Finance Score: 0

Governance Score: 6

Support Score: 3

No PartB

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

Grant maker support: +3

Overall GiG Score: 9

GEORGE FENTHAM HAMPTON IN ARDEN CHARITY

TO ADMINISTER THE ALMSHOUSES, OTHER PROPERTIES AND ASSETS OWNED BY THE CHARITY TO GENERATE INCOME. TO APPLY THE INCOME FOR THE BENEFIT OF THE RESIDENTS IN THE ALMSHOUSES AND IN CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF HAMPTON IN ARDEN.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

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
31/12/22		£426	£389	£37	n/a	n/a	n/a	n/a	n/a
31/12/21		£331	£297	£34	n/a	n/a	n/a	n/a	n/a
31/12/20		£408	£311	£97	n/a	n/a	n/a	n/a	n/a
31/12/19		£301	£308	£-7	n/a	n/a	n/a	n/a	n/a
31/12/18		£334	£330	£4	£0	£0	£0	n/a	0
31/12/17		£384	£343	£40	£0	£0	£0	n/a	0
31/12/16		£329	£343	£-15	£0	£0	£0	n/a	0
31/12/15		£320	£303	£17	£0	£0	£0	n/a	0
31/12/14		£319	£381	£-62	£0	£0	£0	n/a	0
31/12/13		£343	£341	£3	£0	£0	£0	n/a	0
31/12/12		£318	£298	£20	£0	£0	£0	n/a	0
31/12/11		£318	£268	£51	£0	£0	£0	n/a	0
31/12/10		£297	£307	£-10	£0	£0	£0	n/a	0
31/12/09		£282	£184	£97	£0	£0	£0	n/a	0
31/12/08		£288	£338	£-50	£0	£0	£0	n/a	0
31/12/07		£303	£234	£69	£0	£0	£0	n/a	0
31/12/06		£320	£380	£-61	£0	£0	£0	n/a	0
31/12/05		£260	£177	£83	£0	£0	£0	n/a	0
31/12/04	*	£219	£328	£-109	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 21 years

clerk@georgefenthamtrust.org.uk

01675442017

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources
Provides other finance

Where it operates

Solihull,

Who it helps

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

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Elderly Lunch Club and Coffee Morning
£10,000	15/08/2022	The funding will be used to continue to deliver and expand elderly lunch club and coffee mornings. The project aims to reduce social isolation and foster friendships.
DCMS - Coronavirus Community Support Fund
£15,634	25/06/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-64

ALISON FISHER Appointed: 2014, Occupation: Magistrate, Other trusteeships: BOURNVILLE VILLAGE TRUST, EDUCATIONAL FOUNDATION OF GEORGE FENTHAM, HAMPTON IN ARDEN, BROMSGROVE DISTRICT HOUSING TRUST LIMITED,

CAROL ANN GRANT Appointed: 2004, Occupation: Bookkeeper, Other trusteeships: HAMPTON-IN-ARDEN SOCIETY, EDUCATIONAL FOUNDATION OF GEORGE FENTHAM, HAMPTON IN ARDEN, CAMERON GRANT MEMORIAL TRUST,

CHARLES ANTHONY RICKARD Appointed: 2018, Occupation: Chartered Accountant, Other trusteeship: EDUCATIONAL FOUNDATION OF GEORGE FENTHAM, HAMPTON IN ARDEN,

DANIEL ADAMS Appointed: 2016, Occupation: Social Worker/Manager, Other trusteeship: EDUCATIONAL FOUNDATION OF GEORGE FENTHAM, HAMPTON IN ARDEN,

JOSEPHINE ANNE OSWALD Appointed: 2018, Occupation: Book Keeper, Other trusteeship: EDUCATIONAL FOUNDATION OF GEORGE FENTHAM, HAMPTON IN ARDEN,

TIMOTHY JOSEPH BERESFORD Appointed: 2017, Occupation: Chartered Surveyor, Other trusteeship: EDUCATIONAL FOUNDATION OF GEORGE FENTHAM, HAMPTON IN ARDEN,

ALISON JANE ROLF Appointed: 2017, Occupation: Legal Executive, Other trusteeship: AGE CONCERN SOLIHULL,

GLYN COLIN RYLAND Appointed: 2020, Occupation: Lawyer, Other trusteeships: INTERNATIONAL LONGEVITY CENTRE-UK, CONWAY HALL ETHICAL SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 17/07/2003, number: 1098618
Registered at Companies House on 10/06/2003, number: 04794066

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

19 returns made; AR04: 15 days late,

Main office

George Fentham Meeting Room
Marsh Lane
Hampton-in-Arden
Solihull
B92 0AH

Objectives

IN THE FIRST PLACE TO PROVIDE RELIEF FOR THE BENEFIT OF THOSE RESIDENT IN THE ALMSHOUSES (OWNED FROM TIME TO TIME BY THE CHARITY) AND TO PAY PENSIONS AND RELIEVE THOSE PERSONS IN NEED RESIDENT IN THE AREA OF BENEFIT (AS DEFINED BELOW) WHO ARE OF GOOD CHARACTER AND WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE CHARITY COMMISSION) HAVE RESIDED IN THE AREA OF BENEFIT FOR A PERIOD OF NOT LESS THAN TWO YEARS NEXT PRECEDING THE TIME OF APPOINTMENT AND SECONDLY FOR THE GENERAL BENEFIT OF INHABITANTS WITHIN THE AREA OF BENEFIT INCLUDING GENERAL EDUCATIONAL PURPOSES (THE OBJECTS)THE AREA OF BENEFIT SHALL MEAN THE PARISH OF HAMPTON IN ARDEN AS CONSTITUTED ON 23 DECEMBER 1907 BEING THE AREA SHOWN ON A MAP DEPOSITED IN THE OFFICE OF THE COMMISSIONERS AND IDENTIFIED BY THE NUMBER 527

Defined Area of Benefit:

HAMPTON IN ARDEN

Data Sources