Finance Score: -7

Governance Score: -1

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -8

METCALF'S GENERAL CHARITY

The Charity pays eleemosynary pensions to deserving elderly people in Stonham Aspal and divides the remaining income of the Charity equally between the Parish Church and other (civil) parish purposes. The income from a small endowment investment, The Rector's Land Fund, is made available to the incumbent of Stonham Aspal.

Analysis by Giving is Great

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 and returns have been filed late on 2 occasions over the last 5 years

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	*	£2	£0	£2	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£2	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/19		£2	£2	£0	n/a	n/a	n/a	n/a	n/a
31/12/18		£2	£2	£0	£0	£0	£0	n/a	0
31/12/17		£2	£2	£0	£0	£0	£0	n/a	0
31/12/16		£2	£2	£0	£0	£0	£0	n/a	0
31/12/15		£2	£2	£0	£0	£0	£0	n/a	0
31/12/14		£2	£2	£-1	£0	£0	£0	n/a	0
31/12/13		£2	£1	£1	£0	£0	£0	n/a	0
31/12/12	*	£2	£2	£0	£0	£0	£0	n/a	0
31/12/11		£2	£2	£0	£0	£0	£0	n/a	0
31/12/10		£2	£2	£0	£0	£0	£0	n/a	0
31/12/09		£2	£2	£0	£0	£0	£0	n/a	0
31/12/08		£2	£1	£0	£0	£0	£0	n/a	0
31/12/07		£1	£1	£0	£0	£0	£0	n/a	0
31/12/06		£4	£4	£0	£0	£0	£0	n/a	0
31/12/05		£1	£1	£0	£0	£0	£0	n/a	0
31/12/04		£1	£1	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

stonhamaspalcharities@yahoo.co.uk

01473890978

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides other finance

Where it operates

Suffolk,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

HELEN ELIZABETH BROOKSON Appointed: 2020

DAVID JOHN TYDEMAN (Chair), Other trusteeships: STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST, THE METCALF EDUCATIONAL FOUNDATION,

IAN ROBERT WRIGHT, Other trusteeships: STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST, THE METCALF EDUCATIONAL FOUNDATION,

MARIAN CLAIRE WEST, Other trusteeships: STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST, THE METCALF EDUCATIONAL FOUNDATION,

PETER EMBERSON Appointed: 2018, Other trusteeships: STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST, THE METCALF EDUCATIONAL FOUNDATION,

REV PHILIP PAYNE Appointed: 2014, Other trusteeships: MISS E M HITCHCOCK, GARDEMAU CHURCH CHARITY, LADY CATHERINE GARDEMAU'S CHARITY FOR THE POOR, STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST, THE METCALF EDUCATIONAL FOUNDATION, LADY CATHERINE GARDEMAU'S EDUCATIONAL FOUNDATION,

ROBERT STEVENSON Appointed: 2014, Other trusteeships: STONHAM ASPAL SICK AND POOR FUND, THE OLIVIER TRUST, THE METCALF EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 18/02/1965, number: 240013

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

18 returns made; AR21: 102 days late, AR20: 6 days late, AR12: 23 days late,

Main office

The Old Forge
The Green
Pettaugh
Stowmarket
IP14 6DH

Objectives

(1) RELIEF IN NEED OF PENSIONERS WHO HAVE RESIDED IN THE PARISH OF STONHAM ASPAL FOR NOT LESS THAN 5 YEARS; 2)THE NUMBER OF PENSIONERS IN ANY ONE YEAR WILL BE AT THE DISCRETION OF THE TRUSTEES; 3) THE VALUE OF THE GRANT GIVEN SHALL BE AT THE DISCRETION OF THE TRUSTEES TAKING INTO ACCOUNT THE DEGREE OF NEED OF THE PENSIONERS AND THE AMOUNT OF INCOME AVAILABLE FOR DONATION; 4) IF AND IN SO FAR AS THE INCOME CANNOT BE APPLIED FOR THE PURPOSE OF RELIEF IN NEED THEY SHALL BE APPLIED AS FOLLOWS: ONE HALF OF THE RESIDUE TO BE DONATED TO STONHAM ASPAL PAROCHIAL CHURCH COUNCIL AND THE OTHER HALF TO BE DONATED TO CIVIL/PUBLIC PURPOSES WITHIN THE PARISH OF STONHAM ASPAL AT THE DISCRETION OF THE TRUSTEES.

Defined Area of Benefit:

PARISH OF STONHAM ASPAL

Data Sources