Finance Score: 0

Governance Score: -3

Support Score: 0

No PartB

All male board: -3

No supporters identified

Overall GiG Score: -3

HUGH INSLEY-FOX CHARITABLE TRUST

THE MAIN OBJECTIVES OF THE CHARITABLE TRUST ARE:1) THE ADVANCEMENT OF HEALTH2) THE SAVING OF LIVES3) THE RELIEF OF THOSE IN NEED OF BY REASON OF ILL HEALTH, DISABILITY OR OTHER DISADVANTAGE4) SUCH OTHER PURPOSES AS TRUSTEES SEE FIT, IN PARTICULAR ASSISTANCE TO CHARITABLE HOSPICES, TO CHARITIES FOR THE RELIEF OF CANCER SUFFERERS AND TO THE ROYAL NATIONAL LIFEBOAT INSTITUTION.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

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

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	Volun- teers
05/04/23		£58	£28	£30	n/a	n/a	n/a	n/a	n/a	1
05/04/22		£56	£60	£-3	n/a	n/a	n/a	n/a	n/a	1
05/04/21		£52	£25	£27	n/a	n/a	n/a	n/a	n/a	1
05/04/20		£52	£49	£3	n/a	n/a	n/a	n/a	n/a	1
05/04/19		£44	£51	£-7	n/a	n/a	n/a	n/a	n/a	0
05/04/18	*	£36	£10	£27	£0	£0	£0	n/a	0	0
05/04/17		£33	£44	£-11	£0	£0	£0	n/a	0	0
05/04/16		£37	£27	£10	£0	£0	£0	n/a	0	0
05/04/15		£35	£28	£7	£0	£0	£0	n/a	0	0
05/04/14		£29	£33	£-4	£0	£0	£0	n/a	0	0
05/04/13		£33	£28	£5	£0	£0	£0	n/a	0	0
05/04/12		£120	£29	£91	£0	£0	£0	n/a	0	0
05/04/11		£33	£10	£24	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 14 years

gareth.hensby@schofieldsonline.co.uk

01202555785

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Dorset, Poole,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

CHARLES WILLIAM DAVID MACEY (Chair)

ALEXANDER WARING SIMMONS Appointed: 2017, Other trusteeship: THE WOOTTON GRANGE CHARITABLE TRUST,

JAMES ANTHONY TRAFFORD, Other trusteeships: The Buccabu Charitable Trust, THE MICHAEL COBHAM FOUNDATION, THE MICHAEL COWAN FOUNDATION, THE LADY COBHAM FOUNDATION, THE EARLE FAMILY FOUNDATION,

Legal constitution

Charity registered in England & Wales on 31/03/2010, number: 1135349

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

13 returns made; AR18: 60 days late,

Main office

Schofields Chartered Accountants
Waverley House
115-119 Holdenhurst Road
BOURNEMOUTH
BH8 8DY

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE FOR THE PUBLIC BENEFIT WITHIN POOLE IN DORSET AND THE SURROUNDING AREA (THE AREA OF BENEFIT) THE FOLLOWING:5.1 THE ADVANCEMENT OF HEALTH; AND5.2 THE SAVING OF LIVES; AND5.3 THE RELIEF OF THOSE IN NEED BY REASON OF ILL HEALTH, DISABILITY OR OTHERDISADVANTAGE; AND5.4 SUCH OTHER PURPOSES BEING CHARITABLE IN LAW AS THE TRUSTEES IN THEIR ABSOLUTEDISCRETION SHALL FROM TIME TO TIME THINK FIT;IN PARTICULAR (BUT NOT BY WAY OF LIMITATION) PROVIDING ASSISTANCE TO CHARITABLE HOSPICES, TO CHARITIES FOR THE RELIEF OF CANCER SUFFERERS, AND TO THE ROYAL NATIONAL LIFEBOAT INSTITUTION

Defined Area of Benefit:

DORSET

Data Sources