Finance Score: -7

Governance Score: -3

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -2 times
No PartB

No volunteer policy: -2
Dynamic board: +3
Mainly female board: -1
Return overdue: -3

Large volunteers +3

Overall GiG Score: -7

SAWBRIDGEWORTH UNITED CHARITIES

The Sawbridgeworth Trust helps those in need, especially the elderly. It also helps in educational visits. We as trustees are very mindful of people not being able to replace general household appliances. Childrens clothing has been another area of need, especially School Uniforms. The Charity also makes an grant at Christmas to all those within their area to help with extra finances at this parti

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly female
Latest return is overdue

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/21		£18	£8	£10	n/a	n/a	n/a	n/a	n/a	7
31/12/20	*	£14	£12	£2	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£17	£14	£3	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£15	£15	£0	£0	£0	£0	n/a	0	1
31/12/17	*	£17	£17	£0	£0	£0	£0	n/a	0	8
31/12/16	*	£14	£14	£0	£0	£0	£0	n/a	0	0
31/12/15		£13	£12	£1	£0	£0	£0	n/a	0	0
31/12/14	*	£11	£10	£1	£0	£0	£0	n/a	0	0
31/12/13		£14	£20	£-6	£0	£0	£0	n/a	0	0
31/12/12		£12	£10	£2	£0	£0	£0	n/a	0	0
31/12/11	*	£11	£8	£3	£0	£0	£0	n/a	0	0
31/12/10		£12	£16	£-4	£0	£0	£0	n/a	0	0
31/12/09		£12	£8	£4	£0	£0	£0	n/a	0	0
31/12/08		£14	£12	£2	£0	£0	£0	n/a	0	0
31/12/07		£14	£16	£-2	£0	£0	£0	n/a	0	0
31/12/06?	*	£12	£14	£-2	£0	£0	£0	n/a	0	0
31/12/04	*	£13	£12	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 60 years

diana.kitson@btinternet.com

01279723212

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance
Provides services

Where it operates

Hertfordshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ANGELA ALDER Appointed: 2018

DIAN SAPSFORD MISS Appointed: 2022

HAZEL BEAVIS Appointed: 2013

NICOLAS HESLOP Appointed: 2021

RUTH BUCKMASTER Appointed: 2015, Other trusteeship: FAWBERT AND BARNARD'S SCHOOL FOUNDATION,

SARAH BAGNALL MISS Appointed: 2021

Legal constitution

Charity registered in England & Wales on 02/12/1964, number: 237946

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

17 returns made; AR20: 86 days late, AR17: 147 days late, AR16: 27 days late, AR14: 72 days late, AR11: 14 days late, AR06: 125 days late, AR04: 21 days late,

Main office

11 THE FOREBURY
SAWBRIDGEWORTH
CM21 9BD

Objectives

SEE INDIVIDUAL CONSTITUENTS

Defined Area of Benefit:

URBAN DISTRICT OF SAWBRIDGEWORTH

Data Sources