Finance Score: 1

Governance Score: -4

Support Score: 0

Reasonable growth: +1
No PartB

No conflicts policy: -1
All male board: -3

No supporters identified

Overall GiG Score: -3

SOTTERLEY CHARITABLE TRUST

TO PROTECT PRESERVE & IMPROVE THE PARISH OF SOTTERLEY, SUFFOLK ANY BUILDINGS FEATURES OR GROUNDS (INCLUDING BURIAL GROUNDS & RECREATION GROUNDS) IN & AROUND THE PARISH OF SOTTERLEY AFORESAID OF PARTICULAR BEAUTY OR OF SPECIAL HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST (IN PARTICULAR BUT NOT EXCLUSIVELY ST MARGARET'S CHURCH THE MORTUARY CHAPEL & THE WAR MEMORIAL IN THE PARISH OF SOTTERLEY)

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
30/10/22	*	£2	£0	£2	n/a	n/a	n/a	n/a	n/a
30/10/21		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
30/10/20	*	£1	£0	£1	n/a	n/a	n/a	n/a	n/a
30/10/19		£6	£0	£6	n/a	n/a	n/a	n/a	n/a
30/10/18		£1	£0	£1	£0	£0	£0	n/a	0
30/10/17		£1	£0	£1	£0	£0	£0	n/a	0
30/10/16	*	£5	£0	£5	£0	£0	£0	NAN	0
30/10/15		£1	£0	£1	£0	£0	£0	NAN	0
30/10/14	*	£6	£1	£5	£0	£0	£0	n/a	0
30/10/13		£16	£15	£1	£0	£0	£0	n/a	0
30/10/12		£6	£7	£-1	£0	£0	£0	n/a	0
30/10/11	*	£3	£12	£-9	£0	£0	£0	n/a	0
30/10/10		£11	£0	£11	£0	£0	£0	n/a	0
30/10/09		£1	£0	£0	£0	£0	£0	n/a	0
30/10/08		£1	£0	£1	£0	£0	£0	n/a	0
30/10/07		£2	£2	£0	£0	£0	£0	n/a	0
30/10/06		£1	£0	£1	£0	£0	£0	n/a	0
30/10/05		£2	£3	£-1	£0	£0	£0	n/a	0
30/10/04		£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 23 years

office@sotterleyestate.co.uk

01502571013

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes
Religious Activities

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations

Where it operates

Suffolk,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

MILES ROBIN BARNE (Chair)

TOM BARNE Appointed: 2018

REV PHILIP MILLER Appointed: 2018, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MICHAEL'S AND ST LUKE'S, BECCLES,

Legal constitution

Charity registered in England & Wales on 23/01/2001, number: 1084642

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: 216 days late, AR20: 5 days late, AR16: 193 days late, AR14: 254 days late, AR11: 223 days late,

Main office

1 ST. FELIX RISE
FLIXTON
BUNGAY
NR35 1NY

Objectives

(A) TO PROTECT PRESERVE AND IMPROVE FOR THE BENEFIT OF THE PEOPLE OF THE PARISH OF SOTTERLEY IN THE COUNTY OF SUFFOLK ANY BUILDINGS FEATURES OR GROUNDS (INCLUDING BURIAL GROUNDS AND RECREATION GROUNDS) IN AND AROUND THE PARISH OF SOTTERLEY AFORESAID OF PARTICULAR BEAUTY OR OF SPECIAL HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST (IN PARTICULAR BUT NOT EXCLUSIVELY ST MARGARET'S CHURCH THE MORTUARY CHAPEL AND THE WAR MEMORIAL IN THE PARISH OF SOTTERLEY AFORESAID) AND (B) TO PROVIDE PRESERVE AND IMPROVE IN THE INTERESTS OF SOCIAL WELFARE FACILITIES FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION FOR THE USE OF THE INHABITANTS OF THE PARISH OF SOTTERLEY AFORESAID AND ITS NEIGHBOURHOOD.

Defined Area of Benefit:

PARISH OF SOTTERLEY AND ITS NEIGHBOURHOOD

Data Sources