Finance Score: 0

Governance Score: 6

Support Score: 0

No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

THE ALICE SMITH TRUST

Provides relief of need, mainly to individuals, and usually through organisations such as Advice Centres, Health visitors, Social Services, who then apply to the incumbent of the parish in which the individual lives:Blackbird Leys, Cowley, Iffley and Littlemore

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22		£8	£5	£3	n/a	n/a	n/a	n/a	n/a
31/12/21		£8	£12	£-4	n/a	n/a	n/a	n/a	n/a
31/12/20		£8	£3	£5	n/a	n/a	n/a	n/a	n/a
31/12/19		£8	£4	£4	n/a	n/a	n/a	n/a	n/a
31/12/18		£7	£5	£2	£0	£0	£0	n/a	0
31/12/17		£7	£5	£2	£0	£0	£0	n/a	0
31/12/16		£7	£8	£-1	£0	£0	£0	n/a	0
31/12/15		£7	£7	£0	£0	£0	£0	n/a	0
31/12/14		£7	£7	£1	£0	£0	£0	n/a	0
31/12/13		£8	£9	£-1	£0	£0	£0	n/a	0
31/12/12		£7	£5	£2	£0	£0	£0	n/a	0
31/12/11		£7	£11	£-4	£0	£0	£0	n/a	0
31/12/10		£7	£12	£-5	£0	£0	£0	n/a	0
31/12/09		£7	£8	£-1	£0	£0	£0	n/a	0
31/12/08		£7	£5	£2	£0	£0	£0	n/a	0
31/12/07		£6	£3	£3	£0	£0	£0	n/a	0
31/12/06	*	£6	£5	£1	£0	£0	£0	n/a	0
31/12/05		£6	£6	£0	£0	£0	£0	n/a	0
31/12/04		£6	£5	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

paulmbedford@btopenworld.com

01865241170

Charity Commission for England and Wales

Listed activities

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

Oxfordshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

MARGREET ARMITSTEAD, Other trusteeships: SARAH NOWELL'S EDUCATIONAL FOUNDATION, ROSE HILL AND DONNINGTON ADVICE CENTRE LIMITED,

CLLR RAE HUMBERSTONE Appointed: 2021, Other trusteeships: BLACKBIRD LEYS ADVENTURE PLAYGROUND, SARAH NOWELL'S EDUCATIONAL FOUNDATION, OXFORDSHIRE MOTOR PROJECT, BLACKBIRD LEYS ADVENTURE PLAYGROUND CIO,

CLLR SUSAN JANE ALDRIDGE Appointed: 2021, Other trusteeships: SARAH NOWELL'S EDUCATIONAL FOUNDATION, LITTLEMORE PRE-SCHOOL,

DORIAN GARTH HANCOCK Appointed: 2023, Other trusteeship: SARAH NOWELL'S EDUCATIONAL FOUNDATION,

REV CANON GEOFFREY BAYLISS Appointed: 2016, Other trusteeship: SARAH NOWELL'S EDUCATIONAL FOUNDATION,

REV HEATHER CARTER Appointed: 2013, Other trusteeship: SARAH NOWELL'S EDUCATIONAL FOUNDATION,

REV PAUL BEDFORD Appointed: 2022, Other trusteeship: SARAH NOWELL'S EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 20/06/1963, number: 208973

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR06: 12 days late,

Main office

115, Fairacres Road
Oxford
OXFORDSHIRE
OX4 1TQ

Objectives

RELIEF EITHER GENERALLY OR INDIVIDUALLY PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS: FOR FULL DETAILS SEE CLAUSE 28 OF THE SCHEME

Defined Area of Benefit:

A RADIUS OF 2.42 KM FROM THE JUNCTION OF BARNES ROAD AND BARTHOLOMEW ROAD IN THE PARISH OF COWLEY

Data Sources