Finance Score: 2

Governance Score: 2

Support Score: 0

Strong growth: +2

12+ Trustees: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: 4

MOUNTSORREL UNITED CHARITIES

Invests funds and distributes income to other charities.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
There has been strong growth in spending over the last 5 years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Established: 31 years

kate@mountsorrelcsf.org.uk

07410 386483

Charity Commission for England and Wales

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
31/12/22	£1,104	£803	£301	£0	£13,593	£1,923	28.7	1
31/12/21	£318	£750	£-432	n/a	n/a	n/a	n/a	n/a
31/12/20	£355	£748	£-393	n/a	n/a	n/a	n/a	n/a
31/12/19	£154	£246	£-92	n/a	n/a	n/a	n/a	n/a
31/12/18	£153	£211	£-57	£0	£0	£0	n/a	0
31/12/17	£150	£160	£-10	£0	£0	£0	n/a	0
31/12/16	£144	£177	£-32	£0	£0	£0	n/a	0
31/12/15	£158	£150	£7	£0	£0	£0	n/a	0
31/12/14	£132	£122	£10	£0	£0	£0	n/a	0
31/12/13	£163	£133	£30	£0	£0	£0	n/a	0
31/12/12	£139	£112	£27	£0	£0	£0	n/a	0
31/12/11	£95	£112	£-16	£0	£0	£0	n/a	0
31/12/10	£79	£139	£-60	£0	£0	£0	n/a	0
31/12/09	£93	£115	£-22	£0	£0	£0	n/a	0
31/12/08	£158	£86	£73	£0	£0	£0	n/a	0
31/12/07	£160	£90	£70	£0	£0	£0	n/a	0
31/12/06	£152	£68	£83	£0	£0	£0	n/a	0
31/12/05	£72	£52	£20	£0	£0	£0	n/a	0
31/12/04	£35	£46	£-11	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 14%
Reserves/Spending: 28.7 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1

Asset Split ?

Listed activities

Other Charitable Purposes

How it operates

Acts as an umbrella or resource body

Where it operates

Leicestershire,

Who it helps

Other Charities Or Voluntary Bodies

Who works here?

1 employee

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

BENJAMIN EVAN DAVIES Appointed: 2017, Other trusteeship: MOUNTSORREL RELIEF IN NEED CHARITY,

ELAINE CROSSLEY Appointed: 2023, Other trusteeship: MOUNTSORREL RELIEF IN NEED CHARITY,

ELIZABETH HELEN THOMPSON Appointed: 2023, Other trusteeship: MOUNTSORREL RELIEF IN NEED CHARITY,

ELIZABETH MARY BLACKSHAW Appointed: 2020, Other trusteeship: MOUNTSORREL RELIEF IN NEED CHARITY,

EMMA CROSSLEY Appointed: 2023, Other trusteeship: MOUNTSORREL RELIEF IN NEED CHARITY,

JAYNE ELIZABETH ILETT Appointed: 2017, Other trusteeship: MOUNTSORREL RELIEF IN NEED CHARITY,

MEGAN PIRT Appointed: 2022, Other trusteeships: MOUNTSORREL RELIEF IN NEED CHARITY, THE CASTLEDINE ALMSHOUSES, MOUNTSORREL EDUCATIONAL FUND,

MR GEOFF WAINWRIGHT Appointed: 2011, Other trusteeships: MOUNTSORREL RELIEF IN NEED CHARITY, LOUGHBOROUGH METHODIST CIRCUIT,

MICHELLE AMY HOUGHT Appointed: 2023, Other trusteeship: MOUNTSORREL RELIEF IN NEED CHARITY,

NICOLA LOUISE LIQUORISH Appointed: 2023, Other trusteeship: MOUNTSORREL RELIEF IN NEED CHARITY,

NICOLE EMMA CARR Appointed: 2023, Other trusteeship: MOUNTSORREL RELIEF IN NEED CHARITY,

PAUL ALBERT HARRIS, Other trusteeships: MOUNTSORREL RELIEF IN NEED CHARITY, MOUNTSORREL WAR MEMORIALS TRUST LIMITED,

PENELOPE JANE MAGUIRE Appointed: 2014, Other trusteeship: MOUNTSORREL RELIEF IN NEED CHARITY,

REV COLIN ERNST RESCH Appointed: 2015, Other trusteeships: MOUNTSORREL RELIEF IN NEED CHARITY, MOUNTSORREL EDUCATIONAL FUND,

Legal constitution

Charity registered in England & Wales on 03/11/1993, number: 1027652

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

19 returns made; all on time

Main office

PO Box 11158
LEICESTER
LE8 8WH

Objectives

SEE INDIVIDUAL CONSTITUENTS

Defined Area of Benefit:

PARISH OF MOUNTSORREL

Data Sources