Finance Score: -7

Governance Score: 2

Support Score: 4

Accounts filed more than 5 days late: -2 times
Volatile income & significant deficit in latest year: -5
No PartB

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: -1

WESTBURY (WILTSHIRE) WELFARE OF THE ELDERLY ASSOCIATION

1.To promote the welfare of the elderly of Westbury and district in any manner which now or hereafter may be deemed by law to be charitable.2.To raise funds to maintain and equip Grassacres Hall.3.To maintain regular contact with the hall user groups.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender

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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile recently and was significantly lower than spending in the latest year

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
31/03/23	*	£3	£16	£-13	n/a	n/a	n/a	n/a	n/a	0
31/03/22	*	£43	£42	£1	n/a	n/a	n/a	n/a	n/a	10
31/03/21	*	£27	£6	£21	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£9	£9	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£11	£10	£0	n/a	n/a	n/a	n/a	n/a	6
31/03/18		£15	£10	£5	£0	£0	£0	n/a	0	0
31/03/17		£11	£11	£0	£0	£0	£0	n/a	0	0
31/03/16		£16	£17	£-1	£0	£0	£0	n/a	0	0
31/03/15		£13	£14	£-1	£0	£0	£0	n/a	0	0
31/03/14		£7	£8	£0	£0	£0	£0	n/a	0	0
31/03/13		£7	£9	£-2	£0	£0	£0	n/a	0	0
31/03/12		£8	£7	£1	£0	£0	£0	n/a	0	0
31/03/11		£8	£8	£0	£0	£0	£0	n/a	0	0
31/03/10		£6	£6	£1	£0	£0	£0	n/a	0	0
31/03/09		£8	£9	£-2	£0	£0	£0	n/a	0	0
31/03/08		£11	£9	£2	£0	£0	£0	n/a	0	0
31/03/07		£13	£14	£-1	£0	£0	£0	n/a	0	0
31/03/06		£13	£16	£-3	£0	£0	£0	n/a	0	0
31/03/05		£12	£11	£2	£0	£0	£0	n/a	0	0
31/03/04		£7	£6	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 45 years

mmcgiff@me.com

07308150577

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Village halls & community buildings

How it operates

Provides buildings/facilities/open space

Where it operates

Wiltshire,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£5,752
Wiltshire Community Foundation	£4,000
Co-Operative Group	£843

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Replace Central Heating
£5,752	11/08/2023	The funding will be used to replace the central heating for the club. The project aims to improve the space making it more comfortable and accessible for older people.
Co-Operative Group - Grant to Westbury Welfare of the Elderly Association
£843	23/10/2021	We would like to purchase new tables for our hall.
Wiltshire Community Foundation - Grant to Westbury Welfare of the Elderly
£4,000	10/08/2020	To re-open community building for range of groups to meet, predominantly isolated older people in Westbury.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

CHRISTINE LINDA MITCHELL Appointed: 2013

FREDERICK BECKETT Appointed: 2023, Other trusteeship: WESTBURY SHED,

JEAN WILSON JENKINS

MARTIN MCGIFF Appointed: 2023, Other trusteeships: WESTBURY (WILTS) COMMUNITY PROJECT, WESTBURY SHED,

SUSAN JANET EZRA (Chair) Appointed: 2013, Other trusteeships: WHITE HORSE DAY CENTRE, THE ROTARY CLUB OF WESTBURY CHARITABLE TRUST FUND,

Legal constitution

Charity registered in England & Wales on 20/11/1979, number: 278315

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Paying staff

Filing Record

20 returns made; AR23: 14 days late, AR22: 1 days late, AR21: 37 days late,

Main office

19 Dales Road
WESTBURY
Westbury
Westbury
uk
BA13 3HQ

Objectives

TO PROMOTE THE WELFARE OF THE AGED IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE.

Defined Area of Benefit:

WESTBURY

Data Sources