Finance Score: -5

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -3 times
Multiple Deficits: -2
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: -6

ST ALDATES PAROCHIAL CHARITY

Help for people in conditions of need, hardship or distress in the city of Oxford, with a preference for residents in the ancient parish of St Aldate.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
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	Volun- teers
07/12/22		£291	£237	£54	n/a	n/a	n/a	n/a	n/a	7
07/12/21		£214	£234	£-20	n/a	n/a	n/a	n/a	n/a	7
07/12/20	*	£269	£357	£-88	n/a	n/a	n/a	n/a	n/a	5
07/12/19	*	£277	£362	£-85	n/a	n/a	n/a	n/a	n/a	5
07/12/18	*	£279	£284	£-5	£0	£0	£0	n/a	0	1
07/12/17		£281	£288	£-7	£0	£0	£0	n/a	0	0
07/12/16		£264	£233	£31	£0	£0	£0	n/a	0	0
07/12/15		£232	£209	£22	£0	£0	£0	n/a	0	0
07/12/14		£231	£153	£79	£0	£0	£0	n/a	0	0
07/12/13		£227	£269	£-42	£0	£0	£0	n/a	0	0
07/12/12		£216	£237	£-21	£0	£0	£0	n/a	0	0
07/12/11		£202	£269	£-67	£0	£0	£0	n/a	0	0
07/12/10		£197	£364	£-167	£0	£0	£0	n/a	0	0
07/12/09		£201	£188	£13	£0	£0	£0	n/a	0	0
07/12/08		£194	£133	£61	£0	£0	£0	n/a	0	0
07/12/07		£190	£132	£57	£0	£0	£0	n/a	0	0
07/12/06		£188	£170	£19	£0	£0	£0	n/a	0	0
07/12/05		£192	£200	£-9	£0	£0	£0	n/a	0	0
07/12/04		£179	£114	£65	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 24 years

malcolmanddianne@btinternet.com

01865 254800

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Oxfordshire,

Who it helps

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

Who works here?

Unknown number of employees
7 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

ANEMI WILTON Appointed: 2023

JAMES ANDREW MITCHELL Appointed: 2023

NAOMI SIAN ELIZABETH WAITE Appointed: 2021

RICHARD CLIVE HUNTER Appointed: 2019

STEVE TUCK

REV STEPHEN FOSTER Appointed: 2020, Other trusteeships: ALPHA INTERNATIONAL, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ALDATES, OXFORD, ALDATE'S COMMUNITY TRANSFORMATION !NITIATIVES LTD, ST ALDATES MINISTRY CIO,

Legal constitution

Charity registered in England & Wales on 28/03/2000, number: 1080062

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR20: 26 days late, AR19: 21 days late, AR18: 56 days late,

Main office

31 CUMNOR HILL
OXFORD
OX2 9EY

Objectives

APPLICATION OF THE INCOME OF THE CHURCH BRANCH.1) SUBJECT AS AFORESAID THE CHURCH BRANCH SHARE OF THE INCOME OF THE CHARITY SHALL BE APPLIED FOR THE FOLLOWING PURPOSES AND IN THE FOLLOWING ORDER OF PRIORITY:-(I) IN THE PAYMENT OF ANY CHARGES PROPERLY INCURRED BY THEM IN THE MAINTENANCE AND REPAIR OF THE FABRIC OF THE SAID PARISH CHURCH.(II) IN OR TOWARDS DEFRAYING THE COST OF ALTERATIONS AND ADDITIONS TO THE SAID FABRIC.(III) FOR THE MAINTENANCE OF THE SERVICES IN THE SAID PARISH CHURCH.(IV) FOR FURTHERING THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN THE SAID ECCLESIASTICAL PARISH.2) THE APPLICATION OF THE CHURCH BRANCH SHARE OF THE INCOME OF THE CHARITY IN ACCORDANCE WITH THE FOREGOING PROVISIONS MAY BE DELEGATED BY THE TRUSTEES TO THE PAROCHIAL CHURCH COUNCIL OF ST ALDATE, OXFORD. THE TRUSTEES MUST EXERCISE REASONABLE SUPERVISION OVER THE OPERATION OF ANY SUCH DELEGATED AUTHORITY AND THE SAID COUNCIL MUST ACCOUNT TO THE TRUSTEES EACH YEAR FOR THE APPLICATION OF THE SAID SHARE OF INCOME.APPLICATION OF THE INCOME OF THE POOR'S BRANCH1)THE TRUSTEES SHALL APPLY THE POOR'S BRANCH SHARE ON THE INCOME OF THE CHARITY IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY BENEFICIARIES WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS2) THE TRUSTEES MAY PAY FOR SUCH ITEMS, SERVICES OR FACILITIES BY WAY OF DONATIONS OR SUBSCRIPTIONS TO INSTITUTIONS OR ORGANISATIONS WHICH PROVIDE OR WHICH UNDERTAKE IN RETURN TO PROVIDE SUCH ITEMS, SERVICES OR FACILITIES FOR SUCH PERSONS3) IN EXCEPTIONAL CASES THE TRUSTEES MAY GRANT RELIEF TO PERSONS OTHERWISE ELIGIBLE THEREFOR WHO ARE RESIDENT IMMEDIATELY OUTSIDE THE CITY OF OXFORD BUT IN THE OPINION OF THE TRUSTEES OUGHT NEVERTHELESS FOR SUFFICIENT REASON TO BE TREATED AS IF RESIDENT THEREIN OR WHO ARE LOCATED FOR THE TIME BEING WITHIN THE CITY OF OXFORDIN THIS SCHEME THE EXPRESSION BENEFICIARIES SHALL MEAN RESIDENTS OF THE CITY OF OXFORD WITH A PREFERENCE FOR RESIDENTS IN THE AREA OF THE ANCIENT PARISH OF ST ALDATE AND SUBJECT THERETO WITH A PREFERENCE FOR RESIDENTS IN OTHER PARTS OF THE SAID CITY WHO FORMERLY RESIDED IN THE SAID ANCIENT PARISH.

Defined Area of Benefit:

THE ANCIENT PARISH OF ST ALDATES, OXFORD.

Data Sources