Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -1

THE SUTCLIFFE FAMILY CHARITABLE TRUST

Established to make grants for charitable purposes to charities known to the settlor.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
This charity uses a corporate trustee

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
30/06/23		£1	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£1	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£1	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£1	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£1	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16	*	£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 16 years

www.merseytrusts.org.uk

01512275177

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

Throughout England And Wales,

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 (1)

LCVS

Legal constitution

Charity registered in England & Wales on 07/04/2008, number: 1123476

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

15 returns made; AR21: 31 days late, AR20: 2 days late, AR16: 301 days late,

Main office

151 DALE STREET
LIVERPOOL
L2 2AH

Objectives

TO OR FOR THE FURTHERANCE OF SUCH CHARITABLE PURPOSE OR CHARITABLE PURPOSES AS THE APPOINTEES SHALL FROM TIME TO TIME IN WRITING DIRECT AND SUBJECT TO OR IN DEFAULT OF ANY SUCH DIRECTION AS THE TRUSTEES IN THEIR DISCRETION THINK FIT.

Defined Area of Benefit:

ENGLAND AND WALES