Finance Score: -8

Governance Score: 2

Support Score: 6

Accounts overdue -5
Volatile income: -3
No PartB

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

Large volunteers +5
Grant maker support: +1

Overall GiG Score: 0

THE DOUGLAS WOOLCOCK FOUNDATION TRUST

The charity aims to help provide services for the sick and infirm within the local community.The charity has two vehicles modified to carry wheelchair passengers. It provides transport for those people with mobility problems, in particular, the elderly and disabled.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
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
Latest accounts are overdue for filing
Income has been volatile recently

Established: 29 years

e.thomas195@btinternet.com

01736788527

Charity Commission for England and Wales

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
31/03/22		£12	£14	£-2	n/a	n/a	n/a	n/a	n/a	15
31/03/21		£25	£5	£20	n/a	n/a	n/a	n/a	n/a	26
31/03/20		£22	£11	£10	n/a	n/a	n/a	n/a	n/a	24
31/03/19		£23	£12	£10	n/a	n/a	n/a	n/a	n/a	30
31/03/18		£26	£13	£13	£0	£0	£0	n/a	0	28
31/03/17		£11	£10	£1	£0	£0	£0	n/a	0	0
31/03/16		£6	£12	£-6	£0	£0	£0	n/a	0	0
31/03/15		£7	£8	£-1	£0	£0	£0	n/a	0	0
31/03/14		£5	£4	£2	£0	£0	£0	n/a	0	0
31/03/13		£2	£29	£-27	£0	£0	£0	n/a	0	0
31/03/12		£3	£7	£-4	£0	£0	£0	n/a	0	0
31/03/11		£13	£3	£10	£0	£0	£0	n/a	0	0
31/03/10		£2	£2	£0	£0	£0	£0	n/a	0	0
31/03/09		£36	£3	£33	£0	£0	£0	n/a	0	0
31/03/08		£4	£3	£2	£0	£0	£0	n/a	0	0
31/03/07		£4	£3	£2	£0	£0	£0	n/a	0	0
31/03/06	*	£4	£2	£2	£0	£0	£0	n/a	0	0
31/03/05		£3	£4	£-1	£0	£0	£0	n/a	0	0
31/03/04		£3	£4	£-1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Recreation
The Advancement Of Health Or Saving Of Lives

How it operates

Other charitable activities
Provides services

Where it operates

Cornwall,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
15 volunteers

Who's supporting 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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Douglas Woolcock Transport Project
£2,669	22/10/2022	Our goal is to provide transport for people with mobility difficulties.
Co-Operative Group - Grant to The Douglas Woolcock Transport Project
£3,223	15/11/2019	We need help to maintain two adapted community vehicle so we can continue to transport the elderly and people with mobility problems.
Co-Operative Group - Grant to The Douglas Woolcock Foundation Trust
£3,795	19/11/2018	We need to cover the fuel and running costs of a project for elderly and disabled people with mobility difficulties.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

CHRISTOPHER GONINAN Appointed: 2014, Other trusteeship: PENGARTH TALKING NEWSPAPER,

DIANE SLATER Appointed: 2017

DR WILLIAM JAGO Appointed: 1995

ELIZABETH CLAIRE THOMAS

GEMMA MARTIN-IRVINE Appointed: 2023

JONATHAN BURTON Appointed: 2018

MICHELLE TRACY BURTON Appointed: 2018

Legal constitution

Charity registered in England & Wales on 13/04/1995, number: 1045800

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR06: 1 days late,

Recent reorganisation events:

Asset transfer in from SIR WILLIAM MATTHEWS PENSION FUND on 16/12/2022

Main office

Kernow
Cape Cornwall Street
St Just
Penzance
Cornwall
TR19 7JZ

Objectives

TO RELIEVE SICKNESS AND PRESERVE HEALTH AMONGST PERSONS PERMANENTLY OR TEMPORARILY RESIDENT IN WEST PENWITH IN THE COUNTY OF CORNWALL

Defined Area of Benefit:

PENWITH IN THE COUNTY OF CORNWALL

Data Sources