Finance Score: -6

Governance Score: -5

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Good trustee age range: +3
Static board: -3
Multiple returns filed late: -4

No supporters identified

Overall GiG Score: -11

ST THOMAS NORWICH TRUST LIMITED

The activities of the charity are to promote the benefit of persons in the UK and worldwide, including but not limited to the relief of poverty, sickness and distress, the advancement of education and the preservation and protection of good health.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board composition appears to be rather static
Returns have been filed late on 4 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/10/23	*	£7	£44	£-37	n/a	n/a	n/a	n/a	n/a	n/a
31/10/22	*	£3	£18	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/10/21	*	£12	£91	£-79	n/a	n/a	n/a	n/a	n/a	n/a
31/10/20	*	£11	£57	£-46	n/a	n/a	n/a	n/a	n/a	n/a
31/10/19	*	£9	£75	£-66	n/a	n/a	n/a	n/a	n/a	n/a
31/10/18		£19	£77	£-58	n/a	n/a	n/a	n/a	n/a	n/a
31/10/17		£7	£66	£-60	n/a	n/a	n/a	n/a	n/a	n/a
31/10/16		£465	£48	£417	n/a	n/a	n/a	n/a	n/a	n/a
31/10/15		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/14	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/10/13	*	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/12		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/11		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/10		£2	£0	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/09	*	£3	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/10/08		£5	£11	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/10/07		£20	£24	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/10/06	*	£16	£14	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/10/05	*	£31	£23	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/10/04	*	£28	£14	£14	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 21 years

01603 624390

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
The Prevention Or Relief Of Poverty

GiG Classification

Provides financial or material assistance

How it operates

Provides advocacy/advice/information
Provides human resources
Provides other finance
Provides services

Where it operates

Norfolk,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-64

ANDREW GROAT Appointed: 2018, Occupation: Accountant

EMMA BUTCHER Appointed: 2018, Occupation: Physiotherapist

NEIL HENERY Appointed: 2015, Occupation: Head Teacher

TIM WATTS Appointed: 2013, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 22/10/2003, number: 1100236
Registered at Companies House on 06/08/2003, number: 04857639

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR23: 7 days late, AR22: 3 days late, AR21: 95 days late, AR20: 18 days late, AR19: 82 days late, AR14: 10 days late, AR13: 60 days late, AR09: 57 days late, AR06: 4 days late, AR05: 363 days late, AR04: 153 days late,

Main office

St Thomas Norwich Trust Limited
The Mitre
131 Earlham Road
Norwich
NR2 3RF

Objectives

TO PROMOTE THE BENEFIT OF PERSONS IN THE UNITED KINGDOM, AND WORLDWIDE SUCH CHARITABLE ACTIVITIES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT, INCLUDING BUT NOT LIMITED TO:A) THE RELIEF OF POVERTY, SICKNESS AND DISTRESSB) THE ADVANCEMENT OF EDUCATIONC) THE PRESERVATION AND PROTECTION OF GOOD HEALTHD) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION IN THE INTEREST OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING CONDITIONS OF LIFE OF THE SAID BENEFICIARIES

Defined Area of Benefit:

UNITED KINGDOM, AND WORLDWIDE

Data Sources

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