Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

THE EARL FITZWILLIAM CHARITABLE TRUST

Grants are made to other charitable or appropriately constituted bodies in response to specific written applications. Policy favours, but not exclusively, initiatives that benefit communities that are linked in some reasonably direct way to the Fitzwilliam Estates in Cambridgeshire and Yorkshire or the Naylor-Leyland Estate near Ruthin. Grants tend to be one off, not merely for annual expenses.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£261	£289	£-27	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£255	£271	£-16	n/a	n/a	n/a	n/a	n/a
31/03/21		£276	£184	£92	n/a	n/a	n/a	n/a	n/a
31/03/20		£233	£201	£33	n/a	n/a	n/a	n/a	n/a
31/03/19		£228	£236	£-9	n/a	n/a	n/a	n/a	n/a
31/03/18		£227	£234	£-7	£0	£0	£0	n/a	0
31/03/17		£191	£174	£17	£0	£0	£0	n/a	0
31/03/16		£185	£359	£-175	£0	£0	£0	n/a	0
31/03/15		£181	£174	£7	£0	£0	£0	n/a	0
31/03/14		£189	£182	£7	£0	£0	£0	n/a	0
31/03/13		£191	£177	£14	£0	£0	£0	n/a	0
31/03/12		£198	£199	£-1	£0	£0	£0	n/a	0
31/03/11		£139	£142	£-3	£0	£0	£0	n/a	0
31/03/10		£135	£118	£17	£0	£0	£0	n/a	0
31/03/09		£111	£120	£-9	£0	£0	£0	n/a	0
31/03/08		£218	£206	£12	£0	£0	£0	n/a	0
31/03/07		£211	£178	£32	£0	£0	£0	n/a	0
31/03/06		£219	£157	£62	£0	£0	£0	n/a	0
31/03/05		£176	£168	£8	£0	£0	£0	n/a	0
31/03/04		£194	£150	£45	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 49 years

efct@miltonestate.co.uk

01733267740

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Animals
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Barnsley, Cambridgeshire, Denbighshire, North Yorkshire, Northamptonshire, Rotherham, Sheffield City,

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 (2)

Gender Split

LADY ISABELLA NAYLOR-LEYLAND, Other trusteeships: WENTWORTH ALMSHOUSES, THE FITZWILLIAM WENTWORTH AMENITY TRUST, LLANELIDAN VILLAGE HALL,

SIR PHILIP NAYLOR-LEYLAND BT. (Chair), Other trusteeships: WENTWORTH ALMSHOUSES, THE FITZWILLIAM WENTWORTH AMENITY TRUST, LLANELIDAN VILLAGE HALL, THE WENTWORTH CHARITY, THE WENTWORTH BARROW EDUCATIONAL FOUNDATION, WENTWORTH WOODHOUSE PRESERVATION TRUST, WENTWORTH CHARITY,

Legal constitution

Charity registered in England & Wales on 08/05/1975, number: 269388

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR22: 10 days late,

Main office

EARL FITZWILLIAM CHARITABLE TRUST
ESTATE OFFICE
MILTON PARK
PETERBOROUGH
PE3 9HD

Objectives

TO PAY OR APPLY THE INCOME TO SUCH CHARITABLE FOUNDATIONS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR DISCRETION SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources