Finance Score: -14

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending falling: -1
Dormant: -10
No PartB

Mainly female board: -1

No supporters identified

Overall GiG Score: -15

THE WILLIAM AND EMMA AVERY MEMORIAL TRUST

Established to restore the XV century screen in Welby Church in memory of Wm & Emma Avery. Income from capital remaining to be used for:- (1) Maintaining the Rood screen. (2) Welfare of those living in the parish in particular the elderly and children, (3) General Church Purposes

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
This charity appears to be dormant

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	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/19		£4	£4	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£0	£0	£0	£0	£0	£0	n/a	0
31/12/17		£0	£0	£0	£0	£0	£0	n/a	0
31/12/16		£0	£0	£0	£0	£0	£0	NAN	0
31/12/15		£0	£0	£0	£0	£0	£0	NAN	0
31/12/14		£0	£0	£0	£0	£0	£0	n/a	0
31/12/13		£0	£0	£0	£0	£0	£0	n/a	0
31/12/12		£0	£0	£0	£0	£0	£0	n/a	0
31/12/11		£0	£0	£0	£0	£0	£0	n/a	0
31/12/10		£0	£0	£0	£0	£0	£0	n/a	0
31/12/09		£0	£0	£0	£0	£0	£0	n/a	0
31/12/08		£0	£0	£0	£0	£0	£0	n/a	0
31/12/07		£0	£0	£0	£0	£0	£0	n/a	0
31/12/06		£0	£0	£0	£0	£0	£0	n/a	0
31/12/05		£0	£0	£0	£0	£0	£0	n/a	0
31/12/04		£0	£0	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 61 years

michelletuckerlowe@hotmail.co.uk

01522 504050

Charity Commission for England and Wales

This Charity appears to be dormant

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes
Religious Activities

GiG Classification

Other congregations

How it operates

Makes Grants to Individuals
Other charitable activities

Where it operates

Lincolnshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANN TREACY Appointed: 2023

MICHELLE MARIE WARDLAW (Chair) Appointed: 2017

ROSEMARY DE LA BEDOYERE Appointed: 2020

THE REVD CANON ANTHONY TUCKER Appointed: 2020

REV GEORGINA MACHELL Appointed: 2017, Other trusteeships: THE LINCOLN DIOCESAN TRUST AND BOARD OF FINANCE LTD, LINCOLN DIOCESAN BOARD OF EDUCATION,

Legal constitution

Charity registered in England & Wales on 19/02/1963, number: 215104

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; AR22: 27 days late, AR21: 392 days late, AR20: 15 days late,

Main office

Lincoln Diocesan Trt & Bd Fin Ltd
Edward King House
Minster Yard
LINCOLN
LN2 1PU

Objectives

PRIMARILY FOR THE REPAIR AND MAINTENANCE OF THE ROOD SCREEN AT THE PARISH CHURCH OF ST BARTHOLOMEW AND FOR GENERAL ECCLESIASTICAL PURPOSES WITH AN EMPHASIS ON PROVIDING ACTIVITIES AND COMMUNITY SUPPORT TO THE ELDERLY AND FAMILIES OF THE PARISH OF WELBY.

Defined Area of Benefit:

PARISH OF WELBY.

Data Sources