Finance Score: -3

Governance Score: 3

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

THE COLESHILL PARISH TRUST FUND

To provide grants which must be used for the general benefit of the inhabitants of Coleshill

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

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
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
31/03/23		£17	£1	£16	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£16	£5	£11	n/a	n/a	n/a	n/a	n/a
31/03/21		£15	£0	£15	n/a	n/a	n/a	n/a	n/a
31/03/20		£16	£27	£-11	n/a	n/a	n/a	n/a	n/a
31/03/19		£16	£21	£-5	n/a	n/a	n/a	n/a	n/a
31/03/18		£16	£19	£-4	£0	£0	£0	n/a	0
31/03/17		£15	£13	£2	£0	£0	£0	n/a	0
31/03/16		£14	£5	£9	£0	£0	£0	n/a	0
31/03/15		£17	£19	£-1	£0	£0	£0	n/a	0
31/03/14		£14	£7	£7	£0	£0	£0	n/a	0
31/03/13		£16	£4	£12	£0	£0	£0	n/a	0
31/03/12		£15	£7	£8	£0	£0	£0	n/a	0
31/03/11		£2	£11	£-9	£0	£0	£0	n/a	0
31/03/10		£3	£7	£-5	£0	£0	£0	n/a	0
31/03/09		£48	£23	£25	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 17 years

jjwall@btinternet.com

01675462040

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Poverty relief

How it operates

Other charitable activities

Where it operates

Warwickshire,

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 (5)

Gender Split

DENNIS ROY WALKER (Chair)

JOHN ERNEST WALL

MARJORIE SCOTT Appointed: 2021

PETER SYMONDS Appointed: 2022

CAROLINE SYMONDS Appointed: 2017, Other trusteeship: COLESHILL GRAMMAR SCHOOL ENDOWMENT FOUNDATION,

Legal constitution

Charity registered in England & Wales on 18/10/2007, number: 1121291

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
Investment
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

15 returns made; AR22: 28 days late,

Main office

76 STONEBRIDGE ROAD
COLESHILL
BIRMINGHAM
B46 3HA

Objectives

1) THE OBJECT OF THE CHARITY IS THE GENERAL BENEFIT OF THE INHABITANTS OF COLESHILL IN SUCH CHARITABLE WAYS AS THE TRUSTEES THINK FIT.2) IF AND IN SO FAR AS THE INCOME OF THE CHARITY CANNOT BE APPLIED TOWARDS THE OBJECT ABOVE IN MAY BE APPLIED TOWARDS THE MAINTENANCE AND REPAIR OF THE FABRIC OF THE COLESHILL PARISH CHURCH.

Defined Area of Benefit:

COLESHILL, NORTH WARWICKSHIRE

Data Sources