Finance Score: -2

Governance Score: 6

Support Score: 3

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 7

THE HOPMARKET CHARITY

The income from the assets of the Charity is held on trust to apply the same for the benefit of needy persons in the City of Worcester. Needy persons are defined for the purposes of the Charity as persons who by reason of poverty, sickness or infirmity whether young or old are in need of financial assistance, care or attention.

Analysis by Giving is Great

Positives:

The charity has received Government grants
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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
31/03/23		£149	£180	£-32	n/a	n/a	n/a	n/a	n/a
31/03/22		£154	£103	£51	n/a	n/a	n/a	n/a	n/a
31/03/21		£138	£106	£32	n/a	n/a	n/a	n/a	n/a
31/03/20		£138	£134	£3	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£164	£184	£-20	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£138	£131	£7	£0	£0	£0	n/a	0
31/03/17		£161	£71	£89	£0	£0	£0	n/a	0
31/03/16	*	£201	£117	£84	£0	£0	£0	n/a	0
31/03/15		£218	£149	£69	£0	£0	£0	n/a	0
31/03/14	*	£176	£90	£86	£0	£0	£0	n/a	0
31/03/13		£178	£173	£5	£0	£0	£0	n/a	0
31/03/12	*	£197	£106	£91	£0	£0	£0	n/a	0
31/03/11	*	£195	£88	£107	£0	£0	£0	n/a	0
31/03/10	*	£199	£76	£123	£0	£0	£0	n/a	0
31/03/09		£204	£125	£78	£0	£0	£0	n/a	0
31/03/08	*	£287	£265	£21	£0	£0	£0	n/a	0
31/03/07	*	£175	£82	£93	£0	£0	£0	n/a	0
31/03/06	*	£240	£137	£102	£0	£0	£0	n/a	0
31/03/05	*	£117	£55	£62	£0	£0	£0	n/a	0
31/03/04	*	£129	£62	£67	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

julian.pugh@worcester.gov.uk

01905722027

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
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

ELENA ROUND Appointed: 2023

JAMES STANLEY Appointed: 2023

JENNIFER BARNES Appointed: 2019

KAREN ELIZABETH LEWING Appointed: 2021

MR BILL SIMPSON (Chair) Appointed: 2015

STEPHEN ANTHONY HODGSON Appointed: 2021

LYNN DENHAM Appointed: 2023, Other trusteeships: THE UNITED CHARITIES OF ST MARTIN, THE THOMAS CORBETT CHARITY FOR THE VISUALLY IMPAIRED, THE ROYAL ALBERT AND ST SWITHUN'S HOMES, ST SWITHUNS INSTITUTE CHARITY,

JOSEPHINE CONSTANCE HODGES Appointed: 2022, Occupation: Trustee, Other trusteeship: WORCESTER THEATRES CHARITABLE TRUST LTD,

Legal constitution

Charity registered in England & Wales on 23/09/1965, number: 244569

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR19: 4 days late, AR18: 1 days late, AR16: 2 days late, AR14: 1 days late, AR12: 2 days late, AR11: 1 days late, AR10: 1 days late, AR08: 22 days late, AR07: 1 days late, AR06: 16 days late, AR05: 382 days late, AR04: 25 days late,

Main office

GUILDHALL
WORCESTER
WR1 2EY

Objectives

FOR THE BENEFIT OF PERSONS WHO BY REASONS OF POVERTY SICKNESS OR INFIRMITY WHETHER YOUNG OR OLD ARE IN NEED OF FINANCIAL ASSISTANCE, CARE OR ATTENTION

Defined Area of Benefit:

CITY OF WORCESTER

Data Sources