Finance Score: -2

Governance Score: 3

Support Score: 0

Deficit latest year: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE BURTON LATIMER EX-SERVICEMEN'S ASSOCIATION

The Charity provides financial assistance to needy Burton Latimer Ex-Service people and their dependants of all ages. This assistance includes help towards apprenticeships, re-training and higher educational costs.

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was significantly lower than spending in the latest year

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
05/04/23		£18	£24	£-6	n/a	n/a	n/a	n/a	n/a
05/04/22		£17	£6	£11	n/a	n/a	n/a	n/a	n/a
05/04/21		£13	£6	£8	n/a	n/a	n/a	n/a	n/a
05/04/20		£18	£5	£14	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£20	£6	£14	n/a	n/a	n/a	n/a	n/a
05/04/18		£60	£28	£32	£0	£0	£0	n/a	0
05/04/17		£17	£49	£-31	£0	£0	£0	n/a	0
05/04/16		£125	£170	£-45	£0	£0	£0	n/a	0
05/04/15		£120	£37	£83	£0	£0	£0	n/a	0
05/04/14		£14	£16	£-2	£0	£0	£0	n/a	0
05/04/13		£11	£31	£-20	£0	£0	£0	n/a	0
05/04/12		£57	£29	£27	£0	£0	£0	n/a	0
05/04/11		£13	£24	£-11	£0	£0	£0	n/a	0
05/04/10		£13	£10	£2	£0	£0	£0	n/a	0
05/04/09		£13	£9	£4	£0	£0	£0	n/a	0
05/04/08		£12	£9	£3	£0	£0	£0	n/a	0
05/04/07		£12	£7	£5	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 18 years

j.peck@tiscali.co.uk

01536724513

Charity Commission for England and Wales

Listed activities

Disability
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

Northamptonshire,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Gender Split

MARGARET HEELS

MR B.S.BLOOMFIELD

PETER WILLIAM WALTON Appointed: 2016

MRS R GROOME, Other trusteeships: FRIENDS OF PETERBOROUGH CATHEDRAL, THE BURTON LATIMER HERITAGE SOCIETY,

STUART JOHN WELCH Appointed: 2018, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF KETTERING CHRIST THE KING,

MR A J D PECK (Chair), Occupation: Company Director, Other trusteeship: BRITISH SOFT DRINKS INDUSTRY FOUNDATION,

Legal constitution

Charity registered in England & Wales on 23/11/2005, number: 1112252

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment

Filing Record

17 returns made; AR19: 251 days late,

Main office

159 HIGH STREET
BURTON LATIMER
KETTERING
NN15 5RL

Objectives

1) THE RELIEF OF PERSONS WHO ARE IN NEED BY VIRTUE OF FINANCIAL HARDSHIP, SICKNESS OR OLD AGE: AND A) ARE CURRENTLY RESIDENT IN BURTON LATIMER OR WHO HAVE PREVIOUSLY LIVED IN BURTON LATIMER FOR A PERIOD OF NOT LESS THAN FIVE YEARS; AND B) ARE FORMER MEMBERS OF THE ARMED FORCES OR THE DEPENDANTS OF SUCH PERSONS; ORC) IN SPECIAL CIRCUMSTANCES AS THE TRUSTEES MAY DETERMINE, FORMER MEMBERS OF THE ARMED FORCES OR THEIR DEPENDANTS WHO DO NOT FULFIL THE RESIDENCY REQUIREMENTS IN CLAUSE 3(1)(A) ABOVE.2) THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY:A) MAKING GRANTS OF MONEY TO THEM; ORB) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; ORC) PROVIDING TRAINING OR EDUCATION FOR THEM; ORD) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS SERVICES OR FACILITIES FOR THOSE IN NEED.3) IF AND IN SO FAR AS THE INCOME OF THE CHARITY CANNOT BE APPLIED TOWARDS THE OBJECT SPECIFIED IN 3(1) ABOVE, THE TRUSTEES MAY MAKE GRANTS TO OTHER ORGANISATIONS WHOSE PRIMARY OBJECTS ARE THE RELIEF IN NEED OF FORMER MEMBERS OF THE ARMED FORCES AND THEIR DEPENDANTS.4) TO THESE SEVERAL ENDS, ONLY INCOME NOT THE CAPITAL ASSETS, OF THE ASSOCIATION MAY BE USED.

Defined Area of Benefit:

BURTON LATIMER, NORTHAMPTONSHIRE

Data Sources