Finance Score: -7

Governance Score: 0

Support Score: 0

Accounts overdue -5
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: -7

BERGQVIST CHARITABLE TRUST

The charity promotes health, the arts, education and the environment, by making grants to specialist registered charities and community organisations. There is a particular emphasis on epilepsy and psychiatric research projects and assisting people with epilepsy and mental health conditions.

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
Latest accounts are overdue for filing
On several occasions in recent years income has been less than spending

Established: 31 years

patricia@quintadelarosa.com

01296748560

Charity Commission for England and Wales

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
31/12/21		£44	£56	£-12	n/a	n/a	n/a	n/a	n/a
31/12/20		£50	£56	£-7	n/a	n/a	n/a	n/a	n/a
31/12/19		£56	£46	£9	n/a	n/a	n/a	n/a	n/a
31/12/18		£45	£49	£-4	£0	£0	£0	n/a	0
31/12/17		£50	£51	£-1	£0	£0	£0	n/a	0
31/12/16		£54	£34	£20	£0	£0	£0	n/a	0
31/12/15		£48	£47	£0	£0	£0	£0	n/a	0
31/12/14		£44	£48	£-4	£0	£0	£0	n/a	0
31/12/13	*	£48	£40	£8	£0	£0	£0	n/a	0
31/12/12		£37	£35	£2	£0	£0	£0	n/a	0
31/12/11		£44	£52	£-7	£0	£0	£0	n/a	0
31/12/10		£66	£69	£-3	£0	£0	£0	n/a	0
31/12/09		£65	£59	£6	£0	£0	£0	n/a	0
31/12/08	*	£70	£83	£-13	£0	£0	£0	n/a	0
31/12/07		£75	£68	£7	£0	£0	£0	n/a	0
31/12/06		£67	£71	£-4	£0	£0	£0	n/a	0
31/12/05		£64	£49	£15	£0	£0	£0	n/a	0
31/12/04		£65	£85	£-20	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Disability
Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives

How it operates

Makes Grants to Organisations

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 (3)

Gender Split

PATRICIA ANN BERGQVIST

PHILIP ERIK PETER BERGQVIST

SOPHIA CLAIRE BERGQVIST

Legal constitution

Charity registered in England & Wales on 10/12/1992, number: 1015707

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

18 returns made; AR13: 122 days late, AR08: 32 days late,

Main office

MOAT FARM
WATER LANE
FORD
AYLESBURY
HP17 8XD

Objectives

GENERAL CHARITABLE PURPOSES

Defined Area of Benefit:

NOT DEFINED

Data Sources