Finance Score: 2

Governance Score: 0

Support Score: 7

Poor Liquidity: -1
Fundraising costs low: +3

Gender balanced board: +3
Multiple returns filed late: -3

Overall weighted support: +7

Overall GiG Score: 9

ST GEORGE'S LUPSET LTD

The activities seek to the local community through a range of services which assist the regeneration within an area of disadvantage; main activities include pre school and after school childcare,adult learning and health promotion.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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 gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
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:

Liquidity appears to have been slender at the latest year end

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
31/08/23		£1,533	£1,640	£-107	£1	£744	£228	1.7	65	60
31/08/22		£1,523	£1,417	£107	£0	£852	£303	2.6	62	60
31/08/21	*	£1,400	£1,358	£43	£0	£745	£247	2.2	67	45
31/08/20	*	£1,207	£1,274	£-67	£0	£702	£218	2.1	69	35
31/08/19	*	£1,174	£1,210	£-36	£0	£770	£302	3	73	55
31/08/18		£1,184	£1,225	£-41	£0	£806	£330	3.2	75	0
31/08/17		£1,164	£1,142	£22	£0	£847	£311	3.3	70	0
31/08/16		£1,098	£1,173	£-75	£3	£825	£285	2.9	70	0
31/08/15		£1,054	£1,055	£-1	£28	£900	£356	4.1	58	0
31/08/14		£917	£889	£28	£18	£901	£307	4.1	50	0
31/08/13		£656	£685	£-28	£17	£873	£270	4.7	35	0
31/08/12		£588	£651	£-63	£11	£901	£280	5.2	36	0
31/08/11		£668	£729	£-61	£14	£964	£302	5	33	0
31/08/10		£964	£717	£247	£18	£1,025	£276	4.6	36	0
31/08/09		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/08/08?		£534	£575	£-41	£9	£722	£226	4.7	28	0
30/09/07		£599	£646	£-48	£11	£763	£202	3.8	30	0
30/09/06		£805	£744	£61	n/a	n/a	n/a	n/a	n/a	n/a
30/09/05		£756	£782	£-26	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04	*	£779	£614	£165	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 31%
Reserves/Spending: 1.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 23.2

Asset Split ?

Balance Sheet History

Established: 22 years
(25 years as a company)

www.stgeorgeslupset.org.uk

info@stgeorgeslupset.org.uk

01924369631

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other facilities management and maintenance

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space
Provides services

Where it operates

City Of Wakefield,

Who it helps

Children/Young People
Elderly/Old People
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.

Major supporters in last 5 years

National Lottery Community Fund	£128,431
Department of Health	£75,872
Power to Change	£64,000
Nova Wakefield	£8,994

Specific Donations

Amount	When Months	To be used for
Power to Change - St Georges Lupset Ltd (PU)
£8,000	13/12/2022	Grant to St Georges Lupset Ltd (PU)
Nova Wakefield - Grant to St Georges Lupset
£8,994	19/10/2022	Grant for support to provide free,warm and welcoming spaces for residents across communities in the Wakefield District
Department of Health - VCSE Health and Wellbeing Fund
£75,872	01/04/2021	The VCSE Health and Wellbeing Fund is a yearly fund for voluntary and community sector organisations that is run in partnership between DHSC, PHE and NHS EI. Each year the fund has a different theme which is determined based on system-wide ....more The VCSE Health and Wellbeing Fund is a yearly fund for voluntary and community sector organisations that is run in partnership between DHSC, PHE and NHS EI. Each year the fund has a different theme which is determined based on system-wide priorities and co-production with the voluntary sector.The theme of the HW Fund 2021-22 is providing support to families and childrens services, particularly due to the increase of paediatric respiratory infections.Provide additional support for childrens respiratory services and acute services during Autumn, Winter 2021Raise awareness of respiratory infections such as RSV and information about early detection to families and communities to prevent late admissions, especially within communities that experience the greatest health inequalitiesGive support to those with children suffering from respiratory infections such as RSV, especially where they may not have other support structures available
National Lottery Community Fund - The LIVE Project (Lupset Inspiring Volunteering Engagement)
£128,431	22/03/2021 35	The project is using funding to better support and develop existing and new volunteers to deliver current and new activities as identified through community consultation. The project aims to encourage volunteers who are interested in developing new ....more The project is using funding to better support and develop existing and new volunteers to deliver current and new activities as identified through community consultation. The project aims to encourage volunteers who are interested in developing new skills or lack confidence and self-esteem by providing pathways to employment and provide support for older and disabled members in the community through befriending shopping gardening and provision of additional volunteer support for the foodbank. The overall aim of the LIVE project is to improve health and well-being by alleviating loneliness and isolation by giving more people a positive focus through volunteering
Power to Change - St George's Lupset Ltd
£56,000	13/12/2019	Grant to St George's Lupset Ltd
National Lottery Community Fund - In2work
£9,054	01/08/2019 12	The funding will be used to implement a job club, for people not in education, employment or training, with the aim of reducing unemployment in the area.
Leeds Community Foundation - Margaret and Me
£4,990	03/12/2018 20	Grant to St George's Lupset.Ltd
BBC Children in Need - Grant to St Georges Lupset Ltd
£113,080	02/03/2018 36	This project will work with children and young people in Wakefield. It will deliver multiple elements including a youth cafe, homework space and holiday activities. It will help children stay safe, improve self care and increase aspirations.
Lloyds Bank Foundation - Grant to St Georges' Lupset Ltd
£40,500	26/04/2013	This charity provides a range of community activities and services to the local community, including training courses, a nursery, health and wellbeing services, and a community cafe. They will use a grant to help pay their core costs.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-80

ANN ELIZABETH TOSTA Appointed: 2018, Occupation: Retired

CHRISTOPHER PETER MARSDEN BROWN Appointed: 2018, Occupation: Architect

DAWN KILBURN Appointed: 2023, Occupation: Counsellor

EDWARD JOSEPH WOODHOUSE Appointed: 2011, Occupation: Semi Retired It Consultant

FREDA JACKSON Appointed: 1999, Occupation: Lea Advisor To Primary Schools

JANE IRVINE MC GILL Appointed: 2018

MICHAEL TATTERSALL Appointed: 2011, Occupation: Finance Manager

MR MIKE HOLT (Chair), Occupation: Retired

ROY EDWARD ERNEST JACKMAN Appointed: 2021, Occupation: Retired

VIV HUGHES Appointed: 2012, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 24/10/2002, number: 1094331
Registered at Companies House on 21/09/1999, number: 03848228

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

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
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; AR21: 74 days late, AR20: 6 days late, AR19: 21 days late, AR04: 17 days late,

Main office

ST GEORGES COMMUNITY PROJECT
BROADWAY
LUPSET
WAKEFIELD
WEST YORKSHIRE
WF2 8AA

Objectives

TO PROMOTE THE BENEFIT OF THE INHABITANTS OF LUPSET AND THE NEIGHBOURHOOD THEREOF (HEREINAFTER CALLED 'THE AREA OF BENEFIT') WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL RELIGIOUS OR OTHER OPINIONS, BY ASSOCIATING TOGETHER THE SAID INHABITANTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATION IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND OTHER LEISURE-TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS.

Defined Area of Benefit:

LUPSET AND THE NEIGHBOURHOOD THEREOF.

Data Sources

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