Finance Score: 2

Governance Score: 6

Support Score: 0

Strong growth: +2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 8

CHARITY OF MRS ELIZABETH ROOK

The charity supports the residents of Theddlethorpe All Saints & Theddlethorpe St Helen in the following areas. Educational & skills development, Sustainable & Technological infrastructure & Maintenance initiatives, Charitable environmental & Conservation projects, Community facilities & Community groups, Community care.For further clarification of the above, please contact the charity.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 58 years

01507338332

Charity Commission for England and Wales

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
31/12/23		£18	£11	£7	n/a	n/a	n/a	n/a	n/a
31/12/22		£16	£6	£10	n/a	n/a	n/a	n/a	n/a
31/12/21		£15	£1	£14	n/a	n/a	n/a	n/a	n/a
31/12/20		£23	£5	£17	n/a	n/a	n/a	n/a	n/a
31/12/19		£7	£2	£5	n/a	n/a	n/a	n/a	n/a
31/12/18		£28	£0	£28	£0	£0	£0	n/a	0
31/12/17		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/16		£10	£0	£10	£0	£0	£0	NAN	0
31/12/15	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/14		£0	£0	£0	£0	£0	£0	NAN	0
31/12/13		£0	£0	£0	£0	£0	£0	NAN	0
31/12/12		£0	£0	£0	£0	£0	£0	NAN	0
31/12/11		£0	£0	£0	£0	£0	£0	NAN	0
31/12/10		£0	£0	£0	£0	£0	£0	NAN	0
31/12/09		£0	£0	£0	£0	£0	£0	NAN	0
31/12/08		£0	£0	£0	£0	£0	£0	NAN	0
31/12/07		£0	£0	£0	£0	£0	£0	NAN	0
31/12/06		£0	£0	£0	£0	£0	£0	NAN	0
31/12/05		£0	£0	£0	£0	£0	£0	NAN	0
31/12/04		£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Other Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Lincolnshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

BARBARA LISTER (Chair) Appointed: 2016

COLIN HALLETT Appointed: 2018

MR C J RICHARDSON Appointed: 2014

NIGEL BARKER Appointed: 2022

PATRICIA A BROWN Appointed: 2021

Legal constitution

Charity registered in England & Wales on 28/10/1966, number: 249950

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR15: 43 days late,

Main office

Jalna
Saltfleet Road
Theddlethorpe
MABLETHORPE
LN12 1NS

Objectives

(1) TO GIVE ASSISTANCE TO YOUNG PEOPLE TAKING A PLACE IN FURTHER EDUCATION OR ENTERING EMPLOYMENT BY REIMBURSEMENT OF THE COST OF NECESSARY EQUIPMENT. THE AMOUNT OF ASSISTANCE TO BE LIMITED TO ú20 WITH A REVISION AT THE TRUSTEES' DISCRETION. (2) TO RELIEVE HARDSHIP OR DISTRESS OF PERSONS IN NEED AS THE TRUSTEES SEE FIT. SUCH BENEFICIARIES TO BE RESIDENT IN THE PARISH OF THEDDLETHORPE ALL SAINTS OR THEDDLETHORPE ST HELEN.

Defined Area of Benefit:

PARISHES OF THEDDLETHORPE ST. HELEN AND THEDDLETHORPE ALL ST

Data Sources