Finance Score: -4

Governance Score: 3

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

KESWICK HALL CHARITY

SUMMARY:Activities initiated by Trustees (highest priority)Support for bodies concerned with RE (excluding costs of resources normally met by Education Authorities and Governing Bodies)Provision of materials for study by teachers/other adults engaged in RESupport for individuals taking RE courses. RE Research that provides practical applications of the outcomes for the teaching of RE

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
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 56 years

www.keswickhalltrust.org.uk

admin@keswickhalltrust.org.uk

07760433409

Charity Commission for England and Wales

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	£145	£119	£25	n/a	n/a	n/a	n/a	n/a
31/03/22	£149	£125	£24	n/a	n/a	n/a	n/a	n/a
31/03/21	£424	£132	£292	n/a	n/a	n/a	n/a	n/a
31/03/20	£174	£178	£-4	n/a	n/a	n/a	n/a	n/a
31/03/19	£173	£876	£-703	n/a	n/a	n/a	n/a	n/a
31/03/18	£189	£232	£-43	£0	£0	£0	n/a	0
31/03/17	£164	£429	£-265	£0	£0	£0	n/a	0
31/03/16	£166	£121	£46	£0	£0	£0	n/a	0
31/03/15	£409	£369	£40	£0	£0	£0	n/a	0
31/03/14	£183	£226	£-44	£0	£0	£0	n/a	0
31/03/13	£191	£1,045	£-855	£0	£0	£0	n/a	0
31/03/12	£225	£164	£61	£0	£0	£0	n/a	0
31/03/11	£191	£129	£62	£0	£0	£0	n/a	0
31/03/10	£214	£112	£103	£0	£0	£0	n/a	0
31/03/09	£228	£35	£193	£0	£0	£0	n/a	0
31/03/08	£189	£870	£-681	£0	£0	£0	n/a	0
31/03/07	£177	£170	£7	£0	£0	£0	n/a	0
31/03/06	£174	£252	£-78	£0	£0	£0	n/a	0
31/03/05	£160	£165	£-5	£0	£0	£0	n/a	0
31/03/04	£153	£144	£9	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
Religious Activities

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees:

DR ROGER LEONARD AXWORTHY Appointed: 2023

HELEN MARGARET MATTER Appointed: 2023

JANE MARY ECCLESTON Appointed: 2016

LAUREN MOORE Appointed: 2018

PAUL NICHOLAS DUNNING Appointed: 2017

SUSAN MARY PAICE Appointed: 2017

JANE SHEAT, Other trusteeship: ELIZABETH WALTER,

STEPHEN MASHFORD Appointed: 2022, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST VIGOR WITH ALL SAINTS, FULBOURN,

ANTHEA JANE KENNA Appointed: 2019, Occupation: Retired, Other trusteeships: THE HOCKERILL EDUCATIONAL COMPANY LIMITED, HOCKERILL EDUCATIONAL FOUNDATION, NATIONAL GOVERNANCE ASSOCIATION,

CANON PETER BENSON MAXWELL (Chair) Appointed: 2012, Occupation: None Stated, Other trusteeship: THE ELY DIOCESAN BOARD OF FINANCE,

Legal constitution

Charity registered in England & Wales on 08/10/1968, number: 311246

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
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
Safeguarding 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

Keswick Hall Trust
Lovewell Blake LLP
Bankside 300 Peachman Way
Broadland Business Park
NORWICH
NR7 0LB

Objectives

THE OBJECT OF THE CHARITY IS TO ADVANCE FOR THE PUBLIC BENEFIT EDUCATION IN ANY PART OF THE WORLD WHERE THE CHURCH OF ENGLAND MAY BE AT WORK IN SUCH WAYS AS THE MANAGING TRUSTEES MAY, FROM TIME TO TIME, DETERMINE, INCLUDING BY:(A) THE PROMOTION, ENCOURAGEMENT AND SUPPORT, INCLUDING RESEARCH IN AND DEVELOPMENT OF RELIGIOUS EDUCATION IN EDUCATIONAL INSTITUTIONS, INCLUDING THE TRAINING OF MINISTERS OF RELIGION, BY THE PROVISION OR ASSISTANCE IN THE PROVISION OF INSTRUCTION, CLASSES, LECTURES BOOKS, LIBRARIES AND READING ROOMS AND ANY ASSOCIATED EQUIPMENT OR RESOURCES;(B) PROMOTING THE EFFICIENCY AND EFFECTIVENESS OF EDUCATIONAL INSTITUTIONS AND THE EFFICIENT AND EFFECTIVE APPLICATION OF RESOURCES FOR SUCH PURPOSES;(C) ADVANCING THE EDUCATION AND TRAINING OF PEOPLE WHO WORK, VOLUNTEER OR GOVERN IN EDUCATIONAL INSTITUTIONS, IN PARTICULAR THOSE PERSONS WHO ARE, OR WHO INTEND TO BECOME, ENGAGED AS TEACHERS OR OTHERWISE IN WORK CONNECTED WITH RELIGIOUS EDUCATION, IN ORDER TO ASSIST THOSE PERSONS TO DELIVER A HIGH QUALITY EDUCATION TO PUPILS, STUDENTS AND THE COMMUNITIES SERVED BY THOSE INSTITUTIONS;(D) THE PROVISION AND CONDUCT OF A CHAPEL AND CHAPLAINCY PROVIDING FOR RELIGIOUS WORSHIP, CARE AND INSTRUCTION; AND(E) THE GRANTING OF FINANCIAL ASSISTANCE TO EDUCATIONAL INSTITUTIONS ESTABLISHED FOR CHARITABLE PURPOSES ONLY.(2) THE OBJECT SHALL BE CONDUCTED IN ACCORDANCE WITH THE PRINCIPLES AND DOCTRINES OF THE CHURCH OF ENGLAND; AND(3) “EDUCATIONAL INSTITUTION” MEANS ANY ACADEMY, SCHOOL, COLLEGE OR PLACE OF HIGHER OR FURTHER EDUCATION OR ANY OTHER INSTITUTION HAVING AS ITS PURPOSE EDUCATION, OR PROMOTION OF THE EDUCATION OF CHILDREN OR ADULTS OR CHILDREN AND ADULTS.

Defined Area of Benefit:

NOT DEFINED

Data Sources