Finance Score: 0

Governance Score: 3

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE GEOFFREY AND ALICE BENNETT BEQUEST

Support (financial) for the retired Church of England clergy who have served in the Diocese of Carlisle.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23	*	£25	£32	£-7	n/a	n/a	n/a	n/a	n/a
05/04/22		£22	£26	£-3	n/a	n/a	n/a	n/a	n/a
05/04/21	*	£20	£26	£-6	n/a	n/a	n/a	n/a	n/a
05/04/20		£25	£22	£3	n/a	n/a	n/a	n/a	n/a
05/04/19		£32	£26	£5	n/a	n/a	n/a	n/a	n/a
05/04/18		£9	£1	£7	£0	£0	£0	n/a	0
05/04/17	*	£30	£26	£3	£0	£0	£0	n/a	0
05/04/16	*	£33	£30	£3	£0	£0	£0	n/a	0
05/04/15	*	£29	£22	£7	£0	£0	£0	n/a	0
05/04/14	*	£29	£32	£-3	£0	£0	£0	n/a	0
05/04/13	*	£27	£19	£8	£0	£0	£0	n/a	0
05/04/12		£25	£31	£-6	£0	£0	£0	n/a	0
05/04/11	*	£22	£25	£-3	£0	£0	£0	n/a	0
05/04/10	*	£23	£27	£-4	£0	£0	£0	n/a	0
05/04/09	*	£29	£29	£-1	£0	£0	£0	n/a	0
05/04/08	*	£31	£34	£-4	£0	£0	£0	n/a	0
05/04/07		£25	£21	£5	£0	£0	£0	n/a	0
05/04/06		£32	£23	£9	£0	£0	£0	n/a	0
05/04/05	*	£22	£29	£-6	£0	£0	£0	n/a	0
05/04/04		£26	£30	£-4	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 33 years

info@grainger-platt.co.uk

01228521286

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Services for females

How it operates

Makes Grants to Individuals

Where it operates

Cumbria,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

HELEN STRACHAN WESTON Appointed: 2017

MARTIN LESTER REEVES Appointed: 2016, Other trusteeship: CUMBRIA LGBT PRIDE,

RICHARD PLATT, Other trusteeship: FRIENDS OF CARLISLE CATHEDRAL,

REV ELEANOR MARY CATHERINE HANCOCK Appointed: 2019, Other trusteeships: CUMBRIA CURSILLO, TRINITY AREA COMMUITY TRUST T.A.C.T.,

Legal constitution

Charity registered in England & Wales on 15/10/1991, number: 1004746

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR23: 1 days late, AR21: 20 days late, AR17: 18 days late, AR16: 109 days late, AR15: 1 days late, AR14: 83 days late, AR13: 1 days late, AR11: 3 days late, AR10: 12 days late, AR09: 377 days late, AR08: 748 days late, AR05: 96 days late,

Main office

9 The Abbey
CARLISLE
CA3 8TZ

Objectives

ANY RETIRED CLERGYMAN OR CLERGYMEN OR HIS WIDOW OR THEIR WIDOWS OR WOMEN CLERGY WHO HAVE SERVED IN THE DIOCESE OF CARLISLE

Defined Area of Benefit:

CARLISLE

Data Sources