Finance Score: -1

Governance Score: 0

Support Score: 0

Spending declining: -1
No PartB

No supporters identified

Overall GiG Score: -1

FOUNDATION OF ANN POWTRELL

THE TRUST APPLIES DONATIONS TO YOUNG PEOPLE IN THE AREA TOWARD EXPENSES OF TRAINING AND/OR FURTHER EDUCATION AND TO ORGANISATIONS THAT PROVIDE/SUPPORT YOUNG PEOPLE

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

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

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
30/06/23		£12	£8	£4	n/a	n/a	n/a	n/a	n/a
30/06/22	*	£11	£9	£2	n/a	n/a	n/a	n/a	n/a
30/06/21		£11	£7	£4	n/a	n/a	n/a	n/a	n/a
30/06/20		£13	£5	£8	n/a	n/a	n/a	n/a	n/a
30/06/19		£14	£14	£0	n/a	n/a	n/a	n/a	n/a
30/06/18	*	£13	£7	£6	£0	£0	£0	n/a	0
30/06/17	*	£13	£9	£4	£0	£0	£0	n/a	0
30/06/16	*	£12	£9	£3	£0	£0	£0	n/a	0
30/06/15		£12	£8	£5	£0	£0	£0	n/a	0
30/06/14	*	£8	£19	£-11	£0	£0	£0	n/a	0
30/06/13	*	£8	£11	£-3	£0	£0	£0	n/a	0
30/06/12		£8	£13	£-5	£0	£0	£0	n/a	0
30/06/11	*	£8	£21	£-13	£0	£0	£0	n/a	0
30/06/10	*	£9	£6	£2	£0	£0	£0	n/a	0
30/06/09		£9	£6	£2	£0	£0	£0	n/a	0
30/06/08	*	£15	£29	£-14	£0	£0	£0	n/a	0
30/06/07	*	£12	£8	£4	£0	£0	£0	n/a	0
30/06/06		£13	£7	£5	£0	£0	£0	n/a	0
30/06/05		£13	£5	£8	£0	£0	£0	n/a	0
30/06/04	*	£12	£4	£7	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 47 years

bruce.broughton@btinternet.com

01159323531

Charity Commission for England and Wales

Listed activities

Disability
Education/Training

GiG Classification

Services for young people

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Derbyshire,

Who it helps

Children/Young People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

BARBARA BROWN Appointed: 2018

CHRISTOPHER HARTSHORN Appointed: 2013

JANET MARY HAYES

LOUISE BARBER Appointed: 2021

ROBERT FLATLEY Appointed: 2019

CAROL ANN HART, Other trusteeships: NEWDIGATE TRUST FUND, SCARGILL'S EDUCATIONAL FOUNDATION, DERBY COUNTY COMMUNITY TRUST, ACTIVE PARTNERS TRUST,

JUNE THORNTON Appointed: 2020, Other trusteeships: WEST HALLAM UNITED CHARITIES, NEWDIGATE TRUST FUND,

LINDA WEBSTER, Other trusteeship: NEWDIGATE TRUST FUND,

Legal constitution

Charity registered in England & Wales on 12/08/1977, number: 506638

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investing charity funds policy and procedures
Investment
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR22: 14 days late, AR18: 114 days late, AR17: 1 days late, AR16: 12 days late, AR14: 113 days late, AR13: 159 days late, AR11: 61 days late, AR10: 37 days late, AR08: 36 days late, AR07: 49 days late, AR04: 18 days late,

Main office

4 Park Hall Lane
West Hallam
ILKESTON
DE7 6HR

Objectives

INCOME TO BE APPLIED FOR THE BENEFIT OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT, OR WHO HAVE A PARENT OR PARENTS RESIDENT, IN THE PARISH OF WEST HALLAM AND WHO IN THE OPINION OF THE TRUSTEES ARE IN NEED OF FINANCIAL ASSISTANCE IN ONE OR MOREOF THE FOLLOWING WAYS:- (A) IN APPRENTICING SUCH PERSONS TO SOME USEFUL TRADE OR OCCUPATION. (B) IN ASSISTING SUCH PERSONS WHO ARE PREPARING FOR ENTERING UPON OR ENGAGED IN ANY PROFESSION TRADE OCCUPATION OR SERVICE. (C) IN AWARDING TO SUCH PERSONS EXHIBITIONS TENABLE AT ANY SECONDARY SCHOOL COLLEGE OF EDUCATION UNIVERSITY OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION. (D) IN OTHERWISE PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF SUCH PERSONS. FOR FURTHER DETAILS PLEASE SEE CLAUSE 22 OF THE SCHEME.

Defined Area of Benefit:

PARISH OF WEST HALLAM

Data Sources