Finance Score: -5

Governance Score: -1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

WILLIAM FISHER

FINANCIAL SUPPORT TO QUALIFYING PERSONS

Analysis by Giving is Great

Positives:

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
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

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
01/01/70		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/22		£0	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/21		£0	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/20		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£1	£1	£0	£0	£0	£0	n/a	0
31/12/17		£1	£1	£0	£0	£0	£0	n/a	0
31/12/16		£1	£1	£0	£0	£0	£0	n/a	0
31/12/15		£1	£1	£0	£0	£0	£0	n/a	0
31/12/14		£1	£1	£0	£0	£0	£0	n/a	0
31/12/13		£1	£1	£0	£0	£0	£0	n/a	0
31/12/12		£1	£1	£0	£0	£0	£0	n/a	0
31/12/11		£1	£1	£0	£0	£0	£0	n/a	0
31/12/10		£1	£1	£0	£0	£0	£0	n/a	0
31/12/09		£2	£2	£0	£0	£0	£0	n/a	0
31/12/08?		£1	£1	£0	£0	£0	£0	n/a	0
01/01/70		£0	£0	£0	£0	£0	£0	NAN	0
31/12/06		£1	£1	£0	£0	£0	£0	n/a	0
31/12/05		£3	£1	£2	£0	£0	£0	n/a	0
31/12/04		£0	£1	£-1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

01144188163

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Financial or material assistance

How it operates

Makes Grants to Individuals

Where it operates

Derbyshire, Sheffield City,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

DIANE DAY Appointed: 2001, Other trusteeship: TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL,

JENNIFER LAISTER Appointed: 2007

MARION BAKER (Chair) Appointed: 2005, Other trusteeships: MINISTERS' PENSION FUND, TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL, UNITARIAN COLLEGE, MANCHESTER, UNITARIAN COLLEGE,

PATRICIA EMMINGHAM Appointed: 1999, Other trusteeship: TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL,

PATRICK SMITH

REV ANDI PHILLIPS Appointed: 2017

STEPHEN ATTWOOD Appointed: 2007, Other trusteeship: TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL,

SUSAN BARBARA TOULSON Appointed: 2014, Other trusteeships: BRITISH LEAGUE OF UNITARIAN AND OTHER LIBERAL CHRISTIAN WOMEN, TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL,

STUART MARTIN BARRETT Appointed: 2014, Other trusteeships: ELDER YARD CHAPEL, TRUST PROPERTY HELD IN CONNECTION WITH UPPER CHAPEL, THE UNITY CHURCH CHARITY,

Legal constitution

Charity registered in England & Wales on 27/08/1964, number: 226355

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR19: 7 days late,

Main office

14 FARNABY GARDENS
HIGH GREEN
SHEFFIELD
S35 4FZ

Objectives

PENSIONS TO POOR WOMEN OF REDUCED MEANS WHO HOLD UNITARIAN RELIGIOUS BELIEFS OR ARE MEMBERS OF THE ROAMAN CATHOLIC CHURCH AND ARE NOT LESS THAN 45 YEARS OF AGE.DONATIONS TO CHARITABLE INSTITUTIONS ESTABLISHED FOR THE BENEFIT OF PERSONS QUALIFIED AS ABOVE.

Defined Area of Benefit:

NOT DEFINED

Data Sources