Finance Score: -2

Governance Score: 3

Support Score: 0

Deficit latest year: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE MUSHROOM FUND

Established to make grants for charitable purposes.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

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 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
30/06/23		£34	£41	£-7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£34	£7	£27	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21	*	£32	£4	£29	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£37	£32	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£39	£42	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£39	£40	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£41	£41	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£38	£32	£6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£36	£42	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£37	£47	£-10	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£37	£49	£-12	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£35	£27	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£36	£40	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£31	£44	£-13	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£34	£31	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£39	£36	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£36	£29	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£32	£29	£2	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05	*	£33	£28	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£27	£23	£4	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: 55 years

www.merseytrusts.org.uk

enquiries@charitycheques.org.uk

01512275177

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

Based on 6/7 persons

DAVID ROGER MORRIS Appointed: 2018

DR JULIA NEWTON Appointed: 2015

HARRIET POWIS

JAMES CHRISTOPHER PILKINGTON

LCVS

ROSALIND CHRISTIAN

ROBERT KENNETH MARTIN Appointed: 2022

Legal constitution

Charity registered in England & Wales on 19/11/1969, number: 259954

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
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR21: 274 days late, AR05: 161 days late,

Main office

151 DALE STREET
LIVERPOOL
L2 2AH

Objectives

TO OR FOR THE FURTHERANCE OF CHARITABLE BODIES, INSTITUTIONS OR CHARITABLE PURPOSES.

Defined Area of Benefit:

UNRESTRICTED

Data Sources

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