Finance Score: -1

Governance Score: -3

Support Score: 0

Spending falling: -1
No PartB

All male board: -3

No supporters identified

Overall GiG Score: -4

THE OLD STORTFORDIAN BENEVOLENT FUND

The Charity at its discretion: -helps any Old Stortfordian, and/or wife,husband,widow,widower, child or dependant of an Old Stortfordian in need or deserving assistance by reason of poverty, illness, injury or other misfortune-education or maintenance of a child in need at the College

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board is completely male

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

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
05/04/23		£18	£9	£9	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22		£19	£7	£12	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£12	£20	£-8	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20		£18	£17	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/19		£36	£17	£19	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£16	£15	£1	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17		£16	£6	£10	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16		£15	£11	£5	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15		£14	£6	£8	n/a	n/a	n/a	n/a	n/a	n/a
05/04/14		£14	£6	£8	n/a	n/a	n/a	n/a	n/a	n/a
05/04/13		£13	£3	£11	n/a	n/a	n/a	n/a	n/a	n/a
05/04/12		£11	£5	£7	n/a	n/a	n/a	n/a	n/a	n/a
05/04/11		£11	£7	£4	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10		£11	£7	£4	n/a	n/a	n/a	n/a	n/a	n/a
05/04/09		£13	£7	£6	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08		£15	£50	£-35	n/a	n/a	n/a	n/a	n/a	n/a
05/04/07		£13	£4	£9	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06	*	£11	£6	£5	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05		£10	£7	£3	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04		£10	£10	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 61 years

richard@price-central.com

01279657675

Charity Commission for England and Wales

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Provides financial or material assistance

How it operates

Makes grants to individuals

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

CHARLES WILLIAM OLLEY MR Appointed: 2016

PAUL FISHPOOL

RICHARD LIONEL HOWROYD PRICE FCA (Chair)

TIMOTHY DAVID HOWARD-SMITH Appointed: 2014

Legal constitution

Charity registered in England & Wales on 31/12/1963, number: 220294

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
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
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 24 days late, AR06: 2 days late,

Main office

11 DANE PARK
BISHOP'S STORTFORD
CM23 2PR

Objectives

1. RELIEF AND ASSISTANCE OF OLD STORTFORDIANS IN NEED OR THEIR DEPENDANTS IN POVERTY OR DISTRESS. 2. EDUCATION OR MAINTENANCE OF BOYS AT BISHOP'S STORTFORD COLLEGE DESERVING OF ASSISTANCE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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