Finance Score: -2

Governance Score: -6

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5

No volunteer policy: -2
No conflicts policy: -1
All male board: -3

Large volunteers +3

Overall GiG Score: -5

CATENIAN ASSOCIATION BENEVOLENT AND CHILDREN'S FUND

The provision of monetary assistance to members of the Catenian Association and their dependants including dependants of deceased members of the Catenian Association who are in need.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity has a robust balance sheet

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £9,520,768 available, equivalent to 150 months of spending and so may not be able to utilise additional funding

Established: 61 years

www.catenianbenevolence.org

clerk@catenianbenevolence.org

01257462344

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	Volun- teers
31/03/23		£895	£764	£131	£0	£9,521	£9,521	149.6	1	200
31/03/22		£700	£887	£-187	£0	£9,861	£9,861	133.4	1	200
31/03/21		£1,026	£726	£300	£0	£9,230	£9,230	152.6	1	200
31/03/20		£424	£799	£-375	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£451	£576	£-125	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£385	£847	£-462	£0	£0	£0	n/a	0	0
31/03/17		£347	£254	£92	£0	£0	£0	n/a	0	0
31/03/16	*	£344	£584	£-240	£0	£0	£0	n/a	0	0
31/03/15		£359	£740	£-382	£0	£0	£0	n/a	0	0
31/03/14	*	£278	£431	£-153	£0	£0	£0	n/a	0	0
31/03/13	*	£243	£229	£15	£0	£0	£0	n/a	0	0
31/03/12		£268	£234	£34	£0	£0	£0	n/a	0	0
31/03/11		£286	£227	£59	£0	£0	£0	n/a	0	0
31/03/10	*	£266	£271	£-5	£0	£0	£0	n/a	0	0
31/03/09		£312	£232	£80	£0	£0	£0	n/a	0	0
31/03/08		£304	£195	£109	£0	£0	£0	n/a	0	0
31/03/07	*	£311	£247	£64	£0	£0	£0	n/a	0	0
31/03/06	*	£322	£454	£-132	£0	£0	£0	n/a	0	0
31/03/05	*	£345	£228	£117	£0	£0	£0	n/a	0	0
31/03/04	*	£366	£118	£248	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 18%
Fundraising Costs/Total Spending: 1.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 149.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 7.7

Asset Split ?

Listed activities

The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Provides other finance

Where it operates

Australia, Malta, Scotland, South Africa, Throughout England And Wales, Zimbabwe,

Who it helps

Other Defined Groups

Who works here?

1 employee
200 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

DENIS MURPHY Appointed: 2021

DR DAVID BRINKLEY Appointed: 2021

JOHN COLLIGAN Appointed: 2019

JOHN HOGAN Appointed: 2015

PETER DEVINE (Chair) Appointed: 2014

RICHARD MARK SUTTON ALLANSON

DAVID CAWDERY Appointed: 2014, Other trusteeship: PRAMACARE,

KEVIN MICHAEL RAFFERTY Appointed: 2020, Occupation: Treasurer, Other trusteeship: TADLEY AND DISTRICT CITIZENS ADVICE BUREAU,

Legal constitution

Charity registered in England & Wales on 14/01/1963, number: 214244

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR16: 0 days late, AR14: 24 days late, AR13: 25 days late, AR10: 169 days late, AR07: 2 days late, AR06: 367 days late, AR05: 15 days late, AR04: 25 days late,

Main office

Unit 5
Oak Court
Pilgrims Walk
Prologis Park
COVENTRY
CV6 4QH

Objectives

THE MANAGING TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY AND, AT THEIR DISCRETION, THE WHOLE OR ANY PART OF ITS CAPITAL IN:A) RELIEVING NEED AMONGST MEMBERS OF THE CATENIAN ASSOCIATION, THE DEPENDANTS OF MEMBERS OF THE CATENIAN ASSOCIATION, THE DEPENDANTS OF FORMER MEMBERS OF THE CATENIAN ASSOCIATION AND THE DEPENDANTS OF DECEASED MEMBERS OF THE CATENIAN ASSOCIATION, WHO ARE (IN EACH CASE) IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS (THE PRIMARY CLASS OF BENEFICIARIES), BY MAKING GRANTS OF MONEY OR PROVIDING LOANS, WHETHER SECURED OR UNSECURED AND EITHER WITHOUT INTEREST OR AT SUCH RATE OF INTEREST AS THE MANAGING TRUSTEES MAY DECIDE, OR PROVIDING ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS (WHETHER BY PAYMENT FOR OR TOWARDS OR REIMBURSEMENT OF ALL OR PART OF THE COST OF SUCH ITEMS, SERVICES OR FACILITIES, OR OTHERWISE);B) IF AND TO THE EXTENT TO WHICH THE RESOURCES OF THE CHARITY ARE NOT USED FOR THE PURPOSE SET OUT IN A), RELIEVING NEED, HARDSHIP OR DISTRESS AMONG OTHER MEMBERS OF THE PUBLIC, BY SUPPORTING SUCH ROMAN CATHOLIC CHARITIES AS THE MANAGING TRUSTEES MAY SELECT, IN PARTICULAR BY MAKING GRANTS OF MONEY OR PROVIDING LOANS, WHETHER SECURED OR UNSECURED AND EITHER WITHOUT INTEREST OR AT SUCH RATE OF INTEREST AS THE MANAGING TRUSTEES MAY DECIDE; AND C) IF AND TO THE EXTENT TO WHICH THE RESOURCES OF THE CHARITY ARE NOT USED FOR THE PURPOSES SET OUT IN A) AND B), RELIEVING NEED, HARDSHIP OR DISTRESS AMONG OTHER MEMBERS OF THE PUBLIC BY SUPPORTING SUCH OTHER CHARITIES AS THE MANAGING TRUSTEES MAY SELECT, IN PARTICULAR BY MAKING GRANTS OF MONEY OR PROVIDING LOANS, WHETHER SECURED OR UNSECURED AND EITHER WITHOUT INTEREST OR AT SUCH RATE OF INTEREST AS THE MANAGING TRUSTEES MAY DECIDE.

Defined Area of Benefit:

NOT DEFINED

Data Sources