Finance Score: 4

Governance Score: 0

Support Score: 0

Large legacies income: +2
Strong growth: +2
No PartB

No conflicts policy: -1
Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

THE MICHAEL O'SULLIVAN CHARITABLE TRUST

Supporting people with disability and/or epilepsy.

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 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

Financial issues to consider:

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

Established: 42 years

01428 656562

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
05/04/23		£182	£149	£33	n/a	n/a	n/a	n/a	n/a
05/04/22		£111	£91	£19	n/a	n/a	n/a	n/a	n/a
05/04/21		£3,799	£22	£3,777	£0	£4,375	£4,375	2387.4	0
05/04/20		£12	£8	£4	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£7	£4	£3	n/a	n/a	n/a	n/a	n/a
05/04/18		£11	£4	£7	£0	£0	£0	n/a	0
05/04/17		£11	£3	£7	£0	£0	£0	n/a	0
05/04/16		£10	£3	£7	£0	£0	£0	n/a	0
05/04/15		£6	£4	£2	£0	£0	£0	n/a	0
05/04/14		£9	£4	£5	£0	£0	£0	n/a	0
05/04/13		£8	£5	£3	£0	£0	£0	n/a	0
05/04/12		£9	£5	£4	£0	£0	£0	n/a	0
05/04/11		£7	£6	£2	£0	£0	£0	n/a	0
05/04/10		£8	£3	£5	£0	£0	£0	n/a	0
05/04/09		£9	£4	£5	£0	£0	£0	n/a	0
05/04/08	*	£9	£2	£7	£0	£0	£0	n/a	0
05/04/07	*	£7	£5	£3	£0	£0	£0	n/a	0
05/04/06	*	£10	£7	£3	£0	£0	£0	n/a	0
05/04/05	*	£8	£7	£1	£0	£0	£0	n/a	0
05/04/04		£8	£6	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

CATHERINE AUSTIN

FINBARR JOSEPH O'MAHONY

RICHARD CHAMBERLAIN

Legal constitution

Charity registered in England & Wales on 02/02/1982, number: 326026

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures

Filing Record

20 returns made; AR19: 5 days late, AR08: 37 days late, AR07: 39 days late, AR06: 10 days late, AR05: 9 days late,

Main office

Blue Hills
Three Gates Lane
HASLEMERE
Surrey
GU27 2ET

Objectives

TO PAY OR APPLY THE CAPITAL OF THE TRUST FUND AND THE ANNUAL INCOME THEREOF TO OR FOR THE CHARITABLE PURPOSES OF SUCH CHARITAABLE ORGANISATIONS AND BODIES WITHIN THE UNITED KINGDOM AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL THINK FIT IN SUCH SHARES AND IN SUCH MANNER IN ALL RESPECTS AS THE TRUSTEES MAY IN THEIR LIKE DISCRETION THINK FIT.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources