Finance Score: -5

Governance Score: 0

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No supporters identified

Overall GiG Score: -5

MINISTERS BENEVOLENT SOCIETY

To help elderly and infirm unitarian ministers and their families; and for the aid of spouses, widow(ers) and families of any such ministers as may be suffering from ill health or be left without adequate means of support.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity

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

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		£39	£65	£-25	n/a	n/a	n/a	n/a	n/a
30/09/22		£34	£44	£-10	n/a	n/a	n/a	n/a	n/a
30/09/21		£37	£36	£1	n/a	n/a	n/a	n/a	n/a
30/09/20		£55	£40	£15	n/a	n/a	n/a	n/a	n/a
30/09/19		£62	£44	£18	n/a	n/a	n/a	n/a	n/a
30/09/18		£60	£46	£14	£0	£0	£0	n/a	0
30/09/17		£62	£42	£20	£0	£0	£0	n/a	0
30/09/16		£56	£37	£18	£0	£0	£0	n/a	0
30/09/15		£53	£45	£8	£0	£0	£0	n/a	0
30/09/14		£46	£42	£4	£0	£0	£0	n/a	0
30/09/13		£49	£41	£8	£0	£0	£0	n/a	0
30/09/12		£49	£35	£14	£0	£0	£0	n/a	0
30/09/11		£56	£17	£39	£0	£0	£0	n/a	0
30/09/10	*	£60	£23	£37	£0	£0	£0	n/a	0
30/09/09	*	£43	£34	£10	£0	£0	£0	n/a	0
30/09/08		£43	£32	£11	£0	£0	£0	n/a	0
30/09/07	*	£39	£31	£7	£0	£0	£0	n/a	0
30/09/06		£34	£31	£4	£0	£0	£0	n/a	0
30/09/05		£29	£27	£3	£0	£0	£0	n/a	0
30/09/04		£27	£28	£-1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

07787127874

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ALEXANDER HENSHALL ELLIS BA,FCMA

REV DONALD SCOTT PHILLIPS Appointed: 2017

REV STEPHEN MICHAEL DADSON Appointed: 2013

ROLAND KAY Appointed: 2013

REV SHEENA GABRIEL Appointed: 2023

JANE COUPER, Other trusteeship: MIDLAND UNITARIAN ASSOCIATION INC,

REV ANTHONY RICHARD HOWE Appointed: 2012, Other trusteeship: THE MINISTERIAL FELLOWSHIP BENEVOLENT FUND,

REV MARTIN WHITELL (Chair) Appointed: 2017, Other trusteeships: ESSEX HALL, WOOD GREEN TRUST, JOHN POUNDS CHARITY, SIMPLEGIFTS: UNITARIAN CENTRE FOR SOCIAL ACTION,

Legal constitution

Charity registered in England & Wales on 26/11/1965, number: 219049

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

Linked charity: EDITHA TAYLOR FUND
Linked charity: DEAN FUND
Linked charity: THE FURNEAUX CHARITY
08/07/2016 - Asset transfer in from THE WIDOWS' FUND: AN ASSOCIATION ESTABLISH FOR THE BENEFIT OF WIDOWS AND ORPHANS OF PROTESTANT DISSE
12/09/2016 - Asset transfer in from CHARITY OF TIMOTHY DEAN FOR POOR MINISTERS AND POOR WIDOWS OF MINISTERS

Other Regulators

Financial Conduct Authority

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR10: 21 days late, AR09: 9 days late, AR07: 93 days late,

Main office

39 St. Cross Road
WINCHESTER
SO23 9PR

Objectives

(A) THE RELIEF OF HARDSHIP AND DISTRESS GENERALLY AND INDIVIDUALLY AMONGST BENEFICIARIES; AND(B) THE SUPPORT OF THE MINISTERS' PENSION FUND (REGISTERED CHARITY NO 235410) BY THE DONATION OF ANNUAL INCOME SURPLUS TO REQUIREMENTS.

Defined Area of Benefit:

NATIONAL

Data Sources