Finance Score: -7

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -5

THE ALPER CHARITABLE TRUST

To provide grants and donations to organisations, other charities and young people to assist with training and education in the arts and culture.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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		£5	£7	£-3	n/a	n/a	n/a	n/a	n/a
31/12/21		£5	£7	£-3	n/a	n/a	n/a	n/a	n/a
31/12/20?		£5	£9	£-4	n/a	n/a	n/a	n/a	n/a
05/09/19	*	£9	£13	£-4	n/a	n/a	n/a	n/a	n/a
05/09/18	*	£6	£9	£-3	£0	£0	£0	n/a	0
05/09/17	*	£10	£13	£-3	£0	£0	£0	n/a	0
05/09/16?	*	£10	£16	£-6	£0	£0	£0	n/a	0
05/09/13	*	£10	£10	£0	£0	£0	£0	n/a	0
05/09/12	*	£9	£11	£-2	£0	£0	£0	n/a	0
05/09/11	*	£9	£7	£2	£0	£0	£0	n/a	0
05/09/10	*	£10	£6	£4	£0	£0	£0	n/a	0
05/09/09	*	£13	£13	£0	£0	£0	£0	n/a	0
05/09/08	*	£12	£15	£-3	£0	£0	£0	n/a	0
05/09/07	*	£11	£14	£-3	£0	£0	£0	n/a	0
05/09/06	*	£11	£6	£5	£0	£0	£0	n/a	0
05/09/05	*	£12	£7	£5	£0	£0	£0	n/a	0
05/09/04	*	£12	£11	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 48 years

simonalper@yahoo.co.uk

07768081143

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Cambridgeshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

ANDREW MUNCEY

JOANNE DAPHNE ALPER

OCTAVIA GRACE ZENOCRATE FORREST Appointed: 2019

SIMON ALPER (Chair)

Legal constitution

Charity registered in England & Wales on 13/10/1976, number: 272104

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

17 returns made; AR19: 202 days late, AR18: 562 days late, AR17: 924 days late, AR16: 1289 days late, AR13: 1468 days late, AR12: 714 days late, AR11: 711 days late, AR10: 457 days late, AR09: 822 days late, AR08: 652 days late, AR07: 718 days late, AR06: 824 days late, AR05: 995 days late, AR04: 1078 days late,

Main office

22 Paddock Way
Chedburgh
BURY ST. EDMUNDS
Suffolk
IP294UY

Objectives

TO APPLY THE CAPITAL AND INCOME OF THE CHARITY TO SUCH OBJECTS AS ARE AT LAW CHARITABLE AS THE TRUSTEES MAY DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources