Finance Score: -2

Governance Score: -1

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

ANNESLEY (CLW) TRUST

The object of the Trust is to distribute income and/or capital for charitable purposes or to charitable institutions as the trustees may in their absolute discretion from time to time determine.The trustees meet regularly to consider appeals for financial assistance and agree the amounts to be donated in each case.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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
05/04/23		£45	£41	£4	n/a	n/a	n/a	n/a	n/a
05/04/22		£41	£66	£-25	n/a	n/a	n/a	n/a	n/a
05/04/21		£46	£71	£-25	n/a	n/a	n/a	n/a	n/a
05/04/20		£44	£42	£2	n/a	n/a	n/a	n/a	n/a
05/04/19		£50	£10	£40	n/a	n/a	n/a	n/a	n/a
05/04/18		£41	£40	£2	£0	£0	£0	n/a	0
05/04/17		£40	£56	£-16	£0	£0	£0	n/a	0
05/04/16		£36	£33	£4	£0	£0	£0	n/a	0
05/04/15		£38	£45	£-7	£0	£0	£0	n/a	0
05/04/14		£42	£55	£-13	£0	£0	£0	n/a	0
05/04/13		£42	£65	£-23	£0	£0	£0	n/a	0
05/04/12		£36	£14	£21	£0	£0	£0	n/a	0
05/04/11	*	£28	£20	£8	£0	£0	£0	n/a	0
05/04/10	*	£27	£22	£5	£0	£0	£0	n/a	0
05/04/09		£42	£36	£6	£0	£0	£0	n/a	0
05/04/08	*	£44	£45	£-1	£0	£0	£0	n/a	0
05/04/07	*	£32	£1	£32	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 18 years

JIGSAW@BTINTERNET.COM

01243 773074

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

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 (2)

Gender Split

DR DAVID LEWIS WYKES (Chair), Other trusteeships: EAST MIDLAND UNITARIANS, ESSEX HALL, THE CHARITY OF FRANCIS HOPKINSON FOR THE POOR, GREAT MEETING (ENDOWMENT FUND) CHARITY, LEICESTERSHIRE VICTORIA COUNTY HISTORY TRUST,

MRS MARGARET EVANS, Other trusteeship: WEST SUSSEX MUSIC TRUST,

Legal constitution

Charity registered in England & Wales on 05/05/2006, number: 1114065

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures

Filing Record

17 returns made; AR11: 165 days late, AR10: 210 days late, AR08: 210 days late, AR07: 270 days late,

Main office

3 Southmeads Road
Oadby
Leicester
LE2 2LR

Objectives

TO PAY OR APPLY BOTH CAPITAL AND INCOME (AFTER PAYMENT OF ALL DUTIES COSTS AND EXPENSES) TO OR FOR SUCH CHARITY OR CHARITIES CHARITABLE INSTITUTION OR CHARITABLE INSTITUTIONS OR CHARITABLE OBJECTS AT SUCH TIME OR TIMES WITHIN A PERIOD OF THIRTY YEARS OF THE DATE OF MY DEATH (THAT BEING THE PERPETUITY PERIOD UNDER THE PERPETUITIES AND ACCUMULATIONS ACT 1964 FOR THE PURPOSES OF THIS SUBCLAUSE (C)) AND IN SUCH SHARES IF MORE THAN ONE AS MY TRUSTEES IN THE EXERCISE OF THEIR ABSOLUTE DISCRETION SHALL SELECT AND TO ACCEPT THE RECEIPT OF THE TREASURER OR OTHER PROPER OFFICER OF ANY SUCH CHARITY OR CHARITABLE INSTITUTION AS THEIR GOOD AND SUFFICIENT DISCHARGE FOR ANY PAYMENT MADE BY THEM.

Defined Area of Benefit:

NATIONAL

Data Sources