Finance Score: -4

Governance Score: -3

Support Score: 0

Accounts filed more than 5 days late: -4 times
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -7

THE PROVEN FAMILY TRUST

MAKE GRANTS TO ORGANISATIONS FOR THE BENEFIT OF CHILDREN/YOUNG PEOPLE, ELDERLY/OLD PEOPLE, FOR THE PURPOSE OF RELIEVING DISABILITY, SICKNESS AND POVERTY AND FOR APPROPRIATE PROJECTS IN THOSE FIELDS.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

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 4 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
05/04/23		£41	£34	£6	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£37	£39	£-2	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£32	£33	£-1	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£41	£39	£3	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£41	£29	£12	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£42	£32	£10	£0	£0	£0	n/a	0
05/04/17		£39	£40	£-1	£0	£0	£0	n/a	0
05/04/16		£38	£40	£-2	£0	£0	£0	n/a	0
05/04/15		£34	£27	£7	£0	£0	£0	n/a	0
05/04/14		£36	£36	£0	£0	£0	£0	n/a	0
05/04/13		£37	£34	£3	£0	£0	£0	n/a	0
05/04/12		£37	£39	£-2	£0	£0	£0	n/a	0
05/04/11		£33	£30	£3	£0	£0	£0	n/a	0
05/04/10		£29	£34	£-5	£0	£0	£0	n/a	0
05/04/09		£40	£37	£3	£0	£0	£0	n/a	0
05/04/08		£38	£38	£0	£0	£0	£0	n/a	0
05/04/07	*	£46	£41	£4	£0	£0	£0	n/a	0
05/04/06		£32	£41	£-9	£0	£0	£0	n/a	0
05/04/05		£31	£35	£-4	£0	£0	£0	n/a	0
05/04/04		£33	£30	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 29 years

graham@waughandmusgrave.co.uk

01900823324

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Cumbria, Knowsley, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

COLIN JEFFREY WORTHINGTON

GRAHAM ROBERT QUIGLEY

JONATHAN ADAM DEES Appointed: 2016

SIMON GRIFFITHS

MICHAEL CARL TAXMAN, Occupation: Stockbroker, Other trusteeships: PRIORITY MANAGEMENT LTD, JOHN FAIRCLOUGH CHARITABLE TRUST, STRAUSS-ELLENBOGEN CHARITABLE TRUST, THE CAMELIA TRUST,

Legal constitution

Charity registered in England & Wales on 21/11/1995, number: 1050877

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

20 returns made; AR22: 51 days late, AR21: 416 days late, AR20: 447 days late, AR19: 127 days late, AR18: 493 days late, AR07: 65 days late,

Main office

33 THE MOUNT
PAPCASTLE
COCKERMOUTH
CA13 0JY

Objectives

GENERAL CHARITABLE PURPOSES

Defined Area of Benefit:

NOT DEFINED

Data Sources