Finance Score: -4

Governance Score: -8

Support Score: 0

Large legacies income: +1
Multiple Deficits and declines: -5
No PartB

Only 3 Trustees: -2
Static board: -3
All female board: -3

No supporters identified

Overall GiG Score: -12

THE WEINSTOCK FUND

The Weinstock Trust aims to support a wide range of charitable causes in England, particularly in the South West , in the fields of welfare, children, education, medicine, music and the arts. Charities must be registered in the United Kingdom. The Trust tends not to support research projects, hospices, campaigning or projects based abroad.

Analysis by Giving is Great

Positives:

This charity has received considerable income from legacies in recent years

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board is completely female
The Board composition appears to be rather static

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	£485	£1,114	£-629	n/a	n/a	n/a	n/a	n/a
05/04/22	£893	£873	£19	£0	£20,585	£20,585	282.9	0
05/04/21	£2,465	£299	£2,166	£0	£19,046	£19,046	764.4	0
05/04/20	£648	£995	£-347	£2	£15,134	£15,134	182.5	0
05/04/19	£661	£818	£-157	£0	£17,731	£17,731	260.2	0
05/04/18	£695	£898	£-203	£0	£16,699	£16,699	223.1	0
05/04/17	£608	£597	£11	£0	£18,276	£18,276	367.3	0
05/04/16	£542	£396	£146	£0	£16,644	£16,644	504.4	0
05/04/15	£553	£722	£-169	£11	£16,097	£16,097	267.4	0
05/04/14	£792	£473	£319	£15	£15,170	£15,170	385	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

www.weinstockfund.org.uk

enquiries@weinstockfund.org.uk

01963 32407

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

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 (3)

Current Trustees appointed

Gender Split

THE HON MRS LAURA HELEN WEINSTOCK Appointed: 2012

THE HON CLARE RENTON Appointed: 2019

SUSAN GINA LACROIX Appointed: 2012, Other trusteeship: THE SOBELL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 04/12/2012, number: 1150031

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
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 vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

10 returns made; all on time

Main office

PO BOX 5369
Wincanton
Somerset
BA9 0BG

Objectives

THE OBJECTS ARE SUCH EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT.

Data Sources