Finance Score: -7

Governance Score: -4

Support Score: 0

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

No conflicts policy: -1
2 Trustees: -2
Gender balanced board: +3
Return overdue: -3

No supporters identified

Overall GiG Score: -11

ANN SHAW TRUST

MAKE DISTRIBUTIONS FOR LOCAL CHARITABLE PURPOSES AMONG THE INHABITANTS OF THE PARISH OF WESTON-UPON-TRENT

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees
Latest return is overdue

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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/22	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20		£1	£2	£-2	n/a	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17		£1	£4	£-3	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15		£1	£0	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/14		£1	£0	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/13		£1	£0	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/12		£1	£0	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/11		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10		£2	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/09		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/07	*	£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06		£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05		£2	£0	£2	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04	*	£1	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

jwain@hmo.co.uk

01785211411

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Staffordshire,

Who it helps

The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

ALAN JOHN HOPKIN Appointed: 2013

AMY LOUISE ANN GLOVER Appointed: 2023

Legal constitution

Charity registered in England & Wales on 12/12/1962, number: 213624

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR22: 318 days late, AR19: 326 days late, AR07: 1 days late, AR04: 258 days late,

Main office

HAND MORGAN & OWEN
17 MARTIN STREET
STAFFORD
ST16 2LF

Objectives

LOCAL CHARITABLE PURPOSE (NAMELY THE ADVANCEMENT OF RELIGION OR EDUCATION OR THE RELIEF OF POVERTY AMONG THE INHABITANTS OF THE PARISH OF WESTON UPON TRENT OR OTHER PURPOSES TO THEM AS A COMMUNITY) IN SUCH MANNER AS THE TRUSTEES IN THEIR ABSOLUTE AND UNCONTROLLED DISCRETION THINK FIT.

Defined Area of Benefit:

WESTON UPON TRENT

Data Sources

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