Finance Score: 0

Governance Score: 1

Support Score: 0

No PartB

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

SIR JOHN AND LADY HEATHCOAT AMORY'S CHARITABLE TRUST

The trustees follow a general policy of distributing the trust's income whilst maintaining the substance of the trust's investments to enlarge its grant-giving potential.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

Why are there only 3 trustees?

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/23		£67	£73	£-5	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22		£62	£62	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£57	£64	£-7	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20		£70	£62	£9	n/a	n/a	n/a	n/a	n/a	n/a
05/04/19		£68	£54	£14	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18		£82	£67	£15	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17		£63	£80	£-17	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16		£71	£66	£6	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15		£61	£61	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/14		£57	£74	£-18	n/a	n/a	n/a	n/a	n/a	n/a
05/04/13		£57	£65	£-8	n/a	n/a	n/a	n/a	n/a	n/a
05/04/12		£58	£57	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/11		£46	£65	£-19	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10		£71	£90	£-18	n/a	n/a	n/a	n/a	n/a	n/a
05/04/09		£79	£85	£-6	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08		£77	£84	£-7	n/a	n/a	n/a	n/a	n/a	n/a
05/04/07		£62	£62	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06	*	£63	£60	£3	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05		£53	£45	£9	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04		£46	£47	£-1	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 63 years

charities@lowman.co.uk

01884254899

Charity Commission for England and Wales

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

Devon, Somerset,

Who it helps

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

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

LADY AMORY

MR WF HEATHCOAT AMORY

SIR IAN HEATHCOAT AMORY (Chair)

Legal constitution

Charity registered in England & Wales on 25/01/1962, number: 203970

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
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
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR06: 1 days late,

Main office

The Island
Lowman Green
TIVERTON
Devon
EX16 4LA

Objectives

ANY CHARITABLE PURPOSES (AT THE TRUSTEES DEISCRETION).

Defined Area of Benefit:

NOT DEFINED

Data Sources

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