Finance Score: 0

Governance Score: 1

Support Score: 0

No volunteer policy: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

ANN WATSON'S TRUST

The trustees maintain 11 flats in Sutton, Hull, for the use of ladies who are practising members of the Church of England, with priority being given to Clergy Widows and Unmarried Daughers of the Clergy.Educational grants given to individuals and local groups and organisations, conditions apply.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates all of its income
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

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	Volun- teers
31/12/22	*	£607	£474	£132	£100	£29,719	£3,333	84.3	1	8
31/12/21		£486	£354	£132	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£493	£281	£212	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£524	£380	£144	£102	£22,586	£22,586	712.8	1	0
31/12/18		£469	£280	£189	£0	£0	£0	n/a	0	0
31/12/17		£476	£350	£127	£0	£0	£0	n/a	0	0
31/12/16		£469	£366	£103	£0	£0	£0	n/a	0	0
31/12/15		£432	£290	£142	£0	£0	£0	n/a	0	0
31/12/14		£421	£368	£53	£0	£0	£0	n/a	0	0
31/12/13		£409	£256	£153	£0	£0	£0	n/a	0	0
31/12/12		£362	£348	£14	£0	£0	£0	n/a	0	0
31/12/11		£337	£285	£51	£0	£0	£0	n/a	0	0
31/12/10		£320	£293	£27	£0	£0	£0	n/a	0	0
31/12/09		£351	£215	£135	£0	£0	£0	n/a	0	0
31/12/08		£343	£262	£81	£0	£0	£0	n/a	0	0
31/12/07		£324	£287	£37	£0	£0	£0	n/a	0	0
31/12/06		£321	£289	£32	£0	£0	£0	n/a	0	0
31/12/05		£335	£335	£0	£0	£0	£0	n/a	0	0
31/12/04		£290	£349	£-59	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 11%
Reserves/Spending: 84.3 months
Net Current Assets/Spending: 25 months
Quick Ratio: 19.3

Asset Split ?

Established: 34 years

awatson@annwatsonstrust.co.uk

01482709626

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

East Riding Of Yorkshire, Kingston Upon Hull City,

Who it helps

Children/Young People
Elderly/Old People

Who works here?

1 employee
8 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

JOHN M V REDMAN (Chair) Appointed: 2017

NIGEL JOHN PENTON Appointed: 2022

PETER OVERVOORDE

PATRICIA O'BRIEN Appointed: 2014

REV GLORIA NAYLOR Appointed: 2016

REV SUSAN HELEN PULKO Appointed: 2018

REV DOMINIC BLACK Appointed: 2020, Other trusteeship: CHARITY OF EMILY WILSON-BARKWORTH FOR POOR BENEFICED CLERGY OF THE CHURCH,

VEN ANDREW CLIFFORD BROOM Appointed: 2014, Other trusteeships: THE YORK DIOCESAN BOARD OF FINANCE LIMITED, CHARITY OF EMILY WILSON-BARKWORTH FOR POOR BENEFICED CLERGY OF THE CHURCH, THE TURNER HUDSON RETIRED CLERGY FUND, THE YORK DIOCESAN MINISTERS' RELIEF (2009) FUND, THE YORK DIOCESAN CLERGY DEPENDANTS FUND,

Legal constitution

Charity registered in England & Wales on 20/12/1989, number: 226675

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 49 days late,

Main office

Ann Watsons Trust, Flat 4
The College
14 College Street
Sutton-on-Hull
HULL
HU7 4UP

Objectives

1) PAYMENT TO THE RECTOR OF THE ECCLESIASTICAL PARISH OF ST JAMES, SUTTON-IN-HOLDERNESS WITH ST PETER, WAWNE OR WAGHEN FOR PREACHING A SERMON. 2) PAYMENT TO THE VICAR FOR THE ECCLESIASTICAL PARISH OF ST AUGUSTINE, HEDON FOR PERFORMING DIVINE SERVICE AND PREACHING A SERMON. 3) PAYMENT TO THE TRUSTEES OF THE CONSOLIDATED CHARITIES IN THE ECCLESIASTICAL PARISH OF ST JAMES, SUTTON-IN-HOLDERNESS FOR THE PURPOSES OF THOSE CHARITIES. 4) PAYMENT TO ANY ONE CHARITY FOR THE RELIEF OF POOR PERSONS IN THE PARISH OF HEDON. 5) PAYMENT TO THE TRUSTEES OF THE CHARITIES OF HENRY COWTON AND OTHERS FOR THE PURPOSES OF THOSE CHARITIES. 6) THE PROVISION AND MAINTENANCE OF ALMSHOUSES FOR POOR WIDOWS AND SPINSTERS WHO ARE MEMBERS OF THE CHURCH OF ENGLAND, PREFERENCE BEING GIVEN TO SUCH PERSONS WHO ARE THE WIDOWS OR UNMARRIED DAUGHTERS OF CLERGYMEN OF THE CHURCH OF ENGLAND. 7) THE ADVANCEMENT OF THE EDUCATION OF PERSONS UNDER 25 YEARS IN THE AREA COMPRISING THE FORMER COUNTY BOROUGH OF KINGSTON-UPON-HULL AND THE EAST RIDING OF THE FORMER COUNTY OF YORK.

Defined Area of Benefit:

SEE OBJECTS

Data Sources