Finance Score: -13

Governance Score: -1

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

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

No supporters identified

Overall GiG Score: -14

THE MUSK-BURTON FAMILY TRUST

The charity donates monies to organisations and individuals who will use them exclusively in ways which fall within the companies objects

Analysis by Giving is Great

Regulatory & Governance issues to consider:

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
Latest accounts are overdue for filing and returns have been filed late on 3 occasions over the last 5 years
Income has been volatile and on several occasions in recent years less than spending

Established: 15 years

ANDY.BALL@COWGILLS.CO.UK

01204414263

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
31/03/22		£239	£636	£-397	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£262	£783	£-521	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£371	£473	£-102	n/a	n/a	n/a	n/a	n/a
05/04/19		£379	£496	£-117	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£368	£474	£-106	£0	£0	£0	n/a	0
31/03/17	*	£367	£614	£-247	£0	£0	£0	n/a	0
05/04/16	*	£312	£384	£-71	£0	£0	£0	n/a	0
05/04/15	*	£385	£500	£-115	£0	£0	£0	n/a	0
05/04/14		£134	£354	£-220	£0	£0	£0	n/a	0
05/04/13		£668	£420	£248	£8	£9,797	£9,797	280.1	0
05/04/12	*	£1,458	£658	£799	£3	£9,227	£9,227	168.2	0
05/04/11	*	£720	£79	£641	£4	£8,379	£8,379	1274	0
05/04/10	*	£9,803	£2,516	£7,286	£2	£7,580	£7,580	36.1	0

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

ANDY BALL (Chair)

SARAH ALICE FALVEY Appointed: 2013

Legal constitution

Charity registered in England & Wales on 27/01/2009, number: 1127725

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

13 returns made; AR21: 51 days late, AR20: 318 days late, AR18: 158 days late, AR17: 140 days late, AR16: 500 days late, AR15: 54 days late, AR12: 2 days late, AR11: 16 days late, AR10: 33 days late,

Main office

COWGILL HOLLOWAY LLP
45-53 CHORLEY NEW ROAD
BOLTON
BL1 4QR

Objectives

THE TRUSTEES MUST APPLY THE INCOME OF THE CHARITY TO ADVANCE SUCH EXCLUSIVELY CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES SHALL DETERMINE FROM TIME TO TIME INCLUDING BUT WITHOUT LIMITATION AND IN NO ORDER OF PRIORITY:1) THE RELIEF OF POVERTY AND NEED.2) THE ADVANCEMENT OF EDUCATION.3) THE PROMOTION OF THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT.4) THE RELIEF OF SICKNESS AND PRESERVATION OF HEALTH.5) THE ADVANCEMENT OF RELIGION.( THE OBJECTS ) IN ALL CASES BY THE DONATION OF FUNDS TO INDIVIDUALS OR ORGANISATIONS WHO WILL USE THEM EXCLUSIVELY IN WAYS WHICH FALL WITHIN THE OBJECTS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources