Finance Score: -5

Governance Score: 3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

JOHN ROBERT HALKES SETTLEMENT

Half of the charity income goes to Methodist causes.Half of the charity income goes for the benefit of the citizens of the City of Lincoln.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years 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		£16	£13	£3	n/a	n/a	n/a	n/a	n/a
05/04/22		£13	£21	£-9	n/a	n/a	n/a	n/a	n/a
05/04/21		£14	£19	£-5	n/a	n/a	n/a	n/a	n/a
05/04/20		£19	£20	£-1	n/a	n/a	n/a	n/a	n/a
05/04/19		£22	£8	£14	n/a	n/a	n/a	n/a	n/a
05/04/18		£23	£18	£5	£0	£0	£0	n/a	0
05/04/17		£23	£20	£3	£0	£0	£0	n/a	0
05/04/16		£22	£24	£-2	£0	£0	£0	n/a	0
05/04/15		£22	£40	£-18	£0	£0	£0	n/a	0
05/04/14		£22	£26	£-4	£0	£0	£0	n/a	0
05/04/13	*	£22	£17	£5	£0	£0	£0	n/a	0
05/04/12		£22	£13	£9	£0	£0	£0	n/a	0
05/04/11		£23	£43	£-20	£0	£0	£0	n/a	0
05/04/10		£23	£31	£-8	£0	£0	£0	n/a	0
05/04/09		£28	£13	£15	£0	£0	£0	n/a	0
05/04/08	*	£29	£33	£-4	£0	£0	£0	n/a	0
05/04/07	*	£25	£9	£16	£0	£0	£0	n/a	0
05/04/06	*	£24	£21	£3	£0	£0	£0	n/a	0
05/04/05		£23	£18	£5	£0	£0	£0	n/a	0
05/04/04		£23	£25	£-2	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 59 years

helen.newson@chattertons.com

01522 781465

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Lincolnshire,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

JANE POWELL (Chair)

JONATHAN JAMES KERRY Appointed: 2017

RICHARD ALAN WILLS Appointed: 2020

CATRIONA MARY ANN WHEELER Appointed: 2020, Other trusteeships: THE UNITED REFORMED CHURCH EAST MIDLANDS SYNOD INCORPORATED, LINCOLN PELICAN TRUST LIMITED, UNITED REFORMED CHURCH TRUST,

PETER MANTON, Other trusteeship: J R HESLAM TRUST,

REV ELIZABETH ALICE CHILDS Appointed: 2016, Other trusteeship: WOLDS AND TRENT METHODIST CIRCUIT,

Legal constitution

Charity registered in England & Wales on 07/01/1965, number: 237710

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR13: 2 days late, AR08: 41 days late, AR07: 36 days late, AR06: 24 days late,

Main office

Chattertons Legal Services Ltd
1 Flavian Road
LINCOLN
LN2 4GR

Objectives

ANY CHARITABLE INSTITUTIONS OR PURPOSES WHICH IN THE OPINION OF THE TRUSTEES FURTHERS THE OBJECTS OF THE METHODIST CHURCH, OR FOR THE SPECIFIED METHODIST CHARITIES. ANY CHARITABLE INSTITUTION OR PURPOSE WHICH IS IN THE OPINION OF THE TRUSTEES FOR THE BENEFIT OF THE CITY OF LINCOLN OR ITS INHABITANTS, OR FOR THE SPECIFIED GENERAL CHARITIES.

Defined Area of Benefit:

LINCOLN AND ELSEWHERE.

Data Sources