Finance Score: -2

Governance Score: 2

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

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

No supporters identified

Overall GiG Score: 0

MENSTON MEMORIAL COTTAGE CHARITY

Provides relief to the poor and needy within the parish of Menston.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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 2 occasions over the last 5 years and the current period appears to have been extended

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
31/03/23	*	£5	£3	£2	n/a	n/a	n/a	n/a	n/a
31/03/22		£5	£4	£1	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£5	£3	£2	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£5	£3	£2	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£5	£4	£2	n/a	n/a	n/a	n/a	n/a
31/03/18		£5	£3	£2	£0	£0	£0	n/a	0
31/03/17		£8	£9	£-1	£0	£0	£0	n/a	0
31/03/16		£6	£5	£0	£0	£0	£0	n/a	0
31/03/15		£7	£7	£0	£0	£0	£0	n/a	0
31/03/14	*	£6	£5	£2	£0	£0	£0	n/a	0
31/03/13		£7	£1	£6	£0	£0	£0	n/a	0
31/03/12		£6	£4	£2	£0	£0	£0	n/a	0
31/03/11		£12	£8	£5	£0	£0	£0	n/a	0
31/03/10		£10	£1	£9	£0	£0	£0	n/a	0
31/03/09		£0	£1	£0	£0	£0	£0	n/a	0
31/03/08		£2	£1	£2	£0	£0	£0	n/a	0
31/03/07		£0	£1	£0	£0	£0	£0	n/a	0
31/03/06		£3	£6	£-3	£0	£0	£0	n/a	0
31/03/05		£5	£4	£1	£0	£0	£0	n/a	0
31/03/04		£0	£2	£-2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

clerk@burleyinwharfedale-pc.gov.uk

07376 320999

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Bradford City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
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

CHARLOTTE CATHARINE MARY MONTAGUE Appointed: 2022

JONATHAN EDWARD BARRACLOUGH Appointed: 2022

MR K BONNEY

ROGER EDWARD NORMAN BANISTER Appointed: 2014

MRS SUE RIX Appointed: 2015, Other trusteeships: CATHOLIC CARE (DIOCESE OF LEEDS), LEEDS TRINITY UNIVERSITY,

Legal constitution

Charity registered in England & Wales on 22/08/1963, number: 220245

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR23: 5 days late, AR21: 6 days late, AR20: 14 days late, AR19: 1 days late, AR14: 1 days late,

Main office

Burley Parish Council
Queens Hall
Main Street,Burley In Wharfedale
ILKLEY
West Yorkshire
LS29 7BT

Objectives

(1) THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PRSONS RESIDENT IN MENSTON WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP OR DISTRESS OF SUCH PERSONS. (2) THE TRUSTEES MAY PAY FOR SUCH ITEMS SERVICES OR FACILITIES BY WAY OF DONATIONS OR SUBSRIPTIONS TO INSTITUTIONS OR ORGANISATIONS WHICH PROVIDE OR WHICH UNDERTAKE IN RETURN TO PROVIDE SUCH ITEMS, SERVICES OR FACILITIES FOR SUCH PERSONS. (FOR FURTHER DETAILS SEE CLAUSE 238 24 25 AND 27 OF SCHEME.)

Defined Area of Benefit:

MENSTON.

Data Sources