Finance Score: -3

Governance Score: 3

Support Score: 0

Volatile income: -3
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

THE TAUNTON AID IN SICKNESS FUND

PROVIDING RELIEF FOR THE SICK POOR RESIDING WITHIN A RADIUS OF 5 MILES OF ST.MARY'S CHURCH TAUNTON

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

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

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	£24	£23	£1	n/a	n/a	n/a	n/a	n/a
31/03/22	£24	£24	£1	n/a	n/a	n/a	n/a	n/a
31/03/21	£27	£22	£5	n/a	n/a	n/a	n/a	n/a
31/03/20	£27	£46	£-19	n/a	n/a	n/a	n/a	n/a
31/03/19	£34	£31	£3	n/a	n/a	n/a	n/a	n/a
31/03/18	£30	£16	£14	£0	£0	£0	n/a	0
31/03/17	£32	£24	£8	£0	£0	£0	n/a	0
31/03/16	£30	£52	£-21	£0	£0	£0	n/a	0
31/03/15	£29	£27	£2	£0	£0	£0	n/a	0
31/03/14	£28	£19	£9	£0	£0	£0	n/a	0
31/03/13	£29	£15	£14	£0	£0	£0	n/a	0
31/03/12	£28	£22	£6	£0	£0	£0	n/a	0
31/03/11	£33	£21	£12	£0	£0	£0	n/a	0
31/03/10	£30	£26	£4	£0	£0	£0	n/a	0
31/03/09	£30	£20	£9	£0	£0	£0	n/a	0
31/03/08	£28	£28	£-1	£0	£0	£0	n/a	0
31/03/07	£23	£18	£5	£0	£0	£0	n/a	0
31/03/06	£23	£22	£1	£0	£0	£0	n/a	0
31/03/05	£23	£20	£3	£0	£0	£0	n/a	0
31/03/04	£23	£20	£3	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 54 years

www.tauntonaidinsicknessfund.co.uk

01823337689

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

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ANDREW CHARLES OSBORNE Appointed: 2023

DR JAMES DAVIDSON Appointed: 2014

FIONA LYNN GRANT Appointed: 2021

JANE SHERWOOD Appointed: 2014

JULIET ESME WILLEY Appointed: 2018

MOIRA ANNE READ Appointed: 2018

JEAN MARGARET ALLGROVE, Other trusteeship: COMEYTROWE COMMUNITY HALL,

KATHRYN ANN CRESSWELL Appointed: 2021, Other trusteeships: IN ECCLESIA, TAUNTON FESTIVAL O F THE ARTS,

PETER MOAT Appointed: 2020, Other trusteeship: THE RUISHTON VILLAGE HALL,

RICHARD LEES Appointed: 2017, Other trusteeship: THE ALBEMARLE LIMITED,

Legal constitution

Charity registered in England & Wales on 10/03/1970, number: 260716

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

23 Mount Nebo
TAUNTON
Somerset
TA1 4HG

Objectives

FOR THE BENEFIT OF PEOPLE WHO: (A) ARE RESIDING PERMANENTLY OR TEMPORARILY IN THE AREA OF BENEFIT; AND (B) ARE SICK, INCLUDING THOSE WHO HAVE A DISABILITY OR MENTAL OR PHYSICAL ILLNESS; AND (C) ARE IN FINANCIAL NEED (FOR FURTHER DETAILS SEE CLAUSE 25 OF THE SCHEME OF 1963).

Defined Area of Benefit:

A FIVE MILE RADIUS OF ST MARY'S CHURCH, TAUNTON WITH A PREFERENCE FOR THE AREA COMPRISING THE FORMER BOROUGH OF TAUNTON AND THE PARISH OF TRULL

Data Sources