Finance Score: -4

Governance Score: 3

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending falling: -1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE MISS BERYL BILLINGS (KNOWN AS MARGOT BOYD) CHARITABLE TRUST

To advance education in, and to promote and provide opportunities for the appreciation, enjoyment and understanding of, the theatrical arts in Bath.To relieve sickness, promote health, and relieve financial hardship among active and retired members of the acting profession, in particular, but without limitation, by the provision of grants.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

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 3 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
Income has been volatile recently and was substantially in excess of spending in the latest year

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
05/04/23	*	£56	£26	£31	n/a	n/a	n/a	n/a	n/a
05/04/22		£111	£70	£40	n/a	n/a	n/a	n/a	n/a
05/04/21		£184	£72	£111	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£111	£70	£40	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£110	£92	£19	n/a	n/a	n/a	n/a	n/a
05/04/18		£109	£97	£12	£0	£0	£0	n/a	0
05/04/17		£109	£91	£18	£0	£0	£0	n/a	0
05/04/16		£104	£94	£10	£0	£0	£0	n/a	0
05/04/15		£103	£102	£1	£0	£0	£0	n/a	0
05/04/14		£80	£106	£-27	£0	£0	£0	n/a	0
05/04/13		£106	£138	£-32	£0	£0	£0	n/a	0
05/04/12		£112	£96	£17	£0	£0	£0	n/a	0
05/04/11		£102	£112	£-10	£0	£0	£0	n/a	0
05/04/10		£93	£205	£-112	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 15 years

ajm@stoneking.co.uk

01225337599

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other specialist outpatient services

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-83

ANDREW JOHN MORTIMER Appointed: 2009, Occupation: Solicitor

JUDITH ANNE PEPLER (Chair) Appointed: 2009, Occupation: Retired Solicitor

TIMOTHY RUTHERFORD Appointed: 2022, Occupation: Solicitor, Other trusteeship: RESTORE HOPE,

Legal constitution

Charitable company registered in England & Wales on 14/08/2009, number: 1131146
Registered at Companies House on 28/07/2009, number: 06974351

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

14 returns made; AR23: 65 days late, AR20: 47 days late, AR19: 30 days late,

Main office

Stone King LLP
Upper Borough Court
Upper Borough Walls
BATH
BA1 1RG

Objectives

3.1 TO ADVANCE EDUCATION IN, AND TO PROMOTE AND PROVIDE OPPORTUNITIES FOR THEAPPRECIATION, ENJOYMENT AND UNDERSTANDING OF, THE THEATRICAL ARTS IN BATH;AND3.2 TO RELIEVE SICKNESS, PROMOTE HEALTH, AND RELIEVE FINANCIAL HARDSHIP AMONGACTIVE AND RETIRED MEMBERS OF THE ACTING PROFESSION, IN PARTICULAR BUTWITHOUT LIMITATION BY THE PROVISION OF GRANTS.

Defined Area of Benefit:

BATH

Data Sources