Finance Score: -5

Governance Score: 1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

THE BELSTEAD GANZONI CHARITABLE SETTLEMENT

The trust makes Charitable distributions to registered charities for work in Suffolk and Norfolk (and occasionally to national charities for national purposes) and mainly considers capital projects rather than ongoing running expenses

Analysis by Giving is Great

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
Income has been volatile and on several occasions in recent years 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		£324	£721	£-397	n/a	n/a	n/a	n/a	n/a
05/04/22		£328	£964	£-637	n/a	n/a	n/a	n/a	n/a
05/04/21		£348	£567	£-219	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£439	£654	£-215	n/a	n/a	n/a	n/a	n/a
05/04/19		£435	£564	£-130	n/a	n/a	n/a	n/a	n/a
05/04/18		£700	£490	£210	£0	£12,264	£12,264	300.2	0
05/04/17		£408	£375	£33	£0	£0	£0	n/a	0
05/04/16		£412	£382	£31	£0	£0	£0	n/a	0
05/04/15		£381	£507	£-126	£0	£0	£0	n/a	0
05/04/14		£362	£386	£-25	£0	£0	£0	n/a	0
05/04/13		£265	£253	£12	£0	£0	£0	n/a	0
05/04/12		£220	£195	£26	£0	£0	£0	n/a	0
05/04/11		£126	£265	£-139	£0	£0	£0	n/a	0
05/04/10		£160	£490	£-330	£0	£0	£0	n/a	0
05/04/09		£409	£540	£-131	£0	£0	£0	n/a	0
05/04/08	*	£752	£1,019	£-267	£24	£10,039	£10,039	118.3	0
05/04/07	*	£10,029	£889	£9,140	£16	£10,241	£10,241	138.2	0
05/04/06	*	£16	£2	£14	£0	£0	£0	n/a	0
05/04/05	*	£19	£14	£5	£0	£0	£0	n/a	0
05/04/04		£21	£27	£-5	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 28 years

bill-white@birketts.co.uk

01473232300

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Norfolk, Suffolk,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

LOUISE LONG Appointed: 2020

HON CHARLES RICHARD BOSCAWEN, Other trusteeship: THE SUFFOLK HISTORIC CHURCHES TRUST,

JOHN CHARLES PICKERING Appointed: 2012, Other trusteeship: THE CRANFIELD COURT CHARITY,

Legal constitution

Charity registered in England & Wales on 27/02/1996, number: 1053321

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR20: 10 days late, AR08: 2 days late, AR07: 11 days late, AR06: 8 days late, AR05: 6 days late,

Recent reorganisation events:

Asset transfer in from GANZONI CHARITABLE TRUST on 28/06/2023

Main office

Birketts Llp
Providence HOUSE
141-145 Princes Street
IPSWICH
IP1 1QJ

Objectives

THE TRUSTEES SHALL STAND POSSESSED OF THE TRUST FUND UPON SUCH CHARITABLE TRUSTS AND FOR SUCH CHARITABLE PURPOSES AS THEY IN THEIR UNCONTROLLED DISCRETION FROM TIME TO TIME DETERMINE

Defined Area of Benefit:

NOT DEFINED

Data Sources