Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

NORTH AND EAST LANCASHIRE UNITARIAN MISSION TRUSTEE COMPANY (INCORPORATED)

The charity acts as custodian or management trustee on behalf of the North and East Lancashire Unitarian Mission and individual or groups of churches within the mission area.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

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
30/09/23		£50	£129	£-79	n/a	n/a	n/a	n/a	n/a
30/09/22		£48	£46	£2	n/a	n/a	n/a	n/a	n/a
30/09/21		£50	£50	£0	n/a	n/a	n/a	n/a	n/a
30/09/20		£47	£47	£0	n/a	n/a	n/a	n/a	n/a
30/09/19		£54	£118	£-65	n/a	n/a	n/a	n/a	n/a
30/09/18	*	£52	£30	£22	£0	£0	£0	n/a	0
30/09/17		£56	£56	£0	£0	£0	£0	n/a	0
30/09/16		£50	£50	£0	£0	£0	£0	n/a	0
30/09/15	*	£46	£46	£0	£0	£0	£0	n/a	0
30/09/14		£49	£49	£0	£0	£0	£0	n/a	0
30/09/13		£52	£52	£0	£0	£0	£0	n/a	0
30/09/12		£47	£47	£0	£0	£0	£0	n/a	0
30/09/11		£45	£45	£0	£0	£0	£0	n/a	0
30/09/10		£43	£43	£0	£0	£0	£0	n/a	0
30/09/09		£47	£46	£1	£0	£0	£0	n/a	0
30/09/08		£63	£63	£0	£0	£0	£0	n/a	0
30/09/07		£57	£87	£-30	£0	£0	£0	n/a	0
30/09/06		£38	£38	£0	£0	£0	£0	n/a	0
30/09/05		£25	£25	£0	£0	£0	£0	n/a	0
30/09/04	*	£22	£22	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 31 years
(33 years as a company)

01204380038

Charity Commission for England and Wales

Listed activities

Religious Activities

GiG Classification

Christian religious associations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations

Where it operates

Throughout England,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

Age Range of Trustees:

BARRY RUSSELL BROWN Appointed: 2004, Occupation: Retired School Teacher

GEOFFREY WAYWELL, Occupation: Retired Clerk

KAREN DIGGLE Appointed: 2005, Occupation: Company Director, Other trusteeships: THE NORTH AND EAST LANCASHIRE UNITARIAN MISSION, HALLIWELL ROAD FREE CHURCH BOLTON - WORKING FUNDS, ALFRED WEBSTER FOR UPKEEP AND MAINTENANCE OF THE CHURCH, HAROLD GRIME FOR UPKEEP AND MAINTENANCE OF THE CHURCH,

REV BERYL ALLERTON, Other trusteeships: THE NORTH AND EAST LANCASHIRE UNITARIAN MISSION, ALFRED WEBSTER FOR UPKEEP AND MAINTENANCE OF THE CHURCH, HAROLD GRIME FOR UPKEEP AND MAINTENANCE OF THE CHURCH,

REV BRENDA CATTERALL

Legal constitution

Charitable company registered in England & Wales on 01/03/1993, number: 1017833
Registered at Companies House on 11/07/1990, number: 02521173

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Investment
Risk management
Safeguarding policy and procedures

Filing Record

20 returns made; AR18: 48 days late, AR15: 109 days late, AR04: 15 days late,

Main office

95 ALBERT ROAD WEST
BOLTON
BL1 5ED

Objectives

TO PROMOTE THE ADVANCEMENT OF RELIGION IN ACCORDANCE WITH THE PRINCIPLES OF UNITARIAN CHRISTIANITY AND LIBERAL RELIGION IN LANCASHIRE AND THOSE PARTS OF GREATER MANCHESTER CUMBRIA AND WEST YORKSHIRE FORMERLY WITHIN THE COUNTY OF LANCASHIRE TOGETHER WITH THE CONGREGATION IN KENDALL CUMBRIA AND TODMORDAN WEST YORKSHIRE

Defined Area of Benefit:

LANCASHIRE AND SEE CLAUSE 3(A) OF MEMORANDUM

Data Sources