Finance Score: -3

Governance Score: 5

Support Score: 0

Spending declining: -1
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE BEERCROCOMBE VILLAGE TRUST

The application of the income from the Trust in conformity with the provisions of the scheme.Mainly for the benefit of residents of Beercrocombe in promoting their religious, educational needs as well as other charitable purposes.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Spending is declining
On several occasions in recent years income has been less than spending

Established: 45 years

01823480634

Charity Commission for England and Wales

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
31/12/23		£2	£1	£1	n/a	n/a	n/a	n/a	n/a
31/12/22		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a
31/12/21?		£2	£1	£1	n/a	n/a	n/a	n/a	n/a
23/11/20		£2	£2	£-1	n/a	n/a	n/a	n/a	n/a
23/11/19		£2	£0	£2	n/a	n/a	n/a	n/a	n/a
23/11/18	*	£9	£9	£1	£0	£0	£0	n/a	0
23/11/17		£2	£1	£0	£0	£0	£0	n/a	0
23/11/16		£2	£0	£2	£0	£0	£0	n/a	0
23/11/15		£2	£2	£0	£0	£0	£0	n/a	0
23/11/14		£1	£2	£-1	£0	£0	£0	n/a	0
23/11/13		£2	£1	£1	£0	£0	£0	n/a	0
23/11/12		£2	£2	£0	£0	£0	£0	n/a	0
23/11/11		£1	£2	£-1	£0	£0	£0	n/a	0
23/11/10		£2	£4	£-2	£0	£0	£0	n/a	0
23/11/09		£2	£1	£1	£0	£0	£0	n/a	0
23/11/08		£2	£3	£-1	£0	£0	£0	n/a	0
23/11/07		£2	£1	£1	£0	£0	£0	n/a	0
23/11/06		£2	£1	£1	£0	£0	£0	n/a	0
23/11/05		£2	£2	£-1	£0	£0	£0	n/a	0
23/11/04		£2	£1	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Somerset,

Who it helps

Children/Young People
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

CLAIRE MARY MITCHEM Appointed: 2022

GRAHAM WALTER HARVEY Appointed: 2016

MAUREEN ANN LONGSTAFF Appointed: 2015

REAR ADMIRAL NIALL STUART RODERICK KILGOUR CB (Chair) Appointed: 2017, Other trusteeship: SURPLUS FUND OF THE ROYAL NAVY CLUB,

REV JOANNA KATHRYN PORTER Appointed: 2021, Other trusteeship: THE SEVEN SOWERS CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 23/11/1978, number: 276832

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR18: 128 days late,

Main office

The Old Rectory
Beercrocombe
TAUNTON
TA3 6AG

Objectives

TO PROMOTE IN ACCORDANCE WITH THE DOCTRINES OF THE CHURCH OF ENGLAND THE RELIGIOUS EDUCATION OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN THE PARISH OF BEERCROCOMBE BY MEANS OF A SUNDAY SCHOOL. 2. IN OR TOWARDS PROVIDING FOR ANY COUNTY OR VOLUNTARY SCHOOL ATTENDED BY CHILDREN RESIDENT IN THE SAID PARISH SUCH SPECIAL BENEFITS NOT NORMALLY PROVIDED BY THE LOCAL EDUCATION AUTHORITY. 3. IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN THE SAID PARISH AND WHO ARE IN NEED OF FINANCIAL HELP. (FOR DETAILS SEE CLAUSE 22).

Defined Area of Benefit:

PARISH OF BEERCROCOMBE

Data Sources