Finance Score: 2

Governance Score: 0

Support Score: 0

Strong growth: +2

No supporters identified

Overall GiG Score: 2

THE LINTEL TRUST

The charity grants funding to organisations and individuals for projects which aim to expand horizons and further aspirations of groups and individuals. Priority will be given to smaller projects supporting young people within Shropshire

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
There has been strong growth in spending over the last 5 years, despite a decline more recently

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
31/03/24		£872	£16	£856	£0	£1,207	£1,207	904.7	0	0
31/03/23	*	£24	£6	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£24	£11	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£19	£40	£-20	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?		£28	£23	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£18	£24	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£13	£23	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£13	£23	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£39	£48	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£30	£28	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£0	£30	£-30	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£15	£24	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£3	£16	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£6	£13	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£1	£12	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£27	£17	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£26	£13	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£53	£2	£51	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 904.7 months
Net Current Assets/Spending: 669 months
Quick Ratio: INF

Asset Split ?

Balance Sheet History

Established: 19 years

earlsdale@2017gmail.com

01743790227

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

DR MARGARET ANN THORNE

HOWARD TREVOR THORNE

ROBERT DAVIES

TREVOR NEIL PEARSE WHEATLEY

Legal constitution

Charity registered in England & Wales on 26/09/2005, number: 1111460

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

18 returns made; AR23: 8 days late, AR18: 18 days late, AR08: 25 days late,

Main office

EARLSDALE HOUSE
PONTESFORD HILL
PONTESBURY
SHREWSBURY
SY5 0UJ

Objectives

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

Defined Area of Benefit:

UNITED KINGDOM