Finance Score: -3

Governance Score: 0

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: -3

THE EVENTHALL FAMILY CHARITABLE TRUST

The charity supports a broad range of charitable activities.

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
Spending has fallen significantly over the last 5 years relative to the previous period
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
05/04/23		£73	£100	£-27	n/a	n/a	n/a	n/a	n/a
05/04/22		£70	£204	£-134	n/a	n/a	n/a	n/a	n/a
05/04/21		£220	£237	£-17	n/a	n/a	n/a	n/a	n/a
05/04/20		£86	£179	£-93	n/a	n/a	n/a	n/a	n/a
05/04/19		£90	£224	£-133	n/a	n/a	n/a	n/a	n/a
05/04/18		£86	£255	£-168	£0	£0	£0	n/a	0
05/04/17		£87	£580	£-493	£0	£0	£0	n/a	0
05/04/16		£105	£562	£-456	£0	£0	£0	n/a	0
05/04/15		£99	£545	£-446	£0	£0	£0	n/a	0
05/04/14		£142	£229	£-88	£0	£0	£0	n/a	0
05/04/13		£99	£257	£-158	£0	£0	£0	n/a	0
05/04/12	*	£128	£162	£-34	£0	£0	£0	n/a	0
05/04/11		£99	£255	£-156	£0	£0	£0	n/a	0
05/04/10		£124	£207	£-82	£0	£0	£0	n/a	0
05/04/09	*	£120	£231	£-112	£0	£0	£0	n/a	0
05/04/08	*	£135	£249	£-114	£0	£0	£0	n/a	0
05/04/07		£142	£193	£-51	£0	£0	£0	n/a	0
05/04/06	*	£116	£187	£-71	£0	£0	£0	n/a	0
05/04/05	*	£137	£204	£-67	£0	£0	£0	n/a	0
05/04/04	*	£159	£101	£58	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 34 years

efct@rectella.com

01282 478 200

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Cheshire East, Cheshire West & Chester, Lancashire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

EMILY ROSE EVENTHALL Appointed: 2022

JULIA LOUISE EVENTHALL Appointed: 2003

DAVID HOWARD EVENTHALL Appointed: 1989, Other trusteeship: FEDERATION OF JEWISH SERVICES,

Legal constitution

Charity registered in England & Wales on 08/05/1990, number: 803178

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR12: 141 days late, AR09: 133 days late, AR08: 7 days late, AR06: 46 days late, AR05: 30 days late, AR04: 32 days late,

Main office

PO BOX 490
ALTRINCHAM
WA14 2ZT

Objectives

TO OR FOR THE CHARITABLE PURPOSES OF SUCH BODIES, ASSOCIATIONS OR ORGANISATIONS AS SHALL AT THE DATE OF THE PAYMENT OR APPLICATION BE ESTABLISHED FOR CHARITABLE PURPOSES ONLY ACCORDING TO THE LAW OF ENGLAND AND WALES OR MAY BE PAID OR APPLIED FOR SUCH OTHER OBJECTS AS SHALL BE CHARITABLE ACCORDING TO THE LAW OF ENGLAND THINK FIT UPON SUCH CONDITIONS (IF ANY) AND IN SUCH MANER IN ALL RESPECTS AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources