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home >> charity search >> the marillier annuity fund
Finance Score: -5
Governance Score: 2
Support Score: 0
  • Multiple Deficits and declines: -5
  • No PartB
  • No conflicts policy: -1
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -3 ?

THE MARILLIER ANNUITY FUND 

Annuities to ladies in financial need who have reached the age of 55 years.
Analysis by Giving is Great

Positives:

  • Spending has increased over the last 3 years relative to the previous period, despite a decline more recently

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
miles

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
05/04/23*£0£14£-14n/an/an/an/an/a0
05/04/22£0£16£-16n/an/an/an/an/a0
05/04/21£0£5£-5n/an/an/an/an/a0
05/04/20£0£20£-19n/an/an/an/an/a0
05/04/19£0£12£-11n/an/an/an/an/a0
05/04/18£0£12£-12£0£0£0n/a00
05/04/17£0£11£-11£0£0£0n/a00
05/04/16£0£11£-10£0£0£0n/a00
05/04/15£0£14£-13£0£0£0n/a00
05/04/14£0£15£-14£0£0£0n/a00
05/04/13£3£15£-12£0£0£0n/a00
05/04/12£6£12£-6£0£0£0n/a00
05/04/11£6£13£-6£0£0£0n/a00
05/04/10*£7£10£-3£0£0£0n/a00
05/04/09*£10£12£-3£0£0£0n/a00
05/04/08*£6£12£-6£0£0£0n/a00
05/04/07*£10£13£-3£0£0£0n/a00
05/04/06*£12£13£-2£0£0£0n/a00
05/04/05£10£14£-4£0£0£0n/a00
05/04/04*£11£14£-3£0£0£0n/a00
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 55 years

lynn.young@wollens.co.uk

01803213251

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Financial support to the poor
How it operates
  • Provides other finance
Where it operates
  • North Yorkshire, Torbay,
Who it helps
  • Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 09/05/1969, number: 207138
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Investment
  • Risk management
Filing Record
20 returns made; AR23: 2 days late, AR10: 5 days late, AR09: 84 days late, AR08: 49 days late, AR07: 106 days late, AR06: 34 days late, AR04: 38 days late,
Main office

Wollens
At Harbourside
67 The Terrace
Torquay
Devon
TQ1 1DP

Objectives

TO APPLY THE INCOME IN PAYMENT OF ANNUITIES CURRENTLY NOT EXCEEDING ú520 PER ANNUM EACH OR SUCH OTHER AMOUNT AS THE CHARITY COMMISSIONERS FROM TIME TO TIME APPROVE TO SUCH POOR LADIES OF GENTLE BIRTH WHO SHALL NOT BE OF THE ROMAN CATHOLIC FAITH OR MEMBERS OF THE SALVATION ARMY AND SHALL HAVE REACHED THE AGE OF 55 YEARS AND SHALL HAVE LIVED AND SHALL CONTINUE TO LIVE MORAL AND SOBER LIVES.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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