Finance Score: -3

Governance Score: -1

Support Score: 0

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -4

THE PETER BIBBY CHARITABLE TRUST

Makes grants for charitable purposes, to charities known to the settlor.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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
Income has been volatile recently and was significantly lower than spending in the latest year

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		£24	£46	£-21	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£25	£22	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£319	£10	£309	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£18	£4	£14	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£19	£15	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£136	£24	£111	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£16	£22	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16	*	£478	£4	£474	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 9 years

charityservices@lcvs.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 21/05/2015, number: 1161770

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

8 returns made; AR21: 298 days late, AR16: 302 days late,

Main office

151 DALE STREET
LIVERPOOL
L2 2AH

Objectives

DURING THE TRUST PERIOD THE TRUSTEES SHALL PAY OR APPLY THE INCOME OF THE TRUST FUND TO OR FOR THE FURTHERANCE OF SUCH CHARITABLE PURPOSE OR CHARITABLE PURPOSES AS THE APPOINTOR 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