Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE DUCKWORTH TRUST

Provision of age-related financial assistance to people aged at 90 years living within a radius of 25 miles of York Minster.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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		£15	£14	£1	n/a	n/a	n/a	n/a	n/a
05/04/22		£13	£14	£0	n/a	n/a	n/a	n/a	n/a
05/04/21		£11	£20	£-9	n/a	n/a	n/a	n/a	n/a
05/04/20		£15	£31	£-16	n/a	n/a	n/a	n/a	n/a
05/04/19		£13	£21	£-9	n/a	n/a	n/a	n/a	n/a
05/04/18		£14	£16	£-2	£0	£0	£0	n/a	0
05/04/17		£11	£6	£5	£0	£0	£0	n/a	0
05/04/16	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 9 years

claire@rucklidges.co.uk

01904806031

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes

GiG Classification

Financial or material assistance

How it operates

Makes Grants to Individuals

Where it operates

City Of York,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

BRIAN SMITH Appointed: 2016

CAROLYN JAYNE BLAIN Appointed: 2023, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF FULFORD, YORK,

CLAIRE LOUISE TRUEMAN Appointed: 2015

DR PETER GRAHAM COOMER Appointed: 2016

JANE MORTIMER Appointed: 2023

MR MARK BURN (Chair) Appointed: 2015, Occupation: Solicitor, Other trusteeships: SHOPMOBILITY YORK, THE THREE BEARS FOUNDATION,

ROBERT WILLIAM WOOLLEY Appointed: 2015, Other trusteeships: CHARITY OF DINAH RICHARDSON, CHURCH ESTATE, CENTRE FOR GLOBAL EDUCATION, YORK,

RACHEL THOMAS Appointed: 2023

Legal constitution

Charity registered in England & Wales on 11/08/2015, number: 1163096

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
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

8 returns made; AR16: 53 days late,

Main office

3 Roscarrs
East Common Lane
Barlow
SELBY
North Yorkshire
YO8 8EG

Objectives

TO PROVIDE A FUND FOR PEOPLE OF AN ADVANCED AGE (BEING AT LEAST 90 YEARS OLD AT THE DATE OF ANY APPLICATION TO THE TRUST) LIVING WITHIN A RADIUS OF 25 MILES OF YORK MINSTER AND WHO (SUBJECT TO A SUITABLE FINANCIAL MEANS TEST IMPLEMENTED BY THE TRUSTEES) CLAIM FINANCIAL ASSISTANCE FROM THE TRUST FOR INTER ALIA THE FOLLOWING:A) CARE FEESB) CARE HOME OR NURSING FEESC) MEDICAL FEES WHETHER FOR CONSULTATION TREATMENT OR OPERATIOND) EQUIPMENT TO ASSIST, SUCH AS WALKING FRAMES, WHEELCHAIRS AND OTHER CARE APPARATUSE) ANY OTHER AGE RELATED BENEFIT NOT SPECIFICALLY MENTIONED ABOVE

Defined Area of Benefit:

LOCAL

Data Sources