Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

OVER NORTON WELFARE TRUST

Relief of the poor and grants to provide goods or services to those deemed in need by the Trustees.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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

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
01/10/22		£4	£4	£0	n/a	n/a	n/a	n/a	n/a
01/10/21		£3	£3	£0	n/a	n/a	n/a	n/a	n/a
01/10/20		£3	£3	£0	n/a	n/a	n/a	n/a	n/a
01/10/19		£3	£3	£0	n/a	n/a	n/a	n/a	n/a
01/10/18	*	£4	£3	£2	£0	£0	£0	n/a	0
01/10/17		£1	£3	£-1	£0	£0	£0	n/a	0
01/10/16	*	£3	£2	£1	£0	£0	£0	n/a	0
01/10/15	*	£3	£2	£1	£0	£0	£0	n/a	0
01/10/14	*	£3	£2	£1	£0	£0	£0	n/a	0
01/10/13	*	£3	£3	£1	£0	£0	£0	n/a	0
01/10/12		£3	£4	£-1	£0	£0	£0	n/a	0
01/10/11	*	£3	£3	£0	£0	£0	£0	n/a	0
01/10/10	*	£3	£3	£0	£0	£0	£0	n/a	0
01/10/09	*	£3	£3	£0	£0	£0	£0	n/a	0
01/10/08	*	£3	£3	£0	£0	£0	£0	n/a	0
01/10/07?		£3	£3	£0	£0	£0	£0	n/a	0
01/11/06?	*	£3	£3	£0	£0	£0	£0	n/a	0
01/10/05	*	£3	£3	£0	£0	£0	£0	n/a	0
01/10/04	*	£3	£3	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 51 years

vicar@stmaryscnorton.com

01608646202

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Oxfordshire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

EMMA KETTLEWELL

LOUISE CAROL WESTERMAN Appointed: 2022

MATTHEW HARRISON Appointed: 2020

NICOLA DAWN WATSON Appointed: 2020

REV DR JAMES EDWARD KENNEDY (Chair) Appointed: 2013

CLIVE HARRISON, Other trusteeship: OVER NORTON VILLAGE HALL,

GLEN PASHLEY, Other trusteeship: CHIPPING NORTON WELFARE CHARITIES,

Legal constitution

Charity registered in England & Wales on 31/01/1973, number: 237881

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR18: 75 days late, AR16: 49 days late, AR15: 268 days late, AR14: 129 days late, AR13: 134 days late, AR11: 151 days late, AR10: 36 days late, AR09: 141 days late, AR08: 161 days late, AR06: 39 days late, AR05: 59 days late, AR04: 9 days late,

Main office

THE PARISH ROOMS
CHURCH STREET
CHIPPING NORTON
OX7 5NT

Objectives

TO RELIEVE EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE PARISH OF OVER NORTON WHO ARE IN CONDITIONS OF NEED HARDSHIP OR DISTRESS. IF AND SO FAR AS THE INCOME IS NOT REQUIRED AS OFORESAID THEN FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE PARISH OF OVER NORTON.

Defined Area of Benefit:

PARISH OF OVER NORTON

Data Sources