Finance Score: -1

Governance Score: -6

Support Score: 0

Reasonable growth: +1
Deficit latest year: -2
No PartB

2 Trustees: -2
All male board: -3

No supporters identified

Overall GiG Score: -7

JOSEPH AND JANE DOWNIE'S BEQUEST FOR DISTRICT VISITING SOCIETY

Makes annual grants to individual applicants in Aberystwyth as submitted by lady Visitors appointed by the Trustees

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 2 trustees
The Board is completely male

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

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
31/12/22		£5	£14	£-9	n/a	n/a	n/a	n/a	n/a
31/12/21		£5	£0	£5	n/a	n/a	n/a	n/a	n/a
31/12/20		£5	£0	£5	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£5	£5	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£5	£5	£0	£0	£0	£0	n/a	0
31/12/17		£5	£6	£-1	£0	£0	£0	n/a	0
31/12/16		£4	£5	£-1	£0	£0	£0	n/a	0
31/12/15		£4	£4	£0	£0	£0	£0	n/a	0
31/12/14		£4	£4	£0	£0	£0	£0	n/a	0
31/12/13		£5	£4	£1	£0	£0	£0	n/a	0
31/12/12		£4	£5	£0	£0	£0	£0	n/a	0
31/12/11		£4	£5	£-1	£0	£0	£0	n/a	0
31/12/10		£4	£5	£-1	£0	£0	£0	n/a	0
31/12/09		£4	£4	£0	£0	£0	£0	n/a	0
31/12/08		£4	£3	£1	£0	£0	£0	n/a	0
31/12/07		£4	£3	£0	£0	£0	£0	n/a	0
31/12/06		£3	£3	£0	£0	£0	£0	n/a	0
31/12/05		£3	£3	£0	£0	£0	£0	n/a	0
31/12/04		£3	£3	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

01970615900

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Ceredigion,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

CANON MARK STEPHEN ANSELL Appointed: 2019, Other trusteeships: PARISH OF ABERYSTWYTH PAROCHIAL CHURCH COUNCIL, THE DEAN AND CHAPTER OF ST DAVIDS CATHEDRAL,

ROBERT DAVIES, Other trusteeship: PARISH OF ABERYSTWYTH PAROCHIAL CHURCH COUNCIL,

Legal constitution

Charity registered in England & Wales on 20/02/1963, number: 214999

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 18 days late,

Main office

CRYNFRYN
EASTGATE
ABERYSTWYTH
CEREDIGION
SY23 2AR

Objectives

FOR THE RELIEF OF THE SICK AND POOR, THE ENCOURAGEMENT IN THE POOR OF HABITS OF CLEANLINESS AND FRUGALITY AND THE SUPPRESSION OF MENDICITY AND IMPOSTURE.

Defined Area of Benefit:

ABERYSTWYTH (AS IN 1878)

Data Sources