Finance Score: -2

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE JOHN HORSEMAN TRUST

The John Horseman Trust supports charitable projects, primarily in the United Kingdom, which are of practical utility and benefit for the environment, education and local communities.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
The Board appears to be well diversified in terms of gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £27,293,870 available, equivalent to 688 months of spending and so may not be able to utilise additional funding

Established: 25 years

horsemantrust@outlook.com

01670787423

Charity Commission for England and Wales

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		£1,693	£476	£1,217	£0	£27,294	£27,294	688.1	0
31/03/22		£1,560	£426	£1,134	£0	£28,096	£28,096	791.8	0
31/03/21		£1,518	£562	£957	£0	£24,874	£24,874	531.5	0
31/03/20		£1,555	£378	£1,177	£0	£21,102	£21,102	669.7	0
31/03/19		£1,532	£436	£1,095	£0	£20,601	£20,601	566.5	0
31/03/18		£2,431	£287	£2,144	£0	£19,668	£19,668	821.2	0
31/03/17		£2,098	£167	£1,931	£0	£17,424	£17,424	1253.4	0
31/03/16		£1,103	£1,324	£-221	£0	£13,643	£13,643	123.6	0
31/03/15		£1,107	£208	£899	£1	£14,215	£14,215	819.2	0
31/03/14		£906	£344	£562	£1	£11,389	£11,389	397.7	0
31/03/13		£992	£285	£706	£1	£11,681	£11,681	491.3	1
31/03/12		£1,576	£113	£1,464	£1	£9,003	£9,003	960	0
31/03/11		£266	£472	£-207	£0	£0	£0	n/a	0
31/03/10		£6,440	£26	£6,414	£1	£6,465	£6,465	2935.4	0
31/03/09	*	£90	£51	£39	£0	£0	£0	n/a	0
31/03/08		£7	£8	£-2	£0	£0	£0	n/a	0
31/03/07		£13	£21	£-8	£0	£0	£0	n/a	0
31/03/06		£19	£15	£5	£0	£0	£0	n/a	0
31/03/05		£8	£5	£4	£0	£0	£0	n/a	0
31/03/04		£0	£3	£-3	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 688.1 months
Net Current Assets/Spending: 337 months
Quick Ratio: 834.4

Asset Split ?

Listed activities

Environment/Conservation/Heritage
Religious Activities
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations

Where it operates

Malawi, Throughout England, Uganda,

Who it helps

Other Charities Or Voluntary Bodies
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)

Gender Split

GUY RICHARD HORSEMAN Appointed: 2019

JOHN RICHARD HORSEMAN

LAURA CLAIRE SUSAN HORSEMAN Appointed: 2019

MOYRA CLAIRE SUSAN HORSEMAN

WILLIAM JAMES HORSEMAN Appointed: 2019

Legal constitution

Charity registered in England & Wales on 15/10/1999, number: 1077820

Gift Aid

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
Investment
Safeguarding 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; AR09: 4 days late,

Main office

Acton Hall Cottage
Felton
MORPETH
NE65 9NU

Objectives

THE TRUSTEES SHALL HOLD THE TRUST FUND AND ITS INCOME UPON TRUST TO APPLY THE SAME AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT

Defined Area of Benefit:

UK AND OVERSEAS

Data Sources