Finance Score: -9

Governance Score: -1

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -10

THE OCCOLD TRUST

Funding of Christian charitable work and those in need

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
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	Volun- teers
05/04/22		£13	£10	£3	n/a	n/a	n/a	n/a	n/a	0
05/04/21		£11	£13	£-3	n/a	n/a	n/a	n/a	n/a	1
05/04/20	*	£9	£14	£-5	n/a	n/a	n/a	n/a	n/a	0
05/04/19	*	£9	£14	£-5	n/a	n/a	n/a	n/a	n/a	0
05/04/18		£11	£9	£2	£0	£0	£0	n/a	0	0
05/04/17		£11	£10	£2	£0	£0	£0	n/a	0	0
05/04/16		£7	£14	£-7	£0	£0	£0	n/a	0	0
05/04/15		£5	£4	£1	£0	£0	£0	n/a	0	0
05/04/14		£5	£6	£0	£0	£0	£0	n/a	0	0
05/04/13		£9	£4	£5	£0	£0	£0	n/a	0	0
05/04/12	*	£12	£12	£0	£0	£0	£0	n/a	0	0
05/04/11		£5	£16	£-12	£0	£0	£0	n/a	0	0
05/04/10		£14	£12	£2	£0	£0	£0	n/a	0	0
05/04/09		£13	£7	£6	£0	£0	£0	n/a	0	0
05/04/08	*	£12	£10	£1	£0	£0	£0	n/a	0	0
05/04/07	*	£39	£24	£15	£0	£0	£0	n/a	0	0
05/04/06	*	£8	£6	£2	£0	£0	£0	n/a	0	0
05/04/05		£7	£8	£-1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 20 years

neil.summerton@btinternet.com

01398332129

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

DEREK JOHN BURNSIDE Appointed: 2011

IAN HILA SUMMERTON Appointed: 2011

PAULINE TRIXIE SUMMERTON (Chair)

MICHAEL RICHARD HARDMAN, Other trusteeships: THE DAWES HOMES, STEPHENSON CHARITABLE TRUST FUND, THE MIJODA CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF GREAT CHESHAM,

Legal constitution

Charity registered in England & Wales on 24/03/2004, number: 1102828

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR20: 41 days late, AR19: 25 days late, AR12: 46 days late, AR08: 73 days late, AR07: 51 days late, AR06: 374 days late,

Main office

ABBEY COURT
COVE
TIVERTON
EX16 7RT

Objectives

TO ADVANCE ANY CHARITABLE PURPOSE AS THE TRUSTEES MAY DECIDE FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION BY THE PROVISION OF GRANTS.

Defined Area of Benefit:

NOT DEFINED.

Data Sources