Finance Score: -2

Governance Score: -1

Support Score: 0

Multiple Deficits: -2
No PartB

Mainly male board: -1

No supporters identified

Overall GiG Score: -3

THE SOUTHWOLD TRUST

Providing financial help to Charities within the area of Southwold and District in Suffolk

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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
30/06/23		£92	£41	£51	n/a	n/a	n/a	n/a	n/a
30/06/22		£84	£202	£-118	n/a	n/a	n/a	n/a	n/a
30/06/21		£56	£66	£-9	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£56	£7	£50	n/a	n/a	n/a	n/a	n/a
30/06/19		£59	£21	£38	n/a	n/a	n/a	n/a	n/a
30/06/18		£135	£114	£21	£0	£0	£0	n/a	0
30/06/17		£53	£63	£-10	£0	£0	£0	n/a	0
30/06/16		£48	£29	£19	£0	£0	£0	n/a	0
30/06/15		£44	£31	£13	£0	£0	£0	n/a	0
30/06/14		£44	£37	£7	£0	£0	£0	n/a	0
30/06/13	*	£43	£57	£-14	£0	£0	£0	n/a	0
30/06/12		£62	£27	£36	£0	£0	£0	n/a	0
30/06/11		£39	£33	£7	£0	£0	£0	n/a	0
30/06/10		£37	£14	£23	£0	£0	£0	n/a	0
30/06/09		£37	£7	£30	£0	£0	£0	n/a	0
30/06/08		£46	£106	£-60	£0	£0	£0	n/a	0
30/06/07		£29	£65	£-36	£0	£0	£0	n/a	0
30/06/06		£34	£16	£18	£0	£0	£0	n/a	0
30/06/05		£29	£16	£13	£0	£0	£0	n/a	0
30/06/04		£32	£68	£-36	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 62 years

07935238997

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Suffolk,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Gender Split

DAVID JOHN GAFFNEY (Chair), Other trusteeships: A B D FOX SETTLEMENT, BARRETT JENKINS CHARITABLE TRUST, ST. BARNABAS SOUTHWOLD, THE FRIENDS OF THE OLD SOUTHWOLD HOSPITAL FUND, MILDENHALL TOWN CHARITY,

JEFFREY DAVID FULLER Appointed: 2019, Other trusteeships: A B D FOX SETTLEMENT, THE TYLERS AND BRICKLAYERS CRAFT TRUST, SOUTHWOLD (SOLE BAY) LIONS CLUB (CIO),

JENNIFER LESLEY HURSELL Appointed: 2020

MICHAEL PETER MAYHEW

NIGEL JOHNSON Appointed: 2019, Other trusteeships: ST. BARNABAS SOUTHWOLD, THE FRIENDS OF THE OLD SOUTHWOLD HOSPITAL FUND,

ROBERT DAVID TEMPLE Appointed: 2013, Other trusteeship: A B D FOX SETTLEMENT,

ROBERT MICHAEL LEE, Other trusteeship: MARTYN LODGE NO 1983 CHARITIES ASSOCIATION,

SIR RICHARD NIGEL DALES

TREVOR RAYMOND CLIFFORD Appointed: 2020

Legal constitution

Charity registered in England & Wales on 06/06/1962, number: 206480

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR20: 18 days late, AR13: 7 days late,

Main office

21 Field Stile Road
SOUTHWOLD
Suffolk
IP18 6LD

Objectives

TO APPLY INCOME FOR PROMOTION OR ADVANCEMENT OR SUPPORT OF SUCH CHARITABLE OBJECTS AS TRUSTEES THINK FIT FOR BENEFIT OF INHABITANTS OF SOUTHWOLD.

Defined Area of Benefit:

SOUTHWOLD AND REYDON

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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