Finance Score: -2

Governance Score: 0

Support Score: 0

Deficit latest year: -2
No PartB

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

No supporters identified

Overall GiG Score: -2

MRS A LACY TATE TRUST

Grant making organisation for all aspects of charitable giving for all charitable purposes in East Suusex

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
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
Income was 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
05/04/23	*	£58	£67	£-9	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£88	£47	£41	n/a	n/a	n/a	n/a	n/a
05/04/21		£32	£26	£5	n/a	n/a	n/a	n/a	n/a
05/04/20		£68	£61	£8	n/a	n/a	n/a	n/a	n/a
05/04/19		£60	£51	£9	n/a	n/a	n/a	n/a	n/a
05/04/18		£67	£67	£-1	£0	£0	£0	n/a	0
05/04/17		£60	£56	£4	£0	£0	£0	n/a	0
05/04/16	*	£56	£53	£3	£0	£0	£0	n/a	0
05/04/15	*	£56	£59	£-2	£0	£0	£0	n/a	0
05/04/14	*	£56	£56	£0	£0	£0	£0	n/a	0
05/04/13		£56	£51	£4	£0	£0	£0	n/a	0
05/04/12		£53	£50	£3	£0	£0	£0	n/a	0
05/04/11		£52	£41	£10	£0	£0	£0	n/a	0
05/04/10		£50	£48	£2	£0	£0	£0	n/a	0
05/04/09		£52	£45	£7	£0	£0	£0	n/a	0
05/04/08		£42	£43	£-1	£0	£0	£0	n/a	0
05/04/07	*	£40	£40	£0	£0	£0	£0	n/a	0
05/04/06		£35	£43	£-7	£0	£0	£0	n/a	0
05/04/05		£41	£42	£-1	£0	£0	£0	n/a	0
05/04/04		£36	£36	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 34 years

01323411020

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

East Sussex,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

LESLEY ANN MACEY

LINDA ANN BURGESS

IAN MICHAEL ALEXANDER STEWART (Chair), Other trusteeships: THE QUEEN ALEXANDRA COTTAGE HOMES, ROY HUDSON TRUST, PEACE MEMORIAL HALL - HERSTMONCEUX, JOHN AND IRENE FOSTER CHARITY,

Legal constitution

Charity registered in England & Wales on 05/07/1990, number: 803596

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR23: 2 days late, AR22: 65 days late, AR16: 76 days late, AR15: 41 days late, AR14: 70 days late, AR07: 58 days late,

Main office

Heringtons Llp
37-39 Gildredge Road
EASTBOURNE
BN21 4RX

Objectives

(A) TO FURTHER SUCH CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OR SOME OF THEM OF THE COUNTY OF EAST SUSSEX AS THE TRUSTEES SHALL THINK FIT (B) TO RELIEVE IN CASES OF POVERTY HARDSHIP AND DISTRESS PERSONS WHO ARE RESIDENT IN THE COUNTY OF EAST SUSSEX (C) TO FURTHER EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF THE CHILDREN ATTENDING SCHOOLS IN THE COUNTY OF EAST SUSSEX (D) TO RELIEVE THE SUFFERING OF ANIMALS OF ANY SPECIES WITHIN THE COUNTY OF EAST SUSSEX WHO ARE IN NEED OF CARE AND ATTENTION.

Defined Area of Benefit:

COUNTY OF EAST SUSSEX

Data Sources