Finance Score: -6

Governance Score: 2

Support Score: 0

Spending declining: -1
Multiple Deficits and declines: -5
No PartB

12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

HELWEL TRUST

Any charitable purpose connected to or relating to the provision of medical care and services, advancement of education or relief of poverty, sickness or distress among the peoples of the entire Continent of Africa. Activities are almost entirely fundraising and grant giving.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 17 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile and on several occasions in recent years 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	Volun- teers
31/03/23	*	£35	£40	£-5	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£42	£55	£-14	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£45	£43	£2	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£85	£36	£49	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£32	£49	£-17	n/a	n/a	n/a	n/a	n/a	17
31/03/18		£54	£76	£-23	£0	£0	£0	n/a	0	0
31/03/17		£24	£19	£5	£0	£0	£0	n/a	0	0
31/03/16		£35	£55	£-20	£0	£0	£0	n/a	0	0
31/03/15		£35	£32	£3	£0	£0	£0	n/a	0	0
31/03/14		£48	£38	£10	£0	£0	£0	n/a	0	0
31/03/13		£63	£38	£25	£0	£0	£0	n/a	0	0
31/03/12		£43	£45	£-2	£0	£0	£0	n/a	0	0
31/03/11		£48	£53	£-5	£0	£0	£0	n/a	0	0
31/03/10		£23	£35	£-12	£0	£0	£0	n/a	0	0
31/03/09		£33	£49	£-16	£0	£0	£0	n/a	0	0
31/03/08		£30	£33	£-3	£0	£0	£0	n/a	0	0
31/03/07		£32	£21	£11	£0	£0	£0	n/a	0	0
31/03/06		£29	£19	£10	£0	£0	£0	n/a	0	0
31/03/05		£59	£30	£29	£0	£0	£0	n/a	0	0
31/03/04		£48	£46	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 47 years

http://www.helweltrust.co.uk

helwel@outlook.com

01600711518

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Overseas Aid/Famine Relief
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
Provides buildings/facilities/open space

Where it operates

South Africa,

Who it helps

Children/Young People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (17)

Gender Split

CANON ALLEN EDWARD HENRY RUTTER

CATHERINE ANNE BUDGETT-MEAKIN

DR CAROL FRENCH

DR ROLLO DAVID CLIFFORD Appointed: 2014

DR ANTHONY HOWARD MOWBRAY (Chair)

DR CAROLYN JANE MOWBRAY

DR MOIRA ANN PINKNEY Appointed: 2019

FRANCES CHRISTINE CLIFFORD Appointed: 2014

LISA MILLS Appointed: 2005

NIGEL PHILIP TAYLOR Appointed: 2021

REV WILLIAM MCCONNELL JOHNSTON Appointed: 2014

AMANDA JANE ARTHURTON, Other trusteeship: Siyakhanya,

ANDREW PEMBERTON, Other trusteeships: EDWARD TUPPEN WISE, PIMBURY CHARITY, WILLIAM CRATCHLEY, St Loe's, Seys and Bridges Foundation, Siyakhanya,

DAVID GORDON DAVIES Appointed: 2011, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ASHPRINGTON,

JILL SANDRA CAROLYN DAVIES Appointed: 2011, Other trusteeships: THE HEYDOWN TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ASHPRINGTON,

LIZ WILLIAMS, Other trusteeships: THE HEYDOWN TRUST, SWALLOW PARK, MONMOUTH MARCHES MINISTRY AREA,

REV OWEN DAVID WILLIAMS Appointed: 2016, Other trusteeship: SWALLOW PARK,

Legal constitution

Charity registered in England & Wales on 25/03/1977, number: 271713

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 6 days late,

Main office

Swallow Barn
Mitchel Troy
Monmouth
NP25 4HZ

Objectives

ANY CHARITABLE PURPOSE OR PURPOSES CONNECTED WITH OR RELATING TO THE PROMOTION OF CHRISTIANITY THE PROVISION OF MEDICAL CARE AND SERVICES THE ADVANCEMENT OF EDUCATION OR THE RELIEF OF POVERTY SICKNESS OR DISTRESS AMONG THE PEOPLES OF THE CONTINENT OF AFRICA.

Defined Area of Benefit:

AFRICA AND IN PARTICULAR ZULULAND, SOUTH AFRICA

Data Sources