Finance Score: 0
Governance Score: 1
Support Score: 0
  • No PartB
  • No conflicts policy: -1
  • 12+ Trustees: -1
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 1 ?

PETER LATHOM (INCLUDING THE LATHOM EDUCATIONAL FOUNDATION) 

The key objectives of the charity are to provide financial assistance for the education and training of persons under the age of 25 years resident within the districts forming the area of benefit of the charity, and in the application of income for the relief of persons in need, hardship or distress similarly resident within the said districts - qualifying.
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • 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
  • There are 50 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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£57£60£-3n/an/an/an/an/a0
31/12/21£56£64£-9n/an/an/an/an/a0
31/12/20£54£57£-4n/an/an/an/an/a0
31/12/19£57£54£3n/an/an/an/an/a0
31/12/18£59£54£5£0£0£0n/a00
31/12/17£58£51£7£0£0£0n/a00
31/12/16£54£56£-2£0£0£0n/a00
31/12/15£53£50£3£0£0£0n/a00
31/12/14£50£53£-3£0£0£0n/a00
31/12/13£53£47£6£0£0£0n/a00
31/12/12£45£42£3£0£0£0n/a00
31/12/11£40£33£6£0£0£0n/a00
31/12/10£32£40£-9£0£0£0n/a00
31/12/09£30£41£-11£0£0£0n/a00
31/12/08£33£45£-12£0£0£0n/a00
31/12/07£30£42£-11£0£0£0n/a00
31/12/06*£33£23£10£0£0£0n/a00
31/12/05*£28£25£3£0£0£0n/a00
31/12/04£29£26£3£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 60 years

karen.thompson1624@gmail.com

07845798400

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
Where it operates
  • Lancashire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People With Disabilities
  • The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (50)
Current Trustees appointed
Gender Split
Based on 44/50 persons

Legal constitution
  • Charity registered in England & Wales on 19/02/1964, number: 228828
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Investment
  • Safeguarding vulnerable beneficiaries
Filing Record
19 returns made; AR06: 41 days late, AR05: 603 days late,
Main office

c/o Advance Accountancy Ltd
71-73 Hoghton Street
SOUTHPORT
Merseyside
PR9 0PR

Objectives

(A) ONE TWENTIETH OF INCOME TO BE APPLIED IN RELIEVING PERSONS RESIDENT IN ANY OF THE DISTRICTS FORMING THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. (B) RESIDUE OF INCOME TO BE PAID OVER IN SUCH PROPORTIONS AS THE CENTRAL TRUSTEES THINK FIT TO EACH OF THE BODIES OF LOCAL TRUSTEES FOR APPLICATION BY THEM IN RELIEVING PERSONS RESIDENT IN THE RESPECTIVE DISTRICTS OF THE LOCAL TRUSTEES WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.

Defined Area of Benefit:

DISTRICTS OF CHORLEY AND WEST LANCASHIRE

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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