Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

CHARITY OF ROBERT PHILLIPS

The Charity allocates grants for:- the provision of land & buildings to be settled upon trust for use as a public library, public museum or similar charitable purpose, or the maintenance of any such institution; and/or- the promotion of education in the form of music, drama & the fine arts.The Scheme is for the benefit of the inhabitants of Walton-on-Thames, Surrey & neighbourhood thereof.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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
31/03/23	£82	£25	£57	n/a	n/a	n/a	n/a	n/a
31/03/22	£69	£9	£60	n/a	n/a	n/a	n/a	n/a
31/03/21	£69	£9	£60	n/a	n/a	n/a	n/a	n/a
31/03/20	£56	£10	£46	n/a	n/a	n/a	n/a	n/a
31/03/19	£69	£20	£50	n/a	n/a	n/a	n/a	n/a
31/03/18	£67	£17	£50	£0	£0	£0	n/a	0
31/03/17	£59	£37	£22	£0	£0	£0	n/a	0
31/03/16	£58	£108	£-50	£0	£0	£0	n/a	0
31/03/15	£59	£32	£28	£0	£0	£0	n/a	0
31/03/14	£62	£35	£26	£0	£0	£0	n/a	0
31/03/13	£60	£30	£31	£0	£0	£0	n/a	0
31/03/12	£57	£48	£8	£0	£0	£0	n/a	0
31/03/11	£52	£40	£12	£0	£0	£0	n/a	0
31/03/10	£56	£31	£25	£0	£0	£0	n/a	0
31/03/09	£57	£33	£25	£0	£0	£0	n/a	0
31/03/08	£60	£240	£-180	£0	£0	£0	n/a	0
31/03/07	£57	£31	£27	£0	£0	£0	n/a	0
31/03/06	£53	£21	£32	£0	£0	£0	n/a	0
31/03/05	£50	£46	£5	£0	£0	£0	n/a	0
31/03/04	£49	£34	£16	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 27 years

07967 148704

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Surrey,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

BARRY JF CHEYNE Appointed: 2015

CHRISTINE JOYCE CROSS Appointed: 2021

MELVYN MILLS Appointed: 2016

RACHAEL I LAKE Appointed: 2017

MARGARET HICKS (Chair) Appointed: 2017, Other trusteeships: ACTION FOR CARERS (SURREY), THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HERSHAM,

Legal constitution

Charity registered in England & Wales on 07/07/1997, number: 1063312

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from OATLANDS SINGERS on 21/09/2022

Main office

Surrey County Council
Woodhatch Place
11 Cockshot Hill
Reigate
Surrey
RH2 8EF

Objectives

FOR ALL OR ANY ONE OF THE FOLLOWING PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF WALTON ON THAMES AND THE NEIGHBOURHOOD THEREOF:- (A) THE PROVISION OF LAND AND BUILDINGS TO BE SETTLED UPON TRUST FOR USE FOR THE PURPOSES OF A PUBLIC MUSEUM OR ANY SIMILAR CHARITABLE PURPOSE, OR THE MAINTENANCE OF ANY SUCH INSTITUTION; (B) THE PROMOTION OF EDUCATION IN THE APPRECIATION OF MUSIC, DRAMA AND THE FINE ARTS.

Defined Area of Benefit:

WALTON ON THAMES AND THE NEIGHBOURHOOD THEREOF

Data Sources