWARDED TO INDIVIDUAL STUDENTS ATTENDING THE SAID WADHAM COLLEGE OXFORD. (3)THE COMMUNITY AND INDIVIDUAL INHABITANTS OF THE PARISHES OF BARMING AND TESTON AND PARTICULARLY FOR THE PUBLIC BENEFIT OF:- (1)THE POORER INHABITANTS OF THE SAID PARISHES (11)ANY RESIDENTS WITHIN THE SAID PARISHES ASPIRING TO A UNIVERSITY EDUCATION OR TRAINING FOR EMPLOYMENT. (111)THE PROVISION OF NEW AND MAINTENANCE OF EXISTING COMMUNITY AND RELIGIOUS FACILITIES IN THE SAID PARISHES INCLUDING LIBRARIES SCHOOLS VILLAGE HALLS SPORTS AND LEISURE FACILITIES AND MEDICAL CENTRES (1V)THE FOUNDING AND SUPPORT OF LOCAL ORGANISATIONS WHICH EXIST FOR CHARITABLE PURPOSES. (4)THE PROMOTION AND DEVELOPMENT OF THE STUDY OF THE ARCHAEOLOGY AND HISTORY OF THE HISTORIC COUNTY OF KENT AND OF PLACES AND PEOPLE WITHIN THE HISTORIC COUNTY OF KENT. (5)THE ACQUISITION CONSERVATION RESEARCH AND STUDY FOR THE PUBLIC BENEFIT OF FURNITURE PICTURES BOOKS MUNIMENTS ARMOUR PORCELAIN OBJETS D'ART AND OTHER CHATTELS OR ITEMS OF LOCAL OR NATIONAL HISTORIC ARTISTIC OR SCIENTIFIC INTEREST ASSOCIATED WITH OR DISPLAYED IN THE MAIDSTONE MUSEUM AND ART GALLERY AND SUCH OTHER MUSEUMS IN THE HISTORIC COUNTY OF KENT (6)THE PRESERVATION PROTECTION AND IMPROVEMENT FOR THE PUBLIC BENEFIT OF HISTORIC BUILDINGS CHURCHES AND GRAVEYARDS IN THE HISTORIC COUNTY OF KENT AND IN PARTICULAR THE PARISH CHURCH AND GRAVEYARD OF ST. MARGARETS BARMING.

Defined Area of Benefit:

KENT AND OXFORD

Data Sources