Finance Score: -5

Governance Score: 1

Support Score: 0

Accounts overdue -5

Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

HEWER-WHITE TRUST

The primary object of the Hewer-White Trust is to carry out (alone or with other charities) :- Assisting needy persons (irrespective of religion) and supports and promotes charitable religious purposes connected with the Christian Science Church - in particular the provision of living accomodation for elderly and needy persons.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most 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:

The Board has little diversity in terms of age

Financial issues to consider:

Latest accounts are overdue for filing

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
31/12/21	£735	£537	£198	£0	£12,238	£9,363	209.1	4
31/12/20	£3,362	£485	£2,877	£174	£11,584	£8,773	216.9	3
31/12/19	£729	£462	£268	£0	£8,946	£8,842	229.7	3
31/12/18	£687	£464	£223	£0	£8,535	£8,431	218.2	4
31/12/17	£679	£449	£230	£0	£8,367	£8,263	221.1	4
31/12/16	£645	£417	£228	£0	£8,118	£8,014	230.5	4
31/12/15	£694	£535	£159	£26	£7,525	£7,421	166.5	4
31/12/14	£575	£333	£242	£22	£7,393	£7,393	266.3	4
31/12/13	£565	£399	£166	£27	£7,070	£7,070	212.9	4
31/12/12	£472	£409	£62	£0	£0	£0	n/a	0
31/12/11	£467	£414	£53	£0	£0	£0	n/a	0
31/12/10	£427	£372	£55	£0	£0	£0	n/a	0
31/12/09	£414	£428	£-14	£0	£0	£0	n/a	0
31/12/08	£544	£428	£117	£221	£6,001	£6,001	168.4	5
31/12/07	£595	£698	£-102	£453	£5,884	£5,884	101.2	6
31/12/06	£768	£344	£423	£0	£0	£0	n/a	0
31/12/05	£2,090	£340	£1,749	£0	£0	£0	n/a	0
31/12/04	£511	£344	£166	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 0%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 209.1 months
Net Current Assets/Spending: 80 months
Quick Ratio: 36.9

Asset Split ?

Established: 61 years

www.hewerwhitetrust.org

info@hewerwhitetrust.org

01614763676

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
General Charitable Purposes

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Sheffield City, Stockport, Surrey,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

4 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-74

ANN WOOLGER Appointed: 2014, Occupation: Accountant

CATHRYN SMITH Appointed: 2014, Occupation: Housewife

JANE LOUISE ALLEN Appointed: 2007, Occupation: Precious Metals Executive

JOHN HANMER ALLEN Appointed: 2016, Occupation: Precious Metals Executive

KEVIN BEZANT Appointed: 2020, Occupation: Retired

MARTIN WILLIAM EVANS Appointed: 2022, Occupation: Trustee, Other trusteeship: GREATER TOGETHER MANCHESTER,

Legal constitution

Charity registered in England & Wales on 28/10/1963, number: 228129
Registered at Companies House on 15/02/1963, number: 00750390

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

01/02/2016 - Asset transfer in from BERTRAM WHITE TRUST LIMITED
08/12/2022 - Asset transfer in from MARSHALL-GRANT TRUST

Policies in force

Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

18 returns made; all on time

Recent reorganisation events:

Asset transfer in from MARSHALL-GRANT TRUST on 08/12/2022

Main office

HEWER-WHITE TRUST LTD
THE TRUST OFFICE
MOOR PARK
21-23 HEATH ROAD
STOCKPORT
SK2 6JJ

Objectives

THE CHARITY'S CURRENT OBJECTS ARE AS FOLLOWS: TO ASSIST NEEDY PERSONS (IRRESPECTIVE OF RELIGION) OR TO SUPPORT OR PROMOTE CHARITABLE RELIGIOUS PURPOSES CONNECTED WITH THE CHRISTIAN SCIENTIST CHURCH IN SUCH MANNER OR WAYS AS THE ASSOCIATION SHALL FROM TIME TO TIME THINK FIT AND IN PARTICULAR BUT WITHOUT DEROGATING FROM THE GENERALITY OF THE FOREGOING TO PROVIDE OR ASSIST (FINANCIALLY OR AS HEREINAFTER PROVIDED) WITH THE PROVISION OF LIVING ACCOMMODATION, FURNISHED OR UNFURNISHED, AND WITH OR WITHOUT SERVICES OR OTHER FACILITIES, FOR NEEDY PERSONS, AND WHETHER BY PROVIDING, ADAPTING, IMPROVING, EQUIPPING, FURNISHING, MAINTAINING OR RUNNING HOMES, HOSTELS, HOUSES, FLATS OR OTHER DWELLINGS OF ANY SORT OR BY OTHER MEANS.

Defined Area of Benefit:

NOT DEFINED

Data Sources