Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE BURDEN TRUST

The trust objectives are broad and its resources limited. Applicants should either on-line using the charity's web-site. If the trustees wish to follow up an application the secretary will request additional information. The trust does not give grants to individuals. The trustees meet annually in June to approve grant requests received by the preceding 31st March.

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 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

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	*	£177	£186	£-9	n/a	n/a	n/a	n/a	n/a
31/03/22		£176	£163	£12	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£170	£150	£20	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£198	£202	£-5	n/a	n/a	n/a	n/a	n/a
31/03/19		£190	£177	£13	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£178	£160	£18	£0	£0	£0	n/a	0
31/03/17		£178	£170	£8	£0	£0	£0	n/a	0
31/03/16	*	£164	£158	£6	£0	£0	£0	n/a	0
31/03/15	*	£163	£153	£11	£0	£0	£0	n/a	0
31/03/14	*	£141	£144	£-3	£0	£0	£0	n/a	0
31/03/13	*	£94	£137	£-43	£0	£0	£0	n/a	0
31/03/12		£85	£133	£-49	£0	£0	£0	n/a	0
31/03/11	*	£154	£133	£20	£0	£0	£0	n/a	0
31/03/10		£145	£122	£22	£0	£0	£0	n/a	0
31/03/09	*	£168	£175	£-7	£0	£0	£0	n/a	0
31/03/08		£167	£180	£-13	£0	£0	£0	n/a	0
31/03/07	*	£140	£160	£-20	£0	£0	£0	n/a	0
31/03/06		£125	£124	£1	£0	£0	£0	n/a	0
31/03/05		£126	£148	£-22	£0	£0	£0	n/a	0
31/03/04		£143	£154	£-11	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 40 years

www.burdentrustbristol.co.uk

p.oconor@netgates.co.uk

01179628611

Charity Commission for England and Wales

Listed activities

Education/Training
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 Organisations

Where it operates

Throughout England,

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

ANNIE CRAWLEY Appointed: 2015

DR SHEENA TRANTER Appointed: 2018

PROFESSOR ANDREW PHILIP HALESTRAP

ANTHONY CROFTON MILES (Chair), Other trusteeship: BRISTOL SCHOOLS CONNECTION,

COLIN HAVILL Appointed: 2014, Other trusteeships: THE TEMPLE ECCLESIASTICAL CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF LONG ASHTON,

Legal constitution

Charity registered in England & Wales on 20/07/1984, number: 235859

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 1 days late, AR21: 3 days late, AR20: 4 days late, AR18: 1 days late, AR16: 4 days late, AR15: 20 days late, AR14: 32 days late, AR13: 34 days late, AR11: 135 days late, AR09: 108 days late, AR07: 104 days late,

Main office

51 DOWNS PARK WEST
BRISTOL
BS6 7QL

Objectives

1. AS AND FOR HOSPITALS OR HOMES OR PLACES OR PERSONS FOR CURATIVE TREATMENT OR CARE OR RESEARCH IN REGARD TO ANY HUMAN AILMENT DISEASE OR DEFECT WHATSOEVER. 2. FOR HOMES AND PLACES FOR RESIDENCE OR CARE (INCLUDING DAY-CARE) OF ANY INFIRM DISABLED DELICATE OR AGED PERSONS (AND MORE PARTICULARLY FOR CHURCH OF ENGLAND CLERGY AND THEIR FAMILIES). 3. AS AND FOR SCHOOLS OR TRAINING INSTITUTIONS OR ORGANISATIONS FOR CHILDREN OR YOUNG PERSONS OR OTHERS REQUIRING TRAINING FOR SPECIAL PURPOSES IN LIFE WHETHER RELIGIOUS OR TECHNICAL BUT ALWAYS CONSISTENT OR CONSONANT WITH THE TENETS AND PRINCIPLES OF THE CHURCH OF ENGLAND. 4. AS AND FOR ANY PURPOSE CALCULATED TO MINISTER TO THE COMFORT OR WELLBEING OF CHURCH OF ENGLAND CLERGY AND THEIR FAMILIES. 6. AS AND FOR HOMES OR PLACES OR ORGANISATIONS FOR THE CARE EDUCATION AND TRAINING OF CHILDREN AND YOUNG PERSONS WHO BY REASON OF THE DEATH OF A PARENT OR FOR BY ANY OTHER REASON ARE IN NEED OF CARE EDUCATION AND TRAINING. 7. AS AND FOR THE RELIEF OF PERSONS IN NECESSITOUS CIRCUMSTANCES.

Defined Area of Benefit:

NOT DEFINED

Data Sources