Finance Score: 0

Governance Score: 6

Support Score: 0

No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

THE ERNEST AND MARJORIE FUDGE TRUST FOR WARMINSTER

Promote such charitable purposes for the general benefit of the inhabitants of the area of benefit, which is Warminster and the surrounding area. The charity makes grants to individuals and organisations.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

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	Volun- teers
05/04/23	*	£75	£70	£5	n/a	n/a	n/a	n/a	n/a	1
05/04/22		£93	£67	£26	n/a	n/a	n/a	n/a	n/a	0
05/04/21		£64	£76	£-12	n/a	n/a	n/a	n/a	n/a	0
05/04/20	*	£72	£65	£7	n/a	n/a	n/a	n/a	n/a	0
05/04/19	*	£70	£59	£10	n/a	n/a	n/a	n/a	n/a	0
05/04/18	*	£1,828	£74	£1,754	£0	£1,724	£1,724	280.2	0	0
05/04/17	*	£1	£0	£1	£0	£0	£0	NAN	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

www.fudgetrust.co.uk/

info@fudgetrust.co.uk

01985212040

Charity Commission for England and Wales

Listed activities

Amateur Sport
Armed Forces/Emergency Service Efficiency
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Recreation
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 Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Wiltshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

DR KEVIN ROBINSON Appointed: 2020

HEATHER MARGARET PARKS Appointed: 2022

JOAN M BIANCOLI Appointed: 2021

WILLIAM JOHN PARKS Appointed: 2020

ANGELA MARY MAY Appointed: 2023, Other trusteeship: THE ERNEST AND MARJORIE FUDGE TRUST FOR WARMINSTER,

FRANCES ANN PEARSON (Chair) Appointed: 2020, Other trusteeships: WARRENS ALMSHOUSES, THE ERNEST AND MARJORIE FUDGE TRUST FOR WARMINSTER,

ROBERT CHARLES WRIGHT Appointed: 2020, Other trusteeship: THE ERNEST AND MARJORIE FUDGE TRUST FOR WARMINSTER,

DIANA MILLER Appointed: 2020, Occupation: Accountant, Other trusteeships: WARMINSTER PRESERVATION TRUST LIMITED, THE ERNEST AND MARJORIE FUDGE TRUST FOR WARMINSTER, WARMINSTER SCHOOL,

Legal constitution

Charity registered in England & Wales on 07/07/2016, number: 1168096

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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 policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

7 returns made; AR23: 1 days late, AR20: 3 days late, AR19: 24 days late, AR18: 290 days late, AR17: 211 days late,

Main office

12 Rock Lane
Warminster
BA12 9JZ

Objectives

TO PROMOTE SUCH CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT, WITH A PREFERENCE FOR THOSE WITH A DISABILITY, AS THE TRUSTEES THINK FIT. THE AREA OF BENEFIT MEANS WARMINSTER AND THE SURROUNDING AREA.

Defined Area of Benefit:

WARMINSTER AND THE SURROUNDING AREA.

Data Sources