Finance Score: -2

Governance Score: 0

Support Score: 0

Multiple Deficits: -2
No PartB

2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE AYLESFORD FAMILY CHARITABLE TRUST

SMALL FINANCIAL DONATIONS TO MAINLY LOCAL CHARITIES

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There are only 2 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
On several occasions in recent years income has been less than spending

Established: 35 years

sam@packingtonestate.co.uk

01676522020

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		£64	£58	£6	n/a	n/a	n/a	n/a	n/a
05/04/22		£58	£49	£9	n/a	n/a	n/a	n/a	n/a
05/04/21		£60	£73	£-14	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£65	£75	£-9	n/a	n/a	n/a	n/a	n/a
05/04/19		£62	£62	£0	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£59	£58	£1	£0	£0	£0	n/a	0
05/04/17		£56	£73	£-17	£0	£0	£0	n/a	0
05/04/16	*	£56	£83	£-27	£0	£0	£0	n/a	0
05/04/15		£51	£68	£-17	£0	£0	£0	n/a	0
05/04/14		£50	£54	£-4	£0	£0	£0	n/a	0
05/04/13		£47	£40	£8	£0	£0	£0	n/a	0
05/04/12		£49	£42	£6	£0	£0	£0	n/a	0
05/04/11		£49	£137	£-89	£0	£0	£0	n/a	0
05/04/10	*	£51	£58	£-7	£0	£0	£0	n/a	0
05/04/09		£58	£112	£-54	£0	£0	£0	n/a	0
05/04/08		£64	£37	£27	£0	£0	£0	n/a	0
05/04/07		£52	£63	£-11	£0	£0	£0	n/a	0
05/04/06	*	£53	£40	£13	£0	£0	£0	n/a	0
05/04/05		£45	£46	£-2	£0	£0	£0	n/a	0
05/04/04		£43	£48	£-5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

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?

Trustees (2)

Gender Split

LADY AYLESFORD, Other trusteeship: ST JAMES GREAT PACKINGTON TRUST,

LORD CHARLES AYLESFORD VL (Chair), Other trusteeships: COLESHILL GRAMMAR SCHOOL ENDOWMENT FOUNDATION, EDUCATIONAL FOUNDATION OF LADY KATHERINE LEVESON, THE COVENTRY HOSPITALS CHARITY, ST JAMES GREAT PACKINGTON TRUST, THE MISSION HOUSE CHARITY,

Legal constitution

Charity registered in England & Wales on 15/08/1989, number: 328299

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR20: 2 days late, AR18: 12 days late, AR16: 4 days late, AR10: 19 days late, AR06: 2 days late,

Main office

PACKINGTON HALL
MERIDEN
WARWICKSHIRE
CV7 7HF

Objectives

SUBJECT TO THE PROVISIONS HEREINAFTER CONTAINED IN PARAGRAPH (B) OF THIS CLAUSE THE CAPITAL OF THE SETTLED PROPERTY SHALL BE RETAINED BY THE TRUSTEES IN THEIR NAMES OR UNDER THEIR CONTROL AND THE INCOME OF THE SETTLED PROPERTY FROM TIME TO TIME RECEIVED BY THE TRUSTEES SHALL BE APPLIED BY THE TRUSTEES IN THE PAYMENT OF DONATIONS OR SUBSCRIPTIONS TO SUCH CHARITABLE INSTITUTION OR INSTITUTIONS FOR ALL OR ANY OF THE CHARITABLE OBJECTS OR PURPOSES THEREOF OR TO OR FOR SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES OR A MAJORITY OF NUMBER OF THE TRUSTEES SHALL IN THEIR DISCRETION FROM TIME TO TIME THINK FIT AND DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources