Finance Score: 0

Governance Score: -2

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

Only 3 Trustees: -2

No supporters identified

Overall GiG Score: -2

THE MONTAL CHARITABLE TRUST

TO BE ADVISED

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

There are only 3 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
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
31/12/22		£18	£82	£-64	n/a	n/a	n/a	n/a	n/a
31/12/21		£16	£11	£4	n/a	n/a	n/a	n/a	n/a
31/12/20		£16	£57	£-40	n/a	n/a	n/a	n/a	n/a
31/12/19		£22	£21	£1	n/a	n/a	n/a	n/a	n/a
31/12/18		£21	£5	£15	£0	£0	£0	n/a	0
31/12/17		£20	£30	£-10	£0	£0	£0	n/a	0
31/12/16		£19	£5	£14	£0	£0	£0	n/a	0
31/12/15		£46	£21	£25	£0	£0	£0	n/a	0
31/12/14		£16	£0	£16	£0	£0	£0	n/a	0
31/12/13	*	£85	£14	£70	£0	£0	£0	n/a	0
31/12/12		£62	£4	£58	£0	£0	£0	n/a	0
31/12/11		£9	£12	£-3	£0	£0	£0	n/a	0
31/12/10	*	£590	£2	£589	£2	£589	£589	3924.1	0
31/12/09		£0	£0	£0	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 15 years

louise.ruane@montal.org.uk

07812743485

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Animals
Arts/Culture/Heritage/Science
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

MILLS AND REEEVE TRUST CORPORATION LIMITED

DEBORAH ANN CLARK

PETER GARY BARBER (Chair), Other trusteeships: THE MICHAEL MARSH CHARITABLE TRUST, THE ROWLANDS TRUST, THE DMF ELLIS CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 28/05/2009, number: 1129868

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

14 returns made; AR13: 68 days late, AR10: 107 days late,

Main office

c/o PEAR TREE COTTAGE
YARRINGTON ROAD
ALFRICK
WORCESTER
WR6 5EX

Objectives

THE OBJECTS ARE TO APPLY THE INCOME, AND ALL OR SUCH PARTS OF THE CAPITAL, AS THETRUSTEES THINK FIT (WHETHER THROUGH DONATIONS TO OTHER CHARITIES OR BY ANY OTHERCHARITABLE MEANS) FOR OR TOWARDS SUCH CHARITABLE PURPOSES AS THE TRUSTEES THINK FIT. THE TRUSTEES MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE CHARITY IN PROMOTING THE OBJECTS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources