Finance Score: 0

Governance Score: 3

Support Score: 3

No PartB

Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 6

THE CARLIE TUFNELL CHARITABLE TRUST

To promote the preservation of mental health; to advance the education of people with dyslexia or any other related specific learning disability; to provide participation in the arts, culture and heritage.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
The Board appears to be well diversified in terms of gender

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	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£383,445	£119,518	£263,927	0
31/03/22		£142,455	£3,870	£138,585	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 3 years

charity@calmsden.com

01285831606

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
The Grocers' Charity - 2022-The Carlie Tufnell Charitable Trust
£5,000	29/04/2022	towards core costs to help this new charity support people with mental health illnesses so that young lives can be improved and even saved.
Rothschild Foundation - Grant to Carlie Tufnell Charitable Trust
£3,000	28/07/2021	CARLIE TUFNELL CHARITABLE TRUST

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ALBEMARLE MARK BARNABY TUFNELL Appointed: 2021

ELEANOR MARY ROSE TUFNELL Appointed: 2021

HENRY CARLETON RICHARD TUFNELL Appointed: 2021

POPPY RIMINGTON POUNDER Appointed: 2021

MARK HENRY TUFNELL (Chair) Appointed: 2021, Other trusteeship: CALMSDEN POOR DOWNS ALLOTMENT,

ROSINA JANE TUFNELL Appointed: 2021, Other trusteeships: CALMSDEN POOR DOWNS ALLOTMENT, COUNTY OF GLOUCESTERSHIRE COMMUNITY FOUNDATION,

Legal constitution

Charity registered in England & Wales on 06/07/2021, number: 1195068

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

2 returns made; all on time

Main office

CALMSDEN MANOR
CALMSDEN
CIRENCESTER
GL7 5ET

Objectives

3.1 THE OBJECTS OF THE CHARITY (THE OBJECTS) ARE:(A) TO PROMOTE THE PRESERVATION OF MENTAL HEALTH AND TO ASSIST IN THE TREATMENT AND CARE OF PERSONS SUFFERING FROM MENTAL ILL-HEALTH OF ANY DESCRIPTION OR IN NEED OF REHABILITATION AS A RESULT OF SUCH A CONDITION, IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING GRANTS AND ITEMS TO INDIVIDUALS IN NEED AND/OR CHARITIES AND OTHER ORGANISATIONS THAT:(I) PROVIDE FINANCIAL ASSISTANCE, SUPPORT, EDUCATION OR PRACTICAL ADVICE TO SUCH PERSONS; OR(II) ADVANCE THE EDUCATION OF THE GENERAL PUBLIC IN ALL AREAS RELATING TO MENTAL HEALTH;(B) TO ADVANCE THE EDUCATION OF PEOPLE WITH DYSLEXIA OR ANY OTHER RELATED SPECIFIC LEARNING DISABILITY, PRIMARILY BUT NOT EXCLUSIVELY BY PROVIDING GRANTS AND ITEMS TO INDIVIDUALS IN NEED AND/OR CHARITIES AND OTHER ORGANISATIONS THAT:(I) PROVIDE INFORMATION, ADVICE, SUPPORT AND TRAINING TO DYSLEXIC STUDENTS, PEOPLE AFFECTED BY DYSLEXIA AND THOSE WHO WORK TO SUPPORT THEM;(II) CARRY OUT RESEARCH INTO DYSLEXIA AND OTHER RELATED SPECIFIC LEARNING DISABILITIES AND DISSEMINATE THE USEFUL RESULTS OF SUCH RESEARCH; AND(C) TO PROMOTE PARTICIPATION IN THE ARTS, CULTURE AND HERITAGE, IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING GRANTS AND ITEMS TO INDIVIDUALS IN NEED AND/OR CHARITIES OR OTHER ORGANISATIONS THAT PROVIDE OPPORTUNITIES FOR ENGAGEMENT.

Data Sources