Finance Score: 0

Governance Score: -1

Support Score: 6

No PartB

No volunteer policy: -2
No conflicts policy: -1
12+ Trustees: -1
Gender balanced board: +3

Large volunteers +5
Grant maker support: +1

Overall GiG Score: 5

BURLEY IN WHARFEDALE COMMUNITY TRUST

BWCT raises funds for projects, services, facilities & schemes which benefit the village and the community. We coordinate/run: Xmas Lights, Street & Craft Markets, Duck Race, Teas in the Park, Wharfedale Wombles Litter Picking, Burley Summer Festival, and maintain Scalebor Pavilion & Playing Fields, Cornmill Pond, Fountain of Life, Pudding Tree, and Jubilee Gardens.

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 a grant maker 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:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/22		£84	£37	£47	n/a	n/a	n/a	n/a	n/a	40
30/09/21		£47	£65	£-18	n/a	n/a	n/a	n/a	n/a	40
30/09/20		£45	£43	£2	n/a	n/a	n/a	n/a	n/a	40
30/09/19		£52	£42	£10	n/a	n/a	n/a	n/a	n/a	30
30/09/18		£63	£26	£36	£0	£0	£0	n/a	0	20
30/09/17		£57	£85	£-28	£0	£0	£0	n/a	0	0
30/09/16		£78	£47	£31	£0	£0	£0	n/a	0	0
30/09/15		£26	£27	£0	£0	£0	£0	n/a	0	0
30/09/14		£27	£34	£-7	£0	£0	£0	n/a	0	0
30/09/13		£20	£19	£1	£0	£0	£0	n/a	0	0
30/09/12		£17	£19	£-2	£0	£0	£0	n/a	0	0
30/09/11		£8	£18	£-10	£0	£0	£0	n/a	0	0
30/09/10		£13	£12	£1	£0	£0	£0	n/a	0	0
30/09/09	*	£13	£16	£-3	£0	£0	£0	n/a	0	0
30/09/08		£13	£9	£4	£0	£0	£0	n/a	0	0
30/09/07		£11	£12	£-1	£0	£0	£0	n/a	0	0
30/09/06		£22	£4	£18	£0	£0	£0	n/a	0	0
30/09/05		£14	£4	£10	£0	£0	£0	n/a	0	0
30/09/04		£17	£10	£7	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 21 years

www.burleycommunitytrust.org.uk

duncanault@gmail.com

01943862165

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Other charitable activities
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Bradford City,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
40 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 Burley in Wharfedale Community Trust
£2,451	22/10/2022	The funding of Unique in Burley enables a group of trained volunteers to run a series of courses for young people to help the community care for their mental health and wellbeing.
Co-Operative Group - Grant to Burley in Wharfedale Community Trust
£2,856	23/10/2021	We want to improve accessibility for people with disabilities and parents with young children, by improving some well used paths in the village which have difficult surfaces and vegetation.
Co-Operative Group - Grant to Burley in Wharfedale Community Trust
£8,826	19/11/2018	We want to help the youth of Burley by providing outdoor exercise equipment and improving the current outdated skate park.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

BARBARA RUTH HOLDEN Appointed: 2022

DUNCAN AULT (Chair)

HARVEY BOSOMWORTH

JANINE EDWARDS Appointed: 2018

LORAINE HUGHES Appointed: 2019

MARK ELSWORTH Appointed: 2018

NICCOLA SWAN, Other trusteeships: WALTER SWAN TRUST, THE BURLEY BRIDGE ASSOCIATION,

NICHOLAS TURNBULL Appointed: 2019

RACHEL BEVERLEY-STEVENSON Appointed: 2023

SAMUEL WILLIAM NEEDHAM Appointed: 2023

SHIRLEY ANNE MARIE MOFFAT Appointed: 2022

ANDREW WRIGLESWORTH, Other trusteeships: SIR GEORGE MARTIN TRUST, THE GANTON FURZE SETTLEMENT, GANTON EDUCATIONAL TRUST,

ROBIN DEARING Appointed: 2024, Other trusteeship: BURLEY-IN-WHARFEDALE MEN'S SHED,

SYLVIA TILFORD, Other trusteeship: BURLEY IN WHARFEDALE RELIEF IN NEED CHARITY,

Legal constitution

Charity registered in England & Wales on 05/08/2003, number: 1098871

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR09: 9 days late,

Main office

12 Old Mill Close
Burley in Wharfedale
ILKLEY
LS29 7RU

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF BURLEY-IN-WHARFEDALE AND BURLEY WOODHEAD BY ANY SUCH MEANS THAT ARE DEEMED TO BE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES

Defined Area of Benefit:

BURLEY-IN-WHARFEDALE AND BURLEY WOODHEAD

Data Sources