Finance Score: -2

Governance Score: 1

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE SIMON DIGBY (SHERBORNE) MEMORIAL TRUST

Promoting and supporting the work of local organisations for the general benefit of the inhabitants of Sherborne, Dorset and the surrounding neighbourhood.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

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
31/03/23		£33	£69	£-36	n/a	n/a	n/a	n/a	n/a
31/03/22		£32	£20	£12	n/a	n/a	n/a	n/a	n/a
31/03/21		£30	£34	£-4	n/a	n/a	n/a	n/a	n/a
31/03/20		£37	£251	£-213	n/a	n/a	n/a	n/a	n/a
31/03/19		£38	£57	£-19	n/a	n/a	n/a	n/a	n/a
31/03/18		£37	£106	£-69	£0	£0	£0	n/a	0
31/03/17		£39	£46	£-7	£0	£0	£0	n/a	0
31/03/16		£40	£44	£-4	£0	£0	£0	n/a	0
31/03/15		£35	£32	£3	£0	£0	£0	n/a	0
31/03/14		£42	£63	£-21	£0	£0	£0	n/a	0
31/03/13		£35	£109	£-74	£0	£0	£0	n/a	0
31/03/12	*	£42	£72	£-30	£0	£0	£0	n/a	0
31/03/11	*	£39	£40	£-2	£0	£0	£0	n/a	0
31/03/10	*	£41	£38	£3	£0	£0	£0	n/a	0
31/03/09		£47	£27	£20	£0	£0	£0	n/a	0
31/03/08		£44	£72	£-28	£0	£0	£0	n/a	0
31/03/07		£42	£38	£4	£0	£0	£0	n/a	0
31/03/06		£42	£45	£-3	£0	£0	£0	n/a	0
31/03/05		£43	£36	£8	£0	£0	£0	n/a	0
31/03/04		£36	£28	£8	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 35 years

www.sherborne-tc.gov.uk

s.shield@sherborne-tc.gov.uk

01935812807

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Dorset,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

CHRISTOPHER MARK WILLS KIPPAX Appointed: 2022

CLLR FRANCES MARGARET CROSSMAN Appointed: 2019, Other trusteeship: SHERBORNE FOOD BANK,

CLLR JILL WARBURTON Appointed: 2015, Other trusteeships: FRIENDS OF THE YEATMAN HOSPITAL, SHERBORNE FOOD BANK,

ELIZABETH JANE CARLING Appointed: 2019

JONATHAN ALBERT ANDREWS, Other trusteeship: SHERBORNE SPORTS TRUST LIMITED,

JULIET PENTOLFE Appointed: 2015

KENELM EDWARD WINGFIELD DIGBY Appointed: 2015, Other trusteeships: SIMON DIGBY CHARITABLE TRUST, COLESHILL GRAMMAR SCHOOL ENDOWMENT FOUNDATION,

MARIA WINGFIELD DIGBY Appointed: 2017, Occupation: Property Management, Other trusteeships: SHERBORNE SCHOOL FOR GIRLS, SHERBORNE SPORTS AND LEISURE LIMITED,

MRS SUSAN GREENE

ROBIN LEGG Appointed: 2015

RICHARD HENRY GEOFFREY CRABB Appointed: 2022

SURESH JEGANATHAN Appointed: 2020

VAUGHAN COLERIDGE - MATTHEWS Appointed: 2019

WILLIAM TAYLOR Appointed: 2019

Legal constitution

Charity registered in England & Wales on 09/05/1989, number: 801462

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

28/01/2016 - Asset transfer in from SHERBORNE PAROCHIAL CHARITIES
28/01/2016 - Asset transfer in from THE SHERBORNE PAGEANT (1905) FUND

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management

Filing Record

20 returns made; AR12: 57 days late, AR11: 170 days late, AR10: 205 days late,

Main office

SHERBORNE TOWN COUNCIL
THE MANOR HOUSE
NEWLAND
SHERBORNE
DT9 3JL

Objectives

SUCH CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE TOWN OF SHERBORNE IN THE COUNTY OF DORSET AND THE TRUSTEES SHALL THINK FIT.

Defined Area of Benefit:

THE TOWN OF SHERBORNE AND THE NEIGHBOURHOOD

Data Sources