Finance Score: -6

Governance Score: 3

Support Score: 0

Spending falling: -1
Volatile income & significant deficit in latest year: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

THE MACDOUGALL TRUST

The trust provides grants not normally exceeding ?300 to persons resident in Bournemouth and the County of Dorset who in the opinion of the trustees are in reduced and necessitous circumstances and the need is not provided for through state funding.

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently and was significantly lower than spending in the latest year

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	Volun- teers
31/03/23		£12	£21	£-9	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£28	£5	£23	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£37	£38	£-2	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£29	£27	£2	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£31	£29	£2	n/a	n/a	n/a	n/a	n/a	7
31/03/18		£17	£20	£-4	£0	£0	£0	n/a	0	0
31/03/17		£16	£14	£2	£0	£0	£0	n/a	0	0
31/03/16		£15	£12	£3	£0	£0	£0	n/a	0	0
31/03/15		£16	£15	£1	£0	£0	£0	n/a	0	0
31/03/14		£23	£20	£4	£0	£0	£0	n/a	0	0
31/03/13		£16	£14	£1	£0	£0	£0	n/a	0	0
31/03/12		£21	£19	£2	£0	£0	£0	n/a	0	0
31/03/11		£17	£19	£-2	£0	£0	£0	n/a	0	0
31/03/10		£22	£18	£4	£0	£0	£0	n/a	0	0
31/03/09		£18	£21	£-3	£0	£0	£0	n/a	0	0
31/03/08		£18	£22	£-4	£0	£0	£0	n/a	0	0
31/03/07		£16	£19	£-2	£0	£0	£0	n/a	0	0
31/03/06	*	£19	£18	£1	£0	£0	£0	n/a	0	0
31/03/05	*	£18	£17	£1	£0	£0	£0	n/a	0	0
31/03/04		£20	£16	£4	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

www.macdougalltrust.org

admin@macdougalltrust.org

07845907281

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Bournemouth, Dorset, Poole,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

HELEN PALMER Appointed: 2023

JACQUELINE MARY CLAIRE CARLYLE-CLARKE (Chair) Appointed: 1993

JENNIFER ANNE KRETZ Appointed: 2019

MARTIN GEORGE TAYLOR BA, CQSW Appointed: 2010

MICHAEL ALFRED PALMER Appointed: 2001

NIGEL GEOFFREY OVER Appointed: 2023

ANDREA VALENTINE LEA Appointed: 1994, Other trusteeship: HALL AND SLOPER'S SCHOOL AND MONUMENT CHARITY,

LADY CAROLINE SALT Appointed: 2012, Other trusteeships: PORTMAN HALL TRUST, Home-Start Blackmore Vale,

ROGER ASHTON GREGORY Appointed: 1995, Other trusteeships: CHURCH OF ENGLAND EDUCATIONAL TRUST, THE VALENTINE CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 15/11/1962, number: 209743

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
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
Risk management
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR06: 1 days late, AR05: 1 days late,

Main office

1 Old Kiln Road
POOLE
Dorset
BH16 5SG

Objectives

FOR THE BENEFIT AND SOCIAL WELFARE OF PERSONS RESIDENT IN BOURNEMOUTH IN THE COUNTY OF DORSET AND THE NEIGHBOURHOOD THEREOF, AND WHO IN THE OPINION OF THE COMMITTEE ARE IN REDUCED AND NECESSITOUS CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR SUCH PERSONS.

Defined Area of Benefit:

BOURNEMOUTH AND THE NEIGHBOURHOOD

Data Sources