Finance Score: -1

Governance Score: -3

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

URSULA HULME'S 1998 CHARITABLE TRUST

To support charities which encourage active participation in the visual arts by the elderly and people with disabilities, particularly the work of Conquest Art - Enriching the Lives of People with Disabilities.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board composition appears to be very static

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
05/04/23	£18	£22	£-4	n/a	n/a	n/a	n/a	n/a
05/04/22	£13	£22	£-9	n/a	n/a	n/a	n/a	n/a
05/04/21	£249	£13	£236	n/a	n/a	n/a	n/a	n/a
05/04/20	£11	£18	£-8	n/a	n/a	n/a	n/a	n/a
05/04/19	£9	£15	£-5	n/a	n/a	n/a	n/a	n/a
05/04/18	£10	£15	£-5	£0	£0	£0	n/a	0
05/04/17	£9	£15	£-5	£0	£0	£0	n/a	0
05/04/16	£12	£18	£-5	£0	£0	£0	n/a	0
05/04/15	£13	£18	£-5	£0	£0	£0	n/a	0
05/04/14	£13	£20	£-7	£0	£0	£0	n/a	0
05/04/13	£5	£18	£-13	£0	£0	£0	n/a	0
05/04/12	£205	£20	£186	£0	£0	£0	n/a	0
05/04/11	£31	£17	£14	£0	£0	£0	n/a	0
05/04/10	£44	£22	£22	£0	£0	£0	n/a	0
05/04/09	£33	£28	£5	£0	£0	£0	n/a	0
05/04/08	£33	£28	£6	£0	£0	£0	n/a	0
05/04/07	£32	£28	£4	£0	£0	£0	n/a	0
05/04/06	£31	£27	£4	£0	£0	£0	n/a	0
05/04/05	£30	£27	£3	£0	£0	£0	n/a	0
05/04/04	£32	£27	£5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 26 years

01962 844300

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

Elderly/Old People
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

DR JOHN ERNEST GUMBEL Appointed: 1998, Other trusteeship: CONQUEST ART CIO,

JENNIFER ANN FARTHING Appointed: 2012

PETER ROBERT GUMBEL Appointed: 2002

Legal constitution

Charity registered in England & Wales on 30/10/1998, number: 1072228

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures

Filing Record

20 returns made; all on time

Main office

C/o Martin & Company
25 St. Thomas Street
WINCHESTER
Hampshire
SO23 9HJ

Objectives

THE TRUSTEES SHALL PAY OR APPLY THE INCOME OF THE TRUST FUND AND MAY ALSO TRANSFER PAY OR APPLY THE WHOLE OR ANY PART OR PARTS OF THE CAPITAL OF THE TRUST FUND TO SUCH CHARITIES OR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE AND UNCONTROLLED DISCRETION THINK FIT PROVIDED ALWAYS THAT UNTIL THE EXPIRATION OF THE PERIOD OF TWENTY ONE YEARS FROM THE DATE HEREOF THE TRUSTEES MAY IN THEIR DISCRETION INSTEAD OF PAYING OR APPLYING THE INCOME OF THE TRUST FUND AS AFORESAID ACCUMULATE THE SAME OR ANY PART THEREOF IN THE WAY OF COMPOUND INTEREST BY INVESTING THE SAME IN OR UPON ANY INVESTMENTS AS PART OF THE CAPITAL OF THE TRUST FUND.

Defined Area of Benefit:

NOT DEFINED

Data Sources