Finance Score: 1

Governance Score: -4

Support Score: 0

Reasonable growth: +1
No PartB

Only 3 Trustees: -2
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

WARNER PRIORY CHARITABLE TRUST

Charity have fairly limited funds and meet twice a year to consider grant giving. The Trustees do not accept unsolicited requests for funds.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are only 3 trustees
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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/23	£89	£88	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22	£71	£77	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21	£72	£49	£22	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20	£59	£65	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19	£60	£58	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18	£64	£55	£9	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17	£60	£60	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16	£41	£51	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15	£24	£9	£15	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 10 years

01242221122

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ALAN TRISTRAM NICHOLAS WARNER (Chair) Appointed: 2014

NICHOLAS REDSTON WARNER ACA Appointed: 2014

SUSAN VOASE WARNER Appointed: 2014, Occupation: Charity Consultant

Legal constitution

Charity registered in England & Wales on 17/12/2014, number: 1159667

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

9 returns made; all on time

Main office

CHARLES RUSSELL LLP
5 FLEET PLACE
LONDON
EC4M 7RD

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST TO APPLY IN ANY PART OF THE WORLD THE INCOME, AND ALL OR SUCH PART OR PARTS OF THE CAPITAL, AT SUCH TIME OR TIMES AND IN SUCH MANNER TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT BUT NO PART OF THE PROPERTY AND FUNDS OF THE CHARITY MAY BE USED FOR THE BENEFIT OF THE SETTLOR OR ANY SPOUSE OR CIVIL PARTNER OF THE SETTLOR.