Finance Score: 1

Governance Score: 0

Support Score: 0

Reasonable growth: +1
No PartB

No supporters identified

Overall GiG Score: 1

LOWESTOFT CHURCH AND TOWN ESTATE CHARITY

This Charity manages a portfolio of residential properties and investments with a view to generating income for distribution in pre determined shares to St. Margarets Lowestoft PCC, a Relief in Need Charity, an Education Foundation and a Reserve for General Benefit Charity

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no income shortfalls in recent years

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

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		£109	£109	£0	n/a	n/a	n/a	n/a	n/a
05/04/22		£116	£84	£32	n/a	n/a	n/a	n/a	n/a
05/04/21		£118	£75	£42	n/a	n/a	n/a	n/a	n/a
05/04/20		£110	£51	£59	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£119	£35	£84	n/a	n/a	n/a	n/a	n/a
05/04/18		£122	£102	£20	£0	£0	£0	n/a	0
05/04/17		£121	£121	£0	£0	£0	£0	n/a	0
05/04/16		£135	£135	£0	£0	£0	£0	n/a	0
05/04/15		£130	£27	£103	£0	£0	£0	n/a	0
05/04/14		£120	£44	£77	£0	£0	£0	n/a	0
05/04/13		£120	£48	£72	£0	£0	£0	n/a	0
05/04/12		£109	£62	£47	£0	£0	£0	n/a	0
05/04/11		£117	£45	£72	£0	£0	£0	n/a	0
05/04/10		£115	£90	£25	£0	£0	£0	n/a	0
05/04/09		£110	£57	£53	£0	£0	£0	n/a	0
05/04/08		£155	£53	£103	£0	£0	£0	n/a	0
05/04/07		£104	£41	£63	£0	£0	£0	n/a	0
05/04/06		£102	£39	£63	£0	£0	£0	n/a	0
05/04/05		£102	£102	£0	£0	£0	£0	n/a	0
05/04/04		£89	£89	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

01493 849200

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Suffolk,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

GILLIAN BATTRICK Appointed: 2017

ANNE-MARIE BATTRICK Appointed: 2022, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY,

CHRISTINE LEECH Appointed: 2015, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET LOWESTOFT,

ELISE YOUNGMAN Appointed: 2021, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY,

GERDA PATRICIA BUCKLEY, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY,

JILL COLLINS, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY,

MARY ECCLES Appointed: 2013, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY,

MICHAEL GALL Appointed: 2022, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET LOWESTOFT,

PAM SHAW Appointed: 2016, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET LOWESTOFT,

PETER KNIGHT Appointed: 2019, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY,

ROY STEBBINGS (Chair), Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION, LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET LOWESTOFT,

RUTH PATTERSON Appointed: 2021, Other trusteeships: THE LOWESTOFT CHURCH AND TOWN ALMSHOUSE CHARITY, LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 20/01/1995, number: 1043557

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR19: 12 days late,

Main office

Norton Peskett Solicitors
148 London Road North
Lowestoft
NR32 1HF

Objectives

TO APPLY THE YEARLY INCOME OF THE CHARITY AS FOLLOWS:- (1) ONE TENTH THEREOF IN AUGMENTATION OF THE INCOME OF THE LOWESTOFT CHURCH AND TOWN RELIEF IN NEED CHARITY (2) ONE FIFTH THEREOF IN AUGMENTATION OF THE INCOME OF THE LOWESTOFT CHURCH AND TOWN EDUCATIONAL FOUNDATION (3) ONE FIFTH THEREOF AS THE TRUSTEES THINK FIT FOR ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT (4) THE REMAINING HALF THEREOF TO THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARGARET LOWESTOFT TO BE APPLIED BY THEM IN OR TOWARDS THE REPAIR AND UPKEEP OF THE FABRIC OF THE PARISH CHURCH OF THE SAID ECCLESIASTICAL PARISH AND THE MAINTENANCE OF THE SERVICES THEREIN AND SUBJECT THERETO IN FURTHERING THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN THAT ECCLESIASTICAL PARISH IN SUCH WAYS AS THE TRUSTEES AND THE SAID PAROCHIAL CHURCH COUNCIL THINK FIT

Defined Area of Benefit:

THE FORMER BOROUGH OF LOWESTOFT (AS AT 1 APRIL 1974)

Data Sources