Finance Score: 0

Governance Score: 5

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 5

ST PETER'S HERITAGE TRUST

The purpose of the Trust is to help meet the cost of structural repairs to the church building of the parish of Hale St. Peter which is in the south of Trafford Borough.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years, despite a decline more recently
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22	£9	£6	£3	n/a	n/a	n/a	n/a	n/a
31/12/21	£5	£7	£-2	n/a	n/a	n/a	n/a	n/a
31/12/20	£4	£4	£0	n/a	n/a	n/a	n/a	n/a
31/12/19	£5	£12	£-6	n/a	n/a	n/a	n/a	n/a
31/12/18	£5	£0	£5	£0	£0	£0	NAN	0
31/12/17	£5	£5	£0	£0	£0	£0	n/a	0
31/12/16	£5	£10	£-5	£0	£0	£0	n/a	0
31/12/15	£5	£0	£5	£0	£0	£0	NAN	0
31/12/14	£4	£0	£4	£0	£0	£0	NAN	0
31/12/13	£4	£1	£3	£0	£0	£0	n/a	0
31/12/12	£4	£7	£-2	£0	£0	£0	n/a	0
31/12/11	£4	£19	£-16	£0	£0	£0	n/a	0
31/12/10	£4	£0	£4	£0	£0	£0	NAN	0
31/12/09	£4	£0	£4	£0	£0	£0	NAN	0
31/12/08	£5	£0	£5	£0	£0	£0	NAN	0
31/12/07	£5	£13	£-8	£0	£0	£0	n/a	0
31/12/06	£4	£5	£-1	£0	£0	£0	n/a	0
31/12/05	£5	£10	£-5	£0	£0	£0	n/a	0
31/12/04	£4	£0	£4	£0	£0	£0	NAN	0

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Show financials table -->

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Highest pay bracket: less than £60,000

Established: 46 years

01619806853

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Trafford,

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)

Current Trustees appointed

Gender Split

ENID GRAVETT

JUDITH HOLDEN Appointed: 2022

STEPHEN ARTHUR HIGGINS Appointed: 2017

CALLUM CHARLES MITCHELL BAZLEY Appointed: 2022, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER HALE,

JULIE HELEN WITHERS Appointed: 2022, Other trusteeships: THE CHESTER CLERGY FAMILY CHARITABLE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER HALE,

LESLEY SUSAN BELL Appointed: 2022, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER HALE,

NIGEL WINSTON DAVIES Appointed: 2011, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER HALE,

STELLA CONSTANCE BLACKBURN Appointed: 2013, Other trusteeship: GREATER MANCHESTER DRAMA FEDERATION,

Legal constitution

Charity registered in England & Wales on 04/01/1978, number: 506758

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Volunteer management

Filing Record

19 returns made; all on time

Main office

6 Tintern Drive
Hale
ALTRINCHAM
WA15 8PE

Objectives

PAYMENT FOR STRUCTURAL REPAIRS WHICH MAY BE REQUIRED TO THE CHURCH OF THE PARISH OF HALE ST PETER.

Defined Area of Benefit:

PARISH OF HALE ST PETER

Data Sources