Finance Score: 0

Governance Score: 1

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 1

WINTERBOURNE CHARITABLE TRUST (SOUTH GLOUCESTERSHIRE)

Grants made to individuals and organisations in the Winterbourne Civil Parish area for educational/training purposes and in cases of need

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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 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
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	*	£1	£1	£-1	n/a	n/a	n/a	n/a	n/a
31/03/22		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/20		£1	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£0	£0	£0	£0	£0	£0	n/a	0
31/03/17		£0	£0	£0	£0	£0	£0	n/a	0
31/03/16		£0	£0	£0	£0	£0	£0	n/a	0
31/03/15		£0	£0	£0	£0	£0	£0	n/a	0
31/03/14		£0	£0	£0	£0	£0	£0	n/a	0
31/03/13		£0	£0	£0	£0	£0	£0	n/a	0
31/03/12		£0	£0	£0	£0	£0	£0	n/a	0
31/03/11		£0	£0	£0	£0	£0	£0	n/a	0
31/03/10		£0	£0	£0	£0	£0	£0	n/a	0
31/03/09		£1	£1	£0	£0	£0	£0	n/a	0
31/03/08		£0	£0	£0	£0	£0	£0	n/a	0
31/03/07		£0	£0	£0	£0	£0	£0	n/a	0
31/03/06		£0	£0	£0	£0	£0	£0	n/a	0
31/03/05		£0	£0	£0	£0	£0	£0	n/a	0
31/03/04		£0	£0	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 27 years

cgreef@btinternet.com

01454774479

Charity Commission for England and Wales

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

South Gloucestershire,

Who it helps

Children/Young People
Elderly/Old People
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

CHARLES ALEXANDER PYE WATKINS Appointed: 2021, Other trusteeship: FRENCHAY VILLAGE HALL CHARITABLE TRUST,

DIANE MAY MARRIOTT

DEREK MILES ANDOW Appointed: 2023

DR CHRISTOPHER PATRICK GREEF Appointed: 2023

JOHN BRAIN Appointed: 2016

REV MALCOLM STRANGE Appointed: 2018, Other trusteeships: THE PERRY ALMSHOUSE CHARITY, CONSTANCE CICELY PARKIN DECEASED WILL TRUST, WINTERBOURNE MEDIEVAL BARN TRUST,

Legal constitution

Charity registered in England & Wales on 18/09/1997, number: 1064478

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR23: 55 days late,

Main office

11 WEST RIDGE
FRAMPTON COTTERELL
BRISTOL
BS36 2JA

Objectives

FOR RELIEF IN NEED AND TO PROMOTE THE EDUCATION OF THOSE BELOW 25 IN THE AREA OF BENEFIT WHO ARE IN NEED: FOR FULL DETAILS SEE CLAUSES 21 AND 222

Defined Area of Benefit:

PARISH OF WINTERBOURNE

Data Sources