Finance Score: -1

Governance Score: 0

Support Score: 0

Spending falling: -1
No PartB

No supporters identified

Overall GiG Score: -1

MARGARET WESTWOOD MEMORIAL CHARITY

The income of the Charity is applied for charitable purposes devoted to the physical,educational or moral welfare and benefit of children and young persons in the area of the former County of Worcester,as constituted on 19th August 1946.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

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

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
05/04/23		£58	£23	£34	n/a	n/a	n/a	n/a	n/a
05/04/22		£91	£38	£53	n/a	n/a	n/a	n/a	n/a
05/04/21		£48	£37	£11	n/a	n/a	n/a	n/a	n/a
05/04/20		£71	£43	£28	n/a	n/a	n/a	n/a	n/a
05/04/19		£85	£48	£37	n/a	n/a	n/a	n/a	n/a
05/04/18		£77	£49	£28	£0	£0	£0	n/a	0
05/04/17		£93	£57	£36	£0	£0	£0	n/a	0
05/04/16		£75	£31	£44	£0	£0	£0	n/a	0
05/04/15	*	£35	£27	£8	£0	£0	£0	n/a	0
05/04/14	*	£34	£46	£-11	£0	£0	£0	n/a	0
05/04/13	*	£31	£18	£13	£0	£0	£0	n/a	0
05/04/12	*	£28	£23	£5	£0	£0	£0	n/a	0
05/04/11		£24	£22	£2	£0	£0	£0	n/a	0
05/04/10		£26	£30	£-5	£0	£0	£0	n/a	0
05/04/09		£33	£23	£10	£0	£0	£0	n/a	0
05/04/08		£32	£23	£9	£0	£0	£0	n/a	0
05/04/07	*	£29	£32	£-3	£0	£0	£0	n/a	0
05/04/06	*	£28	£27	£1	£0	£0	£0	n/a	0
05/04/05		£27	£27	£0	£0	£0	£0	n/a	0
05/04/04		£26	£26	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 54 years

charity.administration@higgsllp.co.uk

01384327322

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Dudley, Sandwell, Worcestershire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

COLIN ROBERT BEARDWOOD OBE

CLLR ANGUS LEES Appointed: 2018

CLLR PETER ALLEN Appointed: 2022

COUNCILLOR WILLIAM THOMAS GAVAN MBE Appointed: 2023

JUNE ANNETTE HYLDA LONGMUIR

PETER MICHAEL MCDONALD Appointed: 2013

SEAN PATRICK SHANNON

FRAN OBORSKI Appointed: 2018, Other trusteeships: KIDDERMINSTER AND DISTRICT YOUTH TRUST, H.E.L.P COMMUNITY HELP CENTRE,

JOHN WILLIAM ROLAND THOMAS Appointed: 2014, Other trusteeship: ARELEY KINGS VILLAGE HALL,

LIZ TUCKER Appointed: 2014, Other trusteeship: THE PERSHORE RIVERSIDE CENTRE,

PETER EDWARD SUGG Appointed: 2023, Other trusteeship: SPORTS PARTNERSHIP HEREFORDSHIRE AND WORCESTERSHIRE,

Legal constitution

Charity registered in England & Wales on 01/09/1970, number: 500125

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Investing charity funds policy and procedures
Investment
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR15: 6 days late, AR14: 2 days late, AR13: 1 days late, AR12: 1 days late, AR07: 2 days late, AR06: 1 days late,

Main office

HIGGS LLP
3 WATERFRONT BUSINESS PARK
Brierley Hill
West Midlands
DY5 1LX

Objectives

FOR CHARITABLE PURPOSES DEVOTED TO THE PHYSICAL, EDUCATIONAL OR MORAL WELFARE AND BENEFIT OF CHILDREN OR YOUNG PERSONS IN THE AREA OF BENEFIT.

Defined Area of Benefit:

FORMER COUNTY OF WORCESTERSHIRE

Data Sources