Finance Score: -10

Governance Score: -2

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Only 3 Trustees: -2
Gender balanced board: +3
Return overdue: -3

No supporters identified

Overall GiG Score: -12

PENELOPE MARTIN CHARITABLE TRUST

TRUST HOLDS A PORTFOLIO OF STOCKS AND SHARES AND THE INCOME FROM THOSE STOCKS AND SHARES IS DISTRIBUTED ANNUALLY TO A VARIETY OF CHARITIES.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are only 3 trustees
Latest return is overdue

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
Income has been volatile and on several occasions in recent years 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
05/04/22		£22	£163	£-141	n/a	n/a	n/a	n/a	n/a
05/04/21		£26	£175	£-149	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£30	£136	£-106	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£35	£110	£-75	n/a	n/a	n/a	n/a	n/a
05/04/18		£47	£111	£-63	£0	£0	£0	n/a	0
05/04/17		£42	£103	£-61	£0	£0	£0	n/a	0
05/04/16		£39	£77	£-38	£0	£0	£0	n/a	0
05/04/15		£36	£102	£-67	£0	£0	£0	n/a	0
05/04/14		£38	£69	£-31	£0	£0	£0	n/a	0
05/04/13		£41	£75	£-34	£0	£0	£0	n/a	0
05/04/12		£31	£41	£-9	£0	£0	£0	n/a	0
05/04/11	*	£26	£36	£-9	£0	£0	£0	n/a	0
05/04/10	*	£594	£49	£545	£4	£710	£710	174.3	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 15 years

martin.hasyn@theprogenygroup.com

01134671741

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

Kenya, 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 (3)

Gender Split

ANTONIA CLARE FORSYTHE (Chair)

EDWARD ALEXANDER FORSYTHE Appointed: 2014

MARTIN JAMES HASYN, Other trusteeships: The Keith Howard Foundation, THE K H CHARITABLE TRUST, THE K. R. J. CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 12/01/2009, number: 1127485

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

13 returns made; AR20: 20 days late, AR19: 9 days late, AR11: 11 days late, AR10: 41 days late,

Main office

Progeny
1A Tower Square
Wellington Street
LEEDS
LS1 4DL

Objectives

TO APPLY THE INCOME TO SUCH CHARITABLE FOUNDATIONS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

UNDEFINED, IN PRACTICE

Data Sources