Finance Score: 0

Governance Score: -2

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Mainly female board: -1

No supporters identified

Overall GiG Score: -2

THE FLORENCE AND WALTER JOHN BURCHELL CHARITABLE TRUST

To provide homes for the elderly who are in necessitous circumstances and who were either born in the Borough of Marlborough or who have resided there for at least ten years.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly female
Over half the Board have joined recently

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
30/06/22		£44	£59	£-15	n/a	n/a	n/a	n/a	n/a
30/06/21		£41	£54	£-13	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£39	£37	£2	n/a	n/a	n/a	n/a	n/a
30/06/19		£40	£17	£24	n/a	n/a	n/a	n/a	n/a
30/06/18		£39	£24	£15	£0	£0	£0	n/a	0
30/06/17		£39	£33	£6	£0	£0	£0	n/a	0
30/06/16		£37	£31	£6	£0	£0	£0	n/a	0
30/06/15		£42	£26	£16	£0	£0	£0	n/a	0
30/06/14		£37	£14	£22	£0	£0	£0	n/a	0
30/06/13		£38	£13	£25	£0	£0	£0	n/a	0
30/06/12		£35	£40	£-5	£0	£0	£0	n/a	0
30/06/11		£32	£16	£16	£0	£0	£0	n/a	0
30/06/10	*	£32	£24	£8	£0	£0	£0	n/a	0
30/06/09	*	£35	£21	£14	£0	£0	£0	n/a	0
30/06/08		£35	£34	£0	£0	£0	£0	n/a	0
30/06/07	*	£40	£13	£27	£0	£0	£0	n/a	0
30/06/06		£23	£24	£-1	£0	£0	£0	n/a	0
30/06/05		£35	£36	£-1	£0	£0	£0	n/a	0
30/06/04	*	£36	£13	£23	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 52 years

leagles@btinternet.com

01672512163

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space

Where it operates

Wiltshire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANNE HELEN HANCOCK Appointed: 2022

DAVID WYLIE Appointed: 2024

JANE ELIZABETH MCCLUSKEY Appointed: 2023

MRS URSULA ANNE SAWYER Appointed: 2014

GEORGINA LOIS SMITH, Other trusteeships: THE MERCHANT'S HOUSE (MARLBOROUGH) TRUST, HOME-START NORTH WILTSHIRE,

Legal constitution

Charity registered in England & Wales on 14/08/1972, number: 264371

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR20: 87 days late, AR10: 137 days late, AR09: 502 days late, AR07: 70 days late, AR04: 19 days late,

Main office

David Owen & Co
126 High Street
Marlborough
Wiltshire
SN8 1LZ

Objectives

A) TO PROVED HOMES OR HOUSES FOR AGED PEOPLE IN NECESSITOUS CIRCUMSTANCES WHO SHALL EITHER HAVE BEEN BORN IN THE BOROUGH OF MARLBOROUGH OR SHALL HAVE RESIDED THERE FOR NOT LESS THAN TEN YEARS AND B) TO RELIEVE POVERTY AMONGST PERSONS RESIDING IN THE SAID BOROUGH.

Defined Area of Benefit:

MARLBOROUGH

Data Sources