Finance Score: -5

Governance Score: -1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -6

ELGAR FAMILY CHARITABLE TRUST

To support any charity or further charitable purpose chosen by the trustees.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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	*	£40	£41	£-1	n/a	n/a	n/a	n/a	n/a
05/04/22		£33	£55	£-23	n/a	n/a	n/a	n/a	n/a
05/04/21		£52	£34	£18	n/a	n/a	n/a	n/a	n/a
05/04/20		£61	£343	£-283	n/a	n/a	n/a	n/a	n/a
05/04/19		£154	£31	£123	n/a	n/a	n/a	n/a	n/a
05/04/18		£49	£38	£11	£0	£0	£0	n/a	0
05/04/17		£58	£40	£18	£0	£0	£0	n/a	0
05/04/16		£53	£39	£14	£0	£0	£0	n/a	0
05/04/15		£59	£49	£10	£0	£0	£0	n/a	0
05/04/14		£57	£73	£-16	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 12 years

philippa.pipe@hwhlaw.co.uk

01905 726600

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Worcestershire,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

DAVID ANDREW WATSON Appointed: 2023, Other trusteeship: MUSWELL HILL METHODIST CHURCH,

HILARY FRANCES ELGAR (Chair) Appointed: 2012

MICHAEL FREDERICK MESSENGER Appointed: 2012

MICHAEL WILLIAM TROTT Appointed: 2023

Legal constitution

Charity registered in England & Wales on 02/11/2012, number: 1149600

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

10 returns made; AR23: 31 days late,

Main office

Hallmark Hulme
3-5 Sansome Place
WORCESTER
WR1 1UQ

Objectives

3 OBJECTS3.1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST AS TO THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AS THE FOUNDER MAY BY NOTICE IN WRITING TO THE TRUSTEES DETERMINE, FOR OR TOWARDS SUCH CHARITABLE PURPOSES, AND TO MAKE DONATIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS, AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE FOUNDER MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT. WHERE THE FOUNDER HAS NOT, BY 5 APRIL IN THE INCOME TAX YEAR FOLLOWING THAT IN WHICH THE INCOME ARISES, GIVEN A DIRECTION WHICH FULLY DISPOSES OF THE INCOME, THEN SUCH INCOME SHALL BE DISPOSED OF IN ACCORDANCE WITH SUB-CLAUSE 3.2.3.2 SUBJECT TO, AND IN DEFAULT OF ANY DIRECTION UNDER SUB-CLAUSE 3.1, AND INSOFAR AS ANY SUCH DIRECTION IS NOT EXHAUSTIVE, THE TRUSTEES SHALL APPLY THE INCOME FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND SHALL MAKE DONATIONS TO SUCH CHARITABLE INSTITUTIONS, AT SUCH TIMES AND IN SUCH MANNER, AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT. 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 THE RIGHT OF THE TRUSTEES TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR

Data Sources