Finance Score: -4

Governance Score: 5

Support Score: 0

Spending falling: -1
Volatile income: -3
No PartB

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

No supporters identified

Overall GiG Score: 1

MERE CHARITY

The Trustees have power to apply the net income for educational benefits in the City of Lincoln, parishes of Branston & Mere for persons under the age of 25 years.The Trustees also have power to pay grants to qualifying persons of pensionable age in the hamlets of Mere and East Mere and also in the parishes of Branston and Mere and parishes adjacent thereto.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
31/12/23		£5	£4	£1	n/a	n/a	n/a	n/a	n/a
31/12/22		£4	£0	£4	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£4	£0	£4	n/a	n/a	n/a	n/a	n/a
31/12/20		£5	£8	£-3	n/a	n/a	n/a	n/a	n/a
31/12/19		£10	£8	£1	n/a	n/a	n/a	n/a	n/a
31/12/18		£6	£6	£0	£0	£0	£0	n/a	0
31/12/17		£6	£8	£-2	£0	£0	£0	n/a	0
31/12/16		£6	£5	£1	£0	£0	£0	n/a	0
31/12/15		£6	£2	£4	£0	£0	£0	n/a	0
31/12/14		£6	£3	£3	£0	£0	£0	n/a	0
31/12/13		£6	£6	£0	£0	£0	£0	n/a	0
31/12/12		£5	£4	£2	£0	£0	£0	n/a	0
31/12/11		£5	£3	£2	£0	£0	£0	n/a	0
31/12/10		£6	£6	£-1	£0	£0	£0	n/a	0
31/12/09		£6	£10	£-4	£0	£0	£0	n/a	0
31/12/08		£7	£8	£-1	£0	£0	£0	n/a	0
31/12/07	*	£7	£5	£2	£0	£0	£0	n/a	0
31/12/06		£6	£7	£-1	£0	£0	£0	n/a	0
31/12/05		£6	£5	£1	£0	£0	£0	n/a	0
31/12/04		£6	£5	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

office@patrickdeanltd.co.uk

01522791209

Charity Commission for England and Wales

Listed activities

Education/Training
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

Lincolnshire,

Who it helps

Children/Young People
Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

GWENNO EIRIAN WATSON Appointed: 2023

DEBRA ARMIGER Appointed: 2023

FIONA PRIESTLEY Appointed: 2014

JAMES SYDNEY BARLING Appointed: 2021

MICHAEL JOHNSON Appointed: 2019

REV LORNA DAPHNE BRABIN-SMITH Appointed: 2021, Other trusteeship: GARRETT'S CHARITY,

ROBIN MAXWELL BATTLE, Other trusteeship: HISTORIC LINCOLN TRUST,

Legal constitution

Charity registered in England & Wales on 01/07/1964, number: 527769

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

20 returns made; AR21: 7 days late, AR07: 88 days late,

Main office

PATRICK DEAN LTD
ESTATE OFFICE
BRACEBRIDGE HEATH
EAST MERE
LINCOLN
LN4 2HU

Objectives

20. APPLICATION OF INCOME. SUBJECT TO PAYMENT OF THE EXPENSES AFORESAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY AS FOLLOWS:- (1) AS TO ONE THIRD THEREOF FOR THE PAYMENT OF PENSIONER BENEFITS IN THE MANNER PROVIDED BY CLAUSES 21 TO 23 INCLUSIVE OF THIS SCHEME.(2) AS TO TWO THIRDS THEREOF FOR THE PAYMENT OF EDUCATIONAL BENEFITS IN THE MANNER PRESCRIBED BY CLAUSES 24 AND 25 OF THIS SCHEME.(3) ANY SURPLUS INCOME ARISING EITHER FROM THE PAYMENT OF PENSIONS OR THE PAYMENT OF EDUCATIONAL BENEFITS FOR RELIEF IN NEED IN THE MANNER PRESCRIBED BY CLAUSE 26 OF THIS SCHEME.

Defined Area of Benefit:

CITY OF LINCOLN

Data Sources