Finance Score: -5

Governance Score: 3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: -2

THE CONSERVATIVE AND UNIONIST AGENTS' BENEVOLENT ASSOCIATION

Provision of benefits to retired Conservtaive Party Agents and their dependents or serving Agents and their dependents.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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 has been volatile and on several occasions in recent years less than spending

Established: 61 years

www.conservativeagentscharity.org.uk

sally.smith@conservatives.com

07831273784

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	£1	£240	£-238	n/a	n/a	n/a	n/a	n/a	0
31/03/22	£34	£269	£-235	n/a	n/a	n/a	n/a	n/a	12
31/03/21	£51	£273	£-222	n/a	n/a	n/a	n/a	n/a	12
31/03/20	£61	£314	£-253	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£77	£301	£-224	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£85	£291	£-205	£0	£0	£0	n/a	0	0
31/03/17	£80	£307	£-227	£0	£0	£0	n/a	0	0
31/03/16	£105	£268	£-162	£0	£0	£0	n/a	0	0
31/03/15	£83	£171	£-87	£0	£0	£0	n/a	0	0
31/03/14	£93	£106	£-13	£0	£0	£0	n/a	0	0
31/03/13	£94	£96	£-2	£0	£0	£0	n/a	0	0
31/03/12	£88	£97	£-8	£0	£0	£0	n/a	0	0
31/03/11	£103	£88	£15	£0	£0	£0	n/a	0	0
31/03/10	£86	£84	£1	£0	£0	£0	n/a	0	0
31/03/09	£108	£82	£25	£0	£0	£0	n/a	0	0
31/03/08	£160	£62	£98	£0	£0	£0	n/a	0	0
31/03/07	£92	£56	£37	£0	£0	£0	n/a	0	0
31/03/06	£110	£83	£27	£0	£0	£0	n/a	0	0
31/03/05	£110	£83	£27	£0	£0	£0	n/a	0	0
31/03/04	£95	£100	£-5	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Makes Grants to Individuals

Where it operates

Throughout England And Wales,

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 (8)

Current Trustees appointed

Gender Split

DAVID WARD SIMPSON CBE Appointed: 2022

GEORGE EDWARD JAMES COCKRAM Appointed: 2022

GILLIAN JOHNSON Appointed: 2022

KENNETH HOUGHTON Appointed: 2022

MARTIN PERRY CBE Appointed: 2022

PAUL PLACE Appointed: 2022

SIR ANTHONY GARRETT CBE (Chair)

SARAH SPROAT Appointed: 2022

Legal constitution

Charity registered in England & Wales on 22/03/1963, number: 216438

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; all on time

Main office

37 Winston Close
Nether Heyford
NORTHAMPTON
NN7 3JX

Objectives

THE ASSOCIATION IS ESTABLISHED FOR THE BENEVOLENT PURPOSE OF AFFORDING ASSISTANCE BY DONATIONS, GRANTS OR OTHERWISE TO NECESSITOUS AND DESERVING PERSONS WHO ARE OR HAVE BEEN FOR A MINIMUM OFTEN YEARS, FULL OR ASSOCIATE MEMBERS OF THE NATIONAL SOCIETY OF CONSERVATIVE AND UNIONIST AGENTS (HEREINAFTER CALLED THE SOCIETY) AND THEIR DEPENDANTS AND THE DEPENDANTS OF DECEASED MEMBERS OF THE SOCIETY

Defined Area of Benefit:

NOT DEFINED

Data Sources