Finance Score: -3

Governance Score: -8

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
No PartB

Submission defaults: -10
No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -11

THE APPLETON TRUST

Charitable purposes of the Church of England within Canterbury Diocese

Analysis by Giving is Great

Regulatory & Governance issues to consider:

There have been multiple defaults for filing returns
This charity does not have a Conflict of Interests policy
Over half the Board have joined 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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period

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
31/12/22		£33	£12	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£32	£18	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£33	£11	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£33	£30	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£32	£27	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£32	£358	£-326	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£46	£24	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	*	£31	£75	£-44	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£31	£26	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	*	£33	£21	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	*	£33	£24	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	*	£33	£19	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£33	£30	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£33	£26	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£32	£28	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£49	£50	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£30	£26	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£27	£32	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£38	£45	£-7	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 58 years

01227459401

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian congregations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Kent,

Who it helps

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

IAIN DAVID BLYTHE Appointed: 2024

ORLA PATRICIA GARRATT Appointed: 2024

THE VENERABLE STEPHEN RONALD TAYLOR Appointed: 2021, Occupation: Archdeacon And Senior Advisor To Bishop Of Dover

Legal constitution

Charity registered in England & Wales on 14/12/1966, number: 250271

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR21: 7 days late, AR20: 273 days late, AR15: 109 days late, AR13: 112 days late, AR12: 112 days late, AR11: 170 days late,

Main office

DIOCESAN BOARD OF FINANCE
DIOCESAN HOUSE
LADY WOOTTONS GREEN
CANTERBURY
CT1 1NQ

Objectives

CHARITABLE PURPOSE OR PURPOSES CONNECTED WITH THE CHURCH OF ENGLAND AS THE MANAGING TRUSTEES SHALL FROM TIME TO TIME IN THEIR DISCRETION THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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