Finance Score: -5

Governance Score: -3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -8

THE IDA CARROLL TRUST

FUNDING CONCERTS, CONTRIBUTION TO THE COST OF THE PRODUCTION OF CD'S AND SUPPORTING CHILDREN UNDERGOING EDUCATION IN SPECIALIST MUSICAL ESTABLISHMENTS.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board is completely male

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 and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/23		£27	£45	£-19	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£29	£46	£-18	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£23	£27	£-4	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20		£46	£43	£4	n/a	n/a	n/a	n/a	n/a	n/a
05/04/19		£38	£33	£5	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18		£35	£51	£-16	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17	*	£41	£54	£-13	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16		£31	£42	£-11	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15		£36	£26	£9	n/a	n/a	n/a	n/a	n/a	n/a
05/04/14		£27	£58	£-32	n/a	n/a	n/a	n/a	n/a	n/a
05/04/13	*	£47	£72	£-25	n/a	n/a	n/a	n/a	n/a	n/a
05/04/12		£39	£41	£-2	n/a	n/a	n/a	n/a	n/a	n/a
05/04/11		£25	£40	£-15	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10	*	£35	£51	£-16	n/a	n/a	n/a	n/a	n/a	n/a
05/04/09	*	£21	£48	£-26	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08	*	£39	£39	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/07		£25	£25	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06		£29	£35	£-6	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05	*	£27	£27	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04		£32	£38	£-6	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 28 years

01614324682

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Performing and visual arts

How it operates

Makes grants to organisations
Sponsors or undertakes research

Where it operates

Bolton, Bury, Manchester City, Oldham, Rochdale, Salford City, Stockport, Tameside, Trafford, Wigan,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Gender Split

DR ANDREW MAYES

DR PETER HICK Appointed: 2012

DR RONALD OWEN VASEY

JOHN BRIERLEY TURNER (Chair)

JOHN STEPHEN ECKERSLEY Appointed: 2024, Occupation: Investment Management

JOHN PHILLIPS Appointed: 2022

MICHAEL HANCOCK

PETER GRAHAM LAWSON Appointed: 2014

Legal constitution

Charity registered in England & Wales on 13/11/1996, number: 1059193

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR22: 68 days late, AR17: 2 days late, AR13: 0 days late, AR10: 104 days late, AR09: 139 days late, AR08: 50 days late, AR05: 12 days late,

Main office

40 PARSONAGE ROAD
STOCKPORT
SK4 4JR

Objectives

TO PROMOTE THE EDUCATION OF THE PUBLIC IN THE STUDY, PRACTICE, KNOWLEDGE AND APPRECIATION OF MUSIC IN SUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT

Defined Area of Benefit:

NOT DEFINED

Data Sources

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