Finance Score: 2

Governance Score: 9

Support Score: 6

Excess liquidity: -1
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 17

THE WILBERFORCE TRUST

Provision of tenanted accommodation,support staff, training & rehabilitation services, learning & social activities for children & adults. Equipment training & provision including, Information technology devices. Comprehensive advice and guidance, living with visual impairment including other disabilities specialist training for care workers, companies & other services. Community services.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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	£4,429	£3,892	£537	£12	£15,075	£5,968	18.4	125	65
31/03/22	£3,877	£3,424	£453	£23	£14,682	£5,685	19.9	105	20
31/03/21	£4,125	£3,156	£969	£4	£13,949	£5,053	19.2	115	50
31/03/20	£3,922	£3,531	£391	£28	£11,861	£4,135	14.1	90	56
31/03/19	£3,803	£3,467	£336	£13	£12,019	£3,749	13	94	69
31/03/18	£3,424	£3,132	£291	£21	£11,300	£3,229	12.4	124	0
31/03/17	£2,822	£2,706	£116	£7	£10,605	£2,854	12.7	86	0
31/03/16	£2,646	£2,532	£114	£10	£9,579	£2,484	11.8	107	0
31/03/15	£2,631	£2,473	£158	£15	£9,755	£2,331	11.3	85	0
31/03/14	£2,558	£2,506	£52	£13	£9,275	£2,040	9.8	85	0
31/03/13	£2,581	£2,622	£-41	£7	£9,046	£1,876	8.6	87	0
31/03/12	£2,692	£2,587	£105	£8	£8,900	£1,760	8.2	85	0
31/03/11	£2,677	£2,721	£-43	£8	£8,891	£1,600	7.1	83	0
31/03/10	£2,565	£2,511	£54	£8	£8,709	£1,501	7.2	78	0
31/03/09	£2,458	£2,312	£146	£9	£7,650	£1,169	6.1	73	0
31/03/08	£2,248	£2,212	£36	£9	£8,478	£1,081	5.9	69	0
31/03/07	£2,298	£2,033	£265	£9	£8,136	£977	5.8	68	0
31/03/06	£1,582	£1,414	£168	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£1,353	£1,269	£84	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£1,189	£1,189	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.4%
Fundraising Costs/Total Spending: 1.3%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 19%
Liabilities/Income: 80%
Unrestricted Funds/Total Funds: 40%
Reserves/Spending: 18.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.7

Asset Split ?

Balance Sheet History

Established: 23 years

www.wilberforcetrust.org.uk

p.crowther@wilberforcetrust.org.uk

01904760037

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
Education/Training
General Charitable Purposes
Recreation

GiG Classification

Services for people with disabilities

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

City Of York, North Yorkshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

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.

Major supporters in last 5 years

Garfield Weston Foundation	£100,000
Wolfson Foundation	£40,000
Two Ridings Community Foundation	£9,238
DCMS	£9,236

Specific Donations

Amount	When Months	To be used for
The Shears Foundation - Wilberforce Trust
£5,000	01/11/2022	Community Befriending Scheme
Co-Operative Group - Grant to The Wilberforce Trust
£1,376	22/10/2022	We aim to take our outreach service to parts of North Yorkshire where people find it difficult to access advice and help with sight or hearing loss due to transport difficulties and isolation.
Two Ridings Community Foundation - Grant to The Wilberforce Trust
£9,238	10/10/2022	Grant to The Wilberforce Trust
DCMS - Coronavirus Community Support Fund
£9,236	04/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Garfield Weston Foundation - Major Grants award
£100,000	28/02/2020	Community Living and Learning Zone
Wolfson Foundation - Grant to The Wilberforce Trust
£40,000	05/12/2019	Fit-out of an activities centre for people with sight loss and other disabilities
Joseph Rowntree Foundation - Wilberforce Mobile Outreach Service
£3,288	10/09/2018	To fund a mobile outreach advice, leading to access to services for people with sensory loss
The Clothworkers Foundation - Grant to Wilberforce Trust
£15,000	24/10/2016	purchase of van for a charity which works with visual impaired people in York

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-73

ANDREW KNOWLES Appointed: 2023, Occupation: Business Consultant

ANNE MWANGI Appointed: 2021, Occupation: Head Of Diversity And Inclusion

COLIN ASPINALL (Chair) Appointed: 2016, Occupation: Finance Manager

CHARLES ANELAY Appointed: 2019, Occupation: Property Portfolio Management

ELIZABETH ANNE WALLACE Appointed: 2024, Occupation: Procurement And Change Consultant

KATE THOMPSON Appointed: 2024, Occupation: Head Of Extra Care

MARIA ROBINSON Appointed: 2023, Occupation: Retired Executive Director Healthcare

PHILIPPA ANN CROWTHER Appointed: 2024, Occupation: Retired Charity Ceo

SIMON COWELL Appointed: 2013, Occupation: Solicitor

STEPHEN JAMES CLUDERAY Appointed: 2013, Occupation: Fire Safety Consultant

SUE HAWKSWORTH Appointed: 2013, Occupation: Operational Regional Manager

STUART YOUNG Appointed: 2023, Occupation: Finance And Managing Director

Legal constitution

Charitable company registered in England & Wales on 20/06/2001, number: 1087065
Registered at Companies House on 04/06/2001, number: 04228432

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Financial Conduct Authority

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

The Wilberforce Trust
Wilberforce House
The Grove
YORK
YO24 1AN

Objectives

A) THE PROVISION OF RESIDENTIAL DAY CARE TRAINING AND OTHER FACILITIES AND SERVICES TO RELIEVE THE DISABILITIES OF PERSONS WITH VISUAL IMPAIRMENTS WHO MAY HAVE PHYSICAL ILLNESSES OR ANY OTHER PHYSICAL DISORDER OR DISABILITY OF MIND ANDB) SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF DISABLED PERSONS IN YORKSHIRE OR ELSEWHERE IN THE UNITED KINGDOM AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE

Defined Area of Benefit:

IN YORKSHIRE OR ELSEWHERE IN THE UNITED KINGDOM

Data Sources

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