Finance Score: -10

Governance Score: 1

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Good trustee age range: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: -9

POTTERSPURY LODGE TRUST LIMITED

To promote the education of people in the UK.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
The Board is predominantly male

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
Income has been volatile and on several occasions in recent years 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
31/03/22		£1	£63	£-62	n/a	n/a	n/a	n/a	n/a
31/03/21		£3	£343	£-339	n/a	n/a	n/a	n/a	n/a
31/03/20		£12	£421	£-409	n/a	n/a	n/a	n/a	n/a
31/03/19		£17	£519	£-502	n/a	n/a	n/a	n/a	n/a
31/03/18		£18	£96	£-78	£0	£0	£0	n/a	0
31/03/17		£5	£13	£-8	£0	£0	£0	n/a	0
31/03/16		£1,538	£899	£639	£0	£1,533	£1,533	20.5	17
31/03/15		£2,306	£2,394	£-89	£5	£894	£894	4.5	61
31/03/14		£2,105	£2,365	£-259	£5	£983	£983	5	56
31/03/13	*	£2,191	£2,392	£-200	£7	£1,242	£1,242	6.2	56
31/03/12		£2,410	£2,411	£-1	£4	£1,442	£1,442	7.2	59
31/03/11		£2,376	£2,131	£245	£7	£1,444	£1,444	8.1	60
31/03/10		£2,112	£2,122	£-10	£6	£1,199	£1,199	6.8	53
31/03/09		£2,156	£2,039	£117	£6	£1,208	£1,208	7.1	51
31/03/08		£1,769	£1,672	£96	£6	£1,091	£1,091	7.8	52
31/03/07		£1,420	£1,449	£-28	£6	£995	£995	8.2	49
31/03/06		£1,460	£1,423	£37	£0	£0	£0	n/a	0
31/03/05	*	£866	£776	£89	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 20 years

01342324321

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations

Where it operates

Northamptonshire,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-70

ANDREW COLIN MANTON Appointed: 2012, Occupation: None

ANDREW GUY TYRER (Chair) Appointed: 2013, Occupation: Estate Agent

CLIVE LAIDLER Appointed: 2016, Occupation: Company Director

JONATHAN PIERRE WRIGHT Appointed: 2015, Occupation: Company Director

MICHELLE PITTMAN Appointed: 2022, Occupation: Operations Manager, Other trusteeship: JIGSAW(SOUTHEAST),

NICHOLAS JOHN AVIS Appointed: 2003, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 23/04/2004, number: 1103356
Registered at Companies House on 13/11/2003, number: 04963485

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

18 returns made; AR13: 0 days late, AR05: 30 days late,

Main office

Potterspury Lodge Trust
Wilmington House
High Street
EAST GRINSTEAD
West Sussex
RH19 3AU

Objectives

FOR THE PUBLIC BENEFIT TO PROMOTE THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PEOPLE IN THE UNITED KINGDOM IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING BY AWARDING GRANTS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS (INCLUDING SCHOOLS, UNIVERSITIES, COLLEGES OR INSTITUTIONS OF HIGHER OR FURTHER EDUCATION) WHOSE OBJECTS ARE TO ADVANCE EDUCATION.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE BUCKINGHAMSHIRE, TOWCESTER AND OXFORDSHIRE

Data Sources