Finance Score: -3

Governance Score: -3

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -6

MONKTON BLUEFRIARS CHARITABLE TRUST

The charity supports the physical education and development of pupils of Monkton Combe School and other educational establishments by encouraging and facilitating the sport of rowing.

Analysis by Giving is Great

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
Spending has fallen significantly over the last 5 years relative to the previous period
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£24	£21	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/22		£25	£9	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/08/21		£12	£16	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/20		£25	£22	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/19	*	£18	£28	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/08/18		£21	£19	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/17		£34	£49	£-14	n/a	n/a	n/a	n/a	n/a	n/a
31/08/16		£24	£29	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/15		£40	£57	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/08/14		£29	£58	£-29	n/a	n/a	n/a	n/a	n/a	n/a
31/08/13		£57	£32	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/08/12		£53	£35	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/08/11		£125	£116	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/08/10		£37	£40	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/09		£87	£40	£47	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08		£37	£40	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/08/07		£28	£23	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/08/06		£35	£33	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05		£54	£43	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04		£32	£44	£-12	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 28 years

www.bluefriars.org.uk

info@bluefriars.org.uk

07802177508

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Education/Training

GiG Classification

Community sports activities

How it operates

Makes grants to individuals
Makes grants to organisations
Provides services

Where it operates

Bath And North East Somerset, Somerset,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

CHRISTOPHER CHARLES DOUGLAS COOK Appointed: 2021

DAVID JOHN BEWICK Appointed: 2024

FERGUS MURISON (Chair)

MAXIMILIAN CHARLES LEFLAIVE-MANLEY Appointed: 2022

NIGEL FRANCIS GERALD GOULD-SMITH Appointed: 2023

STEVE WILLIAMS

Legal constitution

Charity registered in England & Wales on 05/08/1996, number: 1057332

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
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
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; AR19: 16 days late,

Main office

9 Whitemoor Hall
BELPER
DE56 0HG

Objectives

1) THE PHYSICAL EDUCATION AND DEVELOPMENT OF THE PUPILS AND FORMER PUPILS OF MONKTON COMBE SCHOOL BY ENCOURAGING AND FACILITATING THE SPORT OF ROWING THROUGH THE PROVISION OF FACILITIES, EQUIPMENT AND FINANCIAL SUPPORT INCLUDING SPONSORSHIP OF INDIVIDUALS OR CREWS TRAINING FOR AND PARTICIPATING IN COMPETITIVE EVENTS WHERE SUCH INDIVIDUALS OR CREWS REPRESENT THE SCHOOL OR MONKTON BLUEFRIARS BOAT CLUB. 2) THE PHYSICAL EDUCATION AND DEVELOPMENT OF STUDENTS OF SUCH OTHER EDUCATIONAL ESTABLISHMENTS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE BY ENCOURAGING AND FACILITATING THE SPORT OF ROWING THROUGH THE PROVISION OF FACILITIES EQUIPMENT AND FINANCIAL SUPPORT INCLUDING THE SPONSORSHIP OF INDIVIDUALS OR CREWS TRAINING FOR AND PARTICIPATING IN COMPETITIVE EVENTS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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