Finance Score: 0

Governance Score: -1

Support Score: 0

Strong growth: +2
Deficit latest year: -2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -1

MARGARET ANN SMITH CHARITY

To make grants to children and young people for the purpose of educational visits abroad in the Tottington area of Bury.

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

Regulatory & Governance issues to consider:

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
Income was 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
30/09/23		£6	£7	£-1	n/a	n/a	n/a	n/a	n/a
30/09/22		£5	£0	£4	n/a	n/a	n/a	n/a	n/a
30/09/21		£4	£0	£4	n/a	n/a	n/a	n/a	n/a
30/09/20	*	£5	£0	£5	n/a	n/a	n/a	n/a	n/a
30/09/19		£5	£1	£4	n/a	n/a	n/a	n/a	n/a
30/09/18		£5	£2	£3	£0	£0	£0	n/a	0
30/09/17		£4	£1	£4	£0	£0	£0	n/a	0
30/09/16		£4	£7	£-2	£0	£0	£0	n/a	0
30/09/15		£4	£6	£-2	£0	£0	£0	n/a	0
30/09/14		£3	£1	£2	£0	£0	£0	n/a	0
30/09/13		£3	£1	£1	£0	£0	£0	n/a	0
30/09/12		£3	£3	£0	£0	£0	£0	n/a	0
30/09/11		£3	£1	£2	£0	£0	£0	n/a	0
30/09/10		£2	£2	£1	£0	£0	£0	n/a	0
30/09/09		£3	£2	£1	£0	£0	£0	n/a	0
30/09/08		£3	£3	£0	£0	£0	£0	n/a	0
30/09/07		£3	£2	£1	£0	£0	£0	n/a	0
30/09/06		£3	£2	£1	£0	£0	£0	n/a	0
30/09/05		£3	£2	£1	£0	£0	£0	n/a	0
30/09/04	*	£3	£3	£0	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 58 years

info@mosleysaccountants.com

01706823150

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Bury, Manchester City,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

AMANDA LOUISE THORP Appointed: 2022

SARAH ANNE DRAPER Appointed: 2013

MARGARET MARIAN PRICE, Other trusteeships: HELEN GRUNDY FOR POOR, BURY UNITARIAN CHURCH,

NEVILLE ARTHUR KENYON (Chair), Other trusteeships: HELEN GRUNDY FOR POOR, BURY UNITARIAN CHURCH,

Legal constitution

Charity registered in England & Wales on 28/11/1966, number: 526138

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment

Filing Record

20 returns made; AR20: 48 days late, AR04: 23 days late,

Main office

Mosley & Co
14 Market Place
Ramsbottom
Bury
BL0 9HT

Objectives

TO ENABLE OR CONTRIBUTE TOWARDS ENABLING ONE OR MORE PERSONS RESIDENT IN THE URBAN DISTRICT OF TOTTINGTON AS DEFINED AT THE DATE HEREOF TO UNDERTAKE A VISITS OR VISITS TO ANOTHER COUNTRY OR COUNTRIES.

Defined Area of Benefit:

THE URBAN DISTRICT OF TOTTINGTON AS DEFINED 23 JUNE 1964.

Data Sources