Finance Score: 0

Governance Score: 6

Support Score: 0

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

THE WIXAMTREE TRUST

The Trust focusses most of its support on organisations based in Bedfordshire or projects for the benefit of the people of that County. A small number of national charities with a focus on family social issues are also supported. Furthermore, the trustees are also sympathetic towards applications received from organistions of which the late Humphrey Whitbread was a benefactor.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

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
05/04/23	£543	£1,165	£-622	£0	£30,043	£30,043	309.4
05/04/22	£508	£936	£-428	£0	£32,534	£32,534	417
05/04/21	£694	£1,178	£-485	£0	£33,034	£33,034	336.4
05/04/20	£1,200	£1,126	£74	£0	£27,241	£27,241	290.2
05/04/19	£1,023	£1,106	£-83	£0	£33,869	£33,869	367.5
05/04/18	£1,134	£1,280	£-146	£0	£32,909	£32,909	308.5
05/04/17	£1,053	£1,237	£-183	£0	£33,860	£33,860	328.6
05/04/16	£1,013	£1,000	£13	£0	£30,416	£30,416	365
05/04/15	£6,176	£1,034	£5,143	£15	£33,513	£33,513	389.1
05/04/14	£885	£956	£-71	£11	£26,804	£26,804	336.3
05/04/13	£803	£841	£-38	£11	£24,473	£24,473	349.1
05/04/12	£763	£1,135	£-373	£11	£22,196	£22,196	234.6
05/04/11	£747	£1,255	£-508	£11	£23,104	£23,104	220.9
05/04/10	£747	£817	£-70	£10	£22,517	£22,517	330.8
05/04/09	£769	£1,022	£-254	£14	£18,561	£18,561	217.8
05/04/08	£1,065	£921	£145	£13	£23,352	£23,352	304.3
05/04/07	£829	£722	£107	£14	£24,705	£24,705	410.4
05/04/06	£1,132	£580	£551	£0	£0	£0	n/a
05/04/05	£615	£616	£-1	£0	£0	£0	n/a
05/04/04	£504	£660	£-156	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 40%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 309.4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.1

Asset Split ?

Established: 62 years

www.wixamtree.org

wixamtree@thetrustpartnership.com

02087774140

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

Bedford, Central Bedfordshire, Luton,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

MARION STERN Appointed: 2019

VICTORIA ROTHEROE Appointed: 2023

ARTHUR JULIAN GEORGE POLHILL Appointed: 2019, Other trusteeship: THE FRIENDS OF ST PAUL'S CHURCH, BEDFORD,

CHARLES EDWARD SAMUEL WHITBREAD (Chair), Other trusteeships: SOUTHILL ALMSHOUSE CHARITY, GILCHRIST EDUCATIONAL TRUST, THE FRIENDS OF ELSTOW ABBEY, THE ROWNEY TRUST, Wild Life Foundation,

HARRY FRANCIS WHITBREAD Appointed: 2018, Other trusteeship: COLONEL W H WHITBREAD CHARITABLE TRUST,

RUPERT HESELTINE Appointed: 2023, Other trusteeship: WILLIAM TOOLEY,

Legal constitution

Charity registered in England & Wales on 22/09/1962, number: 210089

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
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

6 TRULL FARM BUILDINGS
TRULL
TETBURY
GLOUCESTERSHIRE
GL8 8SQ

Objectives

FOR SUCH CHARITABLE PURPOSES AS THE SETTLOR, MR HUMPHREY WHITBREAD, SHALL APPOINT AND IN DEFAULT OF APPOINTMENT FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SEE FIT

Defined Area of Benefit:

NOT DEFINED

Data Sources