Finance Score: -1

Governance Score: -11

Support Score: 0

Large legacies income: +2
Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
Very static board: -5
All female board: -3

No supporters identified

Overall GiG Score: -12

THE J F BRIGNALL CHARITABLE TRUST

The Charities activities consist of making grants to other charities/voluntary bodies in the medical, child protection and advancement, and the general sector. Its area of operation is mainly but not exclusively East Yorkshire and North Lincolnshire

Analysis by Giving is Great

Positives:

This charity has received more than half of its income from legacies in recent years
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 3 trustees
The Board is completely female
The Board composition appears to be very 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 recently and was significantly lower than spending in the latest year

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		£170	£369	£-199	n/a	n/a	n/a	n/a	n/a	0
05/04/22		£311	£73	£238	n/a	n/a	n/a	n/a	n/a	0
05/04/21		£2,907	£179	£2,728	£0	£8,537	£8,537	570.8	0	2
05/04/20	*	£143	£153	£-10	n/a	n/a	n/a	n/a	n/a	1
05/04/19		£131	£97	£35	n/a	n/a	n/a	n/a	n/a	1
05/04/18		£907	£110	£796	£0	£5,344	£5,344	581.9	0	0
05/04/17		£122	£61	£62	£0	£0	£0	n/a	0	0
05/04/16		£114	£55	£59	£0	£0	£0	n/a	0	0
05/04/15		£106	£72	£35	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

jfb.charitable@gmail.com

01482 876373

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

East Riding Of Yorkshire, Lincolnshire, North Lincolnshire,

Who it helps

Children/Young People
Elderly/Old People
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

CATHERINE BAYS HAZELWOOD Appointed: 2014

JANE BAYS ALLAN Appointed: 2014

SARAH BAYS BRIGNALL Appointed: 2014, Other trusteeship: AMY JOHNSON ARTS TRUST,

Legal constitution

Charity registered in England & Wales on 28/02/2014, number: 1155974

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management

Filing Record

9 returns made; AR20: 6 days late,

Main office

109A Harland House
Harland Way
Cottingham
East Yorkshire
HU16 5TB

Objectives

THE OBJECTS OF THE CIO ARE TO PAY OR APPLY THE CAPITAL AND INCOME OF THE CIO IN SUCH PROPORTIONS AN IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE CHARITY TRUSTEES MAY AT THEIR UNCONTROLLED DISCRETION DETERMINE TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AS THE CHARITY TRUSTEES SHALL DETERMINE.

Data Sources