Finance Score: 0

Governance Score: 1

Support Score: 0

No PartB

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

No supporters identified

Overall GiG Score: 1

THE GEORGE STACEY SHALLOW FOUNDATION

The Charity provides an annual Christmas lunch to people of pensionable age living in the Borough of King's Lynn.

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are 13 trustees whereas the Charities Commission recommends a maximum of 12

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
31/12/22		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
31/12/21		£2	£0	£1	n/a	n/a	n/a	n/a	n/a
31/12/20		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£1	£0	£1	n/a	n/a	n/a	n/a	n/a
31/12/18		£1	£0	£1	£0	£0	£0	n/a	0
31/12/17		£1	£0	£1	£0	£0	£0	n/a	0
31/12/16		£2	£1	£1	£0	£0	£0	n/a	0
31/12/15		£1	£1	£0	£0	£0	£0	n/a	0
31/12/14		£1	£1	£0	£0	£0	£0	n/a	0
31/12/13		£1	£1	£0	£0	£0	£0	n/a	0
31/12/12		£1	£1	£0	£0	£0	£0	n/a	0
31/12/11		£1	£1	£0	£0	£0	£0	n/a	0
31/12/10		£1	£1	£0	£0	£0	£0	n/a	0
31/12/09		£1	£1	£0	£0	£0	£0	n/a	0
31/12/08		£1	£1	£0	£0	£0	£0	n/a	0
31/12/07		£1	£1	£0	£0	£0	£0	n/a	0
31/12/06		£1	£1	£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

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 59 years

gina.borrmann@wheelers.co.uk

01945582547

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Other charitable activities

Where it operates

Norfolk,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Gender Split

ROY WARREN BRAIN Appointed: 2021

ADRIAN CHARLES THORARINSSON, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

ANTHONY JOHN WILLIAMS, Other trusteeships: THE ROTARY CLUB OF KING'S LYNN PRIORY BENEVOLENT FUND, THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION, KING'S LYNN FESTIVAL LIMITED, KING EDWARD VII SCHOOL KINGS LYNN FOUNDATION CHARITY,

DAVID JOHN WHITMORE (Chair), Other trusteeship: THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

JOANNE SAUNDERS Appointed: 2011, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

KATHRYN EMILY SMITH Appointed: 2017, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

KEITH LAWRENCE BLYTHE, Other trusteeship: THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

KENNETH BANKS Appointed: 2017, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

MALCOLM JOHN FRAMMINGHAM, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

ROBERT GEORGE PANNELL, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

ROBERT JOHN HARRISON Appointed: 2019, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

REBECCA ANNE LOUISE BURRIDGE Appointed: 2021, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

SHARON MARGARET CAMBRIDGE, Other trusteeships: KING'S LYNN GENERAL CHARITIES, THE KING'S LYNN GENERAL EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 26/10/1965, number: 243959

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR19: 2 days late,

Main office

27-29 OLD MARKET
WISBECH
CAMBRIDGESHIRE
PE13 1NE

Objectives

(1_ IN MAKING DONATIONS TO ANY CHARITY OR CHARITIES WHETHER ALREADY ESTABLISHED OR HEREAFTER TO BE ESTABLISHED FOR THE PURPOSE OF THE SAME BEING APPLIED AT CHRISTMAS FOR THE BENEFIT OF POOR PERSONS RESIDENT IN THE BOROUGH OF KING'S LYNN WITH SPECIAL REGARD TO THOSE RESIDENT IN THE PARISH OF ST MARGARET'S IN THE SAID BOROUGH. (2) IN MAKING GRANTS OR PAYMENTS AT CHRISTMAS WHETHER BY WAY OF PENSION OR OTHERWISE TO ANY SUCH POOR PERSONS. (3) IN ANY OTHER MANNER WHICH IN THE OPINION OF TRUSTEES MAY BE FOR THE BENEFIT OF ANY SUCH POOR PERSONS IN ASSOCIATION WITH THE FESTIVAL OF CHRISTMAS.

Defined Area of Benefit:

BOROUGH OF KINGS'S LYNN

Data Sources