Finance Score: -3

Governance Score: 2

Support Score: 3

Accounts filed more than 5 days late: -2 times
Reasonable growth: +1
Multiple Deficits: -2
No PartB

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

Grant maker support: +3

Overall GiG Score: 2

THE BURFORD BENEFICE BARTHOLOMEW TRUST

The objectives of the Trust are the advancement of the Christian religion and the advancement of education and such other charitable purposes beneficial to the community as the Trustees shall decide in The Benefice of Burford with Fulbrook, Taynton, Asthall, Swinbrook and Widford all in the County of Oxfordshire and elsewhere.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers
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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
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
31/12/22	*	£10	£5	£5	n/a	n/a	n/a	n/a	n/a
31/12/21		£1	£6	£-4	n/a	n/a	n/a	n/a	n/a
31/12/20		£2	£4	£-2	n/a	n/a	n/a	n/a	n/a
31/12/19		£2	£3	£0	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£2	£3	£-2	£0	£0	£0	n/a	0
31/12/17		£3	£4	£-1	£0	£0	£0	n/a	0
31/12/16		£6	£9	£-3	£0	£0	£0	n/a	0
31/12/15		£10	£7	£4	£0	£0	£0	n/a	0
31/12/14		£7	£2	£5	£0	£0	£0	n/a	0
31/12/13		£9	£5	£4	£0	£0	£0	n/a	0
31/12/12		£11	£4	£8	£0	£0	£0	n/a	0
31/12/11		£14	£22	£-8	£0	£0	£0	n/a	0
31/12/10		£16	£44	£-28	£0	£0	£0	n/a	0
31/12/09		£19	£34	£-16	£0	£0	£0	n/a	0
31/12/08		£28	£33	£-5	£0	£0	£0	n/a	0
31/12/07		£28	£33	£-5	£0	£0	£0	n/a	0
31/12/06		£25	£26	£-1	£0	£0	£0	n/a	0
31/12/05		£10	£11	£-1	£0	£0	£0	n/a	0
31/12/04		£8	£13	£-5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 24 years

ivan.hall45@btinternet.com

07884273460

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Oxfordshire,

Who it helps

Other Defined Groups

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - KIDS START LIMITED
£-2,089	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - DCK CARE LIMMITED
£12,568	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - DCK CARE
£6,649	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

LYN BIBBINGS BURNS Appointed: 2023

RUTH ELLEN MCCALMAN Appointed: 2019

IVAN HALL, Other trusteeship: FRIENDS OF BURFORD CHURCH OF ST JOHN THE BAPTIST,

REV THOMAS DAVID PUTT Appointed: 2019, Other trusteeships: THE BURFORD AND UPTON AND SIGNET WELFARE TRUST, ASTHALL CHURCH LANDS, THE ASTHAL SWINBROOK AND WIDFORD RELIEF IN NEED CHARITY, ANN PYTT'S CHARITY, FRIENDS OF BURFORD CHURCH OF ST JOHN THE BAPTIST, SWINBROOK AND WIDFORD EDUCATIONAL CHARITY, THE BURFORD RELIEF IN NEED CHARITY, THE BURFORD ALMSHOUSE CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JOHN THE BAPTIST, BURFORD, SOUTH CENTRAL GOSPEL PARTNERSHIP, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ASTHALL, SWINBROOK AND WIDFORD,

SIMON POLITO Appointed: 2023, Other trusteeships: COLFE'S CHARITABLE TRUST, ST LUKE'S OXFORD,

Legal constitution

Charity registered in England & Wales on 18/02/2000, number: 1079450

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR22: 129 days late, AR18: 73 days late,

Main office

8 Orchard Rise
Burford
OX18 4SZ

Objectives

THE ADVANCEMENT OF THE CHRISTIAN RELIGION AND THE ADVANCEMENT OF EDUCATION/AND SUCH OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY AS THE TRUSTEES SHALL DECIDE IN THE BENEFICE OF BURFORD WITH FULBROOK, TAYNTON, ASTHALL, SWINBROOK AND WIDFORD ALL IN THE COUNTY OF OXFORDSHIRE (THE BENEFICE) AND ELSEWHERETHE TRUSTEES MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE TRUST IN PROMOTING THE OBJECTS

Defined Area of Benefit:

BURFORD, FULBROOK, TAYNTON, ASTHALL, SWINBROOK AND WIDFORD ALL IN THE COUNTY OF OXFORDSHIRE AND ELSWHERE

Data Sources