Finance Score: -7

Governance Score: -1

Support Score: 0

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

No conflicts policy: -1

No supporters identified

Overall GiG Score: -8

THE WILLIAM EDMONDS FUND

Assisting families in need in the Liverpool area.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
This charity uses a corporate trustee

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 2 occasions over the last 5 years and the current period appears to have been extended
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£5	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£6	£4	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£6	£6	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	*	£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	*	£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	*	£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£6	£7	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£6	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£12	£4	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	*	£5	£7	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 60 years

01512275177

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Provides financial or material assistance

How it operates

Makes grants to individuals

Where it operates

Liverpool City,

Who it helps

Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (1)

LCVS

Legal constitution

Charity registered in England & Wales on 27/07/1964, number: 235868

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

16 returns made; AR21: 78 days late, AR18: 19 days late, AR16: 119 days late, AR15: 100 days late, AR14: 24 days late, AR09: 15 days late, AR07: 117 days late,

Main office

151 DALE STREET
LIVERPOOL
L2 2AH

Objectives

TO ASSIST FAMILIES IN NEED IN THE LIVERPOOL AREA

Defined Area of Benefit:

LIVERPOOL AND DISTRICT

Data Sources

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