Finance Score: -3

Governance Score: -1

Support Score: 0

Spending declining: -1
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: -4

THE MONEYBURY CHARITABLE TRUST

We make small donations, generally not exceeding -£200 each.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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
Spending is declining
On several occasions in recent years income has been less than spending

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	*	£5	£5	£1	n/a	n/a	n/a	n/a	n/a
05/04/22		£5	£7	£-2	n/a	n/a	n/a	n/a	n/a
05/04/21		£4	£0	£4	n/a	n/a	n/a	n/a	n/a
05/04/20		£7	£6	£1	n/a	n/a	n/a	n/a	n/a
05/04/19		£5	£7	£-2	n/a	n/a	n/a	n/a	n/a
05/04/18		£6	£8	£-2	£0	£0	£0	n/a	0
05/04/17		£6	£1	£5	£0	£0	£0	n/a	0
05/04/16		£5	£8	£-2	£0	£0	£0	n/a	0
05/04/15		£5	£0	£5	£0	£0	£0	NAN	0
05/04/14		£5	£8	£-3	£0	£0	£0	n/a	0
05/04/13		£4	£1	£4	£0	£0	£0	n/a	0
05/04/12		£3	£3	£0	£0	£0	£0	n/a	0
05/04/11		£4	£4	£-1	£0	£0	£0	n/a	0
05/04/10		£4	£3	£1	£0	£0	£0	n/a	0
05/04/09		£5	£5	£0	£0	£0	£0	n/a	0
05/04/08		£5	£6	£-1	£0	£0	£0	n/a	0
05/04/07?		£4	£4	£0	£0	£0	£0	n/a	0
05/04/05		£4	£3	£1	£0	£0	£0	n/a	0
05/04/04		£3	£3	£0	£0	£0	£0	n/a	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 34 years

07795 618319

Charity Commission for England and Wales

Listed activities

Animals
Armed Forces/Emergency Service Efficiency
Disability
Environment/Conservation/Heritage
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

CAROLINE COKE

ANTHONY BONSOR, Other trusteeship: STEAMSHIP SHIELDHALL CHARITY,

Legal constitution

Charity registered in England & Wales on 07/02/1990, number: 328521

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR23: 90 days late,

Main office

East Salt Grass
Saltgrass Lane
Keyhaven
LYMINGTON
SO41 0TQ

Objectives

TO OR FOR THE BENEFIT OF ONE OR MORE OF THE FOLLOWING BENEFICIARIES: (A) ANY QUALIFIED CHARITY. (B) ANY FORMER SERVANT OR EMPLOYEE WHETHER FULL OR PART TIME OF THE SETTLOR OR HIS WIFE PERSONALLY WHO IS BEYOND RETIREMENT AGE (AND NO LONGER IN ANY REMUNERATED EMPLOYMENT) AND WHO IN THE OPINION OF THE TRUSTEES IN NEED OF FINANCIAL ASSISTANCE. (C) ANY RETIRED CLERK IN HOLY ORDERS OF THE CHURCH OF ENGLAND WHO IS IN NEED OF FINANCIAL ASSISTANCE. (D) ANY PERSON WHO IS BEYOND RETIREMENT AGE (AND NO LONGER IN ANY REMUNERATED EMPLOYMENT) RESIDING IN THE DISTRICTS OF DECORUM (HERTFORDSHIRE) AYLESBURY VALE (BUCKINGHAMSHIRE) OR SOUTH BEDFORDSHIRE WHO IS IN NEED OF FINANCIAL ASSISTANCE. FOR FURTHER DETAILS SEE CLAUSE 3 OF THE TRUST DEED.

Defined Area of Benefit:

NOT DEFINED

Data Sources