Finance Score: -10

Governance Score: 2

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -8

THE BURFORD AND UPTON AND SIGNET WELFARE TRUST

Charitable Trust to aid the welfare of those living in the parishes who are in conditions of need, hardship or distress

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years less than spending

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
31/12/21	£2	£3	£-1	n/a	n/a	n/a	n/a	n/a
31/12/20	£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/12/19	£3	£2	£0	n/a	n/a	n/a	n/a	n/a
31/12/18	£3	£3	£0	£0	£0	£0	n/a	0
31/12/17	£3	£5	£-2	£0	£0	£0	n/a	0
31/12/16	£3	£3	£0	£0	£0	£0	n/a	0
31/12/15	£2	£2	£0	£0	£0	£0	n/a	0
31/12/14	£2	£3	£0	£0	£0	£0	n/a	0
31/12/13	£2	£2	£1	£0	£0	£0	n/a	0
31/12/12	£3	£2	£1	£0	£0	£0	n/a	0
31/12/11	£2	£3	£-1	£0	£0	£0	n/a	0
31/12/10	£2	£2	£0	£0	£0	£0	n/a	0
31/12/09	£2	£2	£0	£0	£0	£0	n/a	0
31/12/08	£2	£2	£1	£0	£0	£0	n/a	0
31/12/07	£2	£2	£0	£0	£0	£0	n/a	0
31/12/06	£2	£2	£0	£0	£0	£0	n/a	0
31/12/05	£2	£2	£0	£0	£0	£0	n/a	0
31/12/04	£2	£3	£-1	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 54 years

johnyeatman@aol.com

01993823273

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Oxfordshire,

Who it helps

Children/Young People
Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

Based on 6/7 persons

ALICE TEMPLE-BRUCE Appointed: 2016

CHRISTINE BROWN

JANE CHRISTINE AN TUNNELL-WESTMACOTT

MRS BARBARA AGG

PETER FRANCIS HARRIS

REV CEDRIC REAVLEY Appointed: 2018, Other trusteeship: FALKLAND HALL,

REV THOMAS DAVID PUTT Appointed: 2019, Other trusteeships: ASTHALL CHURCH LANDS, THE ASTHAL SWINBROOK AND WIDFORD RELIEF IN NEED CHARITY, ANN PYTT'S CHARITY, FRIENDS OF BURFORD CHURCH OF ST JOHN THE BAPTIST, SWINBROOK AND WIDFORD EDUCATIONAL CHARITY, THE BURFORD RELIEF IN NEED CHARITY, THE BURFORD ALMSHOUSE CHARITY, THE BURFORD BENEFICE BARTHOLOMEW TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST JOHN THE BAPTIST, BURFORD, SOUTH CENTRAL GOSPEL PARTNERSHIP, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ASTHALL, SWINBROOK AND WIDFORD,

Legal constitution

Charity registered in England & Wales on 07/08/1970, number: 206356

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

18 returns made; all on time

Main office

5 THE LEAZE
BARNS LANE
BURFORD
OX18 4NE

Objectives

TO RELIEVE EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.

Defined Area of Benefit:

BURFORD AND UPTON AND SIGNET

Data Sources