Finance Score: -8

Governance Score: 9

Support Score: 7

Qualified accounts: -3
Volatile income & significant deficit in latest year: -5
No PartB

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

Overall weighted support: +7

Overall GiG Score: 8

WIRRAL DEVELOPMENT TRUST LIMITED

WDT supports the local community to help improve the overall quality of life, whilst striving to reduce deprivation and poor health through provision of services and resources for use by local people. Improve skill levels whilst motivating people into Education, Training or Employment. Provide accommodation for services that support, engage and develop a sense of wellbeing for local people.

Analysis by Giving is Great

Positives:

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:

Over half the Board have joined recently

Financial issues to consider:

The latest accounts were qualified
Income has been volatile recently and was significantly lower than spending in the latest year
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
?31/03/24		£143	£224	£-81	n/a	n/a	n/a	n/a	n/a	n/a
31/03/23		£334	£290	£43	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£217	£163	£54	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£244	£220	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?		£197	£192	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£151	£170	£-19	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£158	£164	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£219	£193	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£163	£145	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£162	£129	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£166	£119	£47	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£236	£242	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£397	£418	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£388	£456	£-68	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£450	£395	£54	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£482	£491	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£573	£613	£-41	£144	£35	£19	0.4	21	0
31/03/06	*	£391	£399	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£316	£308	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£360	£310	£50	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 22 years
(23 years as a company)

www.wirraldevelopmenttrust.org.uk

jenni@wirraldt.org.uk

07701385857

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

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

Where it operates

Wirral,

Who it helps

Children/Young People
Elderly/Old People
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.

Major supporters in last 5 years

Henry Smith Charity	£157,000
Community Foundations for Lancashire & Merseyside	£5,000
CAF	£5,000

Specific Donations

Amount	When Months	To be used for
Community Foundations for Lancashire & Merseyside - Leasowe Youth Society
£5,000	26/09/2023	To provide a weekly safe space for local teenagers, expanding their provision to 2 nights a week. Food and refreshments will be provided along with a variety of activities.
Henry Smith Charity - Grant to Wirral Development Trust
£157,000	07/12/2021 36	towards three years' running costs of an organisation providing support for disadvantaged communities in Leasowe estate and surrounding areas, The Wirral.
CAF - Grant to Wirral Development Trust
£5,000	08/06/2020 3	Grant to Wirral Development Trust to support the organisation through COVID19
DCMS - Community Organisers Expansion Program
£34,833	01/04/2019	To train & support 90 community organisers over a 3 year period.
DCMS - 100710 Community Organisers
£17,500	01/04/2018	To train and support 115 community organisers over a 3 year period
National Lottery Community Fund - Community Organising Leasowe
£10,000	29/11/2017 12	The group will employ a community organiser who will run a social action hub, to liaise with local people and empower them through training and support to develop meaningful activities for themselves, whilst identifying local leaders who will ....more The group will employ a community organiser who will run a social action hub, to liaise with local people and empower them through training and support to develop meaningful activities for themselves, whilst identifying local leaders who will continue to organise and develop strong relationships across the community.
DCMS - Community Organisers Expansion Program
£34,833	01/04/2017	To train & support 90 community organisers over a 3 year period.
DCMS - Community Organisers Expansion Program
£34,833	01/04/2017	To train & support 90 community organisers over a 3 year period.

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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: 38-73

ANGELA DAVIES MRS Appointed: 2022

COUNCILLOR RON ABBEY, Occupation: Local Councillor Wirral Mbc

HELEN COLLINSON MRS Appointed: 2021

KARL GREANEY Appointed: 2022, Occupation: Consultant

KARL GREANEY (Chair) Appointed: 2011, Occupation: Consultant

LOUISE LUXON-KEWLEY Appointed: 2024, Occupation: Administrator

PAUL WILLIAM TOWNLEY Appointed: 2001, Occupation: S R Paramedic

PAUL JOBSON Appointed: 2024, Occupation: Civil Servant

PHILIP CARDUS Appointed: 2023, Occupation: Volunteer Manager

SOPHIE OWENS Appointed: 2023, Occupation: Customer Service

Legal constitution

Charitable company registered in England & Wales on 09/04/2003, number: 1096933
Registered at Companies House on 13/12/2000, number: 04124763

