Finance Score: -1

Governance Score: 3

Support Score: 0

Spending falling: -1
but now stabilising: +1
Volatile income
spending growth: -1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE DAVID AND HELEN LOWE CHARITABLE TRUST

The charity provides charitable funding to organisations that will benefit the inhabitants of Malvern and the surrounding districts as the trustees may select.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently but spending has been maintained

Established: 19 years

07855527501

Charity Commission for England and Wales

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
30/06/23		£10	£9	£2	n/a	n/a	n/a	n/a	n/a
30/06/22		£12	£12	£0	n/a	n/a	n/a	n/a	n/a
30/06/21		£0	£15	£-15	n/a	n/a	n/a	n/a	n/a
30/06/20		£20	£8	£13	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£20	£20	£0	n/a	n/a	n/a	n/a	n/a
30/06/18	*	£18	£18	£0	£0	£0	£0	n/a	0
30/06/17		£25	£25	£0	£0	£0	£0	n/a	0
30/06/16		£20	£20	£0	£0	£0	£0	n/a	0
30/06/15	*	£15	£17	£-2	£0	£0	£0	n/a	0
30/06/14		£15	£15	£0	£0	£0	£0	n/a	0
30/06/13		£25	£22	£3	£0	£0	£0	n/a	0
30/06/12		£15	£11	£4	£0	£0	£0	n/a	0
30/06/11		£20	£21	£-1	£0	£0	£0	n/a	0
30/06/10		£23	£21	£3	£0	£0	£0	n/a	0
30/06/09		£0	£26	£-26	£0	£0	£0	n/a	0
30/06/08	*	£0	£3	£-3	£0	£0	£0	n/a	0
30/06/07		£0	£1	£-1	£0	£0	£0	n/a	0
30/06/06	*	£10	£1	£10	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Worcestershire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

DAVID JOHN FAWBERT

DAVID LOWE

HELEN ELIZABETH LOWE

LILY LOWE Appointed: 2018

Legal constitution

Charity registered in England & Wales on 21/10/2005, number: 1111777

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

18 returns made; AR19: 84 days late, AR18: 449 days late, AR15: 33 days late, AR08: 110 days late, AR06: 7 days late,

Main office

Cherry Orchard
Threadneedle Street
Bergh Apton
NORWICH
NR15 1BJ

Objectives

SUCH CHARITABLE PURPOSES WHICH WILL BENEFIT THE INHABITANTS OF MALVERN AND SURROUNDING DISTRICTS AS THE TRUSTEES MAY SELECT.

Defined Area of Benefit:

MALVERN AND SURROUNDING DISTRICTS

Data Sources