Finance Score: -9

Governance Score: 3

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending declining: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

THE BROCK WEBB TRUST

The Trust will provide donations, grants and loans to organisations and individuals in accordance with its objectives. The trustees administer the funds directly.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

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 is declining
Income has been volatile and on several occasions in recent years 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
05/04/23	*	£47	£77	£-30	n/a	n/a	n/a	n/a	n/a
05/04/22		£43	£83	£-40	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£86	£77	£9	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£105	£82	£23	n/a	n/a	n/a	n/a	n/a
05/04/19		£120	£139	£-19	n/a	n/a	n/a	n/a	n/a
05/04/18		£119	£77	£43	£0	£0	£0	n/a	0
05/04/17		£131	£77	£54	£0	£0	£0	n/a	0
05/04/16		£150	£275	£-125	£0	£0	£0	n/a	0
05/04/15		£109	£91	£18	£0	£0	£0	n/a	0
05/04/14		£110	£58	£52	£0	£0	£0	n/a	0
05/04/13		£127	£84	£43	£0	£0	£0	n/a	0
05/04/12		£102	£11	£91	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 14 years

01494765428

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
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

Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

JOAN BERYL WEBB (Chair)

JAMES HARRISON Appointed: 2014

JULIAN DIEPPE Appointed: 2023

PHILIP ALBERT LOVEGROVE OBE, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHENIES & LITTLE CHALFONT,

VALERIE ANN WOOD, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF EWELL,

Legal constitution

Charity registered in England & Wales on 12/10/2010, number: 1138388

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

12 returns made; AR23: 32 days late, AR21: 33 days late, AR20: 25 days late,

Main office

Cansdales
St. Marys Court
The Broadway
AMERSHAM
Buckinghamshire
HP7 0UT

Objectives

TO FURTHER SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL AND OVERSEAS.

Data Sources