Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

J AND M BRITTON CHARITABLE TRUST

General Charitable purposes

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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		£465	£207	£257	n/a	n/a	n/a	n/a	n/a
05/04/22		£63	£186	£-122	n/a	n/a	n/a	n/a	n/a
05/04/21		£58	£308	£-250	n/a	n/a	n/a	n/a	n/a
05/04/20		£90	£262	£-172	n/a	n/a	n/a	n/a	n/a
05/04/19		£101	£128	£-27	n/a	n/a	n/a	n/a	n/a
05/04/18		£106	£142	£-36	£0	£0	£0	n/a	0
05/04/17		£97	£80	£17	£0	£0	£0	n/a	0
05/04/16		£97	£96	£1	£0	£0	£0	n/a	0
05/04/15	*	£96	£151	£-55	£0	£0	£0	n/a	0
05/04/14	*	£103	£87	£16	£0	£0	£0	n/a	0
05/04/13		£76	£69	£7	£0	£0	£0	n/a	0
05/04/12		£71	£78	£-7	£0	£0	£0	n/a	0
05/04/11		£74	£82	£-8	£0	£0	£0	n/a	0
05/04/10		£77	£99	£-23	£0	£0	£0	n/a	0
05/04/09		£89	£89	£0	£0	£0	£0	n/a	0
05/04/08		£93	£87	£6	£0	£0	£0	n/a	0
05/04/07		£88	£86	£2	£0	£0	£0	n/a	0
05/04/06		£81	£77	£4	£0	£0	£0	n/a	0
05/04/05		£74	£71	£4	£0	£0	£0	n/a	0
05/04/04		£11	£70	£-59	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 24 years

01453498044

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Bristol City, South Gloucestershire, Uganda, Ukraine, Zimbabwe,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

LUCY GLEDHILL Appointed: 2023

ALISON HELEN BERNAYS, Other trusteeship: MRS G B TRUST,

ANNIE FIONA BERNAYS Appointed: 2019, Other trusteeship: MRS G B TRUST,

RICHARD BERNAYS Appointed: 2018, Other trusteeship: American Museum & Gardens,

ROBERT BERNAYS Appointed: 2022, Other trusteeships: THE ALMSHOUSES OR HOSPITAL OF MISS ANN BEARPACKER, MRS G B TRUST, THE AVON AND SOMERSET POLICE COMMUNITY TRUST, BERNAYS CHARITABLE TRUST, FOREST OF AVON TRUST, COLSTON'S SCHOOL FOUNDATION, KATHERINE'S COCK A DOODLE - 'DO!' TRUST,

CAROLINE DUCKWORTH Appointed: 2017, Occupation: Treasurer, Other trusteeships: WYCLIFFE COLLEGE (INCORPORATED), MRS G B TRUST, DURDHAM DOWN CHARITABLE TRUST LIMITED,

Legal constitution

Charity registered in England & Wales on 10/08/2000, number: 1081979

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR15: 84 days late, AR14: 8 days late,

Main office

3a Merlin Haven
WOTTON-UNDER-EDGE
GL12 7BA

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 AND SOUTH GLOUCESTER

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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