Finance Score: 2

Governance Score: 3

Support Score: 0

Strong growth: +2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

VALENTINE GOODMAN'S CHARITY (HALLATON SHARE)

Currently providing/subsidising expenses for those in need in our rural community to facilitate their general health and well being.

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

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	*	£5	£4	£1	n/a	n/a	n/a	n/a	n/a
31/12/21		£1	£0	£1	n/a	n/a	n/a	n/a	n/a
31/12/20		£1	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/19		£2	£0	£1	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£1	£0	£1	£0	£0	£0	NAN	0
31/12/17?	*	£0	£0	£0	£0	£0	£0	NAN	0
05/04/16	*	£1	£0	£0	£0	£0	£0	n/a	0
05/04/15		£1	£0	£0	£0	£0	£0	n/a	0
05/04/14		£1	£1	£0	£0	£0	£0	n/a	0
05/04/13	*	£1	£0	£1	£0	£0	£0	NAN	0
05/04/12		£0	£1	£-1	£0	£0	£0	n/a	0
05/04/11	*	£1	£0	£1	£0	£0	£0	NAN	0
05/04/10	*	£1	£1	£0	£0	£0	£0	n/a	0
05/04/09		£1	£1	£0	£0	£0	£0	n/a	0
05/04/08		£1	£1	£0	£0	£0	£0	n/a	0
05/04/07	*	£1	£1	£0	£0	£0	£0	n/a	0
05/04/06		£1	£1	£0	£0	£0	£0	n/a	0
05/04/05		£1	£1	£0	£0	£0	£0	n/a	0
05/04/04		£1	£1	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 57 years

07895623856

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 Individuals
Makes Grants to Organisations

Where it operates

Leicestershire,

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 (4)

Current Trustees appointed

Gender Split

CHRISTOPHER GEORGE STEPHEN HICKS Appointed: 2023

VICTORIA BUCKINGHAM (Chair) Appointed: 2018

CHRISTOPHER KILBY Appointed: 2018, Other trusteeship: VALENTINE GOODMAN & GREAT EASTON POORS CHARITY ESTATES,

LINDA JONES Appointed: 2018, Occupation: Retired, Other trusteeships: VOLUNTARY ACTION SOUTH LEICESTERSHIRE, VALENTINE GOODMAN & GREAT EASTON POORS CHARITY ESTATES,

Legal constitution

Charity registered in England & Wales on 28/04/1967, number: 252243

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR22: 4 days late, AR18: 143 days late, AR17: 509 days late, AR16: 59 days late, AR13: 12 days late, AR11: 45 days late, AR10: 59 days late, AR07: 72 days late,

Main office

18 High Street
Hallaton
Market Harborough
LE16 8UD

Objectives

SUBJECT TO CONTINUANCE OF PAYMENT TO EXISTING RECIPIENTS FOR THEIR RESPECTIVE LIVES THE INCOME SHALL BE APPLIED FOR THE BENEFIT OF THE POOR OF THE ANCIENT PARISH OF HALLATON GENERALLY, OR OF SUCH DESERVING AND MERITOUS PERSONS THEREIN AS THE TRUSTEES MAY SELECT FOR THIS PURPOSE AND IN SUCH A WAY AS THEY CONSIDER MOST ADVANTAGEOUS TO THE RECIPIENTS AND MOST CONDUCTIVE TO THE FORMATION OF PROVIDENT HABITS. (FOR FURTHER DETAILS SEE CLAUSE 32 OF THE SCHEME OF THE 14TH MAY 1912)

Defined Area of Benefit:

ANCIENT PARISH OF HALLATON

Data Sources