Finance Score: -6

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -3 times
Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

No supporters identified

Overall GiG Score: -6

MARY ELLEN ALLEN

The Trustees are permitted by the Governing Instrument to apply the income of the Charity for the purpose of relieving either generally or individually persons aged 60 years or more resident in the area of benefit (former borough of Glossop as constituted on the 18th May 1947) who are in conditions of need, hardship or distress.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently and was significantly lower than 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
31/03/23	*	£5	£10	£-4	n/a	n/a	n/a	n/a	n/a
31/03/22		£6	£4	£2	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£5	£3	£2	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£7	£5	£2	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£9	£5	£4	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£5	£4	£2	£0	£0	£0	n/a	0
31/03/17	*	£6	£6	£-1	£0	£0	£0	n/a	0
31/03/16		£5	£5	£0	£0	£0	£0	n/a	0
31/03/15		£11	£10	£1	£0	£0	£0	n/a	0
31/03/14		£4	£5	£-1	£0	£0	£0	n/a	0
31/03/13		£4	£7	£-3	£0	£0	£0	n/a	0
31/03/12		£4	£6	£-2	£0	£0	£0	n/a	0
31/03/11		£5	£8	£-3	£0	£0	£0	n/a	0
31/03/10		£6	£7	£-1	£0	£0	£0	n/a	0
31/03/09		£7	£7	£0	£0	£0	£0	n/a	0
31/03/08		£8	£4	£4	£0	£0	£0	n/a	0
31/03/07		£5	£5	£0	£0	£0	£0	n/a	0
31/03/06		£6	£3	£2	£0	£0	£0	n/a	0
31/03/05		£6	£4	£2	£0	£0	£0	n/a	0
31/03/04		£6	£4	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 42 years

tony@tlawton.co.uk

07932750693

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

Derbyshire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

COUNCILLOR GRAHAM OAKLEY

JOHN DEARN

JEAN WHARMBY, Other trusteeships: GLOSSOP AND DISTRICT AGE CONCERN, THE FRIENDS OF WHITE HALL CENTRE,

PAUL SCULLION Appointed: 2016

LINDA GROOBY (Chair) Appointed: 2018, Other trusteeships: BUXTON WELL DRESSING FESTIVAL, THE ZINK PROJECT CIO,

Legal constitution

Charity registered in England & Wales on 03/06/1982, number: 512661

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment

Filing Record

20 returns made; AR23: 5 days late, AR21: 15 days late, AR20: 10 days late, AR19: 6 days late, AR18: 42 days late, AR17: 1 days late,

Main office

8 SPINNEY CLOSE
GLOSSOP
SK13 7BR

Objectives

I TO RELIEVE EITHER GENERALLY OR INDIVIDUALLY PERSONS AGED 60 YEARS OR MORE RESIDENT IN THE AREA OF BENEFIT WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS, WITH A PREFERENCE FOR SUCH PERSONS WHO HAVE BEEN RESIDENT IN THE SAID AREA FOR A PERIOD OR PERIODS AMOUNTING IN THE AGGREGATE TO NOT LESS THAN FIVE YEARS. II TO PROVIDE ITEMS, SERVICES ETC TO REDUCE NEED, HARDSHIP ETC FOR SUCH PERSONS. III TO PAY FOR ITEMS AS (II) TO ORGANISATIONS. IV PERSONS OUTSIDE AREA MAY BE INCLUDED.

Defined Area of Benefit:

AREA OF FORMER BOROUGH OF GLOSSOP AS CONSTITUTED 18 MAY 1947

Data Sources