Finance Score: -10

Governance Score: 2

Support Score: 0

Dormant: -10
No PartB

12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -8

NORWICH TOWN CLOSE ESTATE CHARITY

The provision of relief in need and pensioner grants, and the promotion of education to Freemen of Norwich or their widows and daughters. Insofar as income is not needed for the above, relief in need grants, the promotion of education of those in need of financial assistance, the provision and support of recreation facilities for social welfare of those in the area of benefit.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
This charity appears to be dormant

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
31/03/23	£0	£0	£0
31/03/22	£0	£0	£0
31/03/21	£0	£0	£0
31/03/20	£0	£0	£0
31/03/19	£0	£0	£0
31/03/18	£0	£0	£0

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Download accounts

Highest pay bracket: less than £60,000

Established: 8 years

www.norwichcharitabletrusts.org.uk

david.hynes@norwichcharitabletrusts.org.uk

01603621023

Charity Commission for England and Wales

This Charity appears to be dormant

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Norfolk, Suffolk,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (15)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-86

BOYD GLYN TAYLOR Appointed: 2020, Occupation: Retired Local Government Officer, Other trusteeship: NORWICH TOWN CLOSE ESTATE CHARITY,

CYNTHIA BERIS COOKE Appointed: 2020, Occupation: Retired Senior Social Worker, Other trusteeship: NORWICH TOWN CLOSE ESTATE CHARITY,

DAVID FULLMAN Appointed: 2015, Occupation: Diversity Manager, Other trusteeships: NORWICH TOWN CLOSE ESTATE CHARITY, THEATRE ROYAL (NORWICH) TRUST LIMITED, CHARITY OF LILIAN ARMITAGE, ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES, ST. EDMUNDS SOCIETY, ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES,

JOHN STUART RUSHMER Appointed: 2015, Occupation: Retired Solicitor, Other trusteeship: NORWICH TOWN CLOSE ESTATE CHARITY,

JACQUELINE PATRICIA HANLON Appointed: 2020, Occupation: Lawyer, Other trusteeships: NORWICH TOWN CLOSE ESTATE CHARITY, ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES, ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES,

JENNIFER PLUNKETT Appointed: 2021, Occupation: Marketing Manager, Other trusteeship: NORWICH TOWN CLOSE ESTATE CHARITY,

JOHN PAUL GARSIDE Appointed: 2020, Occupation: Lawyer, Other trusteeships: NORWICH TOWN CLOSE ESTATE CHARITY, ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES, ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES,

KEVIN MAGUIRE Appointed: 2023, Occupation: Councillor, Other trusteeships: NORWICH TOWN CLOSE ESTATE CHARITY, ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES, ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES,

MICHAEL JAMES ANTHONY QUINTON Appointed: 2015, Occupation: Butcher

MELANIE EILEEN KENT Appointed: 2020, Occupation: Financial Services Compliance Officer, Other trusteeship: NORWICH TOWN CLOSE ESTATE CHARITY,

NIGEL BARRY QUARLES BACK (Chair) Appointed: 2015, Occupation: Chartered Accountant, Other trusteeships: NORWICH TOWN CLOSE ESTATE CHARITY, NORWICH CATHEDRAL CHOIR ENDOWMENT FUND, FRIENDS OF LANGHAM DOME,

OWEN CHARLES MARSTON GIBBS Appointed: 2015, Occupation: Electrical Contractor

PHILIP MARK REDVERS DAVIES Appointed: 2021, Occupation: Management Consultant, Other trusteeships: NORWICH TOWN CLOSE ESTATE CHARITY, ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES, ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES,

STUART CHARLES LAMB Appointed: 2015, Occupation: Management Consultant, Other trusteeship: NORWICH TOWN CLOSE ESTATE CHARITY,

JEANNE MARY SOUTHGATE Appointed: 2015, Occupation: Retired, Other trusteeships: ANGUISH'S EDUCATIONAL FOUNDATION, NORWICH CONSOLIDATED CHARITIES,

Legal constitution

Charitable company registered in England & Wales on 03/10/2016, number: 1169460
Registered at Companies House on 14/12/2015, number: 09914994

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

6 returns made; all on time

Main office

NORWICH CHARITABLE TRUSTS
1 WOOLGATE COURT
ST. BENEDICTS STREET
NORWICH
NR2 4AP

Objectives

THE COMPANY'S OBJECTS ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:-(A) HALF OF THE COMPANY'S INCOME AND PROPERTY FOR THE RELIEF OF FREEMEN OR THEIR DEPENDANT RELATIVES WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES WHICH ARE CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS AND THE PAYMENT OF PENSIONS TO THE ABOVE; AND (B) HALF OF THE COMPANY'S YEARLY INCOME AND PROPERTY FOR THE PROMOTION OF EDUCATION OF PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE FREEMEN OR THE DEPENDENT RELATIVES OF FREEMEN BY AWARDING SCHOLARSHIPS, BURSARIES AND MAINTENANCE ALLOWANCES OR GRANTS, IN PROVIDING FACILITIES NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING FOR SUCH PERSONS RECEIVING PRIMARY, SECONDARY OR FURTHER EDUCATION AND IN ASSISTING SUCH PERSONS WHO ARE PREPARING FOR, ENTERING UPON OR ENGAGED IN ANY PROFESSION, TRADE, OCCUPATION OR SERVICE, BY PROVIDING THEM WITH OUTFITS, OR BY PAYING FEES, TRAVELLING OR MAINTENANCE EXPENSES OR BY SUCH OTHER MEANS FOR THEIR ADVANCEMENT IN LIFE OR TO ENABLE THEM TO EARN THEIR LIVING AS THE DIRECTORS THINK FIT; AND (C) IF AND TO THE EXTENT THAT THE PROPERTY AND INCOME OF THE COMPANY ARE NOT REQUIRED FOR THE PURPOSES SET OUT IN PARAGRAPHS 3(A) AND 3(B) ABOVE:- I. THE RELIEF OF INHABITANTS OF THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES WHICH ARE CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS; II. THE PROMOTION OF EDUCATION OF PERSONS WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND WHO ARE INHABITANTS OF THE AREA OF BENEFIT BY AWARDING SCHOLARSHIPS, BURSARIES AND MAINTENANCE ALLOWANCES OR GRANTS, IN PROVIDING FACILITIES NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY FOR RECREATION AND SOCIAL AND PHYSICAL TRAINING FOR SUCH PERSONS RECEIVING PRIMARY, SECONDARY OR FURTHER EDUCATION AND IN ASSISTING SUCH PERSONS WHO ARE PREPARING FOR, ENTERING UPON OR ENGAGED IN ANY PROFESSION, TRADE, OCCUPATION OR SERVICE, BY PROVIDING THEM WITH OUTFITS, OR BY PAYING FEES, TRAVELLING OR MAINTENANCE EXPENSES OR BY SUCH OTHER MEANS FOR THEIR ADVANCEMENT IN LIFE OR TO ENABLE THEM TO EARN THEIR LIVING AS THE DIRECTORS THINK FIT; III. THE PROVISION AND SUPPORT IN THE INTERESTS OF SOCIAL WELFARE OF FACILITIES FOR RECREATION AND OTHER LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE INHABITANTS OF THE AREA OF BENEFIT; OR IV. ANY OTHER CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT.

Data Sources