Finance Score: -2

Governance Score: 0

Support Score: 0

Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: -2

THE GRANTHAM YORKE TRUST

Education, physical, social training, rehabilitation, recreational pursuits to those under 25 and in need

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period, despite a decline more 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
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/23	*	£262	£353	£-91	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22		£243	£318	£-75	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£219	£333	£-115	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20		£299	£359	£-61	n/a	n/a	n/a	n/a	n/a	n/a
05/04/19		£282	£289	£-7	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18		£270	£268	£2	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17		£250	£274	£-24	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16		£245	£206	£40	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15		£234	£219	£15	n/a	n/a	n/a	n/a	n/a	n/a
05/04/14		£249	£245	£4	n/a	n/a	n/a	n/a	n/a	n/a
05/04/13		£221	£215	£6	n/a	n/a	n/a	n/a	n/a	n/a
05/04/12		£217	£187	£30	n/a	n/a	n/a	n/a	n/a	n/a
05/04/11		£196	£184	£12	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10		£233	£171	£62	n/a	n/a	n/a	n/a	n/a	n/a
05/04/09		£263	£247	£16	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08		£296	£243	£53	n/a	n/a	n/a	n/a	n/a	n/a
05/04/07		£246	£194	£52	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06		£224	£270	£-46	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05	*	£225	£205	£19	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04	*	£245	£196	£49	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 61 years

chrissy@granthamyorketrust.org.uk

07940 160 844

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Walsall, Wolverhampton,

Who it helps

Children/Young People
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

BEVERLEY MOMENABADI Appointed: 2019

HUGH SHERRIFFE Appointed: 2015

HOWARD BELTON

MR F RATTLEY

MR T CLARKE (Chair)

MRS S BUTLER Appointed: 2014

SIMON JOHN EVANS Appointed: 2024

THE VERY REVEREND MATTHEW THOMPSON Appointed: 2019

Legal constitution

Charity registered in England & Wales on 14/11/1963, number: 228466

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 42 days late, AR05: 6 days late, AR04: 31 days late,

Main office

Shakespeare Martineau
1 Colmore Square
EMAIL FOR OPERATING ADDRESS
BIRMINGHAM
B4 6AA

Objectives

FOR THE BENEFIT OF PERSONS UNDER THE AGE OF 25 YEARS WHO ARE IN NEED IN ALL OR ANY OF THE FOLLOWING WAYS: A) IN ADVANCING THE EDUCATION AND PHYSICAL AND SOCIAL TRAINING OF SUCH PERSONS B) IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS, EQUIPMENT OR BOOKS TO HELP SUCH PERSONS ON LEAVING SCHOOL, UNIVERSITY OR OTHER EDUCATIONAL ESTABLISHMENT, TO PREPARE FOR, OR TO ENTER, A PROFESSION, TRADE OR CALLING. (FOR FURTHER DETAILS SEE CLAUSE 24 OF SCHEME OF 12TH DECEMBER 1975).

Defined Area of Benefit:

NOT DEFINED

Data Sources

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