Finance Score: -6

Governance Score: -3

Support Score: 1

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

All male board: -3

Grant maker support: +1

Overall GiG Score: -8

THE ROSS WARBURTON CHARITABLE TRUST

General charitable purposes. The charity's main objective is to make grants to various charitable bodies which mainly benefit children, young people and voluntary bodies

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently

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
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
31/03/23		£23	£49	£-26	n/a	n/a	n/a	n/a	n/a
31/03/22		£39	£133	£-94	n/a	n/a	n/a	n/a	n/a
31/03/21		£55	£319	£-265	n/a	n/a	n/a	n/a	n/a
31/03/20		£75	£557	£-482	n/a	n/a	n/a	n/a	n/a
31/03/19		£77	£328	£-251	n/a	n/a	n/a	n/a	n/a
31/03/18		£98	£183	£-85	£0	£0	£0	n/a	0
31/03/17		£114	£193	£-78	£0	£0	£0	n/a	0
31/03/16		£87	£90	£-3	£0	£0	£0	n/a	0
31/03/15		£115	£185	£-70	£0	£0	£0	n/a	0
31/03/14		£72	£54	£19	£0	£0	£0	n/a	0
31/03/13	*	£1,547	£44	£1,503	£3	£2,311	£2,311	630.8	0
31/03/12		£3	£92	£-90	£0	£0	£0	n/a	0
31/03/11		£328	£163	£165	£0	£0	£0	n/a	0
31/03/10	*	£11	£49	£-37	£0	£0	£0	n/a	0
31/03/09	*	£23	£61	£-39	£0	£0	£0	n/a	0
31/03/08		£34	£16	£18	£0	£0	£0	n/a	0
31/03/07	*	£29	£106	£-77	£0	£0	£0	n/a	0
31/03/06	*	£27	£11	£15	£0	£0	£0	n/a	0
31/03/05	*	£10	£5	£5	£0	£0	£0	n/a	0
31/03/04		£9	£6	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 27 years

01772 823 921

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

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - LITTLE GREEN WESTRA LIMMITED
£747	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
HM Revenue & Customs - SME Brexit Support Fund
£1,194	09/06/2021	Training Grant provided for Customs training purposes
Department for Work and Pensions - LITTLE GREEN WESTRA
£3,649	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

MICHAEL WALKER Appointed: 2019

PETER D'ARCY LIPTROTT Appointed: 2012

WILLIAM ROSS WARBURTON (Chair), Other trusteeship: THE ONSIDE FOUNDATION,

Legal constitution

Charity registered in England & Wales on 13/06/1997, number: 1062844

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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; AR13: 22 days late, AR10: 60 days late, AR09: 25 days late, AR07: 250 days late, AR06: 646 days late, AR05: 1025 days late,

Main office

PO Box 202
CLITHEROE
BB7 0ER

Objectives

APPLY THE INCOME OF TRUST FUND AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES

Defined Area of Benefit:

NOT DEFINED

Data Sources