Finance Score: -5

Governance Score: -4

Support Score: 0

Accounts filed more than 5 days late: -2 times
Volatile income: -3
No PartB

No conflicts policy: -1
All male board: -3

No supporters identified

Overall GiG Score: -9

THE BERNERS TRUST

Our major sponsorship in the last and present financial years relates to the first staging in the UK of Berner's Opera Le Carrosse Du Saint-Sacrement (in English) by Dorset opera in July 2012.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently

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
05/04/23	*	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
05/04/22		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£97	£2	£95	n/a	n/a	n/a	n/a	n/a
05/04/20		£1	£1	£1	n/a	n/a	n/a	n/a	n/a
05/04/19		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
05/04/18		£3	£2	£1	£0	£0	£0	n/a	0
05/04/17		£3	£13	£-10	£0	£0	£0	n/a	0
05/04/16		£4	£3	£1	£0	£0	£0	n/a	0
05/04/15	*	£1	£4	£-3	£0	£0	£0	n/a	0
05/04/14		£0	£2	£-1	£0	£0	£0	n/a	0
05/04/13	*	£1	£11	£-10	£0	£0	£0	n/a	0
05/04/12	*	£1	£12	£-10	£0	£0	£0	n/a	0
05/04/11	*	£1	£12	£-11	£0	£0	£0	n/a	0
05/04/10	*	£2	£4	£-2	£0	£0	£0	n/a	0
05/04/09		£10	£9	£1	£0	£0	£0	n/a	0
05/04/08		£5	£13	£-8	£0	£0	£0	n/a	0
05/04/07		£5	£3	£3	£0	£0	£0	n/a	0
05/04/06?		£12	£0	£12	£0	£0	£0	n/a	0
05/04/04	*	£2	£0	£2	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 35 years

philiptlane@aol.com

01242226101

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DR PHILIP THOMAS LANE DMUS FTCL

PETER GREGORY ROSE Appointed: 2016

DR JONATHAN CLINCH (Chair) Appointed: 2023, Other trusteeships: THE SIR GEORGE DYSON TRUST, MULTITUDE OF VOYCES,

BARRY WORDSWORTH Appointed: 2022, Occupation: Conductor, Other trusteeship: HENRY WOOD HALL LIMITED,

Legal constitution

Charity registered in England & Wales on 14/12/1988, number: 800585

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; AR23: 35 days late, AR21: 13 days late, AR15: 341 days late, AR13: 154 days late, AR12: 519 days late, AR11: 118 days late, AR10: 263 days late, AR04: 85 days late,

Main office

10 TRAFALGAR STREET
CHELTENHAM
GL50 1UH

Objectives

&ROMOTION IN ENGLAND AND ANY OTHER PART OF THE WORLD OF THE PUBLIC UNDERSTANDING AND APPRECIATION OF THE MUSICAL LITERARY AND ARTISTIC WORKS OF GERALD HUGH 14TH BARON BERNERS WHO DIED ON 19TH APRIL 1950. THE ADVANCEMENT OF EDUCATION WITH A PREFERENCE FOR EDUCATION IN THE ARTS OF MUSIC, LITERATURE, DRAMA AND PAINTIND AND DRAWING AND WITH A FURTHER PREFERENCE WITHIN THE SAME FOR EDUCATION OF BRITISH STUDENTS OF SUCH ARTS OR ONE OR MORE OF THEM.

Defined Area of Benefit:

NOT DEFINED

Data Sources