Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

SIR GEORGE FRANKLIN'S PENSION CHARITY

Income applied "for the provision of pensions to men and women of good character in straitened circumstances of age 50 years and upwards and resident in the city of Sheffield".

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

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
25/07/22		£10	£9	£0	n/a	n/a	n/a	n/a	n/a
25/07/21		£9	£6	£3	n/a	n/a	n/a	n/a	n/a
25/07/20		£9	£7	£2	n/a	n/a	n/a	n/a	n/a
25/07/19		£9	£7	£2	n/a	n/a	n/a	n/a	n/a
25/07/18		£8	£7	£1	£0	£0	£0	n/a	0
25/07/17		£9	£7	£1	£0	£0	£0	n/a	0
25/07/16		£8	£8	£0	£0	£0	£0	n/a	0
25/07/15		£6	£9	£-2	£0	£0	£0	n/a	0
25/07/14	*	£9	£9	£0	£0	£0	£0	n/a	0
25/07/13		£7	£5	£2	£0	£0	£0	n/a	0
25/07/12	*	£5	£5	£0	£0	£0	£0	n/a	0
25/07/11		£5	£5	£0	£0	£0	£0	n/a	0
25/07/10		£7	£5	£2	£0	£0	£0	n/a	0
25/07/09		£7	£5	£2	£0	£0	£0	n/a	0
25/07/08		£8	£7	£1	£0	£0	£0	n/a	0
25/07/07		£8	£8	£0	£0	£0	£0	n/a	0
25/07/06		£8	£9	£-1	£0	£0	£0	n/a	0
25/07/05		£2	£1	£1	£0	£0	£0	n/a	0
25/07/04		£2	£1	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 57 years

01142689950

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Sheffield City,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Gender Split

Based on 9/10 persons

Age Range of Trustees:

JO OWENS Appointed: 2021, Other trusteeships: THE QUEEN VICTORIA AND JOHNSON MEMORIAL TRUST, H M BURDALL CHARITY,

RODERICK HOWARD MAXWELL PLEWS Appointed: 2013

ALEXANDER EDWIN HARDY ROBERTS (Chair), Other trusteeship: THE QUEEN VICTORIA AND JOHNSON MEMORIAL TRUST,

BARBARA MANGLES, Other trusteeships: THE QUEEN VICTORIA AND JOHNSON MEMORIAL TRUST, H M BURDALL CHARITY,

GILES DOMINIC SEARBY, Other trusteeships: THE QUEEN VICTORIA AND JOHNSON MEMORIAL TRUST, H M BURDALL CHARITY,

JIM FULTON, Other trusteeships: SHEFFIELD TOWN TRUST, THE QUEEN VICTORIA AND JOHNSON MEMORIAL TRUST, DERWENT COTTAGE HOLIDAY FUND, SHEFFIELD FAMILY HOLIDAY FUND, H M BURDALL CHARITY, ASPIRE COMMUNITY ENTERPRISE (SHEFFIELD) LIMITED,

JUNE GLYNIS BLOWER, Other trusteeships: THE QUEEN VICTORIA AND JOHNSON MEMORIAL TRUST, H M BURDALL CHARITY,

SUSAN ELIZABETH WILSON, Other trusteeship: H M BURDALL CHARITY,

JOHN FROGGATT BARRY HOPKINS, Occupation: Chartered Accountant, Other trusteeships: THE QUEEN VICTORIA AND JOHNSON MEMORIAL TRUST, DERWENT COTTAGE HOLIDAY FUND, SHEFFIELD FAMILY HOLIDAY FUND, H M BURDALL CHARITY, SHEFFIELD BOTANICAL GARDENS TRUST,

LIZ MURRAY, Occupation: Retired, Other trusteeships: THE FRESHGATE TRUST FOUNDATION, THE QUEEN VICTORIA AND JOHNSON MEMORIAL TRUST, H M BURDALL CHARITY,

Legal constitution

Charity registered in England & Wales on 17/07/1967, number: 224883

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR14: 118 days late, AR12: 116 days late,

Main office

Allen, West and Foster Ltd
Omega Court
364 - 366 Cemetery Road
Sheffield
S11 8FT

Objectives

FOR THE BENEFIT OF PENSIONERS WHO SHALL BE MEN AND WOMEN OF GOOD CHARACTER IN STRAITENED CIRCUMSTANCES OVER THE AGE OF 70 YEARS AND UPWARDS OR THE NATIONAL PENSIONABLE AGE, WHICHEVER IS THE LESSER, WITH A PENSION OF USUALLY NOT MORE THAN £650 PER ANNUM AND WHO ARE RESIDENT IN THE CITY OF SHEFFIELD. IN ADDITION, GRANTS MAY BE MADE TO OTHER CHARITIES WHICH HAVE COMPARABLE OBJECTIVES TO THE SCHEME AND WHICH WILL DISTRIBUTE SUCH GRANTS TO PERSONS WHO WOULD BE ELIGIBLE FOR APPOINTMENT AS PENSIONERS, FOR PURPOSES TO BE AGREED AND APPROVED BY THE TRUSTEES.

Defined Area of Benefit:

CITY OF SHEFFIELD

Data Sources