Finance Score: -2

Governance Score: 2

Support Score: 0

Deficit latest year: -2
No PartB

12+ Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

MICHAEL LOWE'S AND ASSOCIATED CHARITIES

The Charity can only make grants to or for the benefit of residents of the City of Lichfield.As well as fuel grants, grants may be made to individuals who are in conditions of need, hardship or distress or to organisations whose aims are to provide or pay for items which will benefit the recipient.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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 was significantly lower than spending in the latest year

Established: 61 years

michael-lowes.org

srjames@michael-lowes.org

07506284831

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
31/03/23	£104	£138	£-34	n/a	n/a	n/a	n/a	n/a
31/03/22	£92	£86	£6	n/a	n/a	n/a	n/a	n/a
31/03/21	£91	£86	£5	n/a	n/a	n/a	n/a	n/a
31/03/20	£108	£100	£8	n/a	n/a	n/a	n/a	n/a
31/03/19	£104	£107	£-3	n/a	n/a	n/a	n/a	n/a
31/03/18	£102	£145	£-42	£0	£0	£0	n/a	0
31/03/17	£102	£104	£-2	£0	£0	£0	n/a	0
31/03/16	£96	£120	£-24	£0	£0	£0	n/a	0
31/03/15	£96	£104	£-8	£0	£0	£0	n/a	0
31/03/14	£116	£106	£10	£0	£0	£0	n/a	0
31/03/13	£100	£92	£7	£0	£0	£0	n/a	0
31/03/12	£96	£111	£-15	£0	£0	£0	n/a	0
31/03/11	£94	£107	£-13	£0	£0	£0	n/a	0
31/03/10	£92	£107	£-14	£0	£0	£0	n/a	0
31/03/09	£100	£138	£-38	£0	£0	£0	n/a	0
31/03/08	£101	£96	£5	£0	£0	£0	n/a	0
31/03/07	£96	£121	£-24	£0	£0	£0	n/a	0
31/03/06	£102	£168	£-66	£0	£0	£0	n/a	0
31/03/05	£102	£129	£-28	£0	£0	£0	n/a	0
31/03/04	£94	£90	£4	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Staffordshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

ELIZABETH MARY RIDLER Appointed: 2023

JANICE GREAVES Appointed: 2020

MR HITCHMAN Appointed: 2014

MARK GREGORY PAWSON Appointed: 2022

MICHAEL JOHN WHITE Appointed: 2018

N G SEDGWICK ESQ, Other trusteeships: MUNICIPAL CHARITIES, GUILD OF ST MARY'S CENTRE LICHFIELD,

REV IAN HAYTER (Chair)

DONNA GREATOREX Appointed: 2018, Other trusteeship: MUNICIPAL CHARITIES,

DR TREVOR MARTIN JAMES Appointed: 2023, Other trusteeships: ST MICHAELS CHURCH LANDS CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF LICHFIELD SAINT MICHAEL AND SAINT MARY,

ELIZABETH LILAS RAWLING Appointed: 2018, Other trusteeships: CURBOROUGH (LICHFIELD) COMMUNITY ASSOCIATION, THE LICHFIELD DIOCESAN BOARD OF FINANCE (INCORPORATED), CURBOROUGH COMMUNITY ASSOCIATION,

JANET MAY EAGLAND Appointed: 2012, Other trusteeship: THE SWINFEN BROUN CHARITABLE TRUST,

MR WARFIELD Appointed: 2016, Other trusteeship: THE SWINFEN BROUN CHARITABLE TRUST,

ROGER MICHAEL HARTLEY Appointed: 2015, Other trusteeships: DR MILLEY'S HOSPITAL, DR MILLEY'S HOSPITAL,

Legal constitution

Charity registered in England & Wales on 29/01/1963, number: 214785

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
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
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

PO Box 8680
BURTON-ON-TRENT
Staffordshire
DE14 9QB

Objectives

AFTER THE EXPENSES OF MANAGEMENT THE INCOME SHALL BE APPLIED IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE CITY OF LICHFIELD. FOR FURTHER DETAILS SEE SCHEME DATED 26 JUNE 1980.

Defined Area of Benefit:

CITY OF LICHFIELD

Data Sources