Finance Score: -11

Governance Score: 2

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -4 times
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: -9

BERNAYS CHARITABLE TRUST

Grant giving on a small scale to mainly local ( London, Devon and Bristol) charities

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
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
Latest accounts are overdue for filing and returns have been filed late on 4 occasions over the last 5 years
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
05/04/22		£15	£13	£2	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£7	£4	£3	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£8	£9	£-1	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£9	£9	£0	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£6	£7	£-2	£0	£0	£0	n/a	0
05/04/17		£7	£6	£1	£0	£0	£0	n/a	0
05/04/16	*	£6	£4	£2	£0	£0	£0	n/a	0
05/04/15		£6	£6	£0	£0	£0	£0	n/a	0
05/04/14	*	£6	£8	£-2	£0	£0	£0	n/a	0
05/04/13	*	£5	£3	£2	£0	£0	£0	n/a	0
05/04/12	*	£6	£4	£2	£0	£0	£0	n/a	0
05/04/11		£4	£9	£-5	£0	£0	£0	n/a	0
05/04/10		£6	£9	£-4	£0	£0	£0	n/a	0
05/04/09		£6	£5	£1	£0	£0	£0	n/a	0
05/04/08	*	£10	£14	£-4	£0	£0	£0	n/a	0
05/04/07	*	£10	£14	£-4	£0	£0	£0	n/a	0
05/04/06		£5	£8	£-2	£0	£0	£0	n/a	0
05/04/05		£5	£3	£2	£0	£0	£0	n/a	0
05/04/04		£5	£4	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 24 years

02078010103

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

DAVID OWEN-JONES

GILLIAN LOCKETT

QC ROSAMUND BERNAYS QC (Chair), Other trusteeship: THE GRANGE FESTIVAL,

ROBERT BERNAYS, Other trusteeships: THE ALMSHOUSES OR HOSPITAL OF MISS ANN BEARPACKER, MRS G B TRUST, J AND M BRITTON CHARITABLE TRUST, THE AVON AND SOMERSET POLICE COMMUNITY TRUST, FOREST OF AVON TRUST, COLSTON'S SCHOOL FOUNDATION, KATHERINE'S COCK A DOODLE - 'DO!' TRUST,

Legal constitution

Charity registered in England & Wales on 07/08/2000, number: 1081882

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR21: 49 days late, AR20: 32 days late, AR19: 166 days late, AR18: 50 days late, AR16: 52 days late, AR14: 21 days late, AR13: 92 days late, AR12: 142 days late, AR08: 2 days late, AR07: 199 days late,

Recent reorganisation events:

Asset transfer in from THE MARY BERNAYS SCHOLARSHIP FUND on 07/02/2024

Main office

E72 MONTEVETRO
100 BATTERSEA CHURCH ROAD
BATTERSEA
LONDON
SW11 3YL

Objectives

TO FOR OR TOWARDS SUCH CHARITABLE INSTITUTIONS OR PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE BRISTOL, SOUTH GLOUCESTERSHIRE.

Data Sources