Finance Score: -25

Governance Score: -10

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -5 times
Multiple Deficits and declines: -5
Dormant: -10
No PartB

Submission defaults: -10
2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -35

THE PHILLIPS FUND

The purpose o fthe Charity is to provide donations for any and all charitable purposes as directed by the settlors, Andrew and Penelope Phillips (Lord and Lady Phillips of Sudbury). The settlors support education, third world, arts and christian charities and charitable purposes with an emphasis on local donations. A variety of donations were made in the year, mosty to local charities.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There have been multiple defaults for filing returns
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
Latest accounts are overdue for filing and returns have been filed late on 5 occasions over the last 5 years
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending
This charity appears to be dormant

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/19?	*	£1	£10	£-8	n/a	n/a	n/a	n/a	n/a
05/04/17	*	£3	£3	£-1	£0	£0	£0	n/a	0
05/04/16	*	£4	£4	£0	£0	£0	£0	n/a	0
05/04/15	*	£3	£9	£-6	£0	£0	£0	n/a	0
05/04/14	*	£16	£8	£8	£0	£0	£0	n/a	0
05/04/13	*	£9	£4	£5	£0	£0	£0	n/a	0
05/04/12	*	£39	£12	£26	£0	£0	£0	n/a	0
05/04/11		£20	£3	£17	£0	£0	£0	n/a	0
05/04/10	*	£6	£6	£0	£0	£0	£0	n/a	0
05/04/09	*	£34	£6	£28	£0	£0	£0	n/a	0
05/04/08	*	£14	£4	£10	£0	£0	£0	n/a	0
05/04/07?	*	£28	£5	£23	£0	£0	£0	n/a	0
05/04/04	*	£11	£9	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 49 years

01787882151

Charity Commission for England and Wales

This Charity appears to be dormant

Listed activities

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

GiG Classification

Christian congregations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Suffolk,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

LADY PHILLIPS OF SUDBURY Appointed: 2012

LORD PHILLIPS OF SUDBURY OBE (Chair), Other trusteeship: ME TOO,

Legal constitution

Charity registered in England & Wales on 03/10/1975, number: 270040

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

13 returns made; AR19: 774 days late, AR17: 17 days late, AR16: 369 days late, AR15: 75 days late, AR14: 45 days late, AR13: 410 days late, AR12: 176 days late, AR10: 358 days late, AR09: 684 days late, AR08: 1049 days late, AR07: 1415 days late, AR04: 447 days late,

Main office

RIVER HOUSE
THE CROFT
SUDBURY
CO10 1HW

Objectives

TO APPLY THE INCOME OF THE TRUST FUND AS THE SETTLERS MAY DETERMINE FROM TIME TO TIME TO THE TRUSTEES TO SUCH ONE OR MORE CHARITIES AND/OR TO SUCH CHARITABLE PURPOSES SUBJECT TO UCH TERMS AND CONDITIONS AS THE SETTLERS FROM TIME TO TIME DIRECT.

Defined Area of Benefit:

NOT DEFINED

Data Sources