Finance Score: 0

Governance Score: 5

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3

Large volunteers +3

Overall GiG Score: 8

THE PERNICIOUS ANAEMIA SOCIETY

1. Promote and protect the physical and mental health of sufferers of Pernicious Anaemia through the provision of support, education and practical advice.2. Advance the education of the general public in all areas relating to Pernicious Anaemia.3. Promote and Participate in research into the causes and treatment of Pernicious Anaemia for the public benefit.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and dynamic in terms of composition
This charity is based in an area of high deprivation

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity and another benefit
Over half the Board have joined recently

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	Volun- teers
31/03/23	£45	£94	£-50	n/a	n/a	n/a	n/a	n/a	25
31/03/22	£48	£63	£-15	n/a	n/a	n/a	n/a	n/a	5
31/03/21	£47	£43	£4	n/a	n/a	n/a	n/a	n/a	3
31/03/20	£116	£50	£67	n/a	n/a	n/a	n/a	n/a	10
31/03/19	£40	£48	£-7	n/a	n/a	n/a	n/a	n/a	3
31/03/18	£44	£35	£8	£0	£0	£0	n/a	0	0
31/03/17	£39	£37	£2	£0	£0	£0	n/a	0	0
31/03/16	£23	£21	£2	£0	£0	£0	n/a	0	0
31/03/15	£23	£25	£-2	£0	£0	£0	n/a	0	0
31/03/14	£43	£28	£14	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 12 years

www.pernicious-anaemia-society.org.uk

treasurer@pasoc.org.uk

01656769717

Charity Commission for England and Wales

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Mental health and addiction

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

This charity is based in an area of high deprivation

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
25 volunteers

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 - PAS Website Development Project
£10,000	13/12/2012 12	This is a project by a charity in Bridgend, Wales, serving beneficiaries worldwide. The group will use the funding to develop the current website to enable live video streams and discussions for the ....more This is a project by a charity in Bridgend, Wales, serving beneficiaries worldwide. The group will use the funding to develop the current website to enable live video streams and discussions for the members who live in England but the majority of beneficiaries live in Warwickshire. This will improve communication and enable suffers to source valuable information provided on the website.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 26-89

ALEX DAVID Appointed: 2023, Occupation: Magazine Subeditor

ANDY EMERSON Appointed: 2023, Occupation: Operational Director

DAVID CONNELL-SMITH Appointed: 2012, Occupation: Retired

ELIZABETH OLIVER SMART Appointed: 2022, Occupation: Retired

TARA TIERNEY Appointed: 2023, Occupation: Archivist

DR JOHN PELHAM WARREN Appointed: 2022, Occupation: Retired Surgeon, Other trusteeships: 15 Square, 15 SQUARE,

STEPHEN GANTER Appointed: 2020, Occupation: Management Consultant

THERESA BERTA KATE TAYLOR Appointed: 2012, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 26/06/2012, number: 1147839
Registered at Companies House on 10/01/2012, number: 07904047

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

10 returns made; all on time

Main office

Brackla House
Brackla Street
Bridgend
CF31 1BZ

Objectives

(1) PROMOTE AND PROTECT THE PHYSICAL AND MENTAL HEALTH OF SUFFERERS OF PERNICIOUS ANAEMIA THROUGH THE PROVISION OF SUPPORT, EDUCATION AND PRACTICAL ADVICE.(2) ADVANCE THE EDUCATION OF THE PUBLIC IN ALL AREAS RELATING TO PERNICIOUS ANAEMIA.(3) PROMOTE RESEARCH INTO THE CAUSE AND TREATMENT OF PERNICIOUS ANAEMIA, AND INTO THE IMPLICATIONS OF PERNICIOUS ANAEMIA ON OTHER MEDICAL CONDITIONS, FOR THE PUBLIC BENEFIT.

Data Sources