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
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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; AR08: 13 days late, AR07: 241 days late, AR06: 16 days late, AR05: 2 days late, AR04: 1 days late,

Main office

LEASOWE MILLENNIUM CENTRE
TWICKENHAM DRIVE
WIRRAL
CH46 1PQ

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE FOR THE BENEFIT OF THE PUBLIC ANY CHARITABLE PURPOSE CONNECTED WITH URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION WITH PARTICULAR EMPHASIS ON THE NEEDS OF LEASOWE WIRRAL MERSEYSIDE BY ALL OR ANY OF THE FOLLOWING MEANS3.1 TO PROMOTE EDUCATIONAL AND TRAINING OPPORTUNITIES WITH SPECIAL EMPHASIS ON PROVIDING ACCESS TO SUCH OPPORTUNITIES FOR PEOPLE WHO ARE BY REASON OF SOCIAL OR ECONOMIC DISADVANTAGE OTHERWISE UNABLE TO GAIN SUCH ACCESS3.2 TO PROVIDE ADVICE, INFORMATION AND ASSISTANCE IN RELATION TO CITIZENSHIP SO AS TO DEVELOP THE CAPACITY AND POTENTIAL OF INDIVIDUALS AS MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED3.3 TO PROTECT AND PRESERVE THE GOOD HEALTH OF THOSE WHO ARE IN DANGER OF BECOMING ADDICTED TO OR DEPENDENT UPON OR THOSE WHO HAVE ALREADY BECOME SO ADDICTED OR DEPENDENT UPON LEGAL OR ILLEGAL DRUGS OF ANY DESCRIPTION3.4 TO RELIEVE UNEMPLOYMENT BY THE:-3.4.1 PROVISION OF ADVICE AND TRAINING TO UNEMPLOYED INDIVIDUALS CONCERNING UNEMPLOYMENT, SELF EMPLOYMENT, AND THE ESTABLISHMENT OF CO-OPERATIVE ENTERPRISES AND THE PROVISION OF CV WRITING, JOB SEARCH AND JOB CLUB FACILITIES FOR THEM;3.4.2 PROVISION OF PRACTICAL SUPPORT TO UNEMPLOYED PEOPLE BY WAY OF ACCOMMODATION, CHILDCARE FACILITIES OR ASSISTANCE WITH TRAVEL;3.4.3 PROVISION OF LAND AND BUILDING AT BELOW MARKET OR SUBSIDISED RENTS TO BUSINESSES STARTING UP;3.4.4 PROVISION OF CAPITAL GRANTS FOR EQUIPMENT TO NEW BUSINESSES;3.4.5 PAYMENT TO EXISTING COMMERCIAL BUSINESSES TO TAKE ON ADDITIONAL STAFF FROM AMONGST UNEMPLOYED PEOPLE.3.5 TO RELIEVE HOUSING NEED BY:-3.5.1 THE PROVISION OF ADVICE, INFORMATION, ASSISTANCE AND REPRESENTATION TO THOSE IN CIRCUMSTANCES OF HOUSING NEED;3.5.2 FACILITATING THE PROVISION AND IMPROVEMENT OF PUBLIC SECTOR HOUSING THROUGH CO-OPERATION AND PARTNERSHIP WITH OTHER AGENCIES.3.6 TO PROVIDE OR PROMOTE THE PROVISION OF RECREATIONAL FACILITIES TO THOSE IN NEED THROUGH CO-OPERATION AND PARTNERSHIP WITH OTHER AGENCIES.3.7 TO RELIEVE POVERTY 3.8 TO PROTECT, ENHANCE AND CONSERVE THE ENVIRONMENT 3.9 TO PROVIDE PUBLIC HEALTH FACILITIES AND CHILD CARE3.10 TO PROMOTE PUBLIC SAFETY AND PREVENTION OF CRIME3.11 SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED.

Defined Area of Benefit:

LEASOWE WIRRAL MERSEYSIDE

Data Sources

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