Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

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

Large volunteers +3

Overall GiG Score: 5

OCKLEY UNITED CHARITIES

Financial assistance in the form of an annual gift to 40-50 parishioners who are of restricted means, providing financial assistance to residents of Ockley in straitened circumstances and providing financial help to various village organisations that provide services for elderly or young residents of Ockley such as youth club, toddler group and a tea group for the elderly

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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

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
30/09/23	£23	£10	£13	n/a	n/a	n/a	n/a	n/a	4
30/09/22	£8	£8	£0	n/a	n/a	n/a	n/a	n/a	0
30/09/21	£8	£9	£-2	n/a	n/a	n/a	n/a	n/a	0
30/09/20	£10	£7	£3	n/a	n/a	n/a	n/a	n/a	0
30/09/19	£10	£9	£2	n/a	n/a	n/a	n/a	n/a	0
30/09/18	£8	£8	£0	£0	£0	£0	n/a	0	0
30/09/17	£8	£7	£1	£0	£0	£0	n/a	0	0
30/09/16	£8	£8	£0	£0	£0	£0	n/a	0	0
30/09/15	£9	£7	£2	£0	£0	£0	n/a	0	0
30/09/14	£9	£7	£1	£0	£0	£0	n/a	0	0
30/09/13	£9	£8	£1	£0	£0	£0	n/a	0	0
30/09/12	£9	£8	£1	£0	£0	£0	n/a	0	0
30/09/11	£9	£9	£0	£0	£0	£0	n/a	0	0
30/09/10	£9	£9	£0	£0	£0	£0	n/a	0	0
30/09/09	£9	£9	£0	£0	£0	£0	n/a	0	0
30/09/08	£8	£6	£2	£0	£0	£0	n/a	0	0
30/09/07	£7	£7	£0	£0	£0	£0	n/a	0	0
30/09/06	£9	£9	£0	£0	£0	£0	n/a	0	0
30/09/05	£10	£10	£0	£0	£0	£0	n/a	0	0
30/09/04	£9	£6	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 62 years

01306711511

Charity Commission for England and Wales

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Other individual and family services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Surrey,

Who it helps

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

Who works here?

Unknown number of employees
4 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DOCTOR RICHARD THOMAS LEES CURTIES

DAVID PAVEY Appointed: 2020

GORDON ERNEST LEE STEERE DL

GILLIAN MARY CHRISTIE Appointed: 2019

ELIZABETH ROSALIND RICHARDSON Appointed: 2019, Other trusteeship: Parochial Church Council of Capel and Ockley,

JOHN RICHARD HOLT THOMAS Appointed: 2020, Other trusteeship: THE FRIENDS OF ST MARGARET'S CHURCH, OCKLEY,

Legal constitution

Charity registered in England & Wales on 18/01/1962, number: 200556

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Investment
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; all on time

Main office

Elmers Farmhouse
Stane Street
Ockley
Dorking
Surrey
RH5 5TQ

Objectives

SEE INDIVIDUAL CONSTITUENTS

Defined Area of Benefit:

ANCIENT PARISH OF OCKLEY

Data Sources