Finance Score: -2

Governance Score: -1

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -3

PERRY TRUST GIFT FUND

Founded in 1966, the income from the fund is used to make grants to persons of good character in need of financial assistance to maintain a reasonable standard of living. This is intended for people who have very little private means . Grants are made once a year in either May or November, and applicants may apply again in another year if they so wish. Applicants must have lived

Analysis by Giving is Great

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£13	£16	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£12	£13	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£12	£13	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£13	£13	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£13	£16	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£13	£18	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	*	£14	£17	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£14	£17	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£14	£16	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£12	£11	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£11	£10	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£13	£9	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£14	£14	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£14	£12	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£17	£14	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£16	£14	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£17	£14	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£16	£12	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£16	£15	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£15	£17	£-2	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 58 years

anna@chandler-cc.co.uk

07354875035

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Provides financial or material assistance

How it operates

Makes grants to individuals

Where it operates

Nottingham City, Nottinghamshire,

Who it helps

Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

JEAN RAMSDEN Appointed: 1993

JILL DAVIES Appointed: 2013

JOANNE ELLIS Appointed: 2022

LINDSAY HANSON Appointed: 2019

MR NIGEL CULLEN SOLICITOR (Chair) Appointed: 2011

REV J STAPLETON

Legal constitution

Charity registered in England & Wales on 30/06/1966, number: 247809

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

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

Main office

Anna Chandler
PO Box 11228
NOTTINGHAM
NG14 6YY

Objectives

INCOME TO PERSONS OF GOOD CHARACTER IN NEED OF FINANCIAL ASSISTANCE TO MAINTAIN A REASONABLE STANDARD OF LIVING IN THE FOLLOWING ORDER OF PREFERENCE. (A) TO ASSIST PERSONS WHO HAD BEEN ASSOCIATED WITH THE DECEASED OR HER FATHER BY WAY OF FRIENDSHIP OR AS EMPLOYEES. (B) TO ASSIST PERSONS WHO FOR NOT LESS THAN FIVE YEARS HAVE FORMELY BEEN ENGAGED IN ANY PROFESSION OR BUSINESS IN THE CITY OF NOTTINGHAM AND PERSONS OF HITHERTO INDEPENDENT MEANS NOT ENGAGED IN ANY PROFESSION OR BUSINESS WHO THROUGH NO FAULT OF THEIR OWN ARE NO LONGER ABLE TO MAINTAIN A REASONABLE STANDARD OF LIVING WHO HAVE AT ANY TIME FOR NOT LESS THAN FIVE YEARS IMMEDIATELY PRECEDING THEIR APPLICATION FOR A GRANT LIVED IN THE CITY OF NOTTINGHAM . (C) TO ASSIST OTHER PERSONS WHO FOR NOT LESS THAN FIVE YEARS HAVE LIVED IN THE CITY OF NOTTINGHAM. (D) TO ASSIST PERSONS WHO FOR NOT LESS THAN 5 YEARS HAVE LIVED IN THE COUNTY OF NOTTINGHAM. (E) TO OTHER DESERVING PERSONS. (FOR FURTHER DETAILS SEE CLAUSE 2 OF THE SCHEME OF 2 SEPTEMBER 1991.

Defined Area of Benefit:

CITY AND COUNTY OF NOTTINGHAM AND NATIONAL

Data Sources

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