Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE GRANT, BAGSHAW, ROGERS AND TIDSWELL FUND

The Charity awards small pensions and grants, on a discretionary basis, to elderly people living in the Merseyside region who are in need, hardship or distress.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 47 years

lawrencedowney@btconnect.com

07785768270

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
30/09/23		£20	£19	£0	n/a	n/a	n/a	n/a	n/a
30/09/22		£18	£19	£-1	n/a	n/a	n/a	n/a	n/a
30/09/21		£17	£23	£-5	n/a	n/a	n/a	n/a	n/a
30/09/20		£16	£23	£-7	n/a	n/a	n/a	n/a	n/a
30/09/19		£17	£19	£-2	n/a	n/a	n/a	n/a	n/a
30/09/18		£18	£14	£3	£0	£0	£0	n/a	0
30/09/17		£17	£17	£0	£0	£0	£0	n/a	0
30/09/16		£16	£12	£4	£0	£0	£0	n/a	0
30/09/15		£15	£12	£2	£0	£0	£0	n/a	0
30/09/14		£14	£12	£2	£0	£0	£0	n/a	0
30/09/13		£14	£13	£1	£0	£0	£0	n/a	0
30/09/12		£13	£12	£1	£0	£0	£0	n/a	0
30/09/11		£10	£13	£-2	£0	£0	£0	n/a	0
30/09/10		£11	£14	£-3	£0	£0	£0	n/a	0
30/09/09		£13	£16	£-3	£0	£0	£0	n/a	0
30/09/08		£18	£18	£0	£0	£0	£0	n/a	0
30/09/07	*	£16	£16	£0	£0	£0	£0	n/a	0
30/09/06		£14	£15	£-1	£0	£0	£0	n/a	0
30/09/05		£14	£14	£0	£0	£0	£0	n/a	0
30/09/04		£14	£13	£1	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals

Where it operates

Cheshire West & Chester, Knowsley, Lancashire, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

JENNY HOPE, Other trusteeship: THE NATHANIEL REYNER TRUST FUND,

KATHLEEN AMELIA ROCHE Appointed: 2023, Other trusteeship: THE NATHANIEL REYNER TRUST FUND,

MR NEVILLE WARD, Other trusteeship: THE NATHANIEL REYNER TRUST FUND,

PATRICIA CANSFIELD Appointed: 2018, Other trusteeship: THE NATHANIEL REYNER TRUST FUND,

RAYMOND REDFERN Appointed: 2014, Other trusteeship: THE NATHANIEL REYNER TRUST FUND,

ROBERT JOHN POOLE Appointed: 2019, Other trusteeship: THE NATHANIEL REYNER TRUST FUND,

STUART KEENAN Appointed: 2013, Other trusteeship: THE NATHANIEL REYNER TRUST FUND,

VALERIE DOWLING Appointed: 2018, Other trusteeship: THE NATHANIEL REYNER TRUST FUND,

Legal constitution

Charity registered in England & Wales on 25/07/1977, number: 216948

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
Investing charity funds policy and procedures
Investment
Trustee expenses policy and procedures

Filing Record

20 returns made; AR07: 12 days late,

Main office

RIPLEY HOUSE
56 FRESHFIELD ROAD
FORMBY
LIVERPOOL
L37 3HW

Objectives

THE PAYMENT OF PENSIONS TO AGED PERSONS WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. PREFERENCE SHALL BE GIVEN TO PERSONS WHO WERE BORN OR RESIDE IN THE CITY OF LIVERPOOL, THE BOROUGH OF WIRRAL, THE BOROUGH OF ELLESMERE PORT AND THE AREA OF THE CITY OF CHESTER AS THE SAME EXISTED ON 31 MARCH 1974.

Defined Area of Benefit:

SEE OBJECTS

Data Sources