Finance Score: -8

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending falling: -1
but now stabilising: +1
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

IAIN R PACKWOOD CHARITABLE TRUST FUND

Making donations to other charities, mainly religious.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

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
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently and was significantly 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
05/04/23	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/19		£6	£5	£1	n/a	n/a	n/a	n/a	n/a
05/04/18		£5	£5	£1	£0	£0	£0	n/a	0
05/04/17		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/16		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/15		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
05/04/14	*	£0	£2	£-2	£0	£0	£0	n/a	0
05/04/13		£1	£1	£0	£0	£0	£0	n/a	0
05/04/12		£5	£4	£1	£0	£0	£0	n/a	0
05/04/11		£1	£2	£-1	£0	£0	£0	n/a	0
05/04/10		£7	£5	£2	£0	£0	£0	n/a	0
05/04/09		£3	£3	£0	£0	£0	£0	n/a	0
05/04/08		£3	£0	£2	£0	£0	£0	n/a	0
05/04/07		£3	£3	£-1	£0	£0	£0	n/a	0
05/04/06		£5	£5	£0	£0	£0	£0	n/a	0
05/04/05		£3	£2	£0	£0	£0	£0	n/a	0
05/04/04	*	£3	£3	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 50 years

07771630466

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

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 (3)

Gender Split

HELEN MARGARET PAGE

IAIN ROBERT PACKWOOD

ESTELLA MAN-KIN PACKWOOD, Other trusteeship: OXFORDSHIRE CHINESE COMMUNITY AND ADVICE CENTRE,

Legal constitution

Charity registered in England & Wales on 11/12/1973, number: 266584

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR23: 40 days late, AR22: 1 days late, AR21: 41 days late, AR20: 48 days late, AR14: 12 days late, AR04: 33 days late,

Main office

9 HAWTHORN AVENUE
HEADINGTON
OXFORD
OX3 9JQ

Objectives

TO PAY OR APPLY THE INCOME OF THE TRUST FUND AND ALSO SO MUCH OF THE CAPITAL (IF ANY) OF THE TRUST FUND AS THE SETTLOR MAY FROM TIME TO TIME BY NOTICE IN WRITING TO THE TRUSTEES DETERMINE TO SUCH CHARITIES OR FOR SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER SUBJECT TO SUCH TERMS AND CONDITIONS AS THE SETTLOR MAY FROM TIME TO TIME BY A LIKE NOTICE DIRECT AND SUBJECT TO AND IN DEFAULT OF ANY SUCH DIRECTION AND IN SO FAR AS SUCH DIRECTION MAY NOT EXTEND AS THE TRUSTEES MAY AT THEIR UNCONTROLLED DISCRETION DETERMINE (FOR FURTHER DETAILS PLEASE SEE CLAUSE 2 OF THE TRUST DEED DATED 6TH SEPTEMBER 1973).

Defined Area of Benefit:

NOT DEFINED

Data Sources