Finance Score: -2
Governance Score: 2
Support Score: 0
  • Deficit latest year: -2
  • No PartB
  • 12+ Trustees: -1
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 0 ?

MICHAEL LOWE'S AND ASSOCIATED CHARITIES

The Charity can only make grants to or for the benefit of residents of the City of Lichfield.As well as fuel grants, grants may be made to individuals who are in conditions of need, hardship or distress or to organisations whose aims are to provide or pay for items which will benefit the recipient.
Analysis by Giving is Great

Positives:

  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

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

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income was significantly lower than spending in the latest year

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
31/03/23£104£138£-34n/an/an/an/an/an/a
31/03/22£92£86£6n/an/an/an/an/an/a
31/03/21£91£86£5n/an/an/an/an/an/a
31/03/20£108£100£8n/an/an/an/an/an/a
31/03/19£104£107£-3n/an/an/an/an/an/a
31/03/18£102£145£-42n/an/an/an/an/an/a
31/03/17£102£104£-2n/an/an/an/an/an/a
31/03/16£96£120£-24n/an/an/an/an/an/a
31/03/15£96£104£-8n/an/an/an/an/an/a
31/03/14£116£106£10n/an/an/an/an/an/a
31/03/13£100£92£7n/an/an/an/an/an/a
31/03/12£96£111£-15n/an/an/an/an/an/a
31/03/11£94£107£-13n/an/an/an/an/an/a
31/03/10£92£107£-14n/an/an/an/an/an/a
31/03/09£100£138£-38n/an/an/an/an/an/a
31/03/08£101£96£5n/an/an/an/an/an/a
31/03/07£96£121£-24n/an/an/an/an/an/a
31/03/06£102£168£-66n/an/an/an/an/an/a
31/03/05£102£129£-28n/an/an/an/an/an/a
31/03/04£94£90£4n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 62 years

michael-lowes.org

srjames@michael-lowes.org

07506284831

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • General Charitable Purposes
  • 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
  • Staffordshire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)
Current Trustees appointed
Gender Split
Based on 13/14 persons

  • BEVERLEY HANKS Appointed: 2024
  • DONNA GREATOREX Appointed: 2018
  • DR TREVOR MARTIN JAMES Appointed: 2023
  • ELIZABETH LILAS RAWLING Appointed: 2018
  • ELIZABETH MARY RIDLER Appointed: 2023
  • JANET MAY EAGLAND Appointed: 2012
  • JANICE GREAVES Appointed: 2020
  • MR HITCHMAN Appointed: 2014
  • MARK GREGORY PAWSON Appointed: 2022
  • MICHAEL JOHN WHITE Appointed: 2018
  • MR WARFIELD Appointed: 2016
  • N G SEDGWICK ESQ
  • ROGER MICHAEL HARTLEY Appointed: 2015
  • REV IAN HAYTER (Chair)
Legal constitution
  • Charity registered in England & Wales on 29/01/1963, number: 214785
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
Filing Record
20 returns made; all on time
Main office

PO Box 8680
BURTON-ON-TRENT
Staffordshire
DE14 9QB

Objectives

AFTER THE EXPENSES OF MANAGEMENT THE INCOME SHALL BE APPLIED IN RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSONS RESIDENT IN THE CITY OF LICHFIELD. FOR FURTHER DETAILS SEE SCHEME DATED 26 JUNE 1980.

Defined Area of Benefit:

CITY OF LICHFIELD

Data Sources

Charity Commission for England and Wales

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