Finance Score: 0

Governance Score: 6

Support Score: 5

Strong growth: +2
Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3
Multiple returns filed late: -3

Large volunteer base +3
Overall weighted support: +2

Overall GiG Score: 11

HALTWHISTLE PARTNERSHIP LTD

The principal activities of the charity are the support or promotion of any other charitable purpose for the relief of poverty, the advancement of education (including vocational training), the advancement of religion or any other charitable purpose for the benefit of the community of Haltwhistle and the surrounding hinter land

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Returns have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

On several occasions in recent years income has been less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23	*	£108	£145	£-37	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£66	£80	£-14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£88	£80	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£201	£77	£125	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£63	£67	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£68	£69	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£49	£53	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£40	£61	£-21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£50	£102	£-52	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£100	£68	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£71	£115	£-44	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£155	£202	£-47	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£417	£295	£122	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£174	£207	£-33	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£147	£203	£-56	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£779	£374	£406	£15	£764	£184	5.9	3	0
31/03/07	*	£293	£262	£31	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	*	£156	£160	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£197	£354	£-157	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£384	£183	£202	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 28 years

www.haltwhistle.org

admin@haltwhistle.org

01434321242

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Northumberland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following 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 Haltwhistle Growing Together
£1,361	21/10/2023	We encourage local people of all ages and abilities to take part in a range of gardening activities and courses. We plan to make our community allotment self-sustaining.
Community Foundation serving Tyne & Wear and Northumberland - A grant to Haltwhistle Partnership Ltd
£6,620	17/03/2022	Running costs for the Zigzag project which addresses social isolation and loneliness faced by vulnerable adults and their carers in and around Haltwhistle
National Lottery Community Fund - Zigzag Days
£8,675	01/08/2019 12	The funding will provide inspirational trips and activities for vulnerable people to help empower them, improve their confidence and reduce their isolation.
National Lottery Community Fund - Zigzag Days
£8,205	12/04/2018 12	The group will provide trips to visit beauty spots and cultural and historical sites within Northumberland and North Pennines. This will provide social and recreational activities for vulnerable people including those with learning and/or physical ....more The group will provide trips to visit beauty spots and cultural and historical sites within Northumberland and North Pennines. This will provide social and recreational activities for vulnerable people including those with learning and/or physical disabilities, mental health issues and unemployed people, with their experiences documented through short videos, to help empower them, improve their confidence and reduce their isolation.
Community Foundation Tyne & Wear & Nthmbrlnd - Haltwhistle Older People's Project
£5,200	27/09/2017	Haltwhistle Older People's Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-68

ALEXANDER JAMES KINSEY Appointed: 2023, Occupation: Management Consultant

ANDREW DAVID SAUNDERS Appointed: 2023, Occupation: Chartered Accountant

COUNCILLOR ALAN SHARP Appointed: 2016

JOHN SANDERSON SCOTT Appointed: 2018, Occupation: Heritiage Manager

JULIE GIBBON (Chair) Appointed: 2016, Occupation: Retired

MARY ANNETTE MCGLADE Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 20/05/1997, number: 1062486
Registered at Companies House on 25/02/1997, number: 03324145

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Paying staff
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

Filing Record

20 returns made; AR23: 22 days late, AR21: 1 days late, AR20: 40 days late, AR19: 396 days late, AR16: 2 days late, AR11: 5 days late, AR08: 124 days late, AR07: 23 days late, AR06: 1 days late, AR05: 1 days late,

Main office

WESTBOURNE HOUSE
MAIN STREET
HALTWHISTLE
NORTHUMBERLAND
NE49 0AZ

Objectives

THE SUPPORT OR PROMOTION OR ANY CHARITABLE PURPOSE FOR THE RELIEF OF POVERTY, THE ADVANCEMENT OF EDUCATION (INCLUDING VOCATIONAL TRAINING), THE ADVANCEMENT OF RELIGION OR ANY OTHER CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY OF HALTWHISTLE IN THE COUNTY OF NORTHUMBERLAND (THE 'AREA OF BENEFIT')

Defined Area of Benefit:

COMMUNITY OF HALTWHISTLE IN THE COUNTY OF NORTHUMBERLAND

Data Sources

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