Finance Score: 1

Governance Score: 3

Support Score: 0

Reasonable growth: +1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE HOBHOUSE CHARITABLE TRUST

The finance generated by the Hobhouse Charitable Trust is entirely used on an annual basis for charitable giving to a small number of charities at the the discretion of the Trustees.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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

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Highest pay bracket: less than £60,000

Established: 60 years

hobhousecharitabletrust@hobhouse.net

01962760003

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

Throughout England And Wales,

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 (3)

Current Trustees appointed

Gender Split

CATHERINE HEADLAM Appointed: 2020

SEBASTIAN HOBHOUSE Appointed: 2000

HELEN HOBHOUSE Appointed: 2020, Other trusteeships: MORLEY TRUST, GAMBIAN PROJECTS OVERSEAS,

Legal constitution

Charity registered in England & Wales on 23/04/1964, number: 225875

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR06: 2 days late,

Main office

LAKE HOUSE
NORTON
SUTTON SCOTNEY
WINCHESTER
SO21 3ND

Objectives

TO OR FOR SUCH ONE OR MORE CHARITABLE INSTITUTIONS OR PURPOSES IF MORE THAN ONE IN SUCH SHARES AND IN SUCH MANNER IN ALL RESPECTS AS THE MANAGING TRUSTEES SHALL THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources