Finance Score: 2

Governance Score: -1

Support Score: 0

Strong growth: +2
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: 1

MISS M M WINTER'S FIRST TRUST

The FUND. The provision of a departed Sister of the community of St Clare, Freeland, Oxfordshire, is administered to support the charitable work of this community on its work of hospitality at the Old Parsonage (Religious Guest House) at Freeland, Oxfordshire.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/24		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/23	*	£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£4	£2	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£4	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£4	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£3	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£3	£4	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10?		£1	£1	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/09?	*	£3	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/10/07	*	£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/10/06?		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£1	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£0	£0	£0	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.arlife.org.uk

louise.hunter@blackburn.anglican.org

01254 248234

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Religious Activities

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations

Where it operates

Oxfordshire,

Who it helps

Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

BROTHER STUART MAITLAND BURNS OSB Appointed: 2022

DR PETA DUNSTAN Appointed: 2022, Occupation: Academic

FATHER COLIN HOPE CSWG Appointed: 2022

THE RT REVD PHILIP JOHN NORTH (Chair) Appointed: 2022

Legal constitution

Charity registered in England & Wales on 10/03/1970, number: 260638

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR23: 13 days late, AR09: 109 days late, AR07: 52 days late,

Main office

BISHOP OF BLACKBURN
BISHOPS HOUSE
RIBCHESTER ROAD
CLAYTON LE DALE
BLACKBURN
BB1 9EF

Objectives

PAYMENT OF THE STIPEND OF A CHAPLAIN OF SUCH RELIGIOUS COMMUNITY IN THE CHURCH OF ENGLAND AS SHALL BE NOMINATED BY THE MOTHER AND THE WARDEN OF THE SECOND ORDER OF THE SOCIETY OF ST FRANCIS.

Defined Area of Benefit:

FREELAND ST MARY THE VIRGIN