Finance Score: -2

Governance Score: 9

Support Score: 0

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 7

THE RALPH AND IRMA SPERRING CHARITY

The Trustees meet four times a year to consider applications for financial assistance from individuals and organisations within a 5 mile radius of the church of St John the Baptist, Midsomer Norton.They make grants as they deem appropriate.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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
31/03/23		£274	£367	£-93	n/a	n/a	n/a	n/a	n/a
31/03/22		£264	£442	£-178	n/a	n/a	n/a	n/a	n/a
31/03/21		£270	£398	£-129	n/a	n/a	n/a	n/a	n/a
31/03/20		£262	£431	£-170	n/a	n/a	n/a	n/a	n/a
31/03/19		£273	£434	£-161	n/a	n/a	n/a	n/a	n/a
31/03/18		£222	£335	£-113	£0	£0	£0	n/a	0
31/03/17		£222	£192	£30	£0	£0	£0	n/a	0
31/03/16		£220	£156	£64	£0	£0	£0	n/a	0
31/03/15		£229	£202	£26	£0	£0	£0	n/a	0
31/03/14		£218	£250	£-32	£0	£0	£0	n/a	0
31/03/13		£332	£212	£120	£0	£0	£0	n/a	0
31/03/12	*	£218	£202	£17	£0	£0	£0	n/a	0
31/03/11		£201	£78	£123	£0	£0	£0	n/a	0
31/03/10		£201	£253	£-51	£0	£0	£0	n/a	0
31/03/09		£207	£204	£3	£0	£0	£0	n/a	0
31/03/08		£241	£222	£19	£0	£0	£0	n/a	0
31/03/07		£191	£222	£-32	£0	£0	£0	n/a	0
31/03/06		£193	£147	£46	£0	£0	£0	n/a	0
31/03/05		£183	£218	£-36	£0	£0	£0	n/a	0
31/03/04		£164	£182	£-18	£0	£0	£0	n/a	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 29 years

www.thesperringcharity.co.uk

lablett@th-law.co.uk

01761409316

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Bath And North East Somerset, Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-76

CATHERINE BUSHILL Appointed: 2022, Occupation: Retired

DAVID CHARLES HARVEY Appointed: 2022, Occupation: Retired

HEATHER ANN MITCHELL Appointed: 2023, Occupation: Retired

PATRICIA RUTH NEEDHAM Appointed: 2023, Occupation: Retired

WILLIAM ARTHUR WELLER Appointed: 2020, Occupation: Solicitor

CLIVE EDWARD JAMES ALLEN Appointed: 2023, Occupation: Company Director, Other trusteeship: HME CHARITABLE TRUST,

DR JOHN PATRICK NELSON HAXELL, Occupation: Retired

GEORGE HARALD HILDING PERSSON Appointed: 2016, Occupation: Solicitor

JOHN ANDERSON KILLAH Appointed: 2023, Occupation: Retired, Other trusteeship: FAIR FROME,

Legal constitution

Charitable company registered in England & Wales on 19/07/1995, number: 1048101
Registered at Companies House on 01/03/1995, number: 03028105

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR12: 114 days late,

Main office

THATCHER & HALLAM
ISLAND HOUSE
THE ISLAND
MIDSOMER NORTON
RADSTOCK
BA3 2HJ

Objectives

FOR ANY SUCH CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE PARISHES IN WHOLE OR IN PART WITHIN A FIVE MILE RADIUS OF THE CHURCH OF ST JOHN THE BAPTIST, MIDSOMER NORTON.

Defined Area of Benefit:

WITHIN A FIVE MILE RADIUS OF THE CHURCH OF ST JOHN THE BAPTIST, MIDSOMER NORTON

Data Sources