Finance Score: 0

Governance Score: 3

Support Score: 3

No PartB

Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 6

THE JOHN LUCY TRUST

The trust manages its property which is situated in the parish of Hampton Lucy. From the net proceeds of income, the trust makes grants for the benefit of Hampton Lucy C of E Primary School, Hampton Lucy Parish Church and to promote the education of persons under the age of 25 who are, or whose parents are resident in the parish of Hampton Lucy, and who are in need of financial assistance.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/23	£48	£48	£0	n/a	n/a	n/a	n/a	n/a	0
05/04/22	£118	£89	£29	n/a	n/a	n/a	n/a	n/a	0
05/04/21	£43	£35	£8	n/a	n/a	n/a	n/a	n/a	0
05/04/20	£43	£11	£32	n/a	n/a	n/a	n/a	n/a	0
05/04/19	£42	£34	£9	n/a	n/a	n/a	n/a	n/a	5
05/04/18	£42	£23	£19	£0	£0	£0	n/a	0	0
05/04/17	£41	£55	£-14	£0	£0	£0	n/a	0	0
05/04/16	£40	£40	£0	£0	£0	£0	n/a	0	0
05/04/15	£39	£37	£2	£0	£0	£0	n/a	0	0
05/04/14	£39	£40	£-1	£0	£0	£0	n/a	0	0
05/04/13	£38	£33	£5	£0	£0	£0	n/a	0	0
05/04/12	£36	£40	£-4	£0	£0	£0	n/a	0	0
05/04/11	£35	£31	£4	£0	£0	£0	n/a	0	0
05/04/10	£34	£8	£26	£0	£0	£0	n/a	0	0
05/04/09	£33	£8	£26	£0	£0	£0	n/a	0	0
05/04/08	£35	£43	£-8	£0	£0	£0	n/a	0	0
05/04/07	£33	£27	£6	£0	£0	£0	n/a	0	0
05/04/06	£33	£25	£8	£0	£0	£0	n/a	0	0
05/04/05	£32	£30	£2	£0	£0	£0	n/a	0	0
05/04/04	£29	£27	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 61 years

northcotegreen.chris@gmail.com

01789 840375

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Warwickshire,

Who it helps

Children/Young People
Other Defined Groups
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.

Major supporters in last 5 years

Garfield Weston Foundation	£10,000
National Lottery Community Fund	£9,641
Heart Of England Community Foundation	£1,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Hampton Lucy Village Hall Centenary Refurbishment Phase 2
£9,641	18/02/2022	The funding will be used to make improvements to the church hall including replacing the windows making the building more accessible for wheelchair users and ensuring the exterior storage ....more The funding will be used to make improvements to the church hall including replacing the windows making the building more accessible for wheelchair users and ensuring the exterior storage weatherproof. The project aims to improve the hall’s facilities and make it a more comfortable place for its existing users and increase the usage of the hall for various community groups.
Garfield Weston Foundation - Main Grants award
£10,000	05/11/2021	Hampton Lucy Village Centenary Refurbishment
Heart Of England Community Foundation - Hampton Lucy Village Hall Refurbishment
£1,000	13/04/2021	Towards refurbishing the kitchen and installing toilets at the village hall.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ALISON JANE HARRISON (Chair)

CHRISTOPHER STAFFORD NORTHCOTE-GREEN Appointed: 2019

DR TANYA POTTER Appointed: 2021

MR EDDIE HOARE Appointed: 2015

REV ANDREW BRIAN LARKIN Appointed: 2019

Legal constitution

Charity registered in England & Wales on 18/10/1963, number: 528686

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

Jasmine Cottage
Church Street
Hampton Lucy
WARWICK
CV35 8BE

Objectives

PROVIDING HAMPTON LUCY JUNIOR SCHOOL OR OTHER SCHOOL IN THE AOB SPECIAL BENEFIT NOT PROVIDED BY THE LEA IN PROMOTING EDUCATION ALSO TO PERSONS UNDER THE AGE OF 25 WHO ARE OR PARENTS ARE RESIDENTS IN THE AOB , UPKEEP AND REPAIR OF THE PARISH CHURCH

Defined Area of Benefit:

HAMPTON LUCY

Data Sources