Finance Score: -9

Governance Score: -2

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Deficit latest year: -2
No PartB

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

Large volunteers +3

Overall GiG Score: -8

CLARKE-FOLEY ADDINGHAM TRUST

Financial assistance for the elderly of Addingham.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
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
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
Income was significantly lower than spending in the latest year

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	Volun- teers
05/04/22	*	£50	£73	£-23	n/a	n/a	n/a	n/a	n/a	15
05/04/21		£37	£2	£36	n/a	n/a	n/a	n/a	n/a	15
05/04/20	*	£41	£44	£-2	n/a	n/a	n/a	n/a	n/a	15
05/04/19	*	£43	£39	£4	n/a	n/a	n/a	n/a	n/a	15
05/04/18		£48	£26	£22	£0	£0	£0	n/a	0	6
05/04/17		£37	£29	£8	£0	£0	£0	n/a	0	0
05/04/16		£37	£40	£-3	£0	£0	£0	n/a	0	0
05/04/15		£25	£32	£-7	£0	£0	£0	n/a	0	0
05/04/14		£36	£29	£6	£0	£0	£0	n/a	0	0
05/04/13		£27	£20	£7	£0	£0	£0	n/a	0	0
05/04/12		£25	£19	£6	£0	£0	£0	n/a	0	0
05/04/11		£26	£33	£-8	£0	£0	£0	n/a	0	0
05/04/10		£19	£15	£4	£0	£0	£0	n/a	0	0
05/04/09		£23	£16	£7	£0	£0	£0	n/a	0	0
05/04/08		£15	£13	£3	£0	£0	£0	n/a	0	0
05/04/07		£12	£13	£-1	£0	£0	£0	n/a	0	0
05/04/06		£14	£12	£2	£0	£0	£0	n/a	0	0
05/04/05		£12	£11	£2	£0	£0	£0	n/a	0	0
05/04/04		£11	£11	£0	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 45 years

ajerome504@btinternet.com

01943830267

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Bradford City,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
15 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

BARBARA CHANTRY

ALAN HOWARD JEROME (Chair), Other trusteeships: ALAN JEROME CHARITABLE TRUST, TRUST PROPERTY HELD IN CONNECTION WITH ADDINGHAM YOUTH COUNCIL, ADDINGHAM VILLAGE HALL, ADDINGHAM OLD SCHOOL TRUST,

JUDITH MARY IDLE, Other trusteeship: THE FRIENDS OF ST PETER'S ADDINGHAM,

Legal constitution

Charity registered in England & Wales on 25/01/1979, number: 508416

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR22: 50 days late, AR20: 2 days late, AR19: 12 days late,

Main office

HOLME HOUSE
LOW MILL LANE
ADDINGHAM
ILKLEY
LS29 0QP

Objectives

TO PROVIDE FOR THE NEEDS AND RELIEF OF ELDERLY PERSONS IN ADDINGHAM WHETHER BY ASSISTING THE VOLUNTARY ORGANISATIONS AFFILIATED TO THE TRUST OR OTHERWISE.

Defined Area of Benefit:

ADDINGHAM

Data Sources