Finance Score: -5

Governance Score: 0

Support Score: 0

Accounts overdue -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3
Return overdue: -3

Large volunteers +5

Overall GiG Score: 0

THE WATH SAMWAIES TRUST

A charity for education and relief of poverty for the village of Wath, North Yorkshire. Aimed at the young and the elderly it makes grants to individuals and organisations and provides village facilities for the people of the parish of Wath.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

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
One or more trustees receive benefits from the charity
Latest return is overdue

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing

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
31/12/21		£15	£11	£4	n/a	n/a	n/a	n/a	n/a	15
31/12/20		£24	£16	£9	n/a	n/a	n/a	n/a	n/a	15
31/12/19		£17	£13	£3	n/a	n/a	n/a	n/a	n/a	20
31/12/18	*	£14	£8	£6	£0	£0	£0	n/a	0	0
31/12/17		£18	£8	£10	£0	£0	£0	n/a	0	0
31/12/16		£15	£7	£8	£0	£0	£0	n/a	0	0
31/12/15		£14	£11	£2	£0	£0	£0	n/a	0	0
31/12/14		£15	£6	£8	£0	£0	£0	n/a	0	0
31/12/13		£15	£9	£6	£0	£0	£0	n/a	0	0
31/12/12		£15	£12	£3	£0	£0	£0	n/a	0	0
31/12/11		£9	£9	£0	£0	£0	£0	n/a	0	0
31/12/10	*	£5	£32	£-27	£0	£0	£0	n/a	0	0
31/12/09	*	£3	£13	£-11	£0	£0	£0	n/a	0	0
31/12/08		£8	£19	£-11	£0	£0	£0	n/a	0	0
31/12/07	*	£4	£4	£0	£0	£0	£0	n/a	0	0
31/12/06	*	£4	£4	£1	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 20 years

info@rogerclarkemotors.co.uk

01765640502

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

North Yorkshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

CLAIRE TIFFNEY Appointed: 2024

JUDITH GRAHAM Appointed: 2004, Other trusteeship: NORTHERN ALDBOROUGH FESTIVAL,

JULIE ANN CLARKE (Chair) Appointed: 2004

MARK NICHOLAS RANSON Appointed: 2019

NICHOLAS BRADING Appointed: 2024

Legal constitution

Charity registered in England & Wales on 15/07/2004, number: 1104918

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

16 returns made; AR18: 97 days late, AR10: 16 days late, AR09: 129 days late, AR07: 42 days late, AR06: 407 days late,

Main office

The Sidings
Melmerby
Ripon
HG4 5EX

Objectives

1. TO ADVANCE THE EDUCATION OF YOUNG PEOPLE UNDER 25 YEARS WHO ARE RESIDENT IN THE ECCLESIASTICAL PARISH OF ST MARY'S CHURCH, WATH, NORTH YORKSHIRE.2. FOR THE RELIEF OF HARDSHIP FOR PEOPLE OVER 75 YEARS WHO RESIDE IN THE ECCLESIASTICAL PARISH OF WATH, RIPON.3. TO ESTABLISH OR TO SECURE THE ESTABLISHMENT OF A COMMUNITY CENTRE FOR THE RESIDENTS OF WATH, RIPON, NORTH YORKSHIRE.

Defined Area of Benefit:

WATH, RIPON, NORTH YORKSHIRE

Data Sources