Finance Score: -5

Governance Score: 2

Support Score: 0

Accounts overdue -5
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3
Return overdue: -3

No supporters identified

Overall GiG Score: -3

ISLES OF SCILLY CHARITABLE TRUST COMPRISING THE EDWARD MCDONALD FUND AND THE PILOTS WIDOWS FUND

For such charitable institutions, organisations or purposes within the Isles of Scilly as the Trustees from time to time think fit.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/22		£16	£18	£-1	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£43	£28	£15	n/a	n/a	n/a	n/a	n/a	1
31/03/20		£6	£6	£1	n/a	n/a	n/a	n/a	n/a	0
31/03/19	*	£6	£5	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£5	£5	£-1	£0	£0	£0	n/a	0	0
31/03/17		£4	£3	£2	£0	£0	£0	n/a	0	0
31/03/16	*	£4	£3	£2	£0	£0	£0	n/a	0	0
31/03/15		£4	£3	£1	£0	£0	£0	n/a	0	0
31/03/14		£5	£3	£2	£0	£0	£0	n/a	0	0
31/03/13		£4	£1	£3	£0	£0	£0	n/a	0	0
31/03/12		£3	£0	£3	£0	£0	£0	NAN	0	0
31/03/11		£6	£1	£4	£0	£0	£0	n/a	0	0
31/03/10		£4	£1	£2	£0	£0	£0	n/a	0	0
31/03/09		£3	£1	£2	£0	£0	£0	n/a	0	0
31/03/08		£3	£0	£3	£0	£0	£0	n/a	0	0
31/03/07?		£3	£0	£3	£0	£0	£0	n/a	0	0
31/03/04		£3	£2	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 61 years

joseph.payne@scilly.gov.uk

01720424543

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Community services

How it operates

Other charitable activities

Where it operates

Isles Of Scilly,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Cornwall Community Foundation - Grant to Edward McDonald Trust
£1,500	01/02/2023	To support individuals in need on the isles of scilly
Cornwall Community Foundation - Grants for individuals
£1,500	11/08/2022	To support individuals in need on the isles of scilly

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

FRANCES GROTTICK Appointed: 2011

JOEL WILLIAMS (Chair) Appointed: 2017, Other trusteeship: THE ISLES OF SCILLY MEDICAL CENTRE TRUST,

MARGARET DAVIS Appointed: 2017

REV CAROLE MARGARET HOLMES Appointed: 2021, Other trusteeship: Cornwall and the Isles of Scilly Methodist District,

REV ELIZABETH BURKE Appointed: 2022

STEPHEN WATT Appointed: 2022

TIM JONES Appointed: 2022

Legal constitution

Charity registered in England & Wales on 17/05/1963, number: 207551

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

17 returns made; AR19: 9 days late, AR16: 214 days late,

Recent reorganisation events:

Asset transfer in from PILOTS FUND CHARITY on 06/10/2023

Main office

COUNCIL OF THE ISLES OF SCILLY
TOWN HALL
ST. MARY'S
ISLES OF SCILLY
TR21 0LW

Objectives

FOR SUCH CHARITABLE INSTITUTIONS, ORGANISATIONS OR PURPOSES WITHIN THE ISLES OF SCILLY AS THE TRUSTEES FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

ISLES OF SCILLY

Data Sources