Finance Score: -2

Governance Score: -6

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -8

THOMSON-BREE CHARITABLE TRUST

To distribute the Charity's income, at its Trustees discretion, between the six charities or charitable entities specifically named as potential discretionary beneficiaries under the terms of the will of the late James R.W. Thomson-Bree

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 3 trustees
The Board is completely male

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
30/11/22		£212	£160	£52	n/a	n/a	n/a	n/a	n/a
30/11/21		£178	£209	£-30	n/a	n/a	n/a	n/a	n/a
30/11/20		£159	£207	£-49	n/a	n/a	n/a	n/a	n/a
30/11/19	*	£161	£115	£46	n/a	n/a	n/a	n/a	n/a
30/11/18		£165	£118	£47	£0	£0	£0	n/a	0
30/11/17		£196	£212	£-16	£0	£0	£0	n/a	0
30/11/16		£108	£177	£-69	£0	£0	£0	n/a	0
30/11/15	*	£7,144	£67	£7,078	£0	£7,759	£154	27.9	0
30/11/14		£302	£167	£135	£0	£0	£0	n/a	0
30/11/13		£75	£13	£62	£0	£0	£0	n/a	0
30/11/12	*	£467	£371	£96	£0	£0	£0	n/a	0
30/11/11		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/11/10	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 14 years

ruddickjc@gmail.com

01455649415

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Disability
Religious Activities
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 Organisations
Provides other finance

Where it operates

Throughout England,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

SIMON ROBERT GRINDLAY Appointed: 2009

SATNAM SINGH CHOONGH Appointed: 2021

JOHN CECIL RUDDICK Appointed: 2009, Other trusteeships: THE COVENTRY HOSPITALS CHARITY, HISTORIC COVENTRY TRUST,

Legal constitution

Charity registered in England & Wales on 17/12/2009, number: 1133326

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

13 returns made; AR19: 24 days late, AR15: 1 days late, AR12: 196 days late, AR10: 138 days late,

Main office

33 Lychgate Close
Burbage
HINCKLEY
Leicestershire
LE10 2ES

Objectives

TO APPLY THE INCOME ARISING THEREFROM FOR SUCH GENERAL CHARITABLE PURPOSES AS THEY SHALL THINK FIT IN THEIR ABSOLUTE DISCRETION.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL.

Data Sources