Finance Score: -1

Governance Score: -6

Support Score: 0

Large legacies income: +2
Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
Static board: -3

No supporters identified

Overall GiG Score: -7

THE PURIE-HARWELL TRUST

Education of young people and promotion of good health

Analysis by Giving is Great

Positives:

This charity has received more than half of its income from legacies in recent years
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 3 trustees
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

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
31/12/22		£36	£681	£-645	n/a	n/a	n/a	n/a	n/a
31/12/21		£480	£1	£479	n/a	n/a	n/a	n/a	n/a
31/12/20		£653	£1	£651	£0	£651	£651	5741.5	0
31/12/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/17	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/16	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/15	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/14	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 43 years

rgifford@uwclub.net

01594822330

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for young people

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

India, Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

ZERBANOO GIFFORD Appointed: 2019

ALEXANDER JOHN SCOTT Appointed: 2019, Other trusteeship: THE ASHA FOUNDATION,

ADRIAN MARK LOCHER Appointed: 2019, Occupation: Charity Director, Other trusteeships: ANTHROPOSOPHICAL ASSOCIATION LIMITED, ANTHROPOSOPHICAL SOCIETY IN GREAT BRITAIN, EURYTHMY UK LTD,

Legal constitution

Charity registered in England & Wales on 20/05/1981, number: 282477

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

9 returns made; AR17: 299 days late, AR16: 664 days late, AR15: 1016 days late, AR14: 1381 days late,

Main office

GUNN MILL HOUSE
SPOUT LANE
MITCHELDEAN
GL17 0EA

Objectives

FOR THE ADVANCEMENT OF EDUCATION AND THE PRESERVATION AND RELIEF OF ILL-HEALTH. (SEE TRUST DEED FOR FULL DETAILS).

Defined Area of Benefit:

UNDEFINED

Data Sources