Finance Score: 0

Governance Score: 2

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 2

THE ROBERTSWOOD TRUST

General charitable activities

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
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
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
05/04/23	£7	£7	£-1	n/a	n/a	n/a	n/a	n/a
05/04/22	£3	£7	£-4	n/a	n/a	n/a	n/a	n/a
05/04/21	£2	£7	£-5	n/a	n/a	n/a	n/a	n/a
05/04/20	£4	£3	£0	n/a	n/a	n/a	n/a	n/a
05/04/19	£3	£4	£0	n/a	n/a	n/a	n/a	n/a
05/04/18	£4	£4	£-1	£0	£0	£0	n/a	0
05/04/17	£3	£2	£1	£0	£0	£0	n/a	0
05/04/16	£3	£3	£0	£0	£0	£0	n/a	0
05/04/15	£3	£4	£-1	£0	£0	£0	n/a	0
05/04/14	£4	£9	£-6	£0	£0	£0	n/a	0
05/04/13	£5	£29	£-24	£0	£0	£0	n/a	0
05/04/12	£5	£7	£-2	£0	£0	£0	n/a	0
05/04/11	£3	£5	£-1	£0	£0	£0	n/a	0
05/04/10	£3	£6	£-3	£0	£0	£0	n/a	0
05/04/09	£3	£3	£0	£0	£0	£0	n/a	0
05/04/08	£3	£4	£-1	£0	£0	£0	n/a	0
05/04/07	£2	£2	£0	£0	£0	£0	n/a	0
05/04/06	£3	£6	£-3	£0	£0	£0	n/a	0
05/04/05	£6	£3	£3	£0	£0	£0	n/a	0
05/04/04	£6	£5	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 41 years

jonathon@cloke.co.uk

02076388992

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

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Gender Split

CAMILLA FIELD

JONATHON D R HOLT Appointed: 2022

LINDA JOYCE COUSINS Appointed: 2000

TOMMASO GEORGE SACCHI

JANE SACCHI (Chair), Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BIBURY WITH WINSON AND BARNSLEY,

LOUIS GREIG Appointed: 2022, Other trusteeships: THE ALLIGATOR TRUST, JANDSFORD TRUST, 11Arches,

Legal constitution

Charity registered in England & Wales on 13/04/1983, number: 286833

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

20 returns made; all on time

Main office

CLOKE & CO
475 SALISBURY HOUSE
LONDON WALL
LONDON
EC2M 5QQ

Objectives

SUCH CHARITABLE TRUSTS AND FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR UNCONTROLLED DISCRETION FROM TIME TO TIME DETERMINE AND WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING TO PRESERVE, TEND, CULTIVATE AND PROTECT THE WOODLANDS KNOWN AS ROBERTSWOOD AS NATURAL WOODLANDS AND THE NATURAL HABITATS THEREIN, THEIR PLANT AND ANIMAL LIFE, AND AMENITY AND SCIENTIFIC VALUE FOR THE BENEFIT OF THE COMMUNITY AT LARGE.

Defined Area of Benefit:

WENDOVER

Data Sources