Finance Score: -3

Governance Score: 2

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: -1

FORCES PENSION SOCIETY CHARITABLE FUND

THE FUND IS MAINLY FOR THE RELIEF OF WIDOWS, WIDOWERS, SURVIVING QUALIFYING COHABITENTS, SURVIVING CIVIL PARTNERS AND SURVIVING DEPENDANT RELATIVES OF MEMBERS OF THE ARMED FORCES PENSION SOCIETY OR OF PERSONS WHO SERVED IN THE ARMED FORCES OF THE CROWN WHO ARE IN NEED BY VIRTUE OF FINANCIAL HARDSHIP, SICKNESS, DISABILITY OR THE EFFECTS OF OLD AGE.

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£71	£2	£69	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£74	£42	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£15	£32	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£2	£28	£-26	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£22	£47	£-25	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£43	£86	£-43	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£140	£119	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£310	£82	£228	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£68	£26	£42	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£63	£61	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£84	£85	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£33	£39	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£69	£81	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£91	£43	£48	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£87	£14	£73	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£2	£0	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£2	£3	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£7	£2	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£2	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 52 years

www.forpen.co.uk

FPSCharitableFund@gmail.com

02075821070

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

AIR COMMODORE PAUL NASH OBE Appointed: 2018

BRIGADIER RUPERT PAUL STEARNS Appointed: 2022

CHRISTOPHER DAVID ROGER MORGAN Appointed: 2023

IAN ALEXANDER VERE NICOLL MBE Appointed: 2018

IAN MILLER MCGREGOR BA Appointed: 2023

JONATHAN KIM WHEELER OBE BA (Chair) Appointed: 2018

MARY MORLAND Appointed: 2021

Legal constitution

Charity registered in England & Wales on 15/09/1972, number: 264524

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 67 days late,

Main office

The Nook
Kilmington Common
Kilmington
WARMINSTER
Wiltshire
BA12 6QY

Objectives

THE OBJECTS OF THE CHARITY ARE:(1) THE RELIEF OF WIDOWS, WIDOWERS, SURVIVING QUALIFYING COHABITANTS, SURVIVING CIVIL PARTNERS AND SURVIVING DEPENDANT RELATIVES OF MEMBERS OF THE FORCES PENSION SOCIETY OR OF PERSONS WHO SERVED IN THE ARMED FORCES OF THE CROWN (WHETHER OR NOT THEY WERE MEMBERS OF THE FORCES PENSION SOCIETY) WHO ARE IN NEED BY VIRTUE OF FINANCIAL HARDSHIP, SICKNESS, DISABILITY OR THE EFFECTS OF OLD AGE;(2) SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

NOT DEFINED