Finance Score: -2
Governance Score: 0
Support Score: 0
  • Accounts filed more than 5 days late: -2 times
  • No PartB
  • No conflicts policy: -1
  • Only 3 Trustees: -2
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -2 ?

THE M T AND S D BURTON CHARITABLE SETTLEMENT 

Donations are made at the discretion of the trustees and grants are normally made to cover health, arts, education and social needs.Donations to individuals will not be considered. Appeals should be in writing only to the trust managers. Unsuccessful appeals will not necessarily be acknowledged.
Analysis by Giving is Great

Positives:

  • There have been no material 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
  • Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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 Volun-
teers
05/04/23*£89£92£-2n/an/an/an/an/a0
05/04/22£85£74£11n/an/an/an/an/a0
05/04/21£83£75£8n/an/an/an/an/a0
05/04/20£82£61£21n/an/an/an/an/a0
05/04/19*£156£82£74n/an/an/an/an/a0
05/04/18*£88£77£12£0£0£0n/a00
05/04/17£79£80£-1£0£0£0n/a00
05/04/16*£85£74£11£0£0£0n/a00
05/04/15£62£191£-128£0£0£0n/a00
05/04/14£52£4£49£0£0£0n/a00
05/04/13£2£3£-1£0£0£0n/a00
05/04/12£3£3£0£0£0£0n/a00
05/04/11£3£3£1£0£0£0n/a00
05/04/10£4£3£1£0£0£0n/a00
05/04/09*£4£2£2£0£0£0n/a00
05/04/08£4£3£1£0£0£0n/a00
05/04/07*£3£3£0£0£0£0n/a00
05/04/06£3£2£1£0£0£0n/a00
05/04/05£2£4£-2£0£0£0n/a00
05/04/04£4£3£1£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 37 years

01920438230

Charity Commission for England and Wales
UN SDGs
?
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
  • The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Legal constitution
  • Charity registered in England & Wales on 26/05/1987, number: 327450
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Investing charity funds policy and procedures
Filing Record
20 returns made; AR23: 73 days late, AR19: 189 days late, AR18: 11 days late, AR16: 15 days late, AR09: 12 days late, AR07: 150 days late,
Main office

GLEBE HOUSE
SACOMBE
WARE
SG12 0JJ

Objectives

TO PAY OR APPLY THE INCOME OF THE TRUST FUND AND ALSO SO MUCH OF TE CAPITAL OF THE TRUST FUND AS THE SETTLOR MAY FROM TIME TO TIME DIRECT TO SUCH CHARITIES OR TO SUCH CHARITABLE PURPOSES AND IN SUCH PROPORTIONS AND IN SUCH MANNER AND SUBJECT TO SUCH TERMS AND CONDITIONS AS THE SETTLOR MAY FROM TIME TO TIME DIRECT AND SUBJECT TO OR AND IN DEFAULT OF ANY SUCH DIRECTION AS THE TRUSTEES MAY AT THEIR OWN UNCONTROLLED DISCRETION DETERMINE. (FOR FURTHER DETAILS SEE CLAUSE 2(2)).

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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