Finance Score: -7

Governance Score: 6

Support Score: 0

Accounts filed more than 5 days late: -2 times
Volatile income & significant deficit in latest year: -5
No PartB

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE FRESHGATE TRUST FOUNDATION

A grant making charity established in 1941 by Harry Brearley, the discoverer of stainless steel.The Trustees policy is to meet the objectives whilst giving priority to organisations within South Yorkshire in the following spheres: Education (including Travel & Training);Heritage, Restoration & Environment; Music & The Arts; Recreation (including Holidays & Sport; Welfare, Health & Social Care.

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 age and 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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
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
31/12/22		£82	£141	£-59	n/a	n/a	n/a	n/a	n/a
31/12/21		£121	£109	£12	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£121	£109	£12	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£176	£151	£25	n/a	n/a	n/a	n/a	n/a
31/12/18		£150	£141	£9	£0	£0	£0	n/a	0
31/12/17		£148	£137	£11	£0	£0	£0	n/a	0
31/12/16		£147	£152	£-5	£0	£0	£0	n/a	0
31/12/15		£142	£130	£12	£0	£0	£0	n/a	0
31/12/14		£139	£125	£14	£0	£0	£0	n/a	0
31/12/13		£194	£124	£70	£0	£0	£0	n/a	0
31/12/12		£136	£142	£-6	£0	£0	£0	n/a	0
31/12/11		£116	£89	£28	£0	£0	£0	n/a	0
31/12/10		£106	£89	£17	£0	£0	£0	n/a	0
31/12/09		£112	£99	£13	£0	£0	£0	n/a	0
31/12/08		£127	£124	£3	£0	£0	£0	n/a	0
31/12/07		£187	£132	£55	£0	£0	£0	n/a	0
31/12/06		£172	£116	£57	£0	£0	£0	n/a	0
31/12/05		£109	£115	£-6	£0	£0	£0	n/a	0
31/12/04		£143	£127	£16	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years
(82 years as a company)

www.freshgate.org.uk

01142518850

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Recreation
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 Organisations

Where it operates

Barnsley, Doncaster, Rotherham, Sheffield City,

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 (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 42-81

ALISON DANIELLE JOANNE GADDES MRS Appointed: 2020

EMMA SCOTT Appointed: 2022, Occupation: Director

HOLETTA DOBSON Appointed: 2007, Occupation: Solicitor

MADELEINE THOMAS Appointed: 2023, Occupation: Director

MATTHEW JAMES SIBLEY Appointed: 2020, Occupation: Management Consultant

VAL LINNEMANN Appointed: 2002, Occupation: Music Teacher

DR EMMA LEGDON Appointed: 2011, Occupation: Retired Gp

JONATHAN HOWARD ROBINSON Appointed: 2021, Occupation: Director, Other trusteeships: FEOFFEE ESTATE, HOLLIS'S HOSPITAL,

NEIL ANDREW MACDONALD Appointed: 2015, Occupation: Director, Other trusteeships: THE COMBINED CUTLERS COMPANY CHARITABLE TRUST, United Learning LTD, SHEFFIELD MUSEUMS TRUST,

USHA RANI FITCH Appointed: 2007, Occupation: Retired

GEOFF MARSTON Appointed: 2013, Occupation: Director, Other trusteeships: MUSIC IN THE GARDENS, FRIENDS OF PORTLAND WORKS,

LIZ MURRAY (Chair), Occupation: Retired, Other trusteeships: THE QUEEN VICTORIA AND JOHNSON MEMORIAL TRUST, SIR GEORGE FRANKLIN'S PENSION CHARITY, H M BURDALL CHARITY,

Legal constitution

Charitable company registered in England & Wales on 06/04/1964, number: 221467
Registered at Companies House on 26/12/1941, number: 00371489

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

19 returns made; AR20: 32 days late, AR19: 103 days late,

Main office

THE HART SHAW BUILDING
EUROPA LINK
SHEFFIELD BUSINESS PARK
SHEFFIELD
S9 1XU

Objectives

GRANTS FOR SUCH PURPOSES AS EDUCATIONAL TRAVEL, THE RELIEF OF ILLNESS, MENTAL OR PHYSICAL, AND THE RELIEF AND ASSISTANCE OF OLD AND SICK PEOPLE AND THEIR FAMILIES. (FOR FULL DETAILS SEE MEMORANDUM OF ASSOCIATION 31 DECEMBER 1962).

Defined Area of Benefit:

NOT DEFINED

Data Sources