Finance Score: 0

Governance Score: 5

Support Score: 0

Strong growth: +2
Deficit latest year: -2
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

SIR ROBERT LEE'S CHARITY

The charity makes grants (currently food vouchers) to needy and deserving individuals who reside in the Low Town area of Bridgnorth, Shropshire, such individuals being selected by agreement between the trustees in December each year.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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 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
31/12/23		£6	£9	£-3	n/a	n/a	n/a	n/a	n/a
31/12/22		£5	£5	£1	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	£4	£1	n/a	n/a	n/a	n/a	n/a
31/12/18		£5	£3	£1	£0	£0	£0	n/a	0
31/12/17		£4	£4	£1	£0	£0	£0	n/a	0
31/12/16		£6	£4	£2	£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		£4	£2	£2	£0	£0	£0	n/a	0
31/12/12		£4	£4	£0	£0	£0	£0	n/a	0
31/12/11		£4	£4	£0	£0	£0	£0	n/a	0
31/12/10		£3	£3	£0	£0	£0	£0	n/a	0
31/12/09	*	£3	£3	£0	£0	£0	£0	n/a	0
31/12/08		£3	£2	£1	£0	£0	£0	n/a	0
31/12/07		£3	£2	£1	£0	£0	£0	n/a	0
31/12/06?		£3	£2	£1	£0	£0	£0	n/a	0
31/12/04		£3	£2	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

01746762487

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Social & legal advocacy

How it operates

Makes Grants to Individuals

Where it operates

Shropshire,

Who it helps

Other Defined Groups

SIR ROBERT LEE'S CHARITY

Analysis by Giving is Great

Positives:

Regulatory & Governance issues to consider:

Financial issues to consider:

Financial Data ?

Income & Spending ?

Sources of Income ?

Listed activities

GiG Classification

How it operates

Where it operates

Who it helps

Who's supporting them? ?

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Legal constitution

Gift Aid

Policies in force

Filing Record

Main office

Objectives

Defined Area of Benefit:

Data Sources

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