Finance Score: 0

Governance Score: -5

Support Score: 0

Spending falling: -1
but now stabilising: +1
No PartB

Only 3 Trustees: -2
Static board: -3

No supporters identified

Overall GiG Score: -5

ANNE FRENCH MEMORIAL TRUST

Grants for charitable purposes within the Diocese of Norwich with focus on the support and training of the clergy, support for certain activities of the Norwich Diocesan Board of Finance and other Norfolk charities.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently

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		£253	£271	£-18	n/a	n/a	n/a	n/a	n/a
05/04/22		£258	£-10	£268	n/a	n/a	n/a	n/a	n/a
05/04/21		£212	£30	£183	n/a	n/a	n/a	n/a	n/a
05/04/20		£265	£227	£38	n/a	n/a	n/a	n/a	n/a
05/04/19		£279	£832	£-553	n/a	n/a	n/a	n/a	n/a
05/04/18		£282	£408	£-126	£0	£0	£0	n/a	0
05/04/17		£268	£1,162	£-894	£0	£0	£0	n/a	0
05/04/16		£260	£233	£27	£0	£0	£0	n/a	0
05/04/15		£255	£221	£34	£0	£0	£0	n/a	0
05/04/14		£256	£326	£-70	£0	£0	£0	n/a	0
05/04/13		£251	£225	£26	£0	£0	£0	n/a	0
05/04/12		£250	£243	£7	£0	£0	£0	n/a	0
05/04/11		£208	£191	£17	£0	£0	£0	n/a	0
05/04/10		£209	£201	£8	£0	£0	£0	n/a	0
05/04/09		£253	£382	£-129	£0	£0	£0	n/a	0
05/04/08		£237	£174	£64	£0	£0	£0	n/a	0
05/04/07		£207	£176	£31	£0	£0	£0	n/a	0
05/04/06		£193	£179	£14	£0	£0	£0	n/a	0
05/04/05	*	£207	£156	£51	£0	£0	£0	n/a	0
05/04/04		£179	£175	£5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 55 years

nigel.whitlam@sky.com

01603629001

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities

GiG Classification

Other congregations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Norfolk,

Who it helps

Other Defined Groups

ANNE FRENCH MEMORIAL TRUST

Analysis by Giving is Great

Positives:

Regulatory & Governance issues to consider:

Financial issues to consider:

Financial Data ?

Income & Spending ?

Sources of Income ?

Listed activities

GiG Classification

How it operates

Where it operates

Who it helps

Who's supporting them? ?

How is it governed?

Trustees (3)

Current Trustees appointed

Legal constitution

Gift Aid

Policies in force

Filing Record

Recent reorganisation events:

Main office

Objectives

Defined Area of Benefit:

Data Sources

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