Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

No conflicts policy: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: 2

THE FRED YOUNG TRUST

Gives financial help to residents of Mosterton over the age of 70 years.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/22		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
31/03/21		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£1	£1	£0	£0	£0	£0	n/a	0
31/03/17		£1	£1	£1	£0	£0	£0	n/a	0
31/03/16		£1	£1	£0	£0	£0	£0	n/a	0
31/03/15		£1	£1	£0	£0	£0	£0	n/a	0
31/03/14		£1	£1	£0	£0	£0	£0	n/a	0
31/03/13		£1	£1	£0	£0	£0	£0	n/a	0
31/03/12		£2	£1	£1	£0	£0	£0	n/a	0
31/03/11		£1	£1	£0	£0	£0	£0	n/a	0
31/03/10		£1	£1	£0	£0	£0	£0	n/a	0
31/03/09		£1	£1	£0	£0	£0	£0	n/a	0
31/03/08		£1	£1	£0	£0	£0	£0	n/a	0
31/03/07		£1	£1	£0	£0	£0	£0	n/a	0
31/03/06		£1	£1	£0	£0	£0	£0	n/a	0
31/03/05		£1	£1	£0	£0	£0	£0	n/a	0
31/03/04		£1	£1	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 35 years

sharynjbrown@gmail.com

01308867583

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Dorset,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

SHARYN BROWN Appointed: 2021

ANDREW HOUSE Appointed: 2021

MAUREEN SULLIVAN Appointed: 2024

TOBY EELES Appointed: 2018

THE REVD CANON DAVID BALDWIN Appointed: 2011, Other trusteeships: BEAMINSTER RELIEF IN NEED CHARITY, VISCOUNT PORTMAN'S CHARITABLE TRUST, THE SALISBURY DIOCESAN BOARD OF FINANCE, BEAMINSTER AND NETHERBURY GRAMMAR SCHOOL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 22/11/1988, number: 800309

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management

Filing Record

20 returns made; AR20: 191 days late,

Main office

3 MANOR VALE
MOSTERTON
BEAMINSTER
Dorset
DT8 3LF

Objectives

THE TRUSTEES SHALL APPLY THE CLEAR INCOME OF THE CHARITY AND AT THIER DISCRETION THE WHOLE OR PART OF THE PROPERTY THEREOF IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE PARISH OF MOSTERTON WITH A PREFERENCE FOR SUCH PERSONS WHO ARE OVER THE AGE OF 70 WHO ARE IN CONDITIONS OF NEED HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED HARDSHIP OR DISTRES OF SUCH PERSONS. THE TRUSTEES MAY PAY FOR SUCH ITEMS SERVICS OR FACILITIES BY WAY OF DONATIONS OR SUBSCRIPTIONS TO INSTITUTIONS OR ORGANISATIONS WHICH PROVIDE OR WHICH UNDERTAKE IN RETURN TO PROVIDE SUCH ITEMS SERVICES OR FACILITIES FOR SUCH PERSONS. IN EXCEPTIONAL CASES THE TRUSTEES MAY GRANT RELIEF TO PERSONS OTHERWISE ELIGIBLE THEREFOR WHO ARE RESIDENT IMMEDIATELY OUTSIDE THE SAID PARISH BUT IN THE OPINION OF THE TRUSTEES OUGHT NEVERTHELESS FOR SUFFICIENT REASON TO BE TREATED AS IF RESIDENT THEREIN OR WHO ARE LOCATED FOR THE TIME BEING WITHIN THAT PARISH

Defined Area of Benefit:

PARISH OF MOSTERTON, DORSET

Data Sources