Finance Score: -2

Governance Score: -4

Support Score: 0

Multiple Deficits: -2
No PartB

Static board: -3
Mainly female board: -1

No supporters identified

Overall GiG Score: -6

MARJORIE COOTE OLD PEOPLES CHARITY FUND

The Fund is to be applied by the Trustees in such manner as they shall in theirabsolute discretion think fit for the benefit of old people of small means who were born in, or have resided fornot less than 20 years in, the area of jurisdiction of the Company of Cutlers in Hallamshire, this beingsubstantially the same as the County of South Yorkshire.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board is predominantly female
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
On several occasions in recent years income has been 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
05/04/23		£153	£164	£-11	n/a	n/a	n/a	n/a	n/a
05/04/22		£143	£150	£-7	n/a	n/a	n/a	n/a	n/a
05/04/21		£121	£140	£-19	n/a	n/a	n/a	n/a	n/a
05/04/20		£147	£166	£-19	n/a	n/a	n/a	n/a	n/a
05/04/19		£144	£165	£-20	n/a	n/a	n/a	n/a	n/a
05/04/18		£140	£141	£-1	£0	£0	£0	n/a	0
05/04/17		£130	£151	£-20	£0	£0	£0	n/a	0
05/04/16		£126	£128	£-2	£0	£0	£0	n/a	0
05/04/15		£119	£129	£-10	£0	£0	£0	n/a	0
05/04/14		£117	£135	£-19	£0	£0	£0	n/a	0
05/04/13		£116	£104	£12	£0	£0	£0	n/a	0
05/04/12		£102	£187	£-85	£0	£0	£0	n/a	0
05/04/11		£91	£111	£-20	£0	£0	£0	n/a	0
05/04/10		£99	£107	£-8	£0	£0	£0	n/a	0
05/04/09		£120	£104	£15	£0	£0	£0	n/a	0
05/04/08	*	£111	£114	£-4	£0	£0	£0	n/a	0
05/04/07		£114	£131	£-18	£0	£0	£0	n/a	0
05/04/06		£111	£101	£10	£0	£0	£0	n/a	0
05/04/05		£93	£108	£-15	£0	£0	£0	n/a	0
05/04/04	*	£99	£117	£-18	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 54 years

neillcharities.com

mcop@neillcharities.com

01759322102

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Barnsley, Doncaster, Rotherham, 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 (5)

Current Trustees appointed

Gender Split

DR CAROLINE JANE LAWRENSON Appointed: 2012

LADY NEILL DL Appointed: 1987, Other trusteeships: MARJORIE COOTE ANIMAL CHARITY TRUST, J W CHAPMAN EARLESMERE CHARITABLE TRUST, THE HUGH NEILL CHARITY, THE JAMES NEILL TRUST FUND,

MR NJA HUTTON MBE Appointed: 2006, Other trusteeships: CHURCH BURGESSES TRUST, THE HOUNSFIELD PENSIONS CHARITY, THE HOSPITAL OF GILBERT, EARL OF SHREWSBURY AT SHEFFIELD, SHEFFIELD TOWN TRUST, WILLIAM ELLIS BEQUEST, THE JAMES NEILL TRUST FUND, THE SHEFFIELD DIAL- A -RIDE CLUB,

PENELOPE MARY JEWITT Appointed: 2018, Other trusteeships: SHEFFIELD TOWN TRUST, THE JAMES NEILL TRUST FUND,

SARAH DOROTHY NEILL Appointed: 2016, Other trusteeships: MARJORIE COOTE ANIMAL CHARITY TRUST, THE JAMES NEILL TRUST FUND,

Legal constitution

Charity registered in England & Wales on 16/06/1970, number: 226747

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR08: 1 days late, AR04: 34 days late,

Main office

LADY NEILL DL
MARJORIE COOTE OLD PEOPLE'S CHARITY
BARN COTTAGE
LINDRICK COMMON
WORKSOP
S81 8BA

Objectives

FOR THE BENEFIT OF OLD PEOPLE OF SMALL MEANS WHO ARE UNABLE TO MAINTAIN THEMSELVES BY THEIR OWN EXERTIONS AND WHO HAVE ATTAINED THE AGE OF 55 YEARS OR MORE AND WHO HAVE EITHER BEEN BORN IN HALLAMSHIRE OR HAVE RESIDED THERE FOR NOT LESS THAN 20 YEARS.

Defined Area of Benefit:

HALLAM WARD

Data Sources