Finance Score: 0

Governance Score: 5

Support Score: 0

No PartB

Only 4 Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

THE FARRER FAMILY TRUST

The preservation for the benefit and education of the public of buildings of architectural and/or historic merit and the conservation of the natural environment.The promotion of social inclusionThe provision of facilities for recreation and other leisure-time occupation in the interests of social welfareThe area of benefit is Clapham, Austwick and Newby in N.Yorks

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 4 trustees

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	£214	£222	£-8	n/a	n/a	n/a	n/a	n/a
31/03/22	£199	£82	£117	n/a	n/a	n/a	n/a	n/a
31/03/21	£184	£178	£6	n/a	n/a	n/a	n/a	n/a
31/03/20	£159	£191	£-32	n/a	n/a	n/a	n/a	n/a
31/03/19	£145	£132	£13	n/a	n/a	n/a	n/a	n/a
31/03/18	£127	£142	£-15	£0	£0	£0	n/a	0
31/03/17	£51	£79	£-28	£0	£0	£0	n/a	0
31/03/16	£24	£23	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 9 years

hannah.renwick@knightfrank.com

015242 51466

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

North Yorkshire,

Who it helps

Other Charities Or Voluntary Bodies
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

Gender Split

Age Range of Trustees: 36-66

BEATRICE HOPE FARRER Appointed: 2023, Occupation: Director

JOHN PHILIP WILLIAM FARRER Appointed: 2015, Occupation: Consultant, Other trusteeship: BILLHOPE CHARITABLE TRUST,

LORD MARK THOMAS BRIDGES KCVO (Chair) Appointed: 2015, Other trusteeships: THE GOLDSMITHS' COMPANY CHARITY, BERWICK ST JOHN PCC, EDMUND'S TRUST,

MARIA JANE MARGARET FARRER Appointed: 2018, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 22/07/2015, number: 1162782
Registered at Companies House on 29/04/2015, number: 09567849

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
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

8 returns made; all on time

Main office

Ingleborough Estate Office
Hall Garth
Riverside
Clapham
via LANCASTER
LA2 8DR

Objectives

3.1 THE OBJECTS OF THE CHARITY ARE TO ADVANCE SUCH EXCLUSIVELY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC (AND IN PARTICULAR THE COMMUNITIES OF THE MANORS OF AUSTWICK, NEWBY (HIGHER AND LOWER DIVISION) AND CLAPHAM IN NORTH YORKSHIRE) AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT, TO INCLUDE IN PARTICULAR (BUT WITHOUT LIMITATION) THE FOLLOWING:3.1.1 THE PRESERVATION FOR THE BENEFIT AND EDUCATION OF THE PUBLIC OF BUILDINGS OF ARCHITECTURAL AND/OR HISTORICAL MERIT AND THE CONSERVATION OF THE NATURAL ENVIRONMENT (PARTICULARLY IN THE DESIGNATED CONSERVATION AREA OF CLAPHAM IN NORTH YORKSHIRE);3.1.2 THE PROMOTION OF SOCIAL INCLUSION WITHIN THE AREA OF BENEFIT BY RELIEVING THE NEEDS OF PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY (IN THIS ARTICLE, SOCIALLY EXCLUDED MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OR MORE OF: FINANCIAL HARDSHIP OR POVERTY; YOUTH OR OLD AGE; PHYSICAL OR MENTAL ILL-HEALTH; RELATIONSHIP AND FAMILY BREAKDOWN; AND / OR HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS); 3.1.3 THE RELIEF OF THOSE WHO ARE NOT SOCIALLY EXCLUDED BUT ARE OTHERWISE IN NEED BY REASON OF ANY ONE OR MORE OF THE FACTORS LISTED IN ARTICLE 3.1.2 ABOVE; AND3.1.4 THE PROVISION OF FACILITIES FOR RECREATION AND OTHER LEISURE-TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE.

Data Sources