Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE EARL OF SOUTHAMPTON TRUST

a. the provision of almshouse accommodation and ancillary equipment, services and financial relief for almspersons appointed from the class of beneficiaries; andb. making grants of money or providing or paying for items, services or facilities that either generally or individually will relieve financial hardship.

Analysis by Giving is Great

Positives:

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		£67,823	£54,631	£13,192	0
31/03/22		£0	£0	£0	0

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Highest pay bracket: less than £60,000

Established: 3 years

eost.org.uk

info@eost.org.uk

01329513294

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space

Where it operates

Hampshire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

FRANCESCHARLOTTE KNIGHT (Chair) Appointed: 1993

AMANDA JANE MORAIT Appointed: 2022

AMANDA JOBLING Appointed: 2024

AMY LOUISE KELLY Appointed: 2020

COLIN WILTON-SMITH Appointed: 2023

HELEN ELIZABETH DEVEREUX Appointed: 2022

KATHLEEN SHEILA KNIGHTS Appointed: 2021

NICHOLAS PAUL GIRDLER Appointed: 2021

SIMON WARDELL Appointed: 2022

IAN BREWERTON Appointed: 2020, Other trusteeship: THE EARL OF SOUTHAMPTON TRUST,

JOSEF THOMA Appointed: 2023, Other trusteeship: THE FRIENDS OF ST PETER'S CHURCH,

Legal constitution

Charity registered in England & Wales on 24/08/2021, number: 1195619

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

2 returns made; all on time

Main office

24 THE SQUARE
TITCHFIELD
FAREHAM
PO14 4RU

Objectives

3.1. THE OBJECTS OF THE CIO, FOR THE PUBLIC BENEFIT, ARE:3.1.1. THE RELIEF OF FINANCIAL HARDSHIP, AND THE RELIEF OF POVERTY, OF PEOPLE IN THE BENEFICIAL CLASS BY:A. THE PROVISION OF ALMSHOUSE ACCOMMODATION AND ANCILLARY EQUIPMENT, SERVICES AND FINANCIAL RELIEF FOR ALMSPERSONS APPOINTED FROM THE CLASS OF BENEFICIARIES; ANDB. MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES THAT EITHER GENERALLY OR INDIVIDUALLY WILL RELIEVE FINANCIAL HARDSHIP.3.1.2. THE RELIEF OF THE CHARITABLE NEEDS OF ELDERLY PEOPLE IN THE ANCIENT PARISH OF TITCHFIELD3.2. THE BENEFICIAL CLASS COMPRISES PEOPLE LIVING IN THE ANCIENT PARISH OF TITCHFIELD AND3.2.1. IN THE CASE OF AN APPOINTMENT AS A RESIDENT OF ANY ALMSHOUSE ACCOMMODATION, SUCH OTHER PERSON(S) AS THE CHARITY TRUSTEES MAY, IN EXCEPTIONAL CIRCUMSTANCES CONSIDER SHOULD BE SO APPOINTED; AND3.2.2. IN THE CASE OF FINANCIAL RELIEF PROVIDED UNDER CLAUSE 3.1.1.B, ANY PERSON WHO IS RESIDENT IMMEDIATELY OUTSIDE THE ANCIENT PARISH OF TITCHFIELD BUT WHO THE CHARITY TRUSTEES REASONABLY CONSIDER SHOULD BE INCLUDE IN THE CLASS OF BENEFICIARIES.

Data Sources