Finance Score: -12

Governance Score: 9

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

ST EDMUNDS TRUST

fINANCIAL ASSISTANCE TO CHARITABLE ORGANISATIONS FOR THE TREATRMENT OR CARE OF SICK OR DISABLED PERSONS

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

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 2 occasions over the last 5 years
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
30/06/22		£40	£168	£-128	n/a	n/a	n/a	n/a	n/a	0
30/06/21		£38	£81	£-43	n/a	n/a	n/a	n/a	n/a	0
30/06/20		£54	£121	£-67	n/a	n/a	n/a	n/a	n/a	7
30/06/19	*	£56	£81	£-25	n/a	n/a	n/a	n/a	n/a	0
30/06/18	*	£61	£137	£-76	£0	£0	£0	n/a	0	0
30/06/17		£62	£111	£-49	£0	£0	£0	n/a	0	0
30/06/16		£56	£9	£47	£0	£0	£0	n/a	0	0
30/06/15		£55	£75	£-20	£0	£0	£0	n/a	0	0
30/06/14		£59	£96	£-37	£0	£0	£0	n/a	0	0
30/06/13		£55	£69	£-15	£0	£0	£0	n/a	0	0
30/06/12		£64	£128	£-64	£0	£0	£0	n/a	0	0
30/06/11	*	£67	£95	£-29	£0	£0	£0	n/a	0	0
30/06/10	*	£58	£63	£-5	£0	£0	£0	n/a	0	0
30/06/09	*	£67	£258	£-191	£0	£0	£0	n/a	0	0
30/06/08		£75	£269	£-194	£0	£0	£0	n/a	0	0
30/06/07	*	£77	£95	£-18	£0	£0	£0	n/a	0	0
30/06/06	*	£90	£281	£-192	£0	£0	£0	n/a	0	0
30/06/05		£91	£92	£0	£0	£0	£0	n/a	0	0
30/06/04	*	£100	£59	£41	£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

www.stedmundstrust.co.uk

graeme.kirk@ellisonsolicitors.com

01284763333

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Suffolk,

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 (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 39-71

DR JAMES STEWART GILMOUR Appointed: 2021, Occupation: General Practioner, Other trusteeship: GREAT BARTON SCOUT GROUP,

IAN SHIPP Appointed: 2022, Occupation: Company Director

ISA MARY JULIA WAKELAM Appointed: 2022, Occupation: Retired

HEATHER SONNET Appointed: 2020, Occupation: Financial Consultant

KIRK VAUGHAN Appointed: 2019, Occupation: Client Services Director

NEVILLE JAMES HORN Appointed: 2019, Occupation: Investment Manager

SIMON BROWN Appointed: 2017, Occupation: Caring Manager, Other trusteeship: WEST STOW SAXON VILLAGE TRUST,

Legal constitution

Charitable company registered in England & Wales on 05/05/1977, number: 273357
Registered at Companies House on 02/02/1977, number: 01296735

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR19: 19 days late, AR18: 119 days late, AR11: 1 days late, AR10: 115 days late, AR09: 11 days late, AR07: 111 days late, AR06: 46 days late, AR04: 45 days late,

Main office

Ellisons Solicitors
Suite 1A, Linden Square
146 Kings Road
BURY ST. EDMUNDS
Suffolk
IP33 3DJ

Objectives

THE OBJECTS FOR WHICH THE TRUST IS ESTABISHED ARE TO RELIEVE SICKNESS FOR THE PUBLIC BENEFIT BY MAKING GRANTS TO ORGANISATIONS IN WEST SUFFOLK PROVIDING TREATMENT, CARE OR SUPPORT TO SICK OR DISABLED PERSONS.

Defined Area of Benefit:

NOT DEFINED - NORMALLY LOCAL

Data Sources