Finance Score: 0

Governance Score: 1

Support Score: 0

No PartB

No conflicts policy: -1
Dynamic board: +3
Mainly female board: -1

No supporters identified

Overall GiG Score: 1

OLDFIELD TRUST

The Oldfield Trust exists to carry out the wishes of its benefactor, who provided under a will, a capital sum to be invested and the income to be applied in 3 ways, 1) To maintain the fabric of St Pauls Church, Kewstoke, Weston Super Mare. 2) To the advancement of religion and other beneficial purposes in the parish and neighbouring Wick-St-Lawrence. 3) Similarly, as (2), elsewhere in the United K

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£9	£6	£3	n/a	n/a	n/a	n/a	n/a
31/12/21		£9	£4	£4	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£9	£2	£7	n/a	n/a	n/a	n/a	n/a
31/12/19		£8	£6	£3	n/a	n/a	n/a	n/a	n/a
31/12/18		£8	£6	£2	£0	£0	£0	n/a	0
31/12/17		£8	£8	£0	£0	£0	£0	n/a	0
31/12/16		£7	£8	£-1	£0	£0	£0	n/a	0
31/12/15		£8	£9	£-1	£0	£0	£0	n/a	0
31/12/14		£8	£6	£2	£0	£0	£0	n/a	0
31/12/13		£7	£6	£2	£0	£0	£0	n/a	0
31/12/12		£7	£10	£-2	£0	£0	£0	n/a	0
31/12/11		£7	£17	£-10	£0	£0	£0	n/a	0
31/12/10		£7	£3	£4	£0	£0	£0	n/a	0
31/12/09		£7	£5	£2	£0	£0	£0	n/a	0
31/12/08		£7	£6	£2	£0	£0	£0	n/a	0
31/12/07		£6	£2	£4	£0	£0	£0	n/a	0
31/12/06		£6	£3	£3	£0	£0	£0	n/a	0
31/12/05		£6	£8	£-3	£0	£0	£0	n/a	0
31/12/04		£6	£15	£-10	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 27 years

63StMarksRd.WestonsuperMareBS227PL

CAROLEJEFF63@LIVE.CO.UK

01934263938

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Bath And North East Somerset, North Somerset,

Who it helps

Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

DAVID READ Appointed: 2023

CAROLE ELIZABETH KITCHEN Appointed: 2017

DEBORAH LOW (Chair) Appointed: 2019

JANE ELIZABETH SMITHIES Appointed: 2019

MICHAEL TEDSTONE

REV GAIL LESLEY THOMAS Appointed: 2022, Other trusteeship: KEWSTOKE RELIEF IN NEED CHARITY,

Legal constitution

Charity registered in England & Wales on 07/04/1997, number: 1061683

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; AR20: 9 days late,

Main office

63 St. Marks Road
WESTON-SUPER-MARE
BS22 7PL

Objectives

TO OR FOR SUCH CHARITABLE PURPOSES CONNECTED WITH THE CHURCH AS THE TRUSTEES SHALL DETERMINE: SEE CLAUSE 2

Defined Area of Benefit:

PARISH CHURCH OF ST PAUL KEWSTOKE

Data Sources