Finance Score: -17

Governance Score: -7

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
Dormant: -10
No PartB

Submission defaults: -10
Gender balanced board: +3

No supporters identified

Overall GiG Score: -24

CLIFTON WELFARE TRUST

To give small sums of money to those who live in the villages of Clifton-upon-Dunsmore and Newton to those who need help. I.e. recently to enable a child to attend a school educational camp which the parents couldn't afford due to both being currently unemployed following a request from the Head Teacher, otherwise the child in the class would have lost out.

Analysis by Giving is Great

Positives:

There have been no income shortfalls in recent years

Regulatory & Governance issues to consider:

There have been multiple defaults for filing returns

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years
This charity appears to be dormant

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
31/12/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£0	£0	£0	£0	£0	£0	NAN	0
31/12/17		£0	£0	£0	£0	£0	£0	n/a	0
31/12/16		£0	£0	£0	£0	£0	£0	NAN	0
31/12/15		£0	£0	£0	£0	£0	£0	n/a	0
31/12/14		£0	£0	£0	£0	£0	£0	NAN	0
31/12/13	*	£0	£0	£0	£0	£0	£0	n/a	0
31/12/12		£0	£0	£0	£0	£0	£0	NAN	0
31/12/11	*	£0	£0	£0	£0	£0	£0	n/a	0
31/12/10		£0	£0	£0	£0	£0	£0	n/a	0
31/12/09		£0	£0	£0	£0	£0	£0	n/a	0
31/12/08		£0	£0	£0	£0	£0	£0	NAN	0
31/12/07		£0	£0	£0	£0	£0	£0	n/a	0
31/12/06		£0	£0	£0	£0	£0	£0	n/a	0
31/12/05		£0	£0	£0	£0	£0	£0	n/a	0
31/12/04		£0	£0	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

davidswan7@yahoo.co.uk

01788568119

Charity Commission for England and Wales

This Charity appears to be dormant

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

JOHN DAVID SWAN

SUE MCKENZIE Appointed: 2017

LYNDA PALMER Appointed: 2017, Other trusteeships: MARRIOTT'S ALMSHOUSES, CLIFTON PARISH HOUSES,

Legal constitution

Charity registered in England & Wales on 30/11/1962, number: 204853

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Volunteer management

Filing Record

17 returns made; AR19: 297 days late, AR18: 28 days late, AR13: 111 days late, AR11: 14 days late,

Main office

7 AVON STREET
CLIFTON UPON DUNSMORE
RUGBY
CV23 0DQ

Objectives

TO RELIEVE EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE AREA OF THE ECCLESIASTICAL PARISH OF ST.MARY VIRGIN, CLIFTON ON DUNSMORE WITH NEWTON WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS

Defined Area of Benefit:

SEE OBJECT

Data Sources