Finance Score: -5

Governance Score: -5

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Static board: -3
Mainly male board: -1

No supporters identified

Overall GiG Score: -10

CHARITY OF RICHARD NAYLOR

The Charity provides financial assistance to young persons leaving school who make application to the Charity and who are going on to further education (i.e. University or Polytechnic) and who live within the Ancient Chapelry of Heptonstall. The award to assist them in purchase of books for their studies.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 60 years

derrickkershaw@hotmail.com

01706812441

Charity Commission for England and Wales

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		£0	£3	£-3	n/a	n/a	n/a	n/a	n/a
31/03/22		£2	£0	£2	n/a	n/a	n/a	n/a	n/a
31/03/21		£2	£2	£-1	n/a	n/a	n/a	n/a	n/a
31/03/20		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£2	£2	£0	£0	£0	£0	n/a	0
31/03/17		£2	£2	£0	£0	£0	£0	n/a	0
31/03/16		£2	£1	£1	£0	£0	£0	n/a	0
31/03/15		£2	£1	£0	£0	£0	£0	n/a	0
31/03/14		£1	£1	£0	£0	£0	£0	n/a	0
31/03/13		£1	£1	£0	£0	£0	£0	n/a	0
31/03/12		£1	£1	£0	£0	£0	£0	n/a	0
31/03/11		£1	£1	£0	£0	£0	£0	n/a	0
31/03/10		£1	£1	£0	£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		£1	£1	£0	£0	£0	£0	n/a	0
31/03/06		£1	£0	£0	£0	£0	£0	n/a	0
31/03/05		£1	£0	£1	£0	£0	£0	NAN	0
31/03/04		£0	£0	£0	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Makes Grants to Individuals

Where it operates

Calderdale,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

GRAYDE BOWEN Appointed: 2018, Other trusteeship: HEPTONSTALL EXHIBITIONS,

ANTHONY HOWARD GREENWOOD (Chair), Other trusteeships: THE JOHN EASTWOOD HOMES, HEPTONSTALL EXHIBITIONS, CLOUGHFOOT SCHOOL TRUST,

DENIS SKELTON Appointed: 2018, Other trusteeships: COMMUNITY ARTS NORTHWEST, WALSDEN CRICKET GROUND, HEPTONSTALL EXHIBITIONS,

DR JOHN DUNFORD Appointed: 2018, Other trusteeship: HEPTONSTALL EXHIBITIONS,

MARGARETA HOLMSTEDT Appointed: 2018, Other trusteeships: HEPTONSTALL EXHIBITIONS, TODMORDEN FOOD DROP IN,

NICOLAS JAMES Appointed: 2018, Other trusteeship: HEPTONSTALL EXHIBITIONS,

Legal constitution

Charity registered in England & Wales on 06/02/1964, number: 226255

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Volunteer management

Filing Record

20 returns made; AR18: 150 days late,

Main office

2 BEAUMONT STREET
TODMORDEN
OL14 5JZ

Objectives

THE ASSISTANCE OF PERSONS WHO OR WHOSE PARENTS ARE BONA FIDE RESIDENTS IN THE ANCIENT CHAPELRY OF HEPTONSTALL, WHO ARE UNDER THE AGE OF 21 YEARS BY MEANS OF EXHIBITIONS (NOT EXCEEDING ¯25) CONSISTING OF EITHER A PAYMENT OF THE TUITION FEES PAYABLE AT THE SCHOOL OR A YEARLY PAYMENT BY WAY OF A MAINTENANCE ALLOWANCE TENABLE AT ANY PUBLIC SECONDARY SCHOOL, EXHIBITIONS TENABLE AT UNIVERSITY, UNIVERSITY COLLEGE, TRAINING COLLEGE FOR PERSONS INTENDING TO ENTER ANY PROFESSION OR OTHER LIKE INSTITUTIONS OF HIGHER (INCLUDING PROFESSIONAL AND TECHNICAL) INSTRUCTION.. THE INCOME IS SUBJECT TO THE RIGHT OF A VICAR/PRIEST IN CHARGE IN HEPTONSTALL (IF ANY), TO RECEIVE ONE MOIETY.

Defined Area of Benefit:

THE ANCIENT CHAPELRY OF HEPTONSTALL

Data Sources