Finance Score: -5

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -2 times
Spending falling: -1
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -6

LADY ELIZABETH GREY REST FUND

To assist women in the County of Northumberland who are in need of rest and respite towards the cost of a break. The charity exists to help particularly those who are caring for others or who are convalescent.

Analysis by Giving is Great

Positives:

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
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
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
01/04/23	*	£1	£1	£0	n/a	n/a	n/a	n/a	n/a
01/04/22		£1	£0	£0	n/a	n/a	n/a	n/a	n/a
01/04/21		£1	£1	£0	n/a	n/a	n/a	n/a	n/a
01/04/20	*	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
01/04/19	*	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a
01/04/18		£1	£1	£-1	£0	£0	£0	n/a	0
01/04/17		£1	£1	£0	£0	£0	£0	n/a	0
01/04/16		£1	£0	£1	£0	£0	£0	NAN	0
03/04/15		£1	£5	£-4	£0	£0	£0	n/a	0
01/04/14		£1	£0	£1	£0	£0	£0	NAN	0
01/04/13	*	£1	£0	£1	£0	£0	£0	NAN	0
01/04/12	*	£1	£0	£1	£0	£0	£0	NAN	0
01/04/11		£1	£0	£0	£0	£0	£0	n/a	0
01/04/10		£1	£0	£1	£0	£0	£0	NAN	0
01/04/09	*	£1	£0	£1	£0	£0	£0	NAN	0
01/04/08		£0	£2	£-1	£0	£0	£0	n/a	0
01/04/07	*	£0	£1	£0	£0	£0	£0	n/a	0
01/04/06	*	£0	£1	£0	£0	£0	£0	n/a	0
01/04/05	*	£0	£0	£0	£0	£0	£0	n/a	0
01/04/04		£0	£0	£0	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 56 years

office.morpethparish@gmail.com

01670517716

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes

GiG Classification

Services for females

How it operates

Makes Grants to Individuals

Where it operates

Northumberland,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

JOAN MARGARET CAFFREY Appointed: 2014

JANICE PARKS Appointed: 2014

NOEL COMMON

RICHARD WHEATLEY Appointed: 2018

PAULINE YOUNG Appointed: 2016, Other trusteeships: MORPETH DISPENSARY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST AIDAN, ST JAMES AND ST MARY THE VIRGIN, MORPETH,

REV SIMON WHITE (Chair) Appointed: 2013, Other trusteeships: THE BOYS BRIGADE (1ST MORPETH COMPANY), KING EDWARD VI SCHOOL FOUNDATION, THE MUSTARD TREE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST AIDAN, ST JAMES AND ST MARY THE VIRGIN, MORPETH, MORPETH BB HALL YOUTH PROJECT,

SALLY MARY CAROLINE KEITH Appointed: 2011, Other trusteeships: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST AIDAN, ST JAMES AND ST MARY THE VIRGIN, MORPETH, MORPETH BB HALL YOUTH PROJECT,

Legal constitution

Charity registered in England & Wales on 18/04/1968, number: 254363

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

20 returns made; AR23: 3 days late, AR20: 49 days late, AR19: 340 days late, AR13: 106 days late, AR12: 474 days late, AR09: 137 days late, AR07: 292 days late, AR06: 204 days late, AR05: 575 days late,

Main office

THE RECTORY
COTTINGWOOD LANE
MORPETH
NE61 1ED

Objectives

PROVIDING FINANCIAL ASSISTANCE TO YOUNG WOMEN WHO ARE SICK, CONVALESCENT OR IN NEED OF A RECUPERATIVE HOLIDAY SO AS TO ENABLE THEM TO OBTAIN A PERIOD OF REST AND FRESH AIR. (PREFERENCE TO YOUNG WOMEN WHO ARE MEMBERS OF THE GIRLS FRIENDLY SOCIETY).

Defined Area of Benefit:

NOT DEFINED

Data Sources