Finance Score: -7

Governance Score: 2

Support Score: 0

Accounts overdue -5
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: -5

SPIELMAN CHARITABLE TRUST

The Trust provides grants to a range of institutions and individuals to help them deal with immediate needs. The Trust also supports a number of charities, particularly those engaged in caring for and educating children and young people in Bristol and the South West of England. It also provides grants to other charities that the trustees believe merit the support of the Trust.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

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
Latest accounts are overdue for filing
On several occasions in recent years income has been 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
05/04/22		£282	£278	£5	n/a	n/a	n/a	n/a	n/a
05/04/21		£227	£283	£-56	n/a	n/a	n/a	n/a	n/a
05/04/20		£256	£195	£61	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£262	£310	£-48	n/a	n/a	n/a	n/a	n/a
05/04/18		£284	£303	£-19	£0	£0	£0	n/a	0
05/04/17	*	£255	£307	£-51	£0	£0	£0	n/a	0
05/04/16		£254	£294	£-40	£0	£0	£0	n/a	0
05/04/15		£248	£270	£-22	£0	£0	£0	n/a	0
05/04/14		£240	£270	£-29	£0	£0	£0	n/a	0
05/04/13		£239	£269	£-30	£0	£0	£0	n/a	0
05/04/12		£214	£299	£-86	£0	£0	£0	n/a	0
05/04/11		£193	£258	£-65	£0	£0	£0	n/a	0
05/04/10		£203	£209	£-5	£0	£0	£0	n/a	0
05/04/09		£255	£226	£28	£0	£0	£0	n/a	0
05/04/08		£1,250	£212	£1,038	£10	£5,080	£5,080	287.9	1
05/04/07		£3,877	£387	£3,490	£7	£4,384	£4,384	135.8	1
05/04/06		£18	£25	£-7	£0	£0	£0	n/a	0
05/04/05		£17	£25	£-8	£0	£0	£0	n/a	0
05/04/04	*	£20	£26	£-6	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 45 years

spielmantrust@gmail.com

01179291929

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Bristol City,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

AMELIA HANN Appointed: 2020

ANNA JENNIFER MACCARTHY Appointed: 2020

KAREN PETERSEN HANN

MR P A COOPER

MR C J L MOORSOM (Chair), Other trusteeship: GRATEFUL SOCIETY,

Legal constitution

Charity registered in England & Wales on 23/08/1979, number: 278306

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR19: 69 days late, AR17: 136 days late, AR04: 41 days late,

Main office

Whitefriars Business Centre
2nd Floor, Whitefriars
Lewins Mead
Bristol
BS1 2NT

Objectives

GENERAL CHARITABLE PURPOSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources