Finance Score: 0

Governance Score: 2

Support Score: 0

Spending falling: -1
but now stabilising: +1
No PartB

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

No supporters identified

Overall GiG Score: 2

ROMSEY ABBEY APPEAL FUND

The only activity and aim of the charity is to act as a collector of donations intended for the restoration, repair and preservation of Romsey Abbey and its contents and to make grants to Romsey Parochial Church Council for this purpose.

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

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy

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 but has stabilised more recently
Income has been volatile recently and was substantially in excess of spending in the latest year

Established: 50 years

01794513125

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	Volun- teers
31/08/23		£32	£1	£31	n/a	n/a	n/a	n/a	n/a	0
31/08/22		£16	£0	£16	n/a	n/a	n/a	n/a	n/a	0
31/08/21		£155	£25	£130	n/a	n/a	n/a	n/a	n/a	0
31/08/20		£22	£0	£22	n/a	n/a	n/a	n/a	n/a	0
31/08/19	*	£54	£8	£46	n/a	n/a	n/a	n/a	n/a	1
31/08/18		£25	£43	£-17	£0	£0	£0	n/a	0	0
31/08/17		£32	£17	£15	£0	£0	£0	n/a	0	0
31/08/16		£32	£0	£32	£0	£0	£0	n/a	0	0
31/08/15		£155	£12	£144	£0	£0	£0	n/a	0	0
31/08/14		£23	£41	£-18	£0	£0	£0	n/a	0	0
31/08/13		£133	£4	£129	£0	£0	£0	n/a	0	0
31/08/12		£30	£117	£-87	£0	£0	£0	n/a	0	0
31/08/11		£29	£29	£0	£0	£0	£0	n/a	0	0
31/08/10		£45	£1	£44	£0	£0	£0	n/a	0	0
31/08/09		£49	£14	£35	£0	£0	£0	n/a	0	0
31/08/08		£85	£116	£-30	£0	£0	£0	n/a	0	0
31/08/07		£113	£164	£-51	£0	£0	£0	n/a	0	0
31/08/06		£52	£238	£-186	£0	£0	£0	n/a	0	0
31/08/05		£58	£36	£22	£0	£0	£0	n/a	0	0
31/08/04		£53	£56	£-3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Environment/Conservation/Heritage

How it operates

Makes Grants to Organisations

Where it operates

Hampshire,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Gender Split

ALAN DAVIES Appointed: 2021

CHRISTOPHER DAVID MAXEY

DIANE HARGREAVES, Other trusteeships: THE KING JOHNS HOUSE AND TUDOR COTTAGE TRUST LIMITED, BARTLETTS ALMSHOUSES, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY AND ST ETHELFLAEDA, ROMSEY,

MARY CASBURN DOVEY, Other trusteeship: MUNICIPAL CHARITIES,

RAYMOND HENRY TRICKEY

REV THOMAS WHARTON Appointed: 2019

VERONICA JOAN MUNDAY Appointed: 2021, Other trusteeship: THE KING JOHNS HOUSE AND TUDOR COTTAGE TRUST LIMITED,

WILLIAM AKERMAN (Chair) Appointed: 2012

Legal constitution

Charity registered in England & Wales on 29/11/1973, number: 266393

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Risk management

Filing Record

20 returns made; AR19: 58 days late,

Main office

63 The Hundred
ROMSEY
Hampshire
SO51 8BZ

Objectives

A) THE RESTORATION AND REPAIR OF THE FABRIC OF ROMSEY ABBEY. B) THE RESTORATION AND REPAIR OF ITS ORGAN AND C) INSTALLATION OF A HEATING SYSTEM.

Defined Area of Benefit:

NOT DEFINED

Data Sources