Finance Score: -3

Governance Score: 9

Support Score: 0

Poor Liquidity: -1
Accounts filed more than 5 days late: -2 times

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

No supporters identified

Overall GiG Score: 6

FORMBY POOL TRUST

Provision of swimming pool, fitness and ancillary facilities for the use of inhabitants and visitors of Formby and the surrounding area in the interests of social welfare and health.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent 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:

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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
31/03/23	*	£2,090	£2,117	£-27	£0	£224	£224	1.3	81	0
31/03/22		£1,611	£1,616	£-6	£0	£250	£250	1.9	70	0
31/03/21		£865	£1,073	£-208	£0	£256	£256	2.9	76	10
31/03/20	*	£1,565	£1,506	£59	£0	£464	£464	3.7	71	8
31/03/19		£1,524	£1,444	£80	£0	£406	£406	3.4	75	5
31/03/18		£1,494	£1,427	£67	£0	£325	£325	2.7	70	0
31/03/17		£1,285	£1,461	£-176	£0	£259	£259	2.1	65	0
31/03/16	*	£1,551	£1,459	£92	£0	£208	£208	1.7	65	0
31/03/15	*	£1,522	£1,546	£-24	£4	£116	£116	0.9	34	0
31/03/14		£1,440	£1,437	£3	£115	£140	£140	1.2	34	0
31/03/13		£1,345	£1,324	£21	£88	£137	£137	1.2	34	0
31/03/12		£1,248	£1,234	£14	£51	£116	£116	1.1	30	0
31/03/11	*	£1,122	£1,112	£10	£37	£102	£102	1.1	30	0
31/03/10	*	£1,147	£1,088	£59	£1,087	£92	£92	1	27	0
31/03/09	*	£1,050	£1,056	£-6	£27	£33	£33	0.4	20	0
31/03/08		£760	£745	£15	£14	£39	£39	0.6	27	0
31/03/07	*	£206	£184	£21	£0	£0	£0	n/a	0	0
31/03/06		£45	£45	£0	£0	£0	£0	n/a	0	0
31/03/05	*	£22	£22	£0	£0	£0	£0	n/a	0	0

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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: 64%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.8

Asset Split ?

Established: 21 years

www.formbypool.co.uk

info@formbypool.co.uk

07768343084

Charity Commission for England and Wales

Tweets

Listed activities

Recreation

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Sefton,

Who it helps

The General Public/Mankind

Who works here?

81 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 29-77

CATHERINE MARY PAGE Appointed: 2013, Occupation: Foster Carer

CATHERINE HUGHES BULL Appointed: 2022, Occupation: Retired

GRAHAM SIDLOW Appointed: 2023, Occupation: Retired

HEATHER GAIL DAVIES Appointed: 2022, Occupation: Retired

JAMES CONNOR SCORGIE Appointed: 2020, Occupation: Geologist

MARK SNAYLAM Appointed: 2023, Occupation: Locality Service Manager

PAULINE ADAMS Appointed: 2022, Occupation: Carer

DAVID WILSON Appointed: 2014, Occupation: Retired

DR DYMPNA EDWARDS (Chair), Occupation: Public Health Consultant, Other trusteeships: SOUTHPORT AND FORMBY SPECIAL ATHLETES, THE FORMBY BEFRIENDING SCHEME,

SHARON SUZANNE CREAN Appointed: 2016, Occupation: Not Declared, Other trusteeship: THE FORMBY LAND TRUST,

Legal constitution

Charitable company registered in England & Wales on 09/10/2003, number: 1099941
Registered at Companies House on 05/07/2002, number: 04479074

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
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
Volunteer management

Filing Record

19 returns made; AR23: 7 days late, AR20: 8 days late, AR16: 59 days late, AR15: 178 days late, AR11: 173 days late, AR10: 1 days late, AR09: 23 days late, AR07: 40 days late, AR05: 14 days late,

Main office

Formby Pool Trust
Elbow Lane
Formby
LIVERPOOL
L37 4AB

Objectives

TO PROVIDE A SWIMMING POOL AND TO PROVIDE OR ASSIST IN THE PROVISION OF OTHER FACILITIES AND SERVICES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION FOR THE COMMUNITY AND VISITORS OF FORMBY AND THE SURROUNDING AREA IN THE INTERESTS OF SOCIAL WELFARE, WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

FORMBY AND THE SURROUNDING AREA

Data Sources