Finance Score: -2

Governance Score: 2

Support Score: 0

Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 0

THE JOSEPH AND ANN SLATER MEMORIAL FUND

To provide funds for holidays anywhere in the UK for disadvantaged children from the Manchester area. To help maintain holiday/convalescent homes in Derbyshire for disadvantaged children from anywhere in the UK.

Analysis by Giving is Great

Positives:

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
On several occasions in recent years income has been less than spending

Established: 62 years

slatertrustfund@gmail.com

0129884624

Charity Commission for England and Wales

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
02/07/23		£16	£19	£-3	n/a	n/a	n/a	n/a	n/a
02/07/22		£13	£18	£-5	n/a	n/a	n/a	n/a	n/a
02/07/21		£14	£18	£-4	n/a	n/a	n/a	n/a	n/a
02/07/20		£17	£23	£-5	n/a	n/a	n/a	n/a	n/a
02/07/19		£20	£25	£-5	n/a	n/a	n/a	n/a	n/a
02/07/18		£20	£29	£-9	£0	£0	£0	n/a	0
02/07/17		£23	£27	£-4	£0	£0	£0	n/a	0
02/07/16		£22	£29	£-7	£0	£0	£0	n/a	0
02/07/15		£22	£35	£-13	£0	£0	£0	n/a	0
02/07/14		£24	£19	£5	£0	£0	£0	n/a	0
02/07/13	*	£23	£21	£2	£0	£0	£0	n/a	0
02/07/12		£23	£24	£-1	£0	£0	£0	n/a	0
02/07/11		£21	£31	£-10	£0	£0	£0	n/a	0
02/07/10	*	£19	£12	£7	£0	£0	£0	n/a	0
02/07/09		£23	£22	£1	£0	£0	£0	n/a	0
02/07/08		£23	£20	£3	£0	£0	£0	n/a	0
02/07/07		£23	£20	£2	£0	£0	£0	n/a	0
02/07/06	*	£22	£26	£-4	£0	£0	£0	n/a	0
02/07/05	*	£21	£21	£0	£0	£0	£0	n/a	0
02/07/04		£18	£22	£-4	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

Age Range of Trustees:

MR D J BRIGHTMORE Appointed: 2013

MR M A LEWIS

MRS A H LEVER Appointed: 2013

MELANIE STOCKDALE Appointed: 2023, Occupation: Teaching Assistant

ROGER ANTHONY HORNE, Occupation: Solicitor, Other trusteeships: THE TOGETHER TRUST, THE BINGHAM TRUST,

Legal constitution

Charity registered in England & Wales on 25/10/1962, number: 210410

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment

Filing Record

20 returns made; AR13: 89 days late, AR10: 79 days late, AR06: 186 days late, AR05: 22 days late,

Main office

1 New Field End
Warslow
BUXTON
Derbyshire
SK17 0JT

Objectives

TOWARDS THE SUPPORT AND MAINTENANCE OF THE TAXAL EDGE CONVALESCENT HOME, WHALEY BRIDGE, DERBYSHIRE; TOWARDS THE MAINTENANCE OF OTHER CONVALESCENT HOMES WITHIN THAT COUNTY WHICH CATER FOR POOR AND NECESSITOUS CHILDREN; ALSO TOWARDS THE COST OF CONVALESCENCE ANYWHERE IN THE U.K. FOR POOR AND NECESSITOUS CHILDREN LIVING WITHIN A 12 MILE RADIUS OF MANCHESTER CITY HALL.

Defined Area of Benefit:

TAXAL

Data Sources