Finance Score: -7

Governance Score: 6

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs high: -5

Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 2

THE ROGER & DOUGLAS TURNER CHARITABLE TRUST

The trust makes grants to registered (mainly local) charities and provides public access and education at Arley Arboretum, which is part of Arley Estate in Worcestershire's Severn Valley. Contact the Administrator for appeal guidelines and an Application Form.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £65,011,000 available, equivalent to 311 months of spending and so may not be able to utilise additional funding
Fundraising costs are extremely high relative to funds raised

Established: 10 years

www.turnertrust.co.uk

jenny@turnertrust.co.uk

01299861368

Charity Commission for England and Wales

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
31/12/22	£2,365	£2,508	£-143	£1,100	£65,011	£65,011	311.1	45	15
31/12/21	£2,021	£2,156	£-135	£836	£65,823	£65,823	366.4	28	15
31/12/20	£1,553	£1,610	£-57	£459	£61,103	£61,103	455.4	20	18
31/12/19	£2,070	£2,174	£-104	£358	£58,921	£58,921	325.2	23	20
31/12/18	£1,815	£1,954	£-139	£386	£54,574	£54,574	335.2	27	14
31/12/17	£1,706	£1,674	£32	£366	£55,849	£55,849	400.4	28	0
31/12/16	£1,565	£1,594	£-29	£314	£53,152	£53,152	400.1	22	0
31/12/15	£1,563	£1,492	£71	£19	£49,410	£49,410	397.5	11	0
31/12/14	£907	£854	£53	£11	£31,872	£31,872	447.7	13	0

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Financial Ratios

Fundraising Costs/Relevant Income: 480.4%
Fundraising Costs/Total Spending: 49.8%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 0%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 311.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3

Asset Split ?

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Organisations

Where it operates

Birmingham City, Dudley, Herefordshire, Sandwell, Walsall, Wolverhampton, Worcestershire,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

45 employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

AMANDA JANE MCGEEVER Appointed: 2021

GEOFFREY PATTERSON THOMAS Appointed: 2021

PETER JOHN MILLWARD Appointed: 2021

SHARON DE SOUZA-STOTTS Appointed: 2021

DAWN EMMA LONG Appointed: 2021, Other trusteeships: THE ANCIENT PARISH OF RIPPLE TRUST, HCR HEWITSONS CHARITABLE TRUST,

RONALD ALFRED WILSON MIDDLETON Appointed: 2021, Occupation: Chief Executive

Legal constitution

Charity registered in England & Wales on 05/11/2013, number: 1154467

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

9 returns made; all on time

Recent reorganisation events:

Asset transfer in from KIDDERMINSTER DISABLED CLUB WYRE FOREST AND DISTRICT on 01/03/2022

Main office

ARLEY HOUSE
LION LANE
UPPER ARLEY
WORCESTERSHIRE
DY12 1SQ

Objectives

THE TRUSTEES SHALL HOLD THE TRUST FUND UPON TRUST TO PAY OR APPLY THE INCOME THEREOF AS IT ARISES AND ALL OR SO MUCH (IF ANY) OF THE CAPITAL THEREOF (INCLUDING ACCUMULATED INCOME) AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR DISCRETION THINK FIT IN OR TOWARDS THE FURTHERANCE OF SUCH CHARITABLE PURPOSE OR PURPOSES AND IF MORE THAN ONE IN SUCH PROPORTIONS AND IN SUCH MANNER IN ALL RESPECTS AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR DISCRETION THINK FIT.

Defined Area of Benefit:

LOCAL

Data Sources