Finance Score: -9

Governance Score: -2

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Deficit latest year: -2
No PartB

No conflicts policy: -1
Mainly male board: -1

No supporters identified

Overall GiG Score: -11

THE AVON TRUST

To apply the net income for such charitable purposes as the Trustees shall at their uncontrolled discretion determine. The emphasis is placed on religious and associated charities, but building appeals are rarely considered.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
Income was 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
05/04/22		£7	£8	£-1	n/a	n/a	n/a	n/a	n/a
05/04/21		£7	£5	£1	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£7	£8	£0	n/a	n/a	n/a	n/a	n/a
05/04/19		£8	£8	£0	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£10	£9	£1	£0	£0	£0	n/a	0
05/04/17	*	£8	£5	£3	£0	£0	£0	n/a	0
05/04/16	*	£7	£6	£2	£0	£0	£0	n/a	0
05/04/15	*	£8	£4	£4	£0	£0	£0	n/a	0
05/04/14	*	£7	£4	£3	£0	£0	£0	n/a	0
05/04/13	*	£8	£3	£5	£0	£0	£0	n/a	0
05/04/12	*	£6	£0	£6	£0	£0	£0	n/a	0
05/04/11		£6	£8	£-1	£0	£0	£0	n/a	0
05/04/10		£10	£5	£5	£0	£0	£0	n/a	0
05/04/09	*	£13	£9	£4	£0	£0	£0	n/a	0
05/04/08		£14	£13	£2	£0	£0	£0	n/a	0
05/04/07		£8	£8	£0	£0	£0	£0	n/a	0
05/04/06		£10	£15	£-5	£0	£0	£0	n/a	0
05/04/05		£7	£9	£-1	£0	£0	£0	n/a	0
05/04/04	*	£7	£6	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

01736796971

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
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

Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Walsall, Wolverhampton,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

ANDREW ROBERT CASHMORE, Other trusteeship: J AND M C TRUST,

PETER JOHN SVERRE JOHANSEN MBE, Other trusteeships: J AND M C TRUST, BIRMINGHAM INTERNATIONAL STUDENT HOMES, FOUR OAKS METHODIST CHURCH,

PETER MAURICE CASHMORE, Other trusteeships: J AND M C TRUST, THE METHODIST CHURCH - BIRMINGHAM (SUTTON PARK) CIRCUIT,

RICHARD JOHN NIXON (Chair) Appointed: 2012, Other trusteeship: J AND M C TRUST,

SUSANNA TIMNEY Appointed: 2022, Other trusteeship: J AND M C TRUST,

Legal constitution

Charity registered in England & Wales on 05/11/1963, number: 219050

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR20: 46 days late, AR18: 145 days late, AR17: 58 days late, AR16: 59 days late, AR15: 90 days late, AR14: 52 days late, AR13: 109 days late, AR12: 138 days late, AR09: 287 days late, AR04: 20 days late,

Main office

TRYGVA
CARTHEW WAY
ST. IVES
TR26 1RJ

Objectives

FOR SUCH CHARITABLE TRUSTS AND FOR SUCH CHARITABLE INSTITUTIONS AND CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR UNCONTROLLED DISCRETION FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NATIONAL.

Data Sources