Finance Score: -2

Governance Score: 1

Support Score: 0

Deficit latest year: -2

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE MAUD ELKINGTON CHARITABLE TRUST

Such charitable trusts and for such charitable purposes as the trustees at their absolute discretion think fit and with the intention (without prejudice to the generaility of the trust) that the income shall be applied by the trustees for charitable purposes in Desborough and the counties of Northampton or in either of them, and also Leicestershire and Rutland.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

Income was lower than spending in the latest year

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		£576	£706	£-130	£0	£34,591	£624	10.6	0
31/03/22		£598	£738	£-140	£0	£36,236	£676	11	0
31/03/21		£495	£531	£-36	n/a	n/a	n/a	n/a	n/a
31/03/20		£639	£818	£-179	£0	£27,472	£701	10.3	0
31/03/19		£650	£607	£43	£0	£30,775	£810	16	0
31/03/18		£640	£718	£-78	£0	£29,182	£699	11.7	0
31/03/17		£695	£664	£31	£0	£29,375	£715	12.9	0
31/03/16	*	£614	£642	£-28	£0	£25,407	£629	11.7	0
31/03/15		£605	£626	£-21	£16	£26,479	£605	11.6	0
31/03/14		£576	£606	£-30	£15	£24,747	£574	11.4	0
31/03/13		£570	£679	£-109	£15	£23,851	£556	9.8	0
31/03/12		£578	£600	£-22	£16	£21,530	£624	12.5	0
31/03/11		£508	£614	£-106	£13	£21,463	£608	11.9	0
31/03/10		£582	£533	£49	£16	£20,498	£678	15.3	0
31/03/09		£618	£790	£-171	£15	£16,265	£597	9.1	0
31/03/08		£697	£573	£124	£0	£0	£0	n/a	0
31/03/07		£677	£538	£139	£15	£20,824	£576	12.9	0
31/03/06		£512	£578	£-66	£0	£0	£0	n/a	0
05/04/05		£526	£495	£31	£0	£0	£0	n/a	0
05/04/04		£496	£826	£-330	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 2%
Reserves/Spending: 10.6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 6.4

Asset Split ?

Established: 52 years

helen.pole@shma.co.uk

01162574462

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Leicestershire, Northamptonshire, Rutland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

KATHERINE ELIZABETH ALISON HALL Appointed: 2013, Other trusteeship: THE FLORENCE TURNER TRUST,

MICHAEL JONES Appointed: 2011, Other trusteeships: THE FLORENCE TURNER TRUST, LEICESTER LIONS CLUB (CIO),

ROGER BOWDER (Chair), Other trusteeships: THE J REGINALD CORAH FOUNDATION FUND, THE FLORENCE TURNER TRUST,

Legal constitution

Charity registered in England & Wales on 02/05/1972, number: 263929

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR16: 1 days late,

Main office

Shakespeare Martineau
One Colton Square
LEICESTER
LE1 1QH

Objectives

SUCH CHARITABLE TRUSTS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES AT THEIR ABSOLUTE DISCRETION THINK FIT AND WITH THE INTENTION (WITHOUT PREJUDICE TO THE GENERALITY OF THE TRUST) THAT THE INCOME SHALL BE APPLIED BY THE TRUSTEES FOR CHARITABLE PURPOSES IN DESBOROUGH AND THE COUNTY OF NORTHAMPTON OR IN EITHER OF THEM.

Defined Area of Benefit:

DESBOROUGH AND THE COUNTY OF NORTHAMPTON

Data Sources