Finance Score: 0

Governance Score: 2

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 2

THE ROSEBERRY CHARITY

The Roseberry Trust provides grants for holidays and day trips to children who live in the City or County of Nottingham and who are in receipt of free school meals

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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
31/03/23		£12	£29	£-17	n/a	n/a	n/a	n/a	n/a
31/03/22		£12	£8	£4	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£10	£1	£9	n/a	n/a	n/a	n/a	n/a
31/03/20		£15	£18	£-2	n/a	n/a	n/a	n/a	n/a
31/03/19		£14	£12	£2	n/a	n/a	n/a	n/a	n/a
31/03/18		£14	£8	£7	£0	£0	£0	n/a	0
31/03/17	*	£14	£7	£7	£0	£0	£0	n/a	0
31/03/16	*	£12	£12	£0	£0	£0	£0	n/a	0
31/03/15		£8	£11	£-3	£0	£0	£0	n/a	0
31/03/14		£13	£14	£-1	£0	£0	£0	n/a	0
31/03/13		£14	£13	£1	£0	£0	£0	n/a	0
31/03/12		£11	£11	£-1	£0	£0	£0	n/a	0
31/03/11		£10	£11	£0	£0	£0	£0	n/a	0
31/03/10		£11	£11	£0	£0	£0	£0	n/a	0
31/03/09		£11	£11	£1	£0	£0	£0	n/a	0
31/03/08		£11	£11	£0	£0	£0	£0	n/a	0
31/03/07		£9	£14	£-4	£0	£0	£0	n/a	0
31/03/06		£9	£1	£8	£0	£0	£0	n/a	0
31/03/05		£9	£15	£-6	£0	£0	£0	n/a	0
31/03/04		£9	£6	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

anna@chandler-cc.co.uk

07354875035

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Recreation
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

Nottinghamshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

JAN LAND Appointed: 2018

JENNY JAGGERS Appointed: 2022

MARY RUTTER (Chair) Appointed: 2011

ROSLYN SIMPSON

CHARLES NIGEL CULLEN Appointed: 2021, Other trusteeships: NOTTINGHAM GORDON MEMORIAL TRUST FOR BOYS AND GIRLS, NOTTINGHAM (ST MARYS) RELIEF IN NEED, JOHN AND ELIZA JELLEY HOMES FOR OLD PEOPLE, THE ST MARY'S NOTTINGHAM RESTORATION AND DEVELOPMENT TRUST, SKERRITT TRUST,

LORRAINE SMEDLEY Appointed: 2017, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF NOTTINGHAM SAINT PETER AND ALL SAINTS,

ROY TAYLOR, Other trusteeships: MARCUS GARVEY DAY CENTRE, PATRA INCORPORATING ACDA LIMITED, SKERRITT TRUST,

Legal constitution

Charity registered in England & Wales on 29/10/1963, number: 227825

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment

Filing Record

20 returns made; AR21: 1 days late, AR17: 2 days late, AR16: 1 days late,

Main office

Anna Chandler
PO Box 11228
NOTTINGHAM
NG14 6YY

Objectives

TO PROVIDE EITHER GENERALLY OR INDIVIDUALLY HOLIDAYS FOR CHILDREN WHO ARE IN CONDITIONS OF NEED HARDSHIP AND DISTRESS WHO ARE RESIDENT IN THE AREA OF BENEFIT

Defined Area of Benefit:

COUNTY OF NOTTINGHAMSHIRE

Data Sources