Finance Score: -4

Governance Score: -5

Support Score: 0

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

Only 3 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -9

THE A B GRACE TRUST

The charity administers the trust set up by the will of Mrs A B Grace 13 July 1979. The beneficiaries are specifically named in the will. The charity cannot donate to any other good causes.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are only 3 trustees
The Board is completely male
Over half the Board have joined recently

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
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
31/12/23		£62	£73	£-11	n/a	n/a	n/a	n/a	n/a
31/12/22		£49	£54	£-5	n/a	n/a	n/a	n/a	n/a
31/12/21		£43	£51	£-8	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£39	£38	£1	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£47	£59	£-11	n/a	n/a	n/a	n/a	n/a
31/12/18		£43	£44	£-1	£0	£0	£0	n/a	0
31/12/17		£89	£58	£31	£0	£0	£0	n/a	0
31/12/16?		£142	£25	£117	£0	£0	£0	n/a	0
17/06/15		£46	£45	£0	£0	£0	£0	n/a	0
17/06/14		£45	£57	£-12	£0	£0	£0	n/a	0
17/06/13		£43	£44	£-1	£0	£0	£0	n/a	0
17/06/12		£41	£44	£-3	£0	£0	£0	n/a	0
17/06/11		£41	£41	£0	£0	£0	£0	n/a	0
17/06/10		£41	£43	£-2	£0	£0	£0	n/a	0
17/06/09		£44	£45	£-1	£0	£0	£0	n/a	0
17/06/08		£42	£54	£-12	£0	£0	£0	n/a	0
17/06/07		£53	£37	£16	£0	£0	£0	n/a	0
17/06/06		£34	£80	£-46	£0	£0	£0	n/a	0
17/06/05		£80	£48	£31	£0	£0	£0	n/a	0
17/06/04		£47	£63	£-16	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 49 years

abgracetrust@btinternet.com

01995608843

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Lancashire,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

GORDON WALKER BELL Appointed: 2019

JAMES IAN DICKINSON Appointed: 2022

PAUL DAVID GRIMWOOD Appointed: 2022

Legal constitution

Charity registered in England & Wales on 17/06/1975, number: 504332

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR20: 150 days late, AR19: 19 days late,

Main office

4 Windsor Court
Garstang
PRESTON
PR3 1DU

Objectives

INCOME TO BE APPLIED FOR CHARITABLE PURPOSES FOR THE FOLLOWING NAMED CHARITIES: ROYAL SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS, ROYAL SOCIETY FOR THE PROTECTION OF BIRDS, GUIDE DOGS FOR THE BLIND ASSOCIATION, ROYAL NATIONAL LIFEBOAT INSTITUTION, CONGREGATIONAL CHURCH OF GARSTANG, LEONARD CHESHIRE FOUNDATION, ST HELENS CHURCH, ST MARY ST MICHAEL, ST PETERS CHURCH, CHRIST CHURCH OVER WYRESDALE.

Defined Area of Benefit:

GARSTANG AND PRESTON

Data Sources