Finance Score: -4

Governance Score: 2

Support Score: 3

Excess reserves: -5
Reasonable growth: +1

12+ Trustees: -1
Good trustee age range: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 1

SOUTHWARK CHARITIES

Management of Southwark (Christchurch & St Mary's ) Charities, two other Charities and the provision of services ans assistance to other charities requiring management services of this charity

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has an endowment fund which generates most of its income
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £60,285,820 available, equivalent to 500 months of spending and so may not be able to utilise additional funding

Established: 14 years

WWW.SOUTHWARKCHARITIES.CO.UK

charities@almshouse-southwark.org

02075932000

Charity Commission for England and Wales

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
30/12/22	£674	£1,448	£-774	£60	£60,286	£60,286	499.7	3
30/12/21	£888	£921	£-33	£63	£33,792	£33,792	440.3	3
30/12/20	£771	£807	£-36	£51	£31,323	£31,323	465.5	3
30/12/19	£869	£803	£66	£56	£31,352	£31,103	464.8	3
30/12/18	£758	£838	£-80	£40	£29,168	£28,919	414.1	3
30/12/17	£708	£776	£-68	£46	£29,768	£29,519	456.4	3
30/12/16	£788	£892	£-104	£34	£27,288	£26,132	351.5	3
30/12/15	£735	£615	£120	£31	£25,332	£25,083	489.2	3
30/12/14	£687	£616	£71	£86	£23,778	£23,529	458.2	3
30/12/13	£652	£529	£124	£49	£21,622	£21,392	485.5	2
30/12/12	£813	£647	£166	£85	£20,195	£19,999	370.7	3
30/12/11	£551	£789	£-237	£87	£19,201	£18,446	280.6	3

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 0%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 499.7 months
Net Current Assets/Spending: 31 months
Quick Ratio: 3.9

Asset Split ?

Listed activities

Accommodation/Housing
Education/Training
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides services

Where it operates

Throughout London,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies

Who works here?

3 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 12/14 persons

Age Range of Trustees:

CAROLINE CHARLOTTE CROFT (Chair) Appointed: 2012, Occupation: Lawyer (Civil Service)

COMMANDER ANDREW GORDON-LENNOX ROYAL NAVY Appointed: 2013, Other trusteeships: THE COASTAL FORCES HERITAGE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF SAINT JOHN THE BAPTIST, WESTBOURNE IN THE DIOCESE OF CHICHESTER,

CECILY DIANA DAVIS ROWLEY Appointed: 2020

DR PATRIA ROMAN Appointed: 2020

KRZYSZTOF MIKATA-PRALAT Appointed: 2015, Occupation: Day Care Manager

LAURA FRANCES WILSON Appointed: 2015, Occupation: Artist & Young People'S Programme Manager, South L

LESTER BLAKE HICKS Appointed: 2015, Occupation: Semi-Retired / Part-Time Environmental Planning Co

NEIL COYLE MP Appointed: 2017, Occupation: Mp

PATRICK CROCKFORD Appointed: 2020, Occupation: Retired, Other trusteeships: SURREY DISPENSARY, ST GEORGE THE MARTYR CHARITY,

REV ALAN JAMES WILD Appointed: 2012, Other trusteeships: ST PETER'S WALWORTH SICK AND POOR FUND, ST PETER'S YOUTH CENTRE, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER, WALWORTH,

REV STUART LABRAN Appointed: 2023, Other trusteeship: THE ST. MARY NEWINGTON UNITED PAROCHIAL FOUNDATION,

STEPHEN JAMES GRAHAM Appointed: 2012, Occupation: None, Other trusteeship: THE GLAZIERS FOUNDATION,

SHELLEY IAN CHARIK Appointed: 2020, Occupation: Retired

TIM MCNALLY Appointed: 2018, Occupation: Chartered Information Technology Professional, Other trusteeships: SURREY DISPENSARY, ST GEORGE THE MARTYR CHARITY, NATIONAL LIBERAL CLUB BENEVOLENT FUND, NEWCOMEN COLLETT FOUNDATION, WAKEFIELD AND TETLEY TRUST, THE GLAZIERS FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 03/09/2010, number: 1137760
Registered at Companies House on 09/08/2010, number: 07340188

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

12 returns made; all on time

Main office

42 St. Mary Newington Close
Surrey Square
LONDON
SE17 2LP

Objectives

(2.1 THE CHARITABLE PURPOSES OF THE COMPANY ARE: (A) THE PROVISION OF HOUSING ACCOMMODATION FOR PERSONS WHO MEET THE ELIGIBILITY CRITERIA; (B) SUCH FURTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THOSE RESIDENTS OF THE HOUSING ACCOMMODATION AS THE TRUSTEES MAY DECIDE; (C) THE RELIEF OF POVERTY FOR THE PUBLIC BENEFIT BY UTILISING SURPLUS INCOME BY: (I) THE PAYMENT OF DISCRETIONARY PAYMENTS; (II) THE PAYMENT OF GRANTS FOR ITEMS, SERVICES OR FACILITIES OR OTHERWISE; AND(II) THE PAYMENT OF GRANTS TO ORGANISATIONS OR INSTITUTIONS WHICH PROVIDE ITEMS, SERVICES OR FACILITIES OR OTHER BENEFITS TO PEOPLE LIVING IN THE AREA OF BENEFIT, TO BENEFIT TO PEOPLE WHO MEET THE ELIGIBILITY CRITERIA; OR (D) SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THOSE LIVING IN THE AREA OF BENEFIT AS THE TRUSTEES MAY DECIDE. 2.2 IN THIS CLAUSE 2 THE FOLLOWING DEFINITIONS SHALL APPLY: ”AREA OF BENEFIT” MEANS THE GREATER LONDON AREA, WITH A PREFERENCE FOR THE LONDON BOROUGH OF SOUTHWARK; AND“ELIGIBILITY CRITERIA” MEANS PEOPLE WHO ARE (I) IN NEED HARDSHIP OR DISTRESS AND (II) OVER 55 YEARS OF AGE AND (III) HAVE BEEN RESIDENT IN THE AREA OF BENEFIT.

Defined Area of Benefit:

THE FORMER METROPOLITAN BOROUGH OF SOUTHWARK

Data Sources