Finance Score: -2

Governance Score: 2

Support Score: 0

Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 0

THE BALFOUR TRUST FOR ROSSETT

The Trust will distribute grants 1 To advance education of all persons in the area of Rossett in the principles of abstinence from alcoholic drinks and drugs2 To relieve sickness of persons in the area who are in danger of dependency on alcoholic drink or drugs3 To provide or assist with provision of facilities for recreation in the area of benefit.

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
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
30/09/23		£6	£5	£1	n/a	n/a	n/a	n/a	n/a
30/09/22		£4	£7	£-3	n/a	n/a	n/a	n/a	n/a
30/09/21		£4	£5	£-1	n/a	n/a	n/a	n/a	n/a
30/09/20		£6	£8	£-2	n/a	n/a	n/a	n/a	n/a
30/09/19		£6	£3	£3	n/a	n/a	n/a	n/a	n/a
30/09/18		£6	£9	£-3	£0	£0	£0	n/a	0
30/09/17		£6	£4	£3	£0	£0	£0	n/a	0
30/09/16		£7	£3	£4	£0	£0	£0	n/a	0
30/09/15		£2	£3	£-1	£0	£0	£0	n/a	0
30/09/14	*	£185	£17	£168	£0	£0	£0	n/a	0
30/09/13	*	£4	£8	£-3	£0	£0	£0	n/a	0
30/09/12	*	£5	£1	£4	£0	£0	£0	n/a	0
30/09/11	*	£4	£4	£0	£0	£0	£0	n/a	0
30/09/10	*	£4	£5	£-1	£0	£0	£0	n/a	0
30/09/09	*	£3	£2	£1	£0	£0	£0	n/a	0
30/09/08		£4	£1	£2	£0	£0	£0	n/a	0
30/09/07	*	£4	£2	£2	£0	£0	£0	n/a	0
30/09/06	*	£3	£2	£1	£0	£0	£0	n/a	0
30/09/05	*	£3	£1	£2	£0	£0	£0	n/a	0
30/09/04	*	£4	£13	£-9	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

01244570034

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Community services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Wrexham,

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 (6)

Current Trustees appointed

Gender Split

JAMES WILLIAM FROGGATT

KENNETH HOWARD GITTINS

MARY ANDREWS Appointed: 2016

ROSS EDWARD SHEPERD Appointed: 2022

SARAH PHILPOTTS Appointed: 2022

REV DAVID JOHN JONES Appointed: 2016, Other trusteeship: CAM-YR-ALYN CHAPEL FUND,

Legal constitution

Charity registered in England & Wales on 31/07/1963, number: 216450

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

20 returns made; AR14: 24 days late, AR13: 110 days late, AR12: 78 days late, AR11: 444 days late, AR10: 809 days late, AR09: 216 days late, AR07: 747 days late, AR06: 1112 days late, AR05: 1477 days late, AR04: 121 days late,

Main office

93 Harwoods Lane
Rossett
Wrexham
LL12 0EU

Objectives

THE OBJECTS OF THE CHARITY ARE:A) TO ADVANCE THE EDUCATION OF ALL PERSONS IN THE AREA OF BENEFIT, INCLUDING CHILDREN AND YOUNG PEOPLE, IN THE PRINCIPLES OF TOTAL ABSTINENCE FROM ALCOHOLIC DRINKS AND IN RESPECT OF THE DANGERS OF DRUG, ALCOHOL AND OTHER SUBSTANCE ADDICTION AND ABUSE; ANDB) TO RELIEVE SICKNESS AND PRESERVE AND PROTECT THE GOOD HEALTH OF ALL PERSONS IN THE AREA OF BENEFIT WHO ARE IN DANGER OF BECOMING ADDICTED TO, OR DEPENDENT UPON, ALCOHOL, ILLEGAL DRUGS OF ANY DESCRIPTION, SOLVENTS AND OTHER ADDICTIVE SUBSTANCES; AND C) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS IN THE AREA OF BENEFIT WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE. ANY SUCH FACILITIES MUST BE PROVIDED IN ACCORDANCE WITH THE PRINCIPLES OF TEMPERANCE.

Defined Area of Benefit:

ROSSETT AND THE SURROUNDING AREAS

Data Sources