Finance Score: -10

Governance Score: 1

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3
Mainly female board: -1

No supporters identified

Overall GiG Score: -9

THE GRUNDY HOMES

- the provision of benefits to 26 almspersons in Haig Ave., Southport:- the relief of elderly persons in Southport.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly female
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
Latest accounts are overdue for filing
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
31/03/22	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/20		£0	£2	£-2	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£0	£6	£-5	n/a	n/a	n/a	n/a	n/a
31/03/18		£0	£5	£-4	£0	£0	£0	n/a	0
31/03/17		£0	£1	£-1	£0	£0	£0	n/a	0
31/03/16		£0	£2	£-2	£0	£0	£0	n/a	0
31/03/15		£0	£2	£-2	£0	£0	£0	n/a	0
31/03/14		£0	£2	£-2	£0	£0	£0	n/a	0
31/03/13		£0	£3	£-2	£0	£0	£0	n/a	0
31/03/12		£0	£2	£-2	£0	£0	£0	n/a	0
31/03/11		£0	£3	£-3	£0	£0	£0	n/a	0
31/03/10		£0	£4	£-4	£0	£0	£0	n/a	0
31/03/09		£1	£1	£0	£0	£0	£0	n/a	0
31/03/08		£1	£0	£1	£0	£0	£0	n/a	0
31/03/07?		£0	£0	£0	£0	£0	£0	NAN	0
31/03/05	*	£1	£0	£1	£0	£0	£0	NAN	0
31/03/04	*	£0	£0	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 61 years

rachbray@blueyonder.co.uk

07504806760

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Social clubs and similar

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Sefton,

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)

Current Trustees appointed

Gender Split

DR DEBORAH BRIX Appointed: 2022

GAIL KAREN ROOKE Appointed: 2022

ROSEMARY PATIENCE PATERSON Appointed: 2022

PETER RONALD JONES Appointed: 2022, Other trusteeships: THE JOHN FERNLEY EDUCATIONAL FUND, ST PHILIP AND ST PAUL WITH WESLEY, SOUTHPORT,

REV RACHEL ELIZABETH BRAY (Chair) Appointed: 2020, Other trusteeship: ST PHILIP AND ST PAUL WITH WESLEY, SOUTHPORT,

Legal constitution

Charity registered in England & Wales on 25/07/1963, number: 223361

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

18 returns made; AR22: 5 days late, AR19: 4 days late, AR05: 178 days late, AR04: 1 days late,

Main office

45 Arbour Street
SOUTHPORT
Merseyside
PR8 6SQ

Objectives

(1) THE BENEFIT OF THE RESIDENTS OF THE PROPERTY SPECIFIED IN THE SCHEDULE WHO ARE IN NEED IN SUCH MANNER AS THE TRUSTEES THINK FIT; AND (2) THE RELIEF OF SUCH PERSONS WHO ARE NOT LESS THAN 60 YEARS OF AGE AND RESIDENT IN THE FORMER COUNTY BOROUGH OF SOUTHPORT WHO ARE IN NEED, BY SUCH MEANS AS THE TRUSTEES THINK FIT.

Defined Area of Benefit:

COUNTY BOROUGH OF SOUTHPORT.

Data Sources