Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

MERSTHAM MILLENNIUM TRUST

Trust objectives are to assist social and charitable projects in the Surrey parishes of Merstham and Gatton and to give aid to local residents facing hardship and to encourage sporting and recreational facilities for young people in this community.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

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	Volun- teers
31/03/23	*	£20	£27	£-7	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£22	£20	£2	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£22	£20	£2	n/a	n/a	n/a	n/a	n/a	9
31/03/20		£21	£21	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£22	£34	£-12	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£21	£14	£7	£0	£0	£0	n/a	0	0
31/03/17		£22	£22	£0	£0	£0	£0	n/a	0	0
31/03/16		£22	£29	£-6	£0	£0	£0	n/a	0	0
31/03/15		£21	£41	£-19	£0	£0	£0	n/a	0	0
31/03/14		£22	£11	£11	£0	£0	£0	n/a	0	0
31/03/13		£24	£15	£9	£0	£0	£0	n/a	0	0
31/03/12		£30	£31	£-1	£0	£0	£0	n/a	0	0
31/03/11		£23	£13	£11	£0	£0	£0	n/a	0	0
31/03/10		£23	£23	£0	£0	£0	£0	n/a	0	0
31/03/09		£25	£36	£-11	£0	£0	£0	n/a	0	0
31/03/08		£23	£22	£1	£0	£0	£0	n/a	0	0
31/03/07		£21	£29	£-8	£0	£0	£0	n/a	0	0
31/03/06		£21	£14	£7	£0	£0	£0	n/a	0	0
31/03/05		£28	£35	£-7	£0	£0	£0	n/a	0	0
31/03/04		£23	£59	£-36	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 25 years

www.mersthammillenniumtrust.org

info@mersthammillenniumtrust.org

01737642160

Charity Commission for England and Wales

Listed activities

Amateur Sport
Economic/Community Development/Employment
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

Surrey,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Gender Split

CHRISTOPHER ALAN HUGHES

GRAHAM JOHN WILLIAMS Appointed: 2023, Other trusteeship: THE NETHERBY TRUST,

MARK ALAN BRUNT, Other trusteeship: MERSTHAM COMMUNITY FACILITY TRUST,

MARTIN CHRISTOPHER BURR (Chair)

MARGARET ANN MAY Appointed: 2021

MARY JEAN DARDIS Appointed: 2015

RODERICK WYKEHAM SIMPSON

SUZANNE RUTH HUNTER

Legal constitution

Charity registered in England & Wales on 30/09/1999, number: 1077634

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 93 days late,

Main office

MERSTHAM LODGE
HARPS OAK LANE
MERSTHAM
REDHILL
RH1 3AN

Objectives

TO FURTHER SUCH CHARITABLE PURPOSES AS THE TRUSTEES MAY DECIDE THROUGH THE PROVISION OF GRANTS AND LOANS TO INDIVIDUALS AND TO ORGANISATIONS, WHICH CHARITABLE PURPOSES MAY INCLUDE THE RELIEF OF THE ELDERLY OR OF PERSONS WHO ARE OTHERWISE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS, THE ADVANCEMENT OF EDUCATION AND THE PROVISION OR ASSISTANCE IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION OF THE INHABITANTS OF THE AREA OF BENEFIT IN THE INTEREST OF SOCIAL WELFARE AN SO THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED

Defined Area of Benefit:

ECCLESIASTICAL PARISHES OF MERSTHAM, GATTON AND SOUTH MERSTHAM

Data Sources