Finance Score: -7

Governance Score: 3

Support Score: 0

Accounts overdue -5
Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

CHARITY OF JOHN PLUMMER

The Charity of John Plummer was founded by will in June 1729 and is now bound by the rules of the Charity Scheme dated Sept 1907. Under the provisions of the scheme, the Trustees have to apply the yearly income for the benefit of the poor persons resident in the Ancient Parish of Priddy and West Harptree in such a maner as the Trustees consider most advantageous to the recipients.

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
Latest accounts are overdue for filing
On several occasions in recent years income has been 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
30/06/22		£7	£5	£2	n/a	n/a	n/a	n/a	n/a
30/06/21		£4	£6	£-1	n/a	n/a	n/a	n/a	n/a
30/06/20		£7	£9	£-2	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£8	£5	£3	n/a	n/a	n/a	n/a	n/a
30/06/18		£8	£3	£5	£0	£0	£0	n/a	0
30/06/17		£8	£8	£0	£0	£0	£0	n/a	0
30/06/16		£8	£4	£4	£0	£0	£0	n/a	0
30/06/15		£7	£5	£2	£0	£0	£0	n/a	0
30/06/14		£4	£5	£0	£0	£0	£0	n/a	0
30/06/13		£5	£6	£-1	£0	£0	£0	n/a	0
30/06/12		£4	£4	£0	£0	£0	£0	n/a	0
30/06/11	*	£4	£4	£0	£0	£0	£0	n/a	0
30/06/10		£4	£6	£-2	£0	£0	£0	n/a	0
30/06/09		£4	£5	£-2	£0	£0	£0	n/a	0
30/06/08		£5	£8	£-3	£0	£0	£0	n/a	0
30/06/07		£6	£7	£-1	£0	£0	£0	n/a	0
30/06/06	*	£6	£6	£0	£0	£0	£0	n/a	0
30/06/05		£4	£7	£-2	£0	£0	£0	n/a	0
30/06/04		£5	£7	£-1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

Ian.Jennings122@outlook.com

01749871046

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Bath And North East Somerset, Somerset,

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)

Gender Split

JOANNE SIMMONS Appointed: 2012

MAVIS ANNE TAVINER Appointed: 2013

MAXINE MARINA GIBBONS Appointed: 2016

NICHOLAS TIMOTHY FURZE

PETER WOOD

RICHARD JOHN IRELAND Appointed: 2013

RICHARD MARSHALL WALKER

ELAINE ANNE AVERY, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF EAST HARPTREE WITH WEST HARPTREE AND HINTON BLEWETT,

Legal constitution

Charity registered in England & Wales on 23/07/1965, number: 243653

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR19: 173 days late, AR11: 42 days late, AR06: 232 days late,

Main office

CHAPEL HOUSE
NINE BARROWS LANE
PRIDDY
WELLS
BA5 3BH

Objectives

BENEFIT OF POOR

Defined Area of Benefit:

ANCIENT PARISH OF WEST HARPTREE

Data Sources