Finance Score: -1

Governance Score: 6

Support Score: 0

Poor Liquidity: -1

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

UNITED UTILITIES TRUST FUND

The relief of those persons who are in condition of need, poverty, hardship or other distress and are unable to meet the cost of charges for the supply of water and/or sewerage services provided to premises used or occupied by them by United as water and/or sewerage undertaker appointed pursuant to the Water Industry Act 1991 (or any statutory modification or amendment to that Act).

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 19 years

www.uutf.org.uk

soglesby@aurigaservices.co.uk

03007906172

Charity Commission for England and Wales

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
31/03/23	£3,502	£3,484	£19	£0	£342	£342	1.2
31/03/22	£3,503	£3,769	£-266	£0	£323	£323	1
31/03/21	£3,771	£3,453	£318	£0	£589	£318	1.1
31/03/20	£3,501	£3,456	£45	£0	£272	£272	0.9
31/03/19	£4,000	£4,068	£-68	£0	£227	£227	0.7
31/03/18	£4,519	£4,561	£-42	£0	£295	£295	0.8
31/03/17	£5,026	£5,438	£-412	£0	£337	£337	0.7
31/03/16	£6,213	£6,147	£65	£0	£749	£749	1.5
31/03/15	£6,802	£6,522	£279	£6	£684	£684	1.3
31/03/14	£7,002	£6,820	£182	£13	£404	£404	0.7
31/03/13	£5,023	£5,522	£-500	£8	£222	£222	0.5
31/03/12	£5,003	£4,575	£428	£8	£722	£722	1.9
31/03/11	£5,022	£4,843	£179	£7	£294	£294	0.7
31/03/10	£5,031	£5,289	£-258	£7	£115	£115	0.3
31/03/09	£3,027	£3,184	£-156	£8	£373	£373	1.4
31/03/08	£3,037	£3,078	£-41	£9	£530	£530	2.1
31/03/07	£3,030	£3,458	£-428	£8	£570	£570	2
31/03/06	£3,022	£2,023	£999	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 49%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 2

Asset Split ?

Listed activities

The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Cheshire East, Cheshire West & Chester, Cumbria, Lancashire, Liverpool City, Manchester City, Wirral,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-70

ALASTAIR RICHARDS Appointed: 2006, Occupation: Accountant

DEBORAH MORTON (Chair) Appointed: 2005, Occupation: Chartered Physio

JO-ANNE ELSA BOSWELL Appointed: 2022, Occupation: Manager

LYNNE JANE HEATH Appointed: 2017, Occupation: Headteacher

MARTIN CHARLES CROWHURST Appointed: 2022, Occupation: Manager

Legal constitution

Charitable company registered in England & Wales on 24/02/2005, number: 1108296
Registered at Companies House on 09/12/2004, number: 05309512

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

18 returns made; all on time

Main office

Crowe Uk Llp
Black Country House
Rounds Green Road
OLDBURY
West Midlands
B69 2DG

Objectives

THE RELIEF OF THOSE PERSONS WHO ARE IN CONDITION OF NEED, POVERTY, HARDSHIP OR OTHER DISTRESS AND ARE UNABLE TO MEET THE COST OF CHARGES FOR THE SUPPLY OF WATER AND/OR SEWERAGE SERVICES PROVIDED TO PREMISES USED OR OCCUPIED BY THEM BY UNITED UTILITIES AS WATER AND/OR SEWERAGE UNDERTAKER APPOINTED PURSUANT TO THE WATER INDUSTRY ACT 1991 (OR ANY STATUTORY MODIFICATION OR AMENDMENT TO THAT ACT). SUCH RELIEF IS TO BE PROVIDED AT SUCH TIMES AND IN SUCH MANNER AS THE TRUSTEES THINK FIT AND IS TO INCLUDE THE PREVENTION AND RELIEF OF POVERTY BY THE PROVISION OF ADVICE, COUNSELLING AND EDUCATION OF THE GENERAL PUBLIC IN RELATION TO DEBT, DEBT AWARENESS AND DEBT PREVENTION.

Defined Area of Benefit:

FOR THE BENEFIT OF THOSE PEOPLE IN NEED WHO ARE SUPPLIED BY UNITED UTILITIES.

Data Sources