Finance Score: -2

Governance Score: 6

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Positive trading contribution: +2;Multiple Deficits: -2

Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 7

BRUNTS CHARITY

The Charity continues to carry out the original bequests of Samuel Brunts by providing finance for Brunts Educational Foundation and benefits for the elderly in the form of pensions, almshouses and other projects.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £9,513,412 available, equivalent to 103 months of spending and so may not be able to utilise additional funding
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	£917	£1,108	£-191	£0	£15,525	£9,513	103.1	9
31/03/22	£888	£995	£-107	£0	£15,698	£9,506	114.7	8
31/03/21	£833	£979	£-145	£0	£14,801	£9,087	111.4	8
31/03/20	£859	£1,018	£-159	£0	£13,307	£8,193	96.6	8
31/03/19	£881	£945	£-64	£0	£14,274	£8,658	109.9	7
31/03/18	£835	£715	£120	£0	£13,737	£8,410	141.1	8
31/03/17	£810	£587	£223	£0	£13,663	£8,199	167.6	8
31/03/16	£819	£650	£169	£0	£12,446	£7,445	137.4	8
31/03/15	£789	£680	£109	£70	£12,956	£7,396	130.5	9
31/03/14	£732	£624	£108	£56	£12,477	£6,923	133.1	9
31/03/13	£652	£894	£-242	£53	£12,169	£6,660	89.4	9
31/03/12	£614	£772	£-158	£71	£11,641	£6,443	100.2	9
31/03/11	£593	£860	£-267	£51	£11,621	£7,096	99	10
31/03/10	£600	£836	£-236	£13	£11,696	£7,226	103.7	11
31/03/09	£608	£777	£-169	£6	£11,239	£6,995	108	10
31/03/08	£675	£718	£-43	£14	£12,252	£7,607	127.1	10
31/03/07	£633	£716	£-83	£14	£11,526	£7,554	126.6	9
31/03/06	£624	£595	£30	£0	£0	£0	n/a	0
31/03/05	£589	£486	£103	£0	£0	£0	n/a	0
31/03/04	£904	£398	£506	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 1%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 61%
Reserves/Spending: 103.1 months
Net Current Assets/Spending: 80 months
Quick Ratio: 13.2

Asset Split ?

Established: 62 years

bruntscharity.org.uk

maria@bruntscharity.org.uk

01623623055

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides other finance

Where it operates

Nottinghamshire,

Who it helps

Elderly/Old People

Who works here?

9 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ISABEL JACKSON Appointed: 2023

JAYNE BENSON Appointed: 2019

JOHN COXHEAD Appointed: 2021

MALCOLM SAGE Appointed: 2007

REBECCA BOTTOMLEY Appointed: 2021

TERRY CLAY Appointed: 2021

DAWN UNDY (Chair) Appointed: 2023, Other trusteeship: MANSFIELD EDUCATIONAL FOUNDATION,

PAUL HENSHAW Appointed: 2023, Other trusteeship: QUEEN ELIZABETH'S ENDOWED SCHOOL TRUST,

SALLY HIGGINS Appointed: 2002, Other trusteeship: MANSFIELD EDUCATIONAL FOUNDATION,

STEPHEN GARNER Appointed: 1996, Other trusteeship: QUEEN ELIZABETH'S ENDOWED SCHOOL TRUST,

Legal constitution

Charity registered in England & Wales on 29/11/1962, number: 213407

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Brunts Chambers
2 Toothill Lane
Mansfield
NG18 1NJ

Objectives

1. ú1 PA FOR THE BENEFIT OF THE CONGREGATION DESCRIBED IN THE WILL OF SAMUEL BRUNT'S AS JOHN FLETCHER'S CONGREGATION. 2. ú1,000 PA TO THE GOVERNORS OF BRUNTS GRAMMAR SCHOOL. 3. ADDITIONAL PAYMENTS NOT EXCEEDING ú1,000 PA TO THE SAID GOVERNORS AS THE CHARITY COMMISSIONERS APPROVE. 4. GENERAL BENEFIT OF THE POOR (FOR MEANS OF APPLICATION SEE SCHEME DATED 8 JULY 1958).

Defined Area of Benefit:

FORMER BOROUGH OF MANSFIELD.

Data Sources