Finance Score: -2

Governance Score: 2

Support Score: 0

Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 0

THE PERRY FAMILY CHARITABLE TRUST

Small grants to meet special needs and to support education, training and the arts in the West Midlands.

Analysis by Giving is Great

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
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
31/03/23	£60	£34	£26	n/a	n/a	n/a	n/a	n/a
31/03/22	£25	£31	£-6	n/a	n/a	n/a	n/a	n/a
31/03/21	£5	£24	£-19	n/a	n/a	n/a	n/a	n/a
31/03/20	£4	£30	£-26	n/a	n/a	n/a	n/a	n/a
31/03/19	£57	£58	£-1	n/a	n/a	n/a	n/a	n/a
31/03/18	£19	£37	£-18	£0	£0	£0	n/a	0
31/03/17	£56	£51	£5	£0	£0	£0	n/a	0
31/03/16	£38	£28	£10	£0	£0	£0	n/a	0
31/03/15	£28	£34	£-6	£0	£0	£0	n/a	0
31/03/14	£33	£40	£-7	£0	£0	£0	n/a	0
31/03/13	£49	£30	£19	£0	£0	£0	n/a	0
31/03/12	£23	£30	£-7	£0	£0	£0	n/a	0
31/03/11	£75	£25	£50	£0	£0	£0	n/a	0
31/03/10	£15	£19	£-4	£0	£0	£0	n/a	0
31/03/09	£38	£29	£9	£0	£0	£0	n/a	0
31/03/08	£25	£14	£11	£0	£0	£0	n/a	0
31/03/07	£3	£11	£-8	£0	£0	£0	n/a	0
31/03/06	£4	£12	£-8	£0	£0	£0	n/a	0
31/03/05	£16	£156	£-140	£0	£0	£0	n/a	0
31/03/04	£106	£109	£-3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 22 years

Perrytrust@aol.com

01886833290

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for people with disabilities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Herefordshire, Shropshire, Warwickshire, Worcestershire,

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 (4)

Gender Split

LADY JOAN MARY PERRY

CAROLYN CLARE EYTON, Other trusteeship: AYLESBURY VALE CHILD CONTACT CENTRE,

SIR MICHAEL PERRY GBE (Chair), Other trusteeships: ALFRICK AND LULSLEY VILLAGE HALL, THE FRIENDS OF THE MUSEUM OF WORCESTER PORCELAIN, DYSON PERRINS MUSEUM TRUST,

WILLIAM BRIAN STALLARD, Other trusteeships: QUEEN ELIZABETH ALMSHOUSES, WORCESTER LODGE NO 280 BICENTENARY CHORAL FOUNDATION SCHOLARSHIP,

Legal constitution

Charity registered in England & Wales on 19/11/2002, number: 1094675

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; all on time

Main office

BRIDGES STONE MILL
BRIDGES STONE
ALFRICK
WORCESTER
WR6 5HR

Objectives

1. TO RELIEVE IN CASES OF NEED, HARDSHIP OR DISTRESS PERSONS WHO ARE RESIDENT IN THE WEST MIDLANDS2. TO PROVIDE RELIEF OR SUPPORT FOR PERSONS RESIDING AT OR RECEIVING CARE OR TREATMENT IN ANY HOSPICE OR HOME FOR THOSE WHO ARE HANDICAPPED OR TERMINALLY ILL OR ELDERLY OR INFORM OR ON THEIR DISCHARGE WHO ARE SICK. CONVALESCENT, DISABLED, HANDICAPPED, INFIRM OR IN NEED OF FINANCIAL ASSISTANCE3. TO FURTHER THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF CHILDREN ATTENDING A SCHOOL OF ANY DENOMINATION IN THE WEST MIDLANDS4. TO AWARD SCHOLARSHIPS, EXHIBITIONS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE AT ANY SCHOOL, UNIVERSITY OR OTHER EDUCATION ESTABLISHMENT APPROVED BY THE TRUSTEES TO PERSONS UNDER TWENTY-FIVE YEARS OF AGE WHO, OR WHOSE PARENTS OR GUARDIANS, ARE RESIDENT IN THE WEST MIDLANDS OR WHO ARE ATTENDING OR WHO HAVE FOR NOT LESS THAN THREE YEARS ATTENDED AN EDUCATIONAL ESTABLISHMENT IN THE WEST MIDLANDS AND WHO ARE IN NEED OR FINANCIAL ASSISTANCE AND TO PROVIDE FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO SUCH PERSONS ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT TO PREPARE THEM FOR OR ASSIST THEIR ENTRY INTO A TRADE PROFESSION OR SERVICE AND TO AWARD TO SUCH PERSONS GRANTS OR MAINTENANCE ALLOWANCES TO ENABLE THEM TO TRAVEL WHETHER IN THE UNITED KINGDOM OR ABROAD IN FURTHERANCE OF THEIR EDUCATION AND OTHERWISE TO FURTHER THE EDUCATION OF SUCH PERSONS5. TO EDUCATE AND ASSIST YOUNG PERSONS THROUGH THEIR LEISURE TIME ACTIVITIES SO AS TO DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED6. TO SUPPORT THE ARTS IN THE WEST MIDLANDS, IN PARTICULAR BY MAKING GRANTS TO INSTITUTIONS AND BY PROMOTING PUBLIC EXHIBITIONS , LECTURES, CONCERTS, RECITALS AND OTHER EVENTS

Defined Area of Benefit:

PERSONS WHO ARE RESIDENT IN THE WEST MIDLANDS

Data Sources