Finance Score: 2

Governance Score: 3

Support Score: 3

Poor Liquidity: -1
Good Reserves: +1Good reserves management: +3
Pension deficit: -1

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 8

THE ERIC WRIGHT CHARITABLE TRUST

The Trust is a general purpose charity with a particular interest in supporting young people and the elderly in the North West of England

Analysis by Giving is Great

Positives:

The charity has received Government grants
More than half of total income was derived from trading and fees in the latest year
Reserves management has been consistently within official guidelines
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
There is a pension deficit of £2,482,000

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
31/12/22	£187,034	£179,727	£7,307	£42	£105,085	£105,085	7	0
31/12/21	£176,787	£173,558	£3,229	£22	£92,834	£92,834	6.4	0
31/12/20	£219,531	£213,431	£6,100	£1	£81,762	£81,762	4.6	0
31/12/19	£236,679	£233,718	£2,961	£7	£78,029	£78,029	4	0
31/12/18	£184,013	£180,798	£3,215	£8	£76,022	£76,022	5	667
31/12/17	£5,284	£1,403	£3,881	£7	£70,916	£70,916	606.6	666
31/12/16	£35,026	£1,344	£33,682	£6	£66,981	£66,981	598	647
31/12/15	£359	£1,056	£-698	£0	£0	£0	n/a	0
31/12/14	£869	£945	£-75	£44	£15,877	£15,877	201.7	18
31/12/13	£839	£835	£4	£26	£14,760	£14,760	212.1	18
31/12/12	£891	£739	£152	£28	£14,136	£14,136	229.6	0
31/12/11	£584	£575	£9	£17	£13,450	£13,450	280.8	0
31/12/10?	£584	£413	£171	£31	£13,329	£13,329	386.9	0
31/03/09	£859	£398	£461	£32	£13,245	£13,245	398.9	0
31/03/08	£592	£418	£174	£11	£15,636	£15,636	448.7	0
31/03/07	£592	£423	£169	£15	£15,659	£15,659	444.6	10
31/03/06	£547	£458	£89	£0	£0	£0	n/a	0
31/03/05	£472	£355	£117	£0	£0	£0	n/a	0
31/03/04	£456	£232	£224	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 11.3%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 55%
Liabilities/Income: 71%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 7 months
Net Current Assets/Spending: 4 months
Quick Ratio: 0.3

Asset Split ?

Established: 33 years

ericwright.co.uk/charitable-trust/

EWCharitableTrust@ericwright.co.uk

01772694698

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes

GiG Classification

Services for young people

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Throughout England And Wales,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ALISON WRIGHT Appointed: 2013

CATHERINE JANE WILSON Appointed: 2020

HUGH MACDONALD

JANETTE MICHELE COLLIER Appointed: 2019

MICHAEL EDWARD COLLIER

MARTIN NEWSHOLME Appointed: 2020

PETER MARTIN Appointed: 2024

Legal constitution

Charity registered in England & Wales on 17/05/1991, number: 1002966

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Main office

THE ERIC WRIGHT CHARITABLE TRUST
c/o THE ERIC WRIGHT GROUP
SCEPTRE HOUSE, SCEPTRE WAY
BAMBER BRIDGE
PRESTON
PR5 6AW

Objectives

FOR OR TOWARDS SUCH CHARITABLE PURPOSES AND TO MAKE DONATIONS TO SUCH CHARITABLE BODY TRUST INSTITUTION OR ORGANISATION AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT

Defined Area of Benefit:

NOT DEFINED

Data Sources