Finance Score: -2
Governance Score: 6
Support Score: 0
  • Multiple Deficits: -2
  • No PartB
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 4 ?

MINISTERS' PENSION FUND

Is a pension provider for Unitarian ministers, lay pastors and their spouses
Analysis by Giving is Great

Positives:

  • The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£324£555£-232n/an/an/an/an/an/a
31/12/22£447£594£-147n/an/an/an/an/an/a
31/12/21£325£539£-214n/an/an/an/an/an/a
31/12/20£367£618£-251n/an/an/an/an/an/a
31/12/19*£403£422£-19n/an/an/an/an/an/a
31/12/18£388£463£-75n/an/an/an/an/an/a
31/12/17£385£595£-210n/an/an/an/an/an/a
31/12/16£387£549£-162n/an/an/an/an/an/a
31/12/15*£346£484£-139n/an/an/an/an/an/a
31/12/14£314£352£-38n/an/an/an/an/an/a
31/12/13£339£420£-81n/an/an/an/an/an/a
31/12/12£295£425£-129n/an/an/an/an/an/a
31/12/11£322£376£-55n/an/an/an/an/an/a
31/12/10£327£429£-102n/an/an/an/an/an/a
31/12/09£195£436£-241n/an/an/an/an/an/a
31/12/08£384£323£61n/an/an/an/an/an/a
31/12/07£366£488£-123n/an/an/an/an/an/a
31/12/06£394£389£5n/an/an/an/an/an/a
31/12/05£354£274£80n/an/an/an/an/an/a
31/12/04£520£306£214n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 59 years

01256770198

Charity Commission for England and Wales
Listed activities
  • Other Charitable Purposes
GiG Classification
  • Provides financial or material assistance
How it operates
  • Provides other finance
Where it operates
  • Ireland, Northern Ireland, Scotland, Throughout England And Wales,
Who it helps
  • Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

  • HILDA MARLOW DUMPLETON Appointed: 2019
  • JEFFREY JAMES TEAGLE Appointed: 2021
  • JANE ANNE COUPER Appointed: 2020
  • MARION BAKER Appointed: 2016
  • REV CAROLE LYNNE READETT Appointed: 2021
  • REV JEFFREY BOWES Appointed: 2019
Legal constitution
  • Charity registered in England & Wales on 24/05/1965, number: 235410
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • 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
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Filing Record
20 returns made; AR19: 13 days late, AR15: 40 days late,
Recent reorganisation events:
  • Asset transfer in from THORNTON FUND on 13/04/2023
Main office

15 LORDSFIELD GARDENS
OVERTON
BASINGSTOKE
RG25 3EW

Objectives

TO ASSIST THE MINISTERS MENTIONED IN RULE 2 OF THE CONSTITUTION TO MAKE PROVISION FOR THEIR OLD AGE AND THEIR FAMILIES AFTER THEIR DEATH.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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