Finance Score: 0

Governance Score: 6

Support Score: 0

No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

MARY HOLLON ANNUITY AND RELIEF IN NEED FUND

The Trust exists to help people in hardship or distress. The annual traditional Hollon Tea, on 5th November is attended by 64 annuitants who also receive £30.00 cash donation, including those too frail to attend. The objectives allow trustees to make grants, provide or pay for goods, services or facilities; and make grants to other organisations who provide similar services to those in need.

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 and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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

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Download accounts

Highest pay bracket: less than £60,000

Established: 13 years

Andrew.tebbutt1046@gmail.com

01670511631

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Northumberland,

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 (9)

Current Trustees appointed

Gender Split

ANDREW TEBBUTT Appointed: 2011

CYNTHIA VERONICA LIVESEY (Chair) Appointed: 2015

COUNCILLOR ALISON BYARD Appointed: 2014

KATHRYN LOUISE BROWN Appointed: 2019

LEE-ANNE LEA Appointed: 2023

RON FORSTER Appointed: 2011

ROBERT YOUNG Appointed: 2023

DEREK THOMPSON, Other trusteeship: NORTHUMBERLAND COMMUNITY ENTERPRISE LIMITED,

CHRISTINE TELFORD Appointed: 2022, Occupation: Consultant Geologist, Other trusteeships: KING EDWARD VI SCHOOL FOUNDATION, CYGNUS SUPPORT LTD,

Legal constitution

Charity registered in England & Wales on 26/09/2011, number: 224662

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment

Filing Record

18 returns made; AR10: 265 days late, AR09: 604 days late, AR08: 969 days late, AR07: 1335 days late, AR06: 1700 days late,

Main office

15 THE KYLINS
MORPETH
NE61 2DJ

Objectives

(1) THE OBJECT OF THE CHARITY IS THE RELIEF OF PERSONS IN THE AREA OF BENEFIT WHO ARE IN NEED, HARDSHIP OR DISTRESS. (2) THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY: (A) MAKING GRANTS OF MONEY TO THEM; OR (B) PROVIDING OR PAYING FOR GOODS, SERVICES, OR FACILITIES FOR THEM; OR (C) MAKING GRANTS OF MONEY TO OTHER PERSONS OF BODIES WHO PROVIDE GOODS, SERVICES OF FACILITIES TO THOSE IN NEED. (3) IN EXCEPTIONAL CASES THE TRUSTEES MAY DECIDE TO ASSIST SOMEONE (WHO IS OTHERWISE QUALIFIED) WHO IS: (A) RESIDENT OUTSIDE THE AREA OF BENEFIT; OR (B) ONLY TEMPORARILY RESIDENT IN THE AREA OF BENEFIT.

Defined Area of Benefit:

MORPETH

Data Sources