Finance Score: -3

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -4 times
Reasonable growth: +1
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -4

THE HOWARD AND JOYCE FIELD CHARITABLE MEMORIAL TRUST

Running of almshouses

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

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 4 occasions over the last 5 years and the current period appears to have been extended

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		£9	£8	£1	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£9	£8	£2	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£9	£7	£2	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£10	£8	£2	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£8	£7	£1	n/a	n/a	n/a	n/a	n/a
05/04/18		£9	£4	£5	£0	£0	£0	n/a	0
05/04/17	*	£9	£7	£2	£0	£0	£0	n/a	0
05/04/16		£10	£6	£4	£0	£0	£0	n/a	0
05/04/15		£7	£7	£0	£0	£0	£0	n/a	0
05/04/14		£3	£8	£-5	£0	£0	£0	n/a	0
05/04/13		£4	£8	£-4	£0	£0	£0	n/a	0
05/04/12		£4	£4	£-1	£0	£0	£0	n/a	0
05/04/11		£4	£17	£-14	£0	£0	£0	n/a	0
05/04/10		£5	£5	£0	£0	£0	£0	n/a	0
05/04/09		£5	£8	£-3	£0	£0	£0	n/a	0
05/04/08		£10	£7	£3	£0	£0	£0	n/a	0
05/04/07		£8	£6	£2	£0	£0	£0	n/a	0
05/04/06		£6	£14	£-8	£0	£0	£0	n/a	0
05/04/05		£11	£11	£1	£0	£0	£0	n/a	0
05/04/04		£36	£15	£22	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 23 years

01789206138

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Warwickshire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

MARIJANA BAINBRIDGE Appointed: 2020

DAVID STUART DEGGE LODDER, Other trusteeships: THE FARMING COMMUNITY NETWORK, KENILWORTH & DISTRICT AGRICULTURAL SOCIETY, HENLEY IN ARDEN GUILD HALL TRUST,

JONATHAN DOVEY Appointed: 2016, Other trusteeship: JOSEPH HARDY CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 30/05/2001, number: 1086800

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

20 returns made; AR22: 7 days late, AR21: 372 days late, AR20: 60 days late, AR19: 426 days late, AR17: 212 days late,

Main office

LODDERS SOLICITORS
10 ELM COURT
ARDEN STREET
STRATFORD-UPON-AVON
CV37 6PA

Objectives

TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT

Defined Area of Benefit:

ANY PART OF THE WORLD

Data Sources