Finance Score: -10

Governance Score: 0

Support Score: 0

Accounts overdue -5
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: -7

SOUTHAM UNITED CHARITY

Funds are invested through Coif in a balanced portfolio which seeks to maintain values whilst providing a reasonable income for distribution.We also receive rents from land owned by the charities and these are managed by professional land agents

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
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
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years less than spending

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	Volun- teers
31/12/21		£30	£24	£6	n/a	n/a	n/a	n/a	n/a	12
31/12/20		£142	£135	£8	n/a	n/a	n/a	n/a	n/a	1
31/12/19		£21	£32	£-11	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£25	£31	£-7	£0	£0	£0	n/a	0	1
31/12/17	*	£46	£50	£-4	£0	£0	£0	n/a	0	0
31/12/16		£27	£25	£2	£0	£0	£0	n/a	0	0
31/12/15		£24	£18	£5	£0	£0	£0	n/a	0	0
31/12/14		£19	£16	£4	£0	£0	£0	n/a	0	0
31/12/13		£20	£13	£7	£0	£0	£0	n/a	0	0
31/12/12		£19	£10	£9	£0	£0	£0	n/a	0	0
31/12/11	*	£10	£12	£-2	£0	£0	£0	n/a	0	0
31/12/10		£7	£7	£0	£0	£0	£0	n/a	0	0
31/12/09	*	£9	£7	£2	£0	£0	£0	n/a	0	0
31/12/08	*	£11	£12	£-2	£0	£0	£0	n/a	0	0
31/12/07	*	£11	£10	£0	£0	£0	£0	n/a	0	0
31/12/06	*	£10	£11	£-1	£0	£0	£0	n/a	0	0
31/12/05	*	£12	£13	£-1	£0	£0	£0	n/a	0	0
31/12/04		£9	£8	£2	£0	£0	£0	n/a	0	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 31 years

mary.rouse@wrighthassall.co.uk

01926880734

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

Warwickshire,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
12 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Gender Split

Based on 8/9 persons

LEE ELLARD Appointed: 2019

ALISON ELIZABETH CRAGG Appointed: 2019

ANGELA SCULL Appointed: 2020

BRIAN JOHN MEACHAM

GRAHAM MICHAEL FOSTER Appointed: 2019

LEONARD GALE

MICHAEL GAFFNEY (Chair) Appointed: 2013

MR TERENCE GEORGE HILL

RUTH MARJORIE TRESSIDER

Legal constitution

Charity registered in England & Wales on 21/06/1993, number: 1022879

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

18 returns made; AR17: 125 days late, AR11: 126 days late, AR09: 9 days late, AR08: 13 days late, AR07: 123 days late, AR06: 6 days late, AR05: 370 days late,

Main office

WRIGHT HASSALL
OLYMPUS AVENUE
TACHBROOK PARK
WARWICK
CV34 6BF

Objectives

(1) THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY IN THE FOLLOWING WAYS AND IN THE ORDER OF PRIORITY (A) AS TO NOT MORE THAN TWO THIRDS FOR RELIEF IN NEED IN ACCORDANCE WITH THE PROVISIONS HEREINAFTER CONTAINED; (B) AS TO RESIDUE THEREOF FOR ANY CHARITABLE PURPOSE FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE PARISH OF SOUTHAM (2)THE TRUSTEES SHALL APPLY INCOME OF THE CHARITY APPLICABLE FOR THE RELIEF IN NEED IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE PARISH OF SOUTHAM WHO ARE IN CONDITIONS OF NEED, HARDSHIP AND DISTRESS BY MAKING GRANTS OF MONEY OR PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED, HARDSHIP AND DISTRESS OF SUCH PERSONS.

Defined Area of Benefit:

PARISH OF SOUTHAM

Data Sources