Finance Score: -5

Governance Score: -4

Support Score: 0

Accounts filed more than 5 days late: -3 times
Multiple Deficits: -2
No PartB

No conflicts policy: -1
2 Trustees: -2

Large volunteers +3

Overall GiG Score: -6

JOHN MENZIES (SOUTHERN) LIMITED EMPLOYEES' BENEVOLENT FUND

PROVIDE ASSISTANCE TO EMPLOYEES AND FORMER EMPLOYEES, AND THEIR DEPENDANTS OF JOHN MENZIES PLC IN NEED OF OR DESERVING FINANCIAL ASSISTANCE

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£15	£3	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£14	£25	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£14	£33	£-19	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£16	£7	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£14	£7	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£14	£10	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£15	£12	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£14	£7	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£13	£6	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£12	£9	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£12	£3	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£14	£7	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£13	£12	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£13	£10	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£14	£13	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£14	£16	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£13	£9	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	*	£13	£11	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	*	£14	£14	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

http://www.johnmenziesplc.com/investment-in-c

info@JOHNMENZIESPLC.COM

01312258555

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Shelter for homeless, vulnerable & excluded people

How it operates

Makes grants to individuals

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

ALVARO GOMEZ-REINO LAGO DE LANZOS Appointed: 2020

JOHN GEDDES Appointed: 2019

Legal constitution

Charity registered in England & Wales on 26/09/1962, number: 211621

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR21: 268 days late, AR20: 368 days late, AR19: 340 days late, AR07: 318 days late, AR06: 435 days late, AR05: 800 days late, AR04: 1198 days late,

Main office

JOHN MENZIES PLC
2 LOCHSIDE AVENUE
EDINBURGH PARK
EDINBURGH
EH12 9DJ

Objectives

MAKING GRANTS TO EMPLOYEES, QUALIFIED EX-EMPLOYEES AND THEIR WIVES, CHILDREN AND OTHER DEPENDANTS WHO IN THE OPINION OF THE COMMITTE SHALL BE IN NEED OF OR DESERVING OF FINANCIAL ASSISTANCE WITH A PREFERENCE BEING MAINTAINED FOR AN EMPLOYEE OR QUALIFED EX-EMPLOYEE OF THE COMPANY OR ANY WHOLLY OWNED SUBSIDIARY OF THE COMPANY OR A DEPENDANT OF ANY SUCH EMPLOYEE OR QUALIFIED EX-EMPLOYEE. FAILING SUCH THEN ON THE WINDING UP OF THE FUNDS THE PRINTERS PENSION ALMSHOUSE AND ORPHAN ASYLUM AND THE NEWPAPERS BENEVOLENT AND PROVIDENT INSTITUTION IN EQUAL SHARES.

Defined Area of Benefit:

NATIONAL