Finance Score: 1

Governance Score: 6

Support Score: 0

Large legacies income: +1
Strong growth: +2
Multiple Deficits: -2
No PartB

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 7

THE NEU TRUST FUND LIMITED

The NEU Trust Fund Limited gives confidential support and financial assistance. It is there to assist members in times of illness or hardship. The Fund can provide assistance to current members, former members and their dependants.

Analysis by Giving is Great

Positives:

This charity has received considerable income from legacies in recent years
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and 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
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
30/09/22	£324	£244	£80	n/a	n/a	n/a	n/a	n/a
30/09/21	£603	£178	£425	£0	£3,453	£2,536	171.3	0
30/09/20	£164	£214	£-49	n/a	n/a	n/a	n/a	n/a
30/09/19	£235	£139	£96	n/a	n/a	n/a	n/a	n/a
30/09/18	£89	£107	£-18	£0	£0	£0	n/a	0
30/09/17	£113	£78	£35	£0	£0	£0	n/a	0
30/09/16	£111	£59	£52	£0	£0	£0	n/a	0
30/09/15	£156	£69	£88	£0	£0	£0	n/a	0
30/09/14	£91	£63	£28	£0	£0	£0	n/a	0
30/09/13	£106	£50	£57	£0	£0	£0	n/a	0
30/09/12	£88	£37	£50	£0	£0	£0	n/a	0
30/09/11	£87	£50	£38	£0	£0	£0	n/a	0
30/09/10	£91	£187	£-96	£0	£0	£0	n/a	0
30/09/09?	£120	£130	£-11	£0	£0	£0	n/a	0
31/12/08	£146	£135	£11	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 16 years

www.neu.org.uk/trust-fund

sam.miller@wilsonsllp.com

01722412412

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Northern Ireland, Scotland,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-80

LOUISE ATKINSON Appointed: 2021, Occupation: Teacher

MAIREAD CANAVAN Appointed: 2023, Occupation: Teacher

ALICE PATRICIA ELIZABETH ROBINSON Appointed: 2016, Occupation: Teacher

COLIN WALTER CRANMER Appointed: 2016, Occupation: Teacher

JUDITH ELDERKIN Appointed: 2019, Occupation: Teacher

JULIE ELIZABETH HUCKSTEP (Chair) Appointed: 2016, Occupation: Teacher

MARTIN STEPHEN LAWES Appointed: 2016, Occupation: Retired Teacher

PATRICIA GOUVEIA Appointed: 2017, Occupation: Financial Services Professional

STEPHEN DAVID AINGER Appointed: 2017, Occupation: Company Director

EDWARD JEREMY GLAZIER Appointed: 2019, Occupation: Teacher, Other trusteeships: THE STEVE SINNOTT FOUNDATION, EXETER COMMUNITY CENTRE TRUST, THE NATIONAL EDUCATION MUSEUM,

Legal constitution

Charitable company registered in England & Wales on 25/03/2008, number: 1123305
Registered at Companies House on 10/09/2007, number: 06364897

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

15 returns made; all on time

Main office

Wilsons Solicitors Llp
Alexandra House
St. Johns Street
Salisbury
SP1 2SB

Objectives

2 OBJECTS2.1 THE OBJECTS OF THE CHARITY ARE: 2.1.1 THE RELIEF AND PREVENTION OF POVERTY OF PERSONS WHO ARE: (A) MEMBERS OF THE ASSOCIATION OR PERSONS WHO HAVE BEEN SUCH MEMBERS;(B) PERSONS WHO WERE MEMBERS OF THE ASSOCIATION OF TEACHERS AND LECTURERS OR THE NATIONAL UNION OF TEACHERS; AND (C) WIDOWS, WIDOWERS, SURVIVING CIVIL PARTNERS, CHILDREN AND DEPENDANTS OF SUCH PERSONS REFERRED TO IN ARTICLES 2.1.1(A) AND 2.1.1(B) WHO ARE COMPLETELY OR MAINLY DEPENDENT FOR FINANCIAL SUPPORT ON THEM IN THE OPINION OF THE TRUSTEES. 2.1.2 THE RELIEF AND PREVENTION OF POVERTY OF YOUNG PERSONS WHO ARE CHILDREN OR DEPENDANTS OF SUCH PERSONS REFERRED TO IN ARTICLES 2.1.1(A) AND 2.1.1(B) THROUGH THE PROVISION OF EDUCATIONAL GRANTS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE NATIONAL

Data Sources