Finance Score: -5

Governance Score: -1

Support Score: 0

Volatile income & significant deficit in latest year: -5
No PartB

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

No supporters identified

Overall GiG Score: -6

THE ROSEMARY BUGDEN CHARITABLE TRUST

The objects of the Charity are wide and the Trustees may pay, or apply, both income and capital for such charitable purposes as they, in their absolute discretion, see fit. The Trust does, however, promote and give particular support to music education in state schools in the old county of Avon.

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 2 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 has been volatile recently and was significantly lower than spending in the latest year

Established: 36 years

01179069300

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
05/04/23		£18	£31	£-12	n/a	n/a	n/a	n/a	n/a
05/04/22		£22	£22	£0	n/a	n/a	n/a	n/a	n/a
05/04/21		£23	£24	£-1	n/a	n/a	n/a	n/a	n/a
05/04/20		£26	£24	£2	n/a	n/a	n/a	n/a	n/a
05/04/19		£24	£25	£-1	n/a	n/a	n/a	n/a	n/a
05/04/18		£22	£28	£-6	£0	£0	£0	n/a	0
05/04/17		£23	£22	£2	£0	£0	£0	n/a	0
05/04/16		£23	£24	£-1	£0	£0	£0	n/a	0
05/04/15	*	£23	£14	£9	£0	£0	£0	n/a	0
05/04/14	*	£15	£7	£8	£0	£0	£0	n/a	0
05/04/13	*	£11	£17	£-6	£0	£0	£0	n/a	0
05/04/12		£13	£33	£-20	£0	£0	£0	n/a	0
05/04/11	*	£28	£34	£-6	£0	£0	£0	n/a	0
05/04/10	*	£24	£27	£-4	£0	£0	£0	n/a	0
05/04/09	*	£34	£44	£-10	£0	£0	£0	n/a	0
05/04/08	*	£33	£43	£-10	£0	£0	£0	n/a	0
05/04/07?	*	£29	£44	£-15	£0	£0	£0	n/a	0
05/04/04	*	£29	£68	£-39	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Bristol City, Gloucestershire, North Somerset,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

JOHN WETHERHERD SHARPE, Other trusteeship: THE OLDHAM FOUNDATION,

SANDRA BROWN Appointed: 2017, Other trusteeship: THE DUDLEY DODD CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 30/11/1987, number: 327626

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

18 returns made; AR15: 22 days late, AR14: 2 days late, AR13: 367 days late, AR11: 80 days late, AR10: 1 days late, AR09: 2 days late, AR08: 6 days late, AR07: 372 days late, AR04: 76 days late,

Main office

Michelmores LLP
10 Victoria Street
Bristol
BS1 6BN

Objectives

UPON TRUST TO PAY OR APPLY THE SAME AND SHALL ALSO AT THEIR DISCRETION APPLY THE TRUST FUND OR ANY PART OR PARTS THEREOF FOR SUCH CHARITY OR CHARITIES OR CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources