Finance Score: -3

Governance Score: 3

Support Score: 0

Volatile income: -3
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

THE PEMBERTON-BARNES TRUST

The charity provides funds for certain UK charities named in the will of Emily Ann Pemberton-Barnes (who died in 1943) or since substituted under certain powers.

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

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

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	£321	£323	£-1	n/a	n/a	n/a	n/a	n/a
31/03/22	£365	£660	£-295	n/a	n/a	n/a	n/a	n/a
31/03/21	£509	£162	£347	£35	£8,982	£1,472	109.3	0
31/03/20	£540	£576	£-36	£45	£8,141	£86	1.8	0
31/03/19	£480	£479	£1	n/a	n/a	n/a	n/a	n/a

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 6 years

admin@pembertonbarnes.co.uk

01342 314126

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Poverty relief

How it operates

Provides other finance

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

IAN OGILVIE MCBRYDE Appointed: 2019

JOHN STEPHENSON Appointed: 2020

SIMON MALES Appointed: 2020

VICTORIA MUIR Appointed: 2020

BRIDGET CASS Appointed: 2020, Other trusteeship: SANDFORD ST MARTIN (CHURCH OF ENGLAND) TRUST,

Legal constitution

Charity registered in England & Wales on 05/03/2018, number: 1177423

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

Filing Record

5 returns made; all on time

Main office

Pemberton Barnes Trust
9
Thorney Leys Park
WITNEY
Oxfordshire
OX28 4GE

Objectives

THE OBJECT OF THE CIO IS, FOR THE BENEFIT OF THE PUBLIC, TO ADVANCE SUCH EXCLUSIVELY CHARITABLE OBJECTS OR PURPOSES (ACCORDING TO THE LAW OF ENGLAND AND WALES) IN ANY PART OF THE WORLD AS THE CHARITY TRUSTEES MAY IN THEIR DISCRETION THINK FIT, IN PARTICULAR BUT WITHOUT LIMITATION BY THE PROVISION OF FINANCIAL SUPPORT TO CHARITIES.

Data Sources