Finance Score: -3

Governance Score: -6

Support Score: 0

Spending declining: -1
Multiple Deficits: -2
No PartB

2 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -9

THE ELSPETH J THOMPSON CHARITABLE TRUST

The Trustees welcome requests for Grants from registered charities operating in North Lancashire and South Cumbria.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 2 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
Spending is declining
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
31/03/23		£20	£13	£6	n/a	n/a	n/a	n/a	n/a
31/03/22		£18	£16	£2	n/a	n/a	n/a	n/a	n/a
31/03/21		£16	£18	£-2	n/a	n/a	n/a	n/a	n/a
31/03/20		£18	£22	£-4	n/a	n/a	n/a	n/a	n/a
31/03/19		£24	£27	£-4	n/a	n/a	n/a	n/a	n/a
31/03/18		£19	£16	£3	£0	£0	£0	n/a	0
31/03/17		£18	£11	£7	£0	£0	£0	n/a	0
31/03/16		£15	£12	£3	£0	£0	£0	n/a	0
31/03/15		£17	£26	£-9	£0	£0	£0	n/a	0
31/03/14		£10	£19	£-9	£0	£0	£0	n/a	0
31/03/13		£8	£14	£-7	£0	£0	£0	n/a	0
31/03/12	*	£9	£7	£2	£0	£0	£0	n/a	0
31/03/11	*	£406	£3	£403	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 14 years

wedonothaveone@email.co.uk

0152463371

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Cumbria, Lancashire,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

GARY FRANCIS RYCROFT, Other trusteeships: THE GALBRAITH TRUST, THE RIDDING TRUST, LAKELAND ARTS, SILVER STORIES,

DAVID RUSSELL LONGTON, Occupation: Retired, Other trusteeships: SOUTH LAKES CITIZENS ADVICE BUREAU, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF HOLY TRINITY BOLTON LE SANDS CARNFORTH,

Legal constitution

Charity registered in England & Wales on 24/03/2010, number: 1135158

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management

Filing Record

13 returns made; AR12: 64 days late, AR11: 238 days late,

Main office

6 FENTON STREET
LANCASTER
LA1 1TE

Objectives

3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.1 3.2 THE TRUSTEES MAY IN THEIR DISCRETION, FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED, INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR, ACCUMULATE ALL OR ANY PART OF SUCH INCOME BY INVESTING THE SAME, AND THE RESULTING INCOME, IN ANY INVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY, WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT

Defined Area of Benefit:

THE WORLD

Data Sources