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

THE BLEDISLOE NEW ZEALAND AND OVERSEAS MEMORIAL TRUST.

GIVE GRANTS TO THE GENERAL PUBLIC WISHING TO EMIGRATE OR ATTEND A RECOGNIZED EDUCATIONAL INSTITUTION IN NEW ZEALAND

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period

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
31/12/23		£3	£5	£-3	n/a	n/a	n/a	n/a	n/a
31/12/22		£2	£1	£1	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£2	£0	£2	n/a	n/a	n/a	n/a	n/a
31/12/20		£2	£0	£2	n/a	n/a	n/a	n/a	n/a
31/12/19		£2	£4	£-2	n/a	n/a	n/a	n/a	n/a
31/12/18		£2	£2	£0	£0	£0	£0	n/a	0
31/12/17		£2	£0	£2	£0	£0	£0	NAN	0
31/12/16		£2	£1	£1	£0	£0	£0	n/a	0
31/12/15		£2	£0	£2	£0	£0	£0	n/a	0
31/12/14		£2	£0	£2	£0	£0	£0	n/a	0
31/12/13		£2	£3	£-1	£0	£0	£0	n/a	0
31/12/12	*	£2	£3	£-1	£0	£0	£0	n/a	0
31/12/11		£2	£0	£2	£0	£0	£0	n/a	0
31/12/10		£2	£2	£-1	£0	£0	£0	n/a	0
31/12/09		£2	£2	£0	£0	£0	£0	n/a	0
31/12/08		£2	£0	£2	£0	£0	£0	n/a	0
31/12/07		£2	£1	£1	£0	£0	£0	n/a	0
31/12/06		£2	£1	£1	£0	£0	£0	n/a	0
31/12/05		£2	£4	£-2	£0	£0	£0	n/a	0
31/12/04		£2	£0	£2	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 53 years

nzbledisloetrust.co.uk

johnandrzejuk@googlemail.com

01594843320

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Gloucestershire,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

HEAD OR REPRESENTATIVE, SENIOR SCHOOL, LYDNEY Appointed: 2013

LORD BLEDISLOE, Other trusteeships: THE CLARA WATTS LYDNEY CHURCH TRUST, FRIENDS OF LYDNEY HOSPITAL,

MAURICE GEORGE BLOOMFIELD

MR BILL HOBMAN

MR JON MILLS JP

RACHEL DARE Appointed: 2015

RICHARD KEMSLEY Appointed: 2019

WILLIAM JAMES OSBORNE (Chair)

ELIZABETH DAY Appointed: 2012, Other trusteeship: THE METHODIST CIRCUIT OF GLOUCESTERSHIRE,

Legal constitution

Charity registered in England & Wales on 07/07/1971, number: 262656

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR21: 11 days late, AR12: 26 days late,

Main office

23 Lancaster Court
LYDNEY
GL15 5SZ

Objectives

(1) THE OBJECT OF THE CHARITY IS TO ASSIST (BY WAY OF GRANTS) BENEFICIARIES WHO ARE IN FINANCIAL NEED AND WHO WISH TO EMIGRATE, OR ARE CONSIDERING EMIGRATING, TO NEW ZEALAND OR OVERSEAS BUT WOULD OTHERWISE BE UNABLE TO AFFORD TO VISIT OR MOVE TO THOSE COUNTRIES.(2) IF AND IN SO FAR AS THE INCOME OF THE CHARITY CANNOT BE USED TOWARDS THE OBJECT SPECIFIED IN CLAUSE (1) ABOVE, THE TRUSTEES MAY APPLY IT IN PROVIDING SCHOLARSHIPS, BURSARIES AND MAINTENANCE GRANTS TO BENEFICIARIES WHO ARE:(A) UNDER THE AGE OF 25;(B) IN NEED; AND(C) EITHER:(I) ATTENDING, OR INTEND TO ATTEND, A RECOGNISED EDUCATIONAL OR VOCATIONAL INSTITUTION IN NEWZEALAND OR OVERSEAS FOR AN APPROVED COURSE OF STUDY; OR(II) UNDERTAKING, OR INTEND TO UNDERTAKE, ORGANISED WORK EXPERIENCE IN NEW ZEALAND OROVERSEAS OF A KIND RELEVANT TO THEIR INTENDED CAREER.(III) THE EDUCATIONAL OR WORK EXPERIENCE IN ITEMS (I) AND (II) SHALL BE INTENDED TO PROVIDE A LASTING LIFE CHANGING OR LIFE ENHANCING EXPERIENCE(3) IN APPLYING THE INCOME THE TRUSTEES MAY TAKE ACCOUNT OF THE WISHES OF THE ORIGINAL FOUNDER THAT THE PERSONS HELPED SHOULD BE OF GOOD CHARACTER AND REPUTE AND MAY GIVE REFERENCE TO APPLICATIONS FROM PERSONS RESIDENT OR FORMERLY RESIDENT IN THE PARISHES OF LYDNEY OR AYLBURTON.ALL APPLICATIONS SHALL BE IN WRITTEN FORM EITHER HAND OR BY ELECTRONIC MEANS.

Defined Area of Benefit:

PARISHES OF LYDNEY AND AYLBURTON

Data Sources