Finance Score: -3

Governance Score: -6

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
No PartB

2 Trustees: -2
All female board: -3

No supporters identified

Overall GiG Score: -9

MARJORIE TREVES CHARITABLE TRUST

The Charity provides funding for local charities in Southwold and East Suffolk and national charities with which Marjorie Treves was associated

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are only 2 trustees
The Board is completely female

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
Spending has fallen significantly over the last 5 years relative to the previous period

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
30/09/23		£2	£0	£2	n/a	n/a	n/a	n/a	n/a
30/09/22		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
30/09/21		£4	£3	£1	n/a	n/a	n/a	n/a	n/a
30/09/20	*	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
30/09/19	*	£2	£1	£1	n/a	n/a	n/a	n/a	n/a
30/09/18		£2	£2	£0	£0	£0	£0	n/a	0
30/09/17		£4	£2	£3	£0	£0	£0	n/a	0
30/09/16		£3	£1	£2	£0	£0	£0	n/a	0
30/09/15		£3	£4	£-1	£0	£0	£0	n/a	0
30/09/14		£5	£6	£-1	£0	£0	£0	n/a	0
30/09/13		£5	£1	£4	£0	£0	£0	n/a	0
30/09/12		£6	£6	£0	£0	£0	£0	n/a	0
30/09/11		£5	£4	£1	£0	£0	£0	n/a	0
30/09/10		£5	£22	£-17	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

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

JOAN RUNACRES

KATHERINE HOPKINS Appointed: 2024, Other trusteeship: BARRETT JENKINS CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 11/05/2009, number: 1129518

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment

Filing Record

14 returns made; AR20: 27 days late, AR19: 19 days late,

Main office

Mantins Solicitors
23A High Street
SOUTHWOLD
Suffolk
IP18 6AD

Objectives

SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources