Finance Score: -5

Governance Score: 6

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE EDITH MANN CHARITABLE TRUST

To make grants to individuals and organisations that live and operate in Moreton-in-Marsh.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years 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
31/01/23		£1	£11	£-10	n/a	n/a	n/a	n/a	n/a
31/01/22		£16	£18	£-2	n/a	n/a	n/a	n/a	n/a
31/01/21		£17	£12	£5	n/a	n/a	n/a	n/a	n/a
31/01/20		£18	£13	£5	n/a	n/a	n/a	n/a	n/a
31/01/19		£15	£19	£-5	n/a	n/a	n/a	n/a	n/a
31/01/18		£13	£14	£-1	£0	£0	£0	n/a	0
31/01/17		£13	£12	£1	£0	£0	£0	n/a	0
31/01/16		£13	£11	£2	£0	£0	£0	n/a	0
31/01/15		£12	£16	£-4	£0	£0	£0	n/a	0
31/01/14		£12	£12	£1	£0	£0	£0	n/a	0
31/01/13		£12	£12	£0	£0	£0	£0	n/a	0
31/01/12		£12	£15	£-3	£0	£0	£0	n/a	0
31/01/11		£12	£5	£7	£0	£0	£0	n/a	0
31/01/10		£12	£14	£-2	£0	£0	£0	n/a	0
31/01/09		£13	£10	£3	£0	£0	£0	n/a	0
31/01/08		£17	£16	£1	£0	£0	£0	n/a	0
31/01/07?		£9	£10	£-2	£0	£0	£0	n/a	0
31/01/04	*	£9	£7	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

hooper784@btinternet.com

01451822062

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for females

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Gloucestershire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

CATHERINE LAURA HENDERSON Appointed: 2017

FAYE HEMING Appointed: 2012

JEFFRY PETER MARTIN Appointed: 2022

KAREN PRICE Appointed: 2022

MARK TURNER (Chair) Appointed: 2011

MR P ALLEN

SARAH JAMES Appointed: 2014

REV JOHN HENRY CURRAN Appointed: 2022, Occupation: Minister Of Religion, Other trusteeships: MORETON-IN-MARSH CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. DAVID'S MORETON-IN-MARSH WITH ST. MARY'S BATSFORD,

Legal constitution

Charity registered in England & Wales on 25/05/1965, number: 242167

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

18 returns made; AR04: 374 days late,

Main office

18 Park Farm
Bourton-on-the-Water
Cheltenham
GL54 2HF

Objectives

THE TRUSTEES SHALL PAY OUT OF THE YEARLY INCOME OF THE CHARITY THE FOLLOWING SUMS, OR SUCH OTHER SUMS AS THE COMMISSIONERS MAY FROM TIME TO TIME DETERMINE, TO THE FOLLOWING PERSONS TO BE APPLIDED BY THEM IN AWARDING A BOOK OR BOOKS FOR REGULAR ATTENDANCE AT SUNDAY SCHOOLS AT MORETON-IN-MARSH, SUCH BOOK OR BOOKS TO BE AWARDED ON THE 23RD DAY OF JANUARY IN EACH YEAR BEING THE BIRTHDAY OF EDITH SPEAR MANN THE FOUNDER OF THE CHARITY: (1) A YEARLY SUM OF ú5 TO THE INCUMBENT OF THE BENEFICE OF MORETON-IN-MARSH WITH BATSFORD, TODENHAM AND LOWER LEMINGTON; (2) A YEARLY SUM OF ú5 TO THE MINISTER OF THE CONGREGATIONAL CHAPEL AT MORETON-IN-MARSH. SUBJECT TO THE PAYMENT AFORESAID THE TRUSTEES SHALL APPLY THE SAID INCOME IN EITHER OR BOTH OF THE FOLLOWING WAYS:- (1) FOR SUCH CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF MORETON-IN-MARSH AS THE TRUSTEES FORM TIME TO TIME THINK FIT:- (2) IN OR TOWARDS THE PROVISON OF RECUPERATIVE HOLIDAYS IN MORETON-IN-MARSH AND THE SURROUNDING AREA FOR WOMEN AND CHILDREN WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS WHO HAVE NEED OF SUCH HOLIDAYS AND IN PARTICULAR FOR SUCH WOMEN AND CHILDREN WHO LIVE IN THE GREATER LONDON AREA.

Defined Area of Benefit:

MORETON-IN-MARSH

Data Sources