Finance Score: 0
Governance Score: 2
Support Score: 0
  • Strong growth: +2
  • Deficit latest year: -2
  • No PartB
  • No conflicts policy: -1
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: 2 ?

WHITCHURCH WELFARE TRUST

The trust provides financial help to people suffering hardship within the Parish of Whitchurch. The trustees work closely with local organisations to identify such individuals, and also to assist young people and other students entering further education or training courses.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy

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 significantly 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
31/03/24£17£26£-9n/an/an/an/an/an/a
31/03/23£17£14£3n/an/an/an/an/an/a
31/03/22£15£12£3n/an/an/an/an/an/a
31/03/21£21£14£7n/an/an/an/an/an/a
31/03/20?£15£15£-1n/an/an/an/an/an/a
31/03/18£14£16£-2n/an/an/an/an/an/a
31/03/17£12£8£3n/an/an/an/an/an/a
31/03/16£12£9£3n/an/an/an/an/an/a
31/03/15£12£13£-1n/an/an/an/an/an/a
31/03/14£11£8£4n/an/an/an/an/an/a
31/03/13£10£9£0n/an/an/an/an/an/a
31/03/12£10£11£-1n/an/an/an/an/an/a
31/03/11£10£9£1n/an/an/an/an/an/a
31/03/10£10£10£0n/an/an/an/an/an/a
31/03/09£16£10£5n/an/an/an/an/an/a
31/03/08£11£9£2n/an/an/an/an/an/a
31/03/07£10£12£-2n/an/an/an/an/an/a
31/03/06£14£9£5n/an/an/an/an/an/a
31/03/05£6£8£-2n/an/an/an/an/an/a
31/03/04£51£3£48n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 56 years

www.whitchurchwelfaretrust.org.uk

contact@whitchurchwelfaretrust.org.uk

01256 893448

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Grant-making foundations
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
Where it operates
  • Hampshire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

  • DAVID PARKSTON SIMMONDS Appointed: 2021
  • FIONA NICHOLSON Appointed: 2018
  • HAZEL JANE ROSE Appointed: 2022
  • JILL SHEENA THOMAS Appointed: 2020
  • KERRILEE JANE HOARE Appointed: 2022
  • LINDA ROSEMARY STEPNEY Appointed: 2019
  • REV DAVID ROCHE Appointed: 2018
  • REV RACHEL BORGARS (Chair) Appointed: 2018
Legal constitution
  • Charity registered in England & Wales on 26/07/1968, number: 204378
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
Filing Record
20 returns made; all on time
Main office

3 Testbourne Court
WHITCHURCH
Hampshire
RG28 7HZ

Objectives

GENERAL BENEFIT OF THE POOR

Defined Area of Benefit:

ANCIENT PARISH OF WHITCHURCH

Data Sources

Charity Commission for England and Wales

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