Finance Score: -2

Governance Score: -3

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Only 3 Trustees: -2

No supporters identified

Overall GiG Score: -5

THE ELIZABETHAN TRUST

Raising the quality and extending the scope of education available to young persons and supporting the objectives of Oakham School

Analysis by Giving is Great

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
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
31/08/23	£143	£226	£-83	n/a	n/a	n/a	n/a	n/a
31/08/22	£122	£216	£-94	n/a	n/a	n/a	n/a	n/a
31/08/21	£94	£208	£-114	n/a	n/a	n/a	n/a	n/a
31/08/20	£130	£213	£-83	n/a	n/a	n/a	n/a	n/a
31/08/19	£107	£212	£-105	n/a	n/a	n/a	n/a	n/a
31/08/18	£103	£212	£-109	£0	£0	£0	n/a	0
31/08/17	£131	£293	£-162	£0	£0	£0	n/a	0
31/08/16	£116	£187	£-71	£0	£0	£0	n/a	0
31/08/15	£1,209	£196	£1,013	£4	£4,602	£3,017	184.6	0
31/08/14	£69	£181	£-112	£0	£0	£0	n/a	0
31/08/13	£83	£159	£-76	£0	£0	£0	n/a	0
31/08/12	£60	£159	£-100	£0	£0	£0	n/a	0
31/08/11	£67	£205	£-138	£0	£0	£0	n/a	0
31/08/10	£91	£210	£-119	£0	£0	£0	n/a	0
31/08/09	£85	£208	£-123	£0	£0	£0	n/a	0
31/08/08	£96	£197	£-101	£0	£0	£0	n/a	0
31/08/07	£100	£191	£-91	£0	£0	£0	n/a	0
31/08/06	£138	£164	£-26	£0	£0	£0	n/a	0
31/08/05	£142	£165	£-22	£0	£0	£0	n/a	0
31/08/04	£138	£143	£-6	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 46 years

01572758600

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Primary schools

How it operates

Makes Grants to Organisations

Where it operates

Rutland,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

NEIL ANDREW WRIGHT Appointed: 2023

PROFESSOR N T GORMAN Appointed: 2016, Other trusteeship: OAKHAM SCHOOL,

IAN ROGER SUMMERTON Appointed: 2020, Other trusteeships: THE THOMAS EDWARD CLARKE TRUST, FUNDAYS IN NOTTINGHAMSHIRE, OAKHAM SCHOOL, NOTTINGHAM UNIVERSITY HOSPITALS CHARITY,

Legal constitution

Charity registered in England & Wales on 25/09/1978, number: 507950

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures

Filing Record

20 returns made; all on time

Main office

OAKHAM SCHOOL
CHAPEL CLOSE
MARKET PLACE
OAKHAM
LE15 6DT

Objectives

(I) RAISING THE QUALITY AND EXTENDING THE SCOPE OF EDUCATION AVAILABLE TO YOUNG PERSONS BEYOND THE LIMITS TO WHICH THEIR PARENTS COULD OTHERWISE AFFORD. (II) ENRICHING THE LIFE OF YOUNG PERSONS. (III) THE PURPOSES OF OAKHAM SCHOOL. (IV) THE ADVANCEMENT OF EDUCATION. AND IN SO PAYING OR APPLYING THE INCOME THE TRUSTEES SHALL HAVE REGARD (BUT NOT EXCLUSIVELY) TO THE OBJECTIVES FOR WHICH ARCHDEACON JOHNSON FOUNDED OAKHAM SCHOOL.

Defined Area of Benefit:

NOT DEFINED

Data Sources