THE SOUTHPORT AND BIRKDALE PROVIDENT SOCIETY

Charity number: 224460
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The relief of Hardship, Need and Distress amongst the residents of Sefton MBC.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £29,803
Total expenditure: £29,561

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Sefton

Governance

Registration history:
  • 17 April 1963: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Geoffrey McNicol Chair 29 January 2019
None on record
Peter Woodroffe Trustee 16 January 2025
None on record
Derek Steven Roberts Trustee 29 January 2019
None on record
SANDRA DAVIES Trustee 02 September 2013
None on record
ELLEN CATHERINE CROOK Trustee
None on record
ANDREA SAUNDRY Trustee
None on record
CHARLES DENNIS O'HARA Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £27.11k £27.14k £27.99k £29.06k £29.80k
Total expenditure £19.19k £27.11k £28.70k £26.57k £29.56k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2024 02 May 2025 On Time
Accounts and TAR 31 December 2024 02 May 2025 On Time Download Open in new window
Annual return 31 December 2023 27 September 2024 On Time
Accounts and TAR 31 December 2023 27 September 2024 On Time Download Open in new window
Annual return 31 December 2022 03 September 2023 On Time
Accounts and TAR 31 December 2022 03 September 2023 On Time Download Open in new window
Annual return 31 December 2021 26 July 2022 On Time
Accounts and TAR 31 December 2021 26 July 2022 On Time Download Open in new window
Annual return 31 December 2020 14 September 2021 On Time
Accounts and TAR 31 December 2020 21 October 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

SCHEMES OF 7 MARCH 1977 AND 23 MARCH 1989

Charitable objects

TO RELIEVE PERSONS IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

DISTRICT OF SEFTON

Contact information

Address:
84 LEXTON DRIVE
SOUTHPORT
PR9 8QW
Phone:
01704214023
Email:
sandbprov@mail.com
Website:

No information available