Finance Score: -9

Governance Score: 3

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

LORD PHILLIMORE'S CHARITABLE TRUST

General charitable purposes. Though grants may be made for any purposes, the trustees particularly consider requests for grants in three specific geographic areas. The area local to Shiplake and Dunsden including South Oxfordshire, The Holland Park area of London, The area local to Crichel Downs, Dorset .

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years 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	*	£16	£42	£-26	n/a	n/a	n/a	n/a	n/a
05/04/22		£14	£58	£-44	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£35	£73	£-38	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£44	£78	£-33	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£38	£96	£-58	n/a	n/a	n/a	n/a	n/a
05/04/18		£47	£82	£-36	£0	£0	£0	n/a	0
05/04/17	*	£34	£221	£-187	£0	£0	£0	n/a	0
05/04/16		£41	£74	£-33	£0	£0	£0	n/a	0
05/04/15	*	£156	£94	£62	£0	£0	£0	n/a	0
05/04/14		£180	£73	£107	£0	£0	£0	n/a	0
05/04/13		£179	£198	£-19	£0	£0	£0	n/a	0
05/04/12	*	£97	£140	£-44	£0	£0	£0	n/a	0
05/04/11	*	£144	£82	£63	£0	£0	£0	n/a	0
05/04/10	*	£19	£51	£-32	£0	£0	£0	n/a	0
05/04/09	*	£135	£61	£74	£0	£0	£0	n/a	0
05/04/08		£163	£41	£122	£0	£0	£0	n/a	0
05/04/07	*	£162	£120	£42	£0	£0	£0	n/a	0
05/04/06		£158	£36	£122	£0	£0	£0	n/a	0
05/04/05		£154	£15	£139	£0	£0	£0	n/a	0
05/04/04	*	£119	£15	£104	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 41 years

charity@phillimore.org

0300 303 3385

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations

Where it operates

Throughout England,

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 (3)

Current Trustees appointed

Gender Split

JEMMA ELIZABETH PHILLIMORE Appointed: 2021

LADY NATHALIE BERTHE LOUISA PHILLIMORE Appointed: 2018

ANDREW HUGH PENNY Appointed: 2015, Other trusteeships: THE CORPORATION OF THE CHURCH HOUSE, HAMPSTEAD CHURCHES YOUTH COMMITTEE, LASPEN TRUST, DAVID SOLOMONS CHARITABLE TRUST, BAMPTON CLASSICAL OPERA, CARIS CAMDEN, C4WS HOMELESS PROJECT,

Legal constitution

Charity registered in England & Wales on 20/05/1983, number: 287067

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 1 days late, AR21: 24 days late, AR20: 144 days late, AR19: 251 days late, AR17: 2 days late, AR15: 2 days late, AR12: 17 days late, AR11: 68 days late, AR10: 2 days late, AR09: 61 days late, AR07: 1 days late, AR04: 34 days late,

Main office

The Old Stables
Hampstead Farm
Binfield Heath
HENLEY-ON-THAMES
Oxfordshire

Objectives

THE FURTHERANCE OF SUCH CHARITABLE PURPOSE OR PURPOSES AND IF MORE THAN ONE IN SUCH PROPORTIONS AND IN SUCH MANNER IN ALL RESPECTS AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources