Finance Score: -5

Governance Score: -3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -8

NORTH EAST AREA MINERS' SOCIAL WELFARE TRUST FUND

Promotion of health, the relief of poverty, advancement of training and social and recreational activities, provision of convalescence for the relief of sickness of beneficiaries.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

The Board is completely 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
Income has been volatile and on several occasions in recent years less than spending

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
30/09/23	£67	£627	£-560	n/a	n/a	n/a	n/a	n/a
30/09/22	£58	£36	£22	n/a	n/a	n/a	n/a	n/a
30/09/21	£54	£37	£17	n/a	n/a	n/a	n/a	n/a
30/09/20	£75	£178	£-103	n/a	n/a	n/a	n/a	n/a
30/09/19	£102	£264	£-162	n/a	n/a	n/a	n/a	n/a
30/09/18	£96	£261	£-165	£0	£0	£0	n/a	0
30/09/17	£94	£334	£-240	£0	£0	£0	n/a	0
30/09/16	£110	£328	£-218	£0	£0	£0	n/a	0
30/09/15	£111	£480	£-369	£0	£0	£0	n/a	0
30/09/14	£309	£368	£-58	£0	£0	£0	n/a	0
30/09/13	£106	£474	£-368	£0	£0	£0	n/a	0
30/09/12	£270	£633	£-363	£0	£0	£0	n/a	0
30/09/11	£126	£594	£-468	£0	£0	£0	n/a	0
30/09/10	£132	£478	£-345	£0	£0	£0	n/a	0
30/09/09	£2,664	£318	£2,345	£7	£4,211	£4,183	157.7	0
30/09/08	£74	£67	£7	£0	£0	£0	n/a	0
30/09/07	£82	£93	£-12	£0	£0	£0	n/a	0
30/09/06	£80	£119	£-39	£0	£0	£0	n/a	0
30/09/05	£75	£99	£-24	£0	£0	£0	n/a	0
30/09/04	£73	£27	£46	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 49 years

rick.otoole@ciswo.org.uk

01709 728115

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Other charitable activities
Provides buildings/facilities/open space
Provides human resources

Where it operates

Darlington, Durham, Gateshead, Middlesbrough, Newcastle Upon Tyne City, North Tyneside, Northumberland, South Tyneside, Sunderland,

Who it helps

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

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

GERARD HUITSON

JOHN DUNN Appointed: 2019

STEPHEN MUSGROVE Appointed: 2019

DAVID ANDERSON Appointed: 2018, Other trusteeship: HETTON TOWN TRUST,

IAN LAVERY, Other trusteeship: ASHINGTON JOINT WELFARE SCHEME,

Legal constitution

Charity registered in England & Wales on 21/04/1975, number: 504178

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; all on time

Main office

c/o CISWO
The Old Rectory
Rectory Drive
Whiston
Rotherham
S60 4JG

Objectives

FOR SUCH CHARITABLE PURPOSES WITHIN THE OBJECTS OF THE ORGANISATION IN THE COUNTIES OF NORTHUMBERLAND, DURHAM AND TYNE AND WEAR AS THE COUNCIL OF THE ORGANISATION MAY AFTER CONSULTATION WITH THE WELFARE COMMITTEE DETERMINE

Defined Area of Benefit:

NORTH EAST AREA COALFIELD

Data Sources