Finance Score: -2

Governance Score: -6

Support Score: 3

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
All female board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: -5

NORTHERN LADIES ANNUITY SOCIETY

Relief of poverty by giving assistance to governesses and other ladies who meet the Society's criteria. Providing annuities, grants and subsidised accomodation for ladies in reduced circumstances

Analysis by Giving is Great

Positives:

The charity has received Government grants

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely female
The Board has little diversity in terms of age

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		£418	£389	£28	n/a	n/a	n/a	n/a	n/a
31/03/22		£241	£365	£-123	n/a	n/a	n/a	n/a	n/a
31/03/21		£263	£334	£-71	n/a	n/a	n/a	n/a	n/a
31/03/20		£262	£372	£-110	n/a	n/a	n/a	n/a	n/a
31/03/19		£292	£391	£-99	n/a	n/a	n/a	n/a	n/a
31/03/18		£289	£381	£-92	£0	£0	£0	n/a	0
31/03/17		£388	£353	£35	£0	£0	£0	n/a	0
31/03/16		£271	£345	£-74	£0	£0	£0	n/a	0
31/03/15		£284	£334	£-50	£0	£0	£0	n/a	0
31/03/14		£274	£316	£-43	£0	£0	£0	n/a	0
31/03/13		£255	£294	£-40	£0	£0	£0	n/a	0
31/03/12		£264	£281	£-17	£0	£0	£0	n/a	0
31/03/11		£248	£299	£-51	£0	£0	£0	n/a	0
31/03/10		£240	£315	£-75	£0	£0	£0	n/a	0
31/03/09		£329	£286	£43	£0	£0	£0	n/a	0
31/03/08		£267	£277	£-11	£0	£0	£0	n/a	0
31/03/07		£306	£273	£33	£0	£0	£0	n/a	0
31/03/06		£267	£263	£4	£0	£0	£0	n/a	0
31/03/05		£253	£247	£6	£0	£0	£0	n/a	0
31/03/04	*	£277	£219	£58	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 21 years

jean.ferry@nlas.org.uk

01912321518

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Financial support to the poor

How it operates

Makes Grants to Individuals
Provides other finance

Where it operates

Cumbria, Durham, North Tyneside, Northumberland, Sunderland,

Who it helps

Elderly/Old People

NORTHERN LADIES ANNUITY SOCIETY

Analysis by Giving is Great

Positives:

Regulatory & Governance issues to consider:

Financial issues to consider:

Financial Data ?

Income & Spending ?

Sources of Income ?

UN SDGs

Listed activities

GiG Classification

How it operates

Where it operates

Who it helps

Who's supporting them? ?

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-73

Legal constitution

Gift Aid

Policies in force

Filing Record

Main office

Objectives

Defined Area of Benefit:

Data Sources

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