Finance Score: -4

Governance Score: -4

Support Score: 0

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

No conflicts policy: -1
All female board: -3

No supporters identified

Overall GiG Score: -8

THE DUCHESS OF LEEDS ASSUMPTION FUND

We make grants to young women living in the North East of England, under 26 years of age, to enable them to undertake courses or experiences which will enable them to: - deepen their understanding of the Christian faith and/or - develop their human and spiritual potential and/or - develop their capacity for leadership and/or - contribute to the life of their local Christian community.

Analysis by Giving is Great

Positives:

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
The Board is completely female

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
31/12/22	£17	£8	£8	n/a	n/a	n/a	n/a	n/a
31/12/21	£28	£7	£21	n/a	n/a	n/a	n/a	n/a
31/12/20	£26	£7	£19	n/a	n/a	n/a	n/a	n/a
31/12/19	£31	£26	£5	n/a	n/a	n/a	n/a	n/a
31/12/18	£30	£30	£1	£0	£0	£0	n/a	0
31/12/17	£27	£25	£2	£0	£0	£0	n/a	0
31/12/16	£27	£30	£-3	£0	£0	£0	n/a	0
31/12/15	£29	£31	£-2	£0	£0	£0	n/a	0
31/12/14	£28	£25	£3	£0	£0	£0	n/a	0
31/12/13	£27	£28	£-1	£0	£0	£0	n/a	0
31/12/12	£27	£15	£12	£0	£0	£0	n/a	0
31/12/11	£25	£20	£5	£0	£0	£0	n/a	0
31/12/10	£10	£9	£2	£0	£0	£0	n/a	0
31/12/09	£12	£11	£1	£0	£0	£0	n/a	0
31/12/08	£15	£13	£2	£0	£0	£0	n/a	0
31/12/07	£17	£12	£5	£0	£0	£0	n/a	0
31/12/06	£16	£12	£3	£0	£0	£0	n/a	0
31/12/05	£11	£11	£0	£0	£0	£0	n/a	0
31/12/04	£10	£14	£-3	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

www.duchessfund.org.uk

duchessfund@assumptionreligious.org

02073614750

Charity Commission for England and Wales

Listed activities

Education/Training
Religious Activities

GiG Classification

Services for females

How it operates

Makes Grants to Individuals

Where it operates

Throughout England,

Who it helps

Children/Young 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

SISTER JESSICA MARGARET GATTY Appointed: 2018

SISTER DANGUOLE GERVYTE Appointed: 2022, Other trusteeship: RELIGIOUS OF THE ASSUMPTION,

SISTER CATHERINE COWLEY RA Appointed: 2018, Other trusteeships: RELIGIOUS OF THE ASSUMPTION, MARIA ASSUMPTA TRUST,

SISTER MAUREEN GERTRUDE CONNOR RA (Chair), Other trusteeships: RELIGIOUS OF THE ASSUMPTION, MARIA ASSUMPTA TRUST,

SISTER PATRICIA THERESE MITCHELL RA Appointed: 2014, Other trusteeship: RELIGIOUS OF THE ASSUMPTION,

SISTER ANNE THIELEN RA Appointed: 2020, Other trusteeship: RELIGIOUS OF THE ASSUMPTION,

SR DR CATHERINE JONES Appointed: 2014, Other trusteeships: RELIGIOUS OF THE ASSUMPTION, MARIA ASSUMPTA TRUST, THE CENTRE FOR MARIAN STUDIES,

Legal constitution

Charity registered in England & Wales on 19/05/1964, number: 529620

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Main office

20 Kensington Square
LONDON
W8 5HH

Objectives

PROMOTING EDUCATION OF YOUNG WOMEN UNDER THE AGE OF 25 YEARS WHO ARE RESIDENT IN THE ROMAN CATHOLIC DIOCESE OF HEXHAM AND NEWCASTLE, MIDDLESBROUGH AND LEEDS WITH A PREFERENCE FOR THOSE OF THE ROMAN CATHOLIC FAITH

Defined Area of Benefit:

ROMAN CATHOLOC DIOCESES OF HEXAM AND NEWCASTLE, MIDDLESBROUGH AND LEEDS

Data Sources