Finance Score: 0

Governance Score: 3

Support Score: 0

Strong growth: +2
Deficit latest year: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

THE EMMA PEARCE MEMORIAL FUND

The relief of elderly poor women in Bridgwater under the terms of the Estate of C M M Houston

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
Income was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/21?		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/18		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/17		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/16		£0	£0	£0	£0	£0	£0	NAN	0
31/03/15		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/14		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/13	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/12	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£0	£0	£0	£0	£0	£0	n/a	0
31/03/10	*	£1	£0	£0	£0	£0	£0	n/a	0
31/03/09	*	£1	£1	£0	£0	£0	£0	n/a	0
31/03/08	*	£1	£1	£0	£0	£0	£0	n/a	0
31/03/07		£2	£2	£-1	£0	£0	£0	n/a	0
31/03/06	*	£3	£2	£1	£0	£0	£0	n/a	0
31/03/05	*	£1	£1	£1	£0	£0	£0	n/a	0
31/03/04	*	£3	£3	£1	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 58 years

lesley.griffin743@btinternet.com

07799655416

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Services for females

How it operates

Makes Grants to Individuals

Where it operates

Somerset,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

REV SUSAN JANE OSMOND (Chair) Appointed: 2020

RICHARD STEPHEN PHILPOTT Appointed: 2022

PERCY RICHARD SMITH Appointed: 2022, Other trusteeships: JAMES COOK BEQUEST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SAINT MARY, BRIDGWATER,

Legal constitution

Charity registered in England & Wales on 30/12/1965, number: 246223

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Paying staff
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 31 days late, AR13: 235 days late, AR12: 600 days late, AR11: 128 days late, AR10: 27 days late, AR09: 69 days late, AR08: 5 days late, AR06: 106 days late, AR05: 471 days late, AR04: 164 days late,

Main office

COURT HOUSE
HAM
CREECH ST. MICHAEL
TAUNTON
TA3 5NZ

Objectives

THE FUND TO BE DISTRIBUTED BY THE VICAR AND CHURCH WARDENS ON THE 11TH MAY AND 24TH OCTOBER OF EACH YEAR EQUALLY AMONGST WOMEN IN THE PARISH AND THE ADJOINING PARISHES WHO BEING SINGLE MOTHERS, WIDOWS, OR SPINSTERS ARE DEEMED TO BE MOST IN NEED OF SUCH ASSISTANCE BY REASON OF DISABILITY, OLD AGE, BEDRIDDEN OR INDIGENT.

Defined Area of Benefit:

PARISH OF BRIDGEWATER AND ADJOINING PARISHES.

Data Sources