Finance Score: -5

Governance Score: 0

Support Score: 1

Multiple Deficits and declines: -5
No PartB

Grant maker support: +1

Overall GiG Score: -4

HAROLD BUCKINGHAM CHARITABLE TRUST

The charity awards grants to charitable institutions at the discretion of the trust manager

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 23 years

02380 722525

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
05/04/23		£10	£19	£-10	n/a	n/a	n/a	n/a	n/a
05/04/22		£15	£26	£-11	n/a	n/a	n/a	n/a	n/a
05/04/21		£9	£19	£-10	n/a	n/a	n/a	n/a	n/a
05/04/20		£13	£23	£-10	n/a	n/a	n/a	n/a	n/a
05/04/19		£14	£32	£-18	n/a	n/a	n/a	n/a	n/a
05/04/18		£14	£14	£0	£0	£0	£0	n/a	0
05/04/17		£14	£27	£-14	£0	£0	£0	n/a	0
05/04/16		£13	£17	£-4	£0	£0	£0	n/a	0
05/04/15		£15	£27	£-13	£0	£0	£0	n/a	0
05/04/14		£15	£21	£-6	£0	£0	£0	n/a	0
05/04/13		£15	£24	£-9	£0	£0	£0	n/a	0
05/04/12		£14	£19	£-6	£0	£0	£0	n/a	0
05/04/11		£13	£14	£-1	£0	£0	£0	n/a	0
05/04/10		£14	£20	£-6	£0	£0	£0	n/a	0
05/04/09	*	£19	£20	£-2	£0	£0	£0	n/a	0
05/04/08		£18	£6	£11	£0	£0	£0	n/a	0
05/04/07		£17	£28	£-11	£0	£0	£0	n/a	0
05/04/06		£17	£17	£0	£0	£0	£0	n/a	0
05/04/05		£16	£17	£-1	£0	£0	£0	n/a	0
05/04/04		£15	£25	£-10	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People

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 Transport - Workplace Charge Points 21/22
£2,800	01/04/2021	The Workplace Charging Scheme (WCS) is a voucher-based scheme that provides businesses, charities, and the wider public sector, with support towards the up-front costs of the purchase and ....more The Workplace Charging Scheme (WCS) is a voucher-based scheme that provides businesses, charities, and the wider public sector, with support towards the up-front costs of the purchase and installation of electric vehicle chargepoints for their employees and fleets
Department for Transport - Workplace Charge Points 21/22
£700	01/04/2021	The Workplace Charging Scheme (WCS) is a voucher-based scheme that provides businesses, charities, and the wider public sector, with support towards the up-front costs of the purchase and ....more The Workplace Charging Scheme (WCS) is a voucher-based scheme that provides businesses, charities, and the wider public sector, with support towards the up-front costs of the purchase and installation of electric vehicle chargepoints for their employees and fleets

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

HSBC TRUST COMPANY UK LIMITED

Legal constitution

Charity registered in England & Wales on 24/04/2001, number: 1086260

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR09: 1 days late,

Main office

HSBC Trust Company (UK) Limited
Forum 1, 2nd Floor
The Forum, Parkway,Whiteley
FAREHAM
Hampshire
PO15 7PA

Objectives

I GIVE THE REMAINDER OF MY ESTATE TO MY TRUSTEES TO ADMINISTER THE SAME ACCORDING TO LAW AND TO HOLD MY RESIDUARY ESTATE UPON TRUST TO APPLY THE INCOME THEREFROM IN PERPETUITY FOR THE PROMOTION OF CHARITY IN THE MANNER HEREINAFTER SET OUT THAT IS TO SAY: -(A) IN SUCH MANNER OR TO SUCH CHARITABLE OBJECTS AS I SHALL BY MEMORANDUM DIRECT(B) AND IN DEFAULT OR SUCH MEMORANDUM TO DISTRIBUTE THE SAID INCOME TO SUCH CHARITY OR CHARITIES AND IN SUCH AMOUNT OR AMOUNTS AS THEY SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT(C) ALL SUCH PAYMENTS SHALL BE MADE ONLY TO UNITED KINGDOM CHARITABLE INSTITUTIONS REGISTERED WITH THE CHARITY COMMISSION UNDER THE CHARITIES ACT 1960 AS AMENDED OR REPLACED(D) PROVIDED FURTHER THAT IN THE ABSENCE OF ANY MEMORANDUM OR CAPITAL INSTRUCTIONS TO APPLY OR PAY THE CAPITAL OF MY RESIDUARY ESTATE FOR SUCH CHARITABLE PURPOSES FROM TIME TO TIME AS THEY SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT TO THE EXHAUSTION OF THE SAID RESIDUARY ESTATE(E) I DIRECT THAT THE RECEIPT OF THE TREASURER OR OTHER AUTHORISED OFFICER FOR THE TIME BEING OF ANY CHARITY BENEFITING UNDER THIS MY WILL SHALL BE A FULL AND SUFFICIENT DISCHARGE TO MY TRUSTEES

Defined Area of Benefit:

UNITED KINGDOM CHARITABLE INSTITUTIONS

Data Sources