Finance Score: -1

Governance Score: 1

Support Score: 0

Spending falling: -1
No PartB

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

No supporters identified

Overall GiG Score: 0

POOR'S ESTATE

To run the Charteris Club which provides lunches, a social centre, day trips and activities for the elderly.To provide financial grants within its objects to other charities and organisations.

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

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
31/12/22		£40	£13	£27	n/a	n/a	n/a	n/a	n/a	2
31/12/21		£38	£31	£6	n/a	n/a	n/a	n/a	n/a	2
31/12/20		£36	£33	£4	n/a	n/a	n/a	n/a	n/a	2
31/12/19		£50	£40	£10	n/a	n/a	n/a	n/a	n/a	2
31/12/18		£49	£40	£9	£0	£0	£0	n/a	0	4
31/12/17		£46	£42	£3	£0	£0	£0	n/a	0	0
31/12/16		£54	£53	£1	£0	£0	£0	n/a	0	0
31/12/15	*	£53	£61	£-8	£0	£0	£0	n/a	0	0
31/12/14		£58	£58	£0	£0	£0	£0	n/a	0	0
31/12/13		£54	£54	£0	£0	£0	£0	n/a	0	0
31/12/12		£53	£50	£3	£0	£0	£0	n/a	0	0
31/12/11		£54	£56	£-2	£0	£0	£0	n/a	0	0
31/12/10		£55	£52	£4	£0	£0	£0	n/a	0	0
31/12/09		£56	£55	£0	£0	£0	£0	n/a	0	0
31/12/08		£64	£58	£5	£0	£0	£0	n/a	0	0
31/12/07		£61	£52	£9	£0	£0	£0	n/a	0	0
31/12/06	*	£58	£62	£-4	£0	£0	£0	n/a	0	0
31/12/05		£57	£49	£8	£0	£0	£0	n/a	0	0
31/12/04		£53	£50	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 62 years

01753370570

Charity Commission for England and Wales

Listed activities

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

Windsor And Maidenhead,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

DOUGLAS HILL

DEREK BISHOP Appointed: 2013

DR ROSALIND RIVAZ Appointed: 2022

GEORGE FUSSEY Appointed: 2013

JANE REED Appointed: 2018

LORD WILLIAM WALDEGRAVE PC (Chair)

MARIE MAHER Appointed: 2016

MICHAEL BLIGHTMAN Appointed: 2017

PAMELA BAKER

PHILIP HIGHY

REV ROSALIND RUTH LA STACEY Appointed: 2014

SUSAN WARNER

YVONNE OLNEY Appointed: 2021

PETER JOHN MCKEE Appointed: 2021, Other trusteeships: ETON ACTION, THE KYNGE'S COLLEGE OF OUR LADYE OF ETON BESYDE WINDESORE, OLD ETONIAN TRUST(THE),

Legal constitution

Charity registered in England & Wales on 22/12/1961, number: 200640

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Paying staff
Risk management
Volunteer management

Filing Record

19 returns made; AR15: 35 days late, AR06: 12 days late,

Main office

Accounts Office
Eton College
Windsor
SL4 6DB

Objectives

THE RELIEF,EITHER GENERALLY OR INDIVIDUALLY OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED,HARDSHIP AND DISTRESS.IF THE INCOME CANNOT BE SO APPLIED THE TRUSTEES MAY APPLY THE SAME FOR ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT AS THEY FROM TIME TO TIME THINK FIT

Defined Area of Benefit:

THE ANCIENT PARISH OF ETON.

Data Sources