Finance Score: -2

Governance Score: 0

Support Score: 0

Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: -2

THE SAMUEL SMITH'S AND SPENCER'S CHARITIES

Objects an ActivitiesThe principle objects and activities of the charity are:To pay pensions to needy persons who are resident in the City of Coventry and the Parish of Bedworth.To make payments to persons resident in the said City for relief in need.

Analysis by Giving is Great

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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
31/12/23		£66	£60	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£60	£69	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£55	£61	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£51	£65	£-15	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£51	£65	£-15	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£55	£62	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£63	£56	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£57	£49	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£57	£50	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£40	£43	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£31	£24	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£33	£32	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£30	£25	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£28	£29	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£31	£28	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£36	£29	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£35	£28	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£28	£29	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£30	£30	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£35	£32	£2	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: 59 years

info@hboltd.co.uk

02476306029

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Provides other finance

Where it operates

Coventry City, Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

ANDREW CHARLES EDWARD GILLITT Appointed: 1992

DR RICHARD JAMES BALLANTINE Appointed: 1997

GEORGE THOMAS WELCH FOOTTIT Appointed: 2014

IAN WALTER SIMPSON Appointed: 2019

JSF GRINDLAY Appointed: 1974

RGW CALDICOTT Appointed: 1988

RICHARD MAXWELL BOOTHEWAY KENYON Appointed: 1990

REV PAM HOWELL Appointed: 2023

Legal constitution

Charity registered in England & Wales on 18/08/1965, number: 240936

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR19: 189 days late, AR07: 33 days late,

Main office

Seven Stars House
1 Wheler Road
Coventry
CV3 4LB

Objectives

1. THE PURCHASE OF BIBLES FOR DISTRIBUTION TO 20 YOUNG PERSONS OF WHOM 16 ARE RESIDENT IN THE CITY OF COVENTRY AND 4 RESIDENT IN THE AREA OF THE ANCIENT PARISH OF BEDWORTH IN THE COUNTY OF WARWICK. 2. IN PAYING PENSIONS IN ACCORDANCE WITH THE PROVISIONS CONTAINED IN THE SCHEME 3. FOR RELIEF IN NEED.

Defined Area of Benefit:

COVENTRY AND THE ANCIENT PARISH OF BEDWORTH