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

THE DRS GREEN AND SLATER REST HOUSES

Provides sheltered accommodation for elderly persons who have resided within 5 miles of Stockport Town Hall for 10 years prior to application for residence

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
31/10/22	*	£182	£173	£9	n/a	n/a	n/a	n/a	n/a
31/10/21		£188	£136	£52	n/a	n/a	n/a	n/a	n/a
31/10/20		£160	£140	£19	n/a	n/a	n/a	n/a	n/a
31/10/19		£184	£147	£37	n/a	n/a	n/a	n/a	n/a
31/10/18	*	£174	£143	£30	£0	£0	£0	n/a	0
31/10/17		£410	£428	£-18	£0	£0	£0	n/a	0
31/10/16		£224	£164	£60	£0	£0	£0	n/a	0
31/10/15		£132	£135	£-3	£0	£0	£0	n/a	0
31/10/14		£118	£126	£-7	£0	£0	£0	n/a	0
31/10/13		£115	£114	£2	£0	£0	£0	n/a	0
31/10/12		£77	£116	£-39	£0	£0	£0	n/a	0
31/10/11		£108	£131	£-23	£0	£0	£0	n/a	0
31/10/10	*	£97	£132	£-35	£0	£0	£0	n/a	0
31/10/09		£100	£132	£-32	£0	£0	£0	n/a	0
31/10/08	*	£110	£123	£-13	£0	£0	£0	n/a	0
31/10/07		£101	£164	£-63	£0	£0	£0	n/a	0
31/10/06		£95	£144	£-49	£0	£0	£0	n/a	0
31/10/05		£95	£125	£-30	£0	£0	£0	n/a	0
31/10/04		£91	£137	£-46	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 61 years

mariep@greenandslater.co.uk

01614327030

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Stockport,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

FRANCES MCCANN Appointed: 2017

JENNY LAZARUS

TIM CARLISLE

DAVID MCHUGH, Other trusteeships: SOCIETY OF FRIENDS - HARDSHAW ESTATES CHARITIES, QUAKER BOLIVIA LINK, THE DRS GREEN AND SLATER REST HOUSES CIO,

JANE BARRETT Appointed: 2020, Other trusteeships: CHARITIES ADMINISTERED IN CONNECTION WITH THE FRANDLEY PREPARATIVE MEETING, EAST CHESHIRE AREA QUAKER MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS, THE BLOOD CARE FOUNDATION, THE DRS GREEN AND SLATER REST HOUSES CIO,

Legal constitution

Charity registered in England & Wales on 24/07/1963, number: 222486

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 88 days late, AR18: 122 days late, AR10: 19 days late, AR08: 13 days late,

Main office

TRUSTEES OFFICE
DRS GREEN & SLATER REST HOUSES
BALMORAL ROAD
HEATON MOOR
STOCKPORT
SK4 4EA

Objectives

THE TRUSTEES SHALL HOLD THE CHARITY’S PROPERTY UPON TRUST TO PERMIT THE SAME TO BE USED IN PERPETUITY FOR THE PREVENTION OR RELIEF OF POVERTY BY PROVIDING SOCIAL HOUSING, IN THE FORM OF ALMSHOUSE ACCOMMODATION, FOR ELDERLY AND ELIGIBLE PERSONS IN NEED OF SUCH ACCOMMODATION DUE TO FINANCIAL HARDSHIP OR LIMITED FINANCIAL RESOURCES, WHO (EXCEPT IN SPECIAL CASES TO BE DETERMINED BY THE TRUSTEES) HAVE RESIDED FOR NINE OF THE TEN YEARS PRECEDING APPOINTMENT IN A DWELLING EITHER IN THE COUNTY BOROUGH OF STOCKPORT OR WITHIN FIVE MILES OF STOCKPORT TOWN HALL.

Defined Area of Benefit:

SEE OBJECTS

Data Sources