Finance Score: 0

Governance Score: -1

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -1

THE ELY TRINITY DOLE CHARITY

The management of bequests made to the Charity to produce income for the relief of those in need within the Civil Parish of Ely, for the promotion of education within the Civil Parish of Ely, and to pay the Incumbent of Holy Trinity with St. Mary's Church Ely a small annual amount.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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
31/12/22	£9	£16	£-7	n/a	n/a	n/a	n/a	n/a
31/12/21	£9	£11	£-3	n/a	n/a	n/a	n/a	n/a
31/12/20	£9	£8	£1	n/a	n/a	n/a	n/a	n/a
31/12/19	£10	£9	£1	n/a	n/a	n/a	n/a	n/a
31/12/18	£9	£6	£3	£0	£0	£0	n/a	0
31/12/17	£9	£8	£1	£0	£0	£0	n/a	0
31/12/16	£8	£7	£1	£0	£0	£0	n/a	0
31/12/15	£9	£4	£4	£0	£0	£0	n/a	0
31/12/14	£8	£7	£0	£0	£0	£0	n/a	0
31/12/13	£6	£8	£-2	£0	£0	£0	n/a	0
31/12/12	£6	£8	£-2	£0	£0	£0	n/a	0
31/12/11	£9	£5	£4	£0	£0	£0	n/a	0
31/12/10	£5	£4	£2	£0	£0	£0	n/a	0
31/12/09	£5	£4	£1	£0	£0	£0	n/a	0
31/12/08	£5	£5	£0	£0	£0	£0	n/a	0
31/12/07	£5	£5	£0	£0	£0	£0	n/a	0
31/12/06	£5	£2	£4	£0	£0	£0	n/a	0
31/12/05	£5	£3	£3	£0	£0	£0	n/a	0
31/12/04	£5	£3	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 24 years

office@stmarysely.org

01353 659550

Charity Commission for England and Wales

Listed activities

Education/Training
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

Cambridgeshire,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

BARBARA WALKER Appointed: 2022

CLLR. REBECCA DENNESS Appointed: 2019

MICHAEL JOHN RICHER

REV CHRISTOPHER MURRAY HILL (Chair) Appointed: 2013

CLLR CHRISTOPHER JOHN PHILLIPS Appointed: 2015, Other trusteeships: ST PETER'S CHURCH ELY STIPEND AND MAINTENANCE TRUST, NEEDHAM TRINITY FOUNDATION,

DAVID GRAVES Appointed: 2014, Other trusteeship: NEEDHAM TRINITY FOUNDATION,

PIERS ANDREW COUTTS Appointed: 2023, Other trusteeships: NEEDHAM'S FOUNDATION, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY'S ELY,

Legal constitution

Charity registered in England & Wales on 06/07/2000, number: 1081461

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; all on time

Main office

St. Marys Church Office
St. Marys Street
ELY
Cambridgeshire
CB7 4HF

Objectives

(1) PAY TO THE INCUMBENT FOR THE TIME BEING OF THE PRESENT BENEFICE OF HOLY TRINITY WITH ST MARY ELY A SUM EQUIVALENT TO 1% OF THE INCOME OF THE CHARITY FOR HIS PERSONAL USE (2) ONE THIRD OF THE CHARITY'S INCOME SHALL BE APPLICABLE FOR RELIEF IN NEED IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE AREA OF BENEFIT BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS (3) THE REMAINING TWO THIRDS OF THE CHARITY'S INCOME SHALL BE APPLICABLE FOR THE PROMOTION OF EDUCATION IN PROMOTING THE EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING) OF PERSONS UNDER THE AGE OF 25 YEARS WHO, OR WHOSE PARENTS, ARE RESIDENT IN THE AREA OF BENEFIT, WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING - (A) IN AWARDING TO SUCH PERSONS SCHOLARSHIPS, EXHIBITIONS, BURSARIES, MAINTENANCE ALLOWANCES OR GRANTS TENABLE AT ANY SCHOOL, UNIVERSITY, COLLEGE OF EDUCATION, OR OTHER INSTITUTION OF FURTHER (INCLUDING PROFESSIONAL AND TECHNICAL) EDUCATION APPROVED FOR THE PURPOSE BY THE TRUSTEES; (B) IN PROVIDING FINANCIAL ASSISTANCE, OUTFITS, CLOTHING, TOOLS, INSTRUMENTS OR BOOKS TO ASSIST SUCH PERSONS TO PURSUE THEIR EDUCATION (INCLUDING THE STUDY OF MUSIC AND OTHER ARTS), TO UNDERTAKE TRAVEL IN FURTHERANCE THEREOF, OR TO PREPARE FOR OR ENTER A PROFESSION, TRADE OR SERVICE ON LEAVING SCHOOL, UNIVERSITY, OR OTHER EDUCATIONAL ESTABLISHMENT.

Defined Area of Benefit:

CIVIL PARISH OF ELY, IN THE COUNTY OF CAMBRIDGESHIRE.

Data Sources