Finance Score: -4

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: -5

BARRETT JENKINS CHARITABLE TRUST

The Trustees have concentrated on making grants to small local charities in Southwold and East Suffolk. The Trustees are also interested in making grants to organisations that provide relief to multiple sclerosis sufferers.

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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
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
30/06/23		£8	£11	£-3	n/a	n/a	n/a	n/a	n/a
30/06/22		£7	£3	£4	n/a	n/a	n/a	n/a	n/a
30/06/21		£5	£5	£0	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£9	£6	£3	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£7	£11	£-4	n/a	n/a	n/a	n/a	n/a
30/06/18		£7	£7	£1	£0	£0	£0	n/a	0
30/06/17		£8	£10	£-2	£0	£0	£0	n/a	0
30/06/16		£12	£24	£-12	£0	£0	£0	n/a	0
30/06/15		£10	£7	£4	£0	£0	£0	n/a	0
30/06/14		£8	£13	£-6	£0	£0	£0	n/a	0
30/06/13		£12	£11	£1	£0	£0	£0	n/a	0
30/06/12		£15	£15	£-1	£0	£0	£0	n/a	0
30/06/11		£9	£9	£0	£0	£0	£0	n/a	0
30/06/10		£509	£98	£411	£0	£624	£624	76.6	0

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Highest pay bracket: less than £60,000

Established: 15 years

katherine@mantins.co.uk

01502724750

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,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

DAVID JOHN GAFFNEY (Chair), Other trusteeships: THE SOUTHWOLD TRUST, A B D FOX SETTLEMENT, ST. BARNABAS SOUTHWOLD, THE FRIENDS OF THE OLD SOUTHWOLD HOSPITAL FUND, MILDENHALL TOWN CHARITY,

KATHERINE HOPKINS Appointed: 2024, Other trusteeship: MARJORIE TREVES CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 19/02/2009, number: 1128163

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

14 returns made; AR20: 66 days late, AR19: 79 days late,

Main office

Mantins Solicitors
23A High Street
SOUTHWOLD
Suffolk
IP18 6AD

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THEINCOME AND ALL OR SUCH PART OR PARTS OF THE CAPITAL FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TOMAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCHMANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE .DISCRETION THINK FIT PROVIDED THAT THE TRUSTEES MAYAT THEIR ABSOLUTE DISCRETION FOR THE PERIOD OF TWENTY-ONE YEARS FROM THE DATE OF THIS DEED INSTEADOF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATE ALL OR ANY PART OF SUCH INCOME ATCOMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY OF THE AUTHORISEDINVESTMENTS AND HOLD THE SAME AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUTPREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANYSUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR

Defined Area of Benefit:

UNDEFINED, IN PRACTICE, NATIONAL

Data Sources