Finance Score: -2

Governance Score: -1

Support Score: 0

Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: -3

GEORGE AND ALFRED LEWIS (OF CHIGWELL) MEMORIAL FUND

Makes grants to 1939-1945 war ex service personnel who resided in parishes of Chigwell and Chigwell Row at date of their enlistment and who are suffering as a result of that service or are in necessitous circumstances and their widows.

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
There has been a change of accounting period recently, so trends may be hard to determine
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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?		£4	£5	£-1	n/a	n/a	n/a	n/a	n/a
31/12/21		£3	£2	£1	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£3	£1	£2	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£3	£4	£-1	n/a	n/a	n/a	n/a	n/a
31/12/18		£3	£1	£3	£0	£0	£0	n/a	0
31/12/17		£3	£2	£1	£0	£0	£0	n/a	0
31/12/16		£3	£2	£1	£0	£0	£0	n/a	0
31/12/15		£2	£2	£0	£0	£0	£0	n/a	0
31/12/14		£2	£2	£0	£0	£0	£0	n/a	0
31/12/13		£2	£2	£1	£0	£0	£0	n/a	0
31/12/12		£2	£2	£0	£0	£0	£0	n/a	0
31/12/11		£2	£3	£-1	£0	£0	£0	n/a	0
31/12/10		£2	£3	£-1	£0	£0	£0	n/a	0
31/12/09		£2	£3	£-1	£0	£0	£0	n/a	0
31/12/08		£5	£5	£0	£0	£0	£0	n/a	0
31/12/07		£5	£5	£0	£0	£0	£0	n/a	0
31/12/06		£5	£5	£0	£0	£0	£0	n/a	0
31/12/05		£5	£4	£0	£0	£0	£0	n/a	0
31/12/04		£5	£5	£0	£0	£0	£0	n/a	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 37 years

02085049408

Charity Commission for England and Wales

Listed activities

Disability
The Prevention Or Relief Of Poverty

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals

Where it operates

Essex,

Who it helps

Elderly/Old People
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ALISON SHEILA JORDAN Appointed: 2019, Other trusteeships: JOAN SIMPSON'S CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHIGWELL AND CHIGWELL ROW,

CHARLES BARRY SCRUTTON Appointed: 2019, Other trusteeships: CHIGWELL UNITED CHARITIES, JOAN SIMPSON'S CHARITY, FRIENDS OF ST MARGARET PATTENS CHURCH,

ELIZABETH ENID SMART, Other trusteeship: CHIGWELL UNITED CHARITIES,

IAN MARTIN KENNARD Appointed: 2019, Other trusteeship: JOAN SIMPSON'S CHARITY,

JOHN EDWIN BARBER Appointed: 2019, Other trusteeships: CHIGWELL UNITED CHARITIES, JOAN SIMPSON'S CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CHIGWELL AND CHIGWELL ROW,

WILLIAM PETER BOX Appointed: 2019, Other trusteeships: CHIGWELL UNITED CHARITIES, JOAN SIMPSON'S CHARITY,

Legal constitution

Charity registered in England & Wales on 21/10/1987, number: 297802

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR20: 37 days late, AR19: 5 days late,

Main office

16 FOREST TERRACE
HIGH ROAD
CHIGWELL
IG7 5BW

Objectives

TO PROVIDE ASSISTANCE TO THOSE MEN AND WOMEN WHO SHALL HAVE SERVED DURING THE SECOND WORLD WAR IN ANY OF HIS MAJESTY'S FORCES OR IN THE MERCHANT SERVICE AND WHO IMMEDIATELY PRIOR TO SUCH SERVICE WERE RESIDENT IN CHIGWELL, ESSEX AND SHALL BE IN NECESSITOUS CIRCUMSTANCES OR SUFFERING HARDSHIP AS A DIRECT RESULT OF SUCH SERVICE.

Defined Area of Benefit:

CHIGWELL WARD OF THE CHIGWELL UDC

Data Sources