Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

SOUTHOVER MANOR GENERAL EDUCATIONAL TRUST LIMITED

To make grants to advance for the public benefit the education of persons under the age of 25 years in any manner being exclusively charitable as the Governing Body of the Trust may from time to time determine.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23	£124	£136	£-12	n/a	n/a	n/a	n/a	n/a
31/03/22	£121	£124	£-3	n/a	n/a	n/a	n/a	n/a
31/03/21	£118	£99	£18	n/a	n/a	n/a	n/a	n/a
31/03/20	£119	£126	£-7	n/a	n/a	n/a	n/a	n/a
31/03/19	£117	£129	£-12	n/a	n/a	n/a	n/a	n/a
31/03/18	£117	£94	£23	£0	£0	£0	n/a	0
31/03/17	£113	£117	£-4	£0	£0	£0	n/a	0
31/03/16	£111	£134	£-23	£0	£0	£0	n/a	0
31/03/15	£108	£80	£29	£0	£0	£0	n/a	0
31/03/14	£108	£114	£-7	£0	£0	£0	n/a	0
31/03/13	£115	£111	£4	£0	£0	£0	n/a	0
31/03/12	£114	£107	£7	£0	£0	£0	n/a	0
31/03/11	£113	£112	£1	£0	£0	£0	n/a	0
31/03/10	£110	£145	£-34	£0	£0	£0	n/a	0
31/03/09	£111	£68	£43	£0	£0	£0	n/a	0
31/03/08	£104	£66	£38	£0	£0	£0	n/a	0
31/03/07	£101	£115	£-15	£0	£0	£0	n/a	0
31/03/06	£98	£89	£8	£0	£0	£0	n/a	0
31/03/05	£104	£117	£-13	£0	£0	£0	n/a	0
31/03/04	£105	£124	£-19	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 36 years

southovermanortrust.org.uk

info@southovermanortrust.org.uk

07946434919

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Education support services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

East Sussex, West Sussex,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-81

OCTAVIA CHARLOTTE DAVIES - GILBERT Appointed: 2021

CLAIRE POOL Appointed: 2013, Occupation: Housewife

IAN JAMES JUNGIUS (Chair) Appointed: 2015, Occupation: Retired Headteacher

JOHN MICHAEL FARMER Appointed: 2004, Occupation: Retired Teaching

MARCUS JONATHAN CHARLES HANBURY Appointed: 2014, Occupation: Executive Search Consultant

SOPHIE CATHERINE HEPWORTH Appointed: 2016, Occupation: None

SUSAN ANNE WINN Appointed: 2016, Occupation: Retired Headteacher

CLARE MARY DUFFIELD Appointed: 2003, Occupation: Housewife, Other trusteeship: THE COMMITTEE OF MANAGEMENT OF MICHAEL'S FIELD,

CAROLINE BRAND Appointed: 2016, Occupation: General Practitioner, Other trusteeship: CUMNOR HOUSE SCHOOL TRUST,

Legal constitution

Charitable company registered in England & Wales on 11/07/1988, number: 299593
Registered at Companies House on 12/05/1988, number: 02256900

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Safeguarding policy and procedures
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; all on time

Main office

The Smithy
The Street
Sutton
PULBOROUGH
West Sussex
RH20 1PS

Objectives

TO ADVANCE FOR THE PUBLIC BENEFIT THE EDUCATION OF BOYS AND GIRLS UNDER THE AGE OF 25 YEARS IN ANY MANNER BEING EXCLUSIVELY CHARITABLE AS THE GOVERNING BODY OF THE TRUST MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources