Finance Score: 0

Governance Score: 5

Support Score: 0

No PartB

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

No supporters identified

Overall GiG Score: 5

HENRY SMITH FUND - SHERE

WE PROVIDE GRANTS TO INDIVIDUALS IN FINANCIAL HARDSHIP AND ALSO TO LOCAL VOLUNTARY ORGANISATIONS WHICH PROVIDE SOCIAL ACTIVITIES FOR ELDERLY PEOPLE IN THE CIVIL PARISH OF SHERE, SURREY.

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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Over half the Board have joined recently

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
31/10/23		£19	£17	£3	n/a	n/a	n/a	n/a	n/a	1
31/10/22		£18	£19	£-1	n/a	n/a	n/a	n/a	n/a	0
31/10/21		£18	£13	£4	n/a	n/a	n/a	n/a	n/a	0
31/10/20		£17	£12	£6	n/a	n/a	n/a	n/a	n/a	0
31/10/19		£13	£13	£-1	n/a	n/a	n/a	n/a	n/a	0
31/10/18	*	£13	£19	£-6	£0	£0	£0	n/a	0	0
31/10/17		£12	£7	£5	£0	£0	£0	n/a	0	0
31/10/16		£12	£11	£1	£0	£0	£0	n/a	0	0
31/10/15		£13	£14	£-1	£0	£0	£0	n/a	0	0
31/10/14		£13	£11	£2	£0	£0	£0	n/a	0	0
31/10/13		£13	£11	£1	£0	£0	£0	n/a	0	0
31/10/12		£12	£11	£2	£0	£0	£0	n/a	0	0
31/10/11		£0	£10	£-9	£0	£0	£0	n/a	0	0
31/10/10	*	£0	£6	£-5	£0	£0	£0	n/a	0	0
31/10/09	*	£13	£9	£3	£0	£0	£0	n/a	0	0
31/10/08	*	£24	£13	£10	£0	£0	£0	n/a	0	0
31/10/07	*	£1	£10	£-9	£0	£0	£0	n/a	0	0
31/10/06	*	£12	£10	£2	£0	£0	£0	n/a	0	0
31/10/05		£6	£9	£-3	£0	£0	£0	n/a	0	0
31/10/04		£12	£12	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 49 years

clerk.hsfs@gmail.com

07929396533

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other individual and family services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Surrey,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ALISSA NATALYA COLLINGWOOD Appointed: 2022

ELIZABETH LOUISE MAIN Appointed: 2022

JAMES HUTTON Appointed: 2017

KEITH CHILDS (Chair) Appointed: 2011

MARILYN MARGUERITE SENA Appointed: 2022

PRISCILLA MARY ROE Appointed: 2022

REV TIMOTHY DANIEL HEANEY Appointed: 2019, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SHERE,

Legal constitution

Charity registered in England & Wales on 09/10/1975, number: 239115

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Safeguarding policy and procedures

Filing Record

20 returns made; AR18: 122 days late, AR10: 96 days late, AR09: 428 days late, AR08: 807 days late, AR07: 1173 days late, AR06: 1538 days late,

Main office

The Cottage
Lower Street
Shere
GUILDFORD
Surrey
GU5 9HX

Objectives

TO RELIEVE EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE AREA OF THE ANCIENT PARISH OF SHERE WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.

Defined Area of Benefit:

PARISH OF SHERE

Data Sources