Finance Score: -10

Governance Score: 2

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

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

No supporters identified

Overall GiG Score: -8

MORETON-IN-MARSH CHARITY

The primary object of the Moreton Charity is to give relief to persons of the parish of Moreton-In-Marsh, of any age, in financial need or to help the sick, infirm or aged. Grants can take the form of direct financial assistance or the provision of specialised equipment or installations for which no form of state aid is available. All applications are treated in strict confidence.

Analysis by Giving is Great

Positives:

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
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years less than spending

Established: 59 years

01608652810

Charity Commission for England and Wales

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
31/12/21		£23	£20	£3	n/a	n/a	n/a	n/a	n/a
31/12/20		£21	£10	£11	n/a	n/a	n/a	n/a	n/a
31/12/19		£26	£47	£-20	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£28	£38	£-9	£0	£0	£0	n/a	0
31/12/17		£29	£21	£8	£0	£0	£0	n/a	0
31/12/16		£49	£46	£3	£0	£0	£0	n/a	0
31/12/15		£19	£22	£-3	£0	£0	£0	n/a	0
31/12/14		£33	£45	£-12	£0	£0	£0	n/a	0
31/12/13		£35	£23	£12	£0	£0	£0	n/a	0
31/12/12		£41	£40	£1	£0	£0	£0	n/a	0
31/12/11		£26	£33	£-7	£0	£0	£0	n/a	0
31/12/10		£32	£25	£7	£0	£0	£0	n/a	0
31/12/09		£35	£32	£4	£0	£0	£0	n/a	0
31/12/08		£36	£24	£12	£0	£0	£0	n/a	0
31/12/07	*	£33	£29	£4	£0	£0	£0	n/a	0
31/12/06	*	£38	£21	£17	£0	£0	£0	n/a	0
31/12/05	*	£20	£46	£-26	£0	£0	£0	n/a	0
31/12/04	*	£9	£15	£-6	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Gloucestershire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ANA MARIA WHITWORTH Appointed: 2013

BENJAMIN MARK HARDY Appointed: 2021

BERRY MALCOLM JOHN Appointed: 2021

JULIE SULLIVAN Appointed: 2016

MR P ALLEN, Other trusteeship: THE EDITH MANN CHARITABLE TRUST,

RODNEY PAUL HOOPER

REV JOHN HENRY CURRAN Appointed: 2022, Occupation: Minister Of Religion, Other trusteeships: THE EDITH MANN CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. DAVID'S MORETON-IN-MARSH WITH ST. MARY'S BATSFORD,

TERESA DAWN MAULL Appointed: 2022

Legal constitution

Charity registered in England & Wales on 05/02/1965, number: 239298

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR18: 26 days late, AR07: 33 days late, AR06: 236 days late, AR05: 411 days late, AR04: 775 days late,

Main office

7 stockwells
Moreton in Marsh
Gloucestershire
GL56 0HQ

Objectives

RELIEVING EITHER GENERALLY IN INDIVIDUALLY PERSONS RESIDENT IN THE PARISH OF MORETON-IN-MARSH AND THE NEIGHBOURHOOD THEREOF WHO ARE IN CONDITIONS O NEED, HARDSHIP AND DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP AND DISTRESS OF SUCH PERSONS.

Defined Area of Benefit:

MORETON-IN-MARSH AND THE NEIGHBOURHOOD

Data Sources