Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE LIONEL ABEL-SMITH TRUST

Makes grants to individuals and organisations within the parish of Wendover, the Moor Park Estate and the houses to the right of Halton Lane from Moor Park up to Perch Bridge.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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
30/11/22		£228	£231	£-3	n/a	n/a	n/a	n/a	n/a
30/11/21		£216	£155	£61	n/a	n/a	n/a	n/a	n/a
30/11/20		£192	£188	£4	n/a	n/a	n/a	n/a	n/a
30/11/19		£228	£197	£32	n/a	n/a	n/a	n/a	n/a
30/11/18		£205	£202	£4	£0	£0	£0	n/a	0
30/11/17		£189	£272	£-82	£0	£0	£0	n/a	0
30/11/16		£186	£195	£-9	£0	£0	£0	n/a	0
30/11/15		£178	£168	£10	£0	£0	£0	n/a	0
30/11/14		£182	£146	£35	£0	£0	£0	n/a	0
30/11/13		£169	£144	£24	£0	£0	£0	n/a	0
30/11/12		£162	£150	£11	£0	£0	£0	n/a	0
30/11/11		£155	£196	£-41	£0	£0	£0	n/a	0
30/11/10		£126	£149	£-24	£0	£0	£0	n/a	0
30/11/09		£145	£139	£7	£0	£0	£0	n/a	0
30/11/08		£144	£128	£16	£0	£0	£0	n/a	0
30/11/07		£139	£83	£56	£0	£0	£0	n/a	0
30/11/06	*	£130	£68	£63	£0	£0	£0	n/a	0
30/11/05	*	£130	£390	£-259	£0	£0	£0	n/a	0
30/11/04		£172	£95	£77	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 45 years

www.wendovertrust.org

clerk@wendovertrust.org

07423266713

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Buckinghamshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
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 (10)

Current Trustees appointed

Gender Split

CAROLINE HARRINGTON Appointed: 2017

CLLR STEVE BOWLES Appointed: 2015

DR GWENLAIS MARY WILLIAMS (Chair)

MARION PATRICIA CLAYTON Appointed: 2011

SARAH PAMELA POTTER

SHEILA ELIZABETH BULPETT Appointed: 2021

STEVE BISHOP Appointed: 2017

WENDY RUTH GRAY

JOHN WILLIAM MAYHEAD CBE Appointed: 2017, Other trusteeship: THE FRIENDS OF WENDOVER HEALTH CENTRE,

ROBERT HUGH DUGGAN Appointed: 2015, Other trusteeships: WENDOVER DEMENTIA SUPPORT, WENDOVER SHED CHARITY,

Legal constitution

Charity registered in England & Wales on 17/08/1979, number: 274879

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR06: 2 days late, AR05: 36 days late,

Recent reorganisation events:

Asset transfer in from WILLIAM HILL'S CHARITY on 12/05/2022

Main office

Numbers Chartered Accountants
32 High Street
Wendover
AYLESBURY
Buckinghamshire
HP22 6EA

Objectives

TO MAKE SUCH PAYMENTS AND GENERALLY TO APPLY THE TRUST FUND AND THE INCOME THEREFROM FOR SUCH CHARITABLE OR EDUCATIONAL INSTITUTIONS OF THE TOWN OF WENDOVER BUCKINGHAMSHIRE AND ALSO FOR SUCH OTHER GENERAL CHARITABLE PURPOSES FOR THE BENEFIT OF WENDOVER OR ANY OF ITS INHABITANTS AS THE TRUSTEES SHALL DETERMINE.

Defined Area of Benefit:

WENDOVER

Data Sources