Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE SWINFEN BROUN CHARITABLE TRUST

The Trust applies the charity funds to help organisations and individuals within the boundaries of the City of Lichfield who qualify for help under the terms of the Trust Deed. For example it assists with the provision or maintenance of public halls, meeting places, playing fields, sports facilities, public gardens and public open spaces.

Analysis by Giving is Great

Positives:

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
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
31/07/23		£33	£29	£5	n/a	n/a	n/a	n/a	n/a
31/07/22		£27	£39	£-12	n/a	n/a	n/a	n/a	n/a
31/07/21		£23	£28	£-4	n/a	n/a	n/a	n/a	n/a
31/07/20	*	£30	£25	£5	n/a	n/a	n/a	n/a	n/a
31/07/19		£29	£29	£0	n/a	n/a	n/a	n/a	n/a
31/07/18		£27	£30	£-3	£0	£0	£0	n/a	0
31/07/17		£26	£25	£1	£0	£0	£0	n/a	0
31/07/16		£28	£24	£3	£0	£0	£0	n/a	0
31/07/15		£26	£21	£5	£0	£0	£0	n/a	0
31/07/14		£27	£29	£-2	£0	£0	£0	n/a	0
31/07/13		£27	£19	£7	£0	£0	£0	n/a	0
31/07/12		£25	£26	£-1	£0	£0	£0	n/a	0
31/07/11		£24	£16	£9	£0	£0	£0	n/a	0
31/07/10		£24	£19	£5	£0	£0	£0	n/a	0
31/07/09		£31	£23	£8	£0	£0	£0	n/a	0
31/07/08		£32	£35	£-4	£0	£0	£0	n/a	0
31/07/07		£30	£39	£-10	£0	£0	£0	n/a	0
31/07/06		£28	£31	£-4	£0	£0	£0	n/a	0
31/07/05		£27	£27	£0	£0	£0	£0	n/a	0
31/07/04		£25	£31	£-6	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 50 years

www.swinfenbroun.org.uk

clerk@swinfenbroun.org.uk

07506284831

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Staffordshire,

Who it helps

Children/Young People
Other Defined Groups
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

JEYARAJAN ANKETELL Appointed: 2024

CHRISTOPHER ADRIAN LAMB

IAN JAMIE CHECKLAND Appointed: 2024

JILL GUEST Appointed: 2021

JUDITH HELEN FOX Appointed: 2024

ROBERT PAUL YARDLEY Appointed: 2022

ANDREW FRANCIS SMITH (Chair) Appointed: 2017, Other trusteeships: LICHFIELD CONDUIT LANDS, THE FUND FOR STUDENTS,

ANTHONY DAVID THOMPSON, Other trusteeship: ST JOHN'S LICHFIELD,

JANET MAY EAGLAND, Other trusteeship: MICHAEL LOWE'S AND ASSOCIATED CHARITIES,

JANICE ANNE GREAVES Appointed: 2018, Other trusteeship: MUNICIPAL CHARITIES,

MRS GWYNETH BOYLE Appointed: 2016, Other trusteeships: LICHFIELD CONDUIT LANDS, ERASMUS DARWIN FOUNDATION,

MARK WARFIELD Appointed: 2018, Other trusteeship: MICHAEL LOWE'S AND ASSOCIATED CHARITIES,

Legal constitution

Charity registered in England & Wales on 08/08/1974, number: 503515

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
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR20: 8 days late,

Main office

PO Box 8680
BURTON-ON-TRENT
Staffordshire
DE14 9QB

Objectives

THE CAPITAL AND INCOME OF THE TRUST FUND IS TO BE APPLIED FOR SUCH EXCLUSIVELY CHARITABLE INSTITUTIONS OR PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT.PROVIDED THA NO PART OF THE TRUST FUND OR OF THE INCOME THEREOF SHALL BE PAID TO OR APPLIED FOR THE BENEFIT OF AN ECCLESIASTICAL CHARITY OR CHARITY FOR THE RELIEF OF POVERTY. (FOR FURTHER DETAILS SEE CLAUSES 3 AND 4 OF THE DECLARATION OF TRUST).

Defined Area of Benefit:

NOT DEFINED IN PRACTICE THE CITY OF LICHFIELD

Data Sources