Finance Score: -5
Governance Score: -7
Support Score: 0
  • Accounts overdue -5
  • No PartB
  • No conflicts policy: -1
  • All male board: -3
  • Return overdue: -3
  • No supporters identified
Overall GiG Score: -12 ?

SOTTERLEY CHARITABLE TRUST

TO PROTECT PRESERVE & IMPROVE THE PARISH OF SOTTERLEY, SUFFOLK ANY BUILDINGS FEATURES OR GROUNDS (INCLUDING BURIAL GROUNDS & RECREATION GROUNDS) IN & AROUND THE PARISH OF SOTTERLEY AFORESAID OF PARTICULAR BEAUTY OR OF SPECIAL HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST (IN PARTICULAR BUT NOT EXCLUSIVELY ST MARGARET'S CHURCH THE MORTUARY CHAPEL & THE WAR MEMORIAL IN THE PARISH OF SOTTERLEY)
Analysis by Giving is Great

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • The Board is completely male
  • Over half the Board have joined recently
  • Latest return is overdue

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Latest accounts are overdue for filing

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
30/10/22*£2£0£2n/an/an/an/an/an/a
30/10/21£1£0£1n/an/an/an/an/an/a
30/10/20*£1£0£1n/an/an/an/an/an/a
30/10/19£6£0£6n/an/an/an/an/an/a
30/10/18£1£0£1n/an/an/an/an/an/a
30/10/17£1£0£1n/an/an/an/an/an/a
30/10/16*£5£0£5n/an/an/an/an/an/a
30/10/15£1£0£1n/an/an/an/an/an/a
30/10/14*£6£1£5n/an/an/an/an/an/a
30/10/13£16£15£1n/an/an/an/an/an/a
30/10/12£6£7£-1n/an/an/an/an/an/a
30/10/11*£3£12£-9n/an/an/an/an/an/a
30/10/10£11£0£11n/an/an/an/an/an/a
30/10/09£1£0£0n/an/an/an/an/an/a
30/10/08£1£0£1n/an/an/an/an/an/a
30/10/07£2£2£0n/an/an/an/an/an/a
30/10/06£1£0£1n/an/an/an/an/an/a
30/10/05£2£3£-1n/an/an/an/an/an/a
30/10/04£0£0£0n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 24 years

office@sotterleyestate.co.uk

01502571013

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • Religious Activities
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Makes grants to organisations
Where it operates
  • Suffolk,
Who it helps
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

  • ANDREW JOHN LOVEGROVE Appointed: 2023
  • REV MARK HILTON BEE Appointed: 2023
  • TOM BARNE Appointed: 2018
Legal constitution
  • Charity registered in England & Wales on 23/01/2001, number: 1084642
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
There are no Policies registered with the Charities Commission
Filing Record
19 returns made; AR22: 216 days late, AR20: 5 days late, AR16: 193 days late, AR14: 254 days late, AR11: 223 days late,
Main office

1 ST. FELIX RISE
FLIXTON
BUNGAY
NR35 1NY

Objectives

(A) TO PROTECT PRESERVE AND IMPROVE FOR THE BENEFIT OF THE PEOPLE OF THE PARISH OF SOTTERLEY IN THE COUNTY OF SUFFOLK ANY BUILDINGS FEATURES OR GROUNDS (INCLUDING BURIAL GROUNDS AND RECREATION GROUNDS) IN AND AROUND THE PARISH OF SOTTERLEY AFORESAID OF PARTICULAR BEAUTY OR OF SPECIAL HISTORICAL ARCHITECTURAL OR CONSTRUCTIONAL INTEREST (IN PARTICULAR BUT NOT EXCLUSIVELY ST MARGARET'S CHURCH THE MORTUARY CHAPEL AND THE WAR MEMORIAL IN THE PARISH OF SOTTERLEY AFORESAID) AND (B) TO PROVIDE PRESERVE AND IMPROVE IN THE INTERESTS OF SOCIAL WELFARE FACILITIES FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION FOR THE USE OF THE INHABITANTS OF THE PARISH OF SOTTERLEY AFORESAID AND ITS NEIGHBOURHOOD.

Defined Area of Benefit:

PARISH OF SOTTERLEY AND ITS NEIGHBOURHOOD

Data Sources

Charity Commission for England and Wales

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