Finance Score: -1

Governance Score: 3

Support Score: 0

Spending falling: -1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE NORMAN BARNES FUND

The purpose of the Charity is the welfare of the aged in the area of the former County Borough of Rochdale. The Trustees shall not apply income of the Charity directly in relief of rates, taxes or other public funds but may apply income in supplementing relief or assistance provided out of public funds.

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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£10	£3	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£9	£2	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£9	£2	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£9	£6	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£10	£8	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£10	£8	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£11	£10	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£12	£8	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£13	£10	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£13	£12	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£13	£9	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£12	£11	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£13	£14	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£13	£14	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£15	£13	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£14	£15	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£14	£18	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£14	£16	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£14	£16	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£19	£19	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 43 years

01706 925425

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Rochdale,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

ALDERMAN JANE GARTSIDE JP

COUNCILLOR BILLY SHEERIN Appointed: 2012

COUNCILLOR SHAUN JOSEPH O'NEILL Appointed: 2012

Legal constitution

Charity registered in England & Wales on 06/08/1981, number: 511646

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR23: 204 days late, AR04: 24 days late,

Main office

TAX AND TREASURY TEAM
FLOOR 2
NUMBER ONE RIVERSIDE
SMITH STREET
ROCHDALE
OL16 1XU

Objectives

FOR THE PURPOSE OF PROVIDING COMFORTS TO OLD PEOPLE.

Defined Area of Benefit:

NOT DEFINED