Finance Score: -5

Governance Score: 2

Support Score: 2

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: -1

THE ELIZABETH AND RICHARD WILSON CHARITABLE FUND

to further religious and charitable work of Church of England and Methodist Churchto help young people to develop their capacitiesto award scholarships, exhibitions, bursaries or maintenance allowances to any educational establishment to persons under the age of 18 yearsto further Scout /Guide Associations or other charitable youth organisation

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers

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
Income has been volatile and on several occasions in recent years 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
10/05/23	£9	£28	£-19	n/a	n/a	n/a	n/a	n/a
10/05/22	£9	£31	£-22	n/a	n/a	n/a	n/a	n/a
10/05/21	£18	£30	£-12	n/a	n/a	n/a	n/a	n/a
10/05/20	£25	£36	£-11	n/a	n/a	n/a	n/a	n/a
10/05/19	£56	£46	£10	n/a	n/a	n/a	n/a	n/a
10/05/18	£27	£13	£15	£0	£0	£0	n/a	0
10/05/17	£24	£27	£-4	£0	£0	£0	n/a	0
10/05/16	£26	£33	£-7	£0	£0	£0	n/a	0
10/05/15	£25	£24	£1	£0	£0	£0	n/a	0
10/05/14	£23	£38	£-14	£0	£0	£0	n/a	0
10/05/13	£28	£45	£-18	£0	£0	£0	n/a	0
10/05/12	£27	£34	£-7	£0	£0	£0	n/a	0
10/05/11	£27	£30	£-3	£0	£0	£0	n/a	0
10/05/10	£21	£9	£13	£0	£0	£0	n/a	0
10/05/09	£57	£55	£3	£0	£0	£0	n/a	0
10/05/08	£81	£85	£-4	£0	£0	£0	n/a	0
10/05/07	£83	£28	£55	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 18 years

www.jajsolicitors.co.uk

Gary.rycroft@jajsolicitors.co.uk

0152463371

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Social youth organisations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Lancashire,

Who it helps

Children/Young People
The General Public/Mankind

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
Department for Work and Pensions - HELPING KIDS ACHIEVE CIC
£10,808	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Gender Split

DR JOHN SHAKESPEARE

MICHAEL ROWLINSON

SALLY MARGARET RICHARDSON

SUSAN ELIZABETH HODGSON, Other trusteeships: LANCASTER CHARITY, PLATTEN AND BENSON ALMSHOUSE CHARITY, THE ABBEYFIELD LANCASHIRE EXTRA CARE SOCIETY SUPPORT TRUST,

Legal constitution

Charity registered in England & Wales on 10/05/2006, number: 1114129

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

17 returns made; all on time

Main office

Joseph A Jones & Co Llp
6 Fenton Street
LANCASTER
LA1 1TE

Objectives

10% TO VICAR AND CHURCHWARDENS OF THE PARISH CHURCH OF WARTON FOR THE UPKEEP OF THE GRAVEYARD;10% TO THE SUPERINTENDENT MINISTER OF THE CIRCUIT IN THE METHODIST CONNECTION FOR THE WARTON METHODIST CHAPEL;10% TO WARTON PARISH COUNCIL FOR ANNUAL EDUCATIONAL GRANTS;70% OF THE INCOME OF THE FUND TO BE APPLIED FOR THE FOLLOWING OBJECTS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION CONSIDER FIT:(I) TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS.(II) TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE METHODIST CHURCH IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS.(III) TO ENABLE PARISH CHURCHES IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS TO BE KEPT IN GOOD ORDER AND REPAIR.(IV) TO ENABLE METHODIST CHAPELS IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS TO BE KEPT IN GOOD ORDER AND REPAIR.(V) TO HELP YOUNG PEOPLE RESIDENT IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS SO AS TO DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY.(VI) IN AWARDING SCHOLARSHIPS, EXHIBITIONS, BURSARIES OR MAINTENANCE ALLOWANCES TENABLE TO ANY SCHOOL OR OTHER EDUCATIONAL ESTABLISHMENT APPROVED BY THE TRUSTEES TO PERSONS UNDER THE AGE OF 18 YEARS WHO ARE RESIDENT IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS.(VII) TO FURTHER THE OBJECTS OF THE SCOUT ASSOCIATION OR ANY UNIT THEREOF, THE GUIDE ASSOCIATION OR ANY UNIT THEREOF OR ANY OTHER CHARITABLE YOUTH ORGANISATIONS IN LANCASTER MORECAMBE AND CARNFORTH AND THE SURROUNDING RURAL AREAS.

Defined Area of Benefit:

LANCASTER AND MORECAMBE AND SURROUNDING RURAL AREAS INCLUDING WARTON NEAR CARNFORTH

Data Sources