Finance Score: 2

Governance Score: 3

Support Score: 0

Strong growth: +2

Dynamic board: +3

No supporters identified

Overall GiG Score: 5

WOKINGHAM UNITED CHARITIES

Relief of poverty, hardship and distress In Wokingham Borough

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

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		£1,479	£1,493	£-14	£0	£12,093	£1,119	9	5	1
31/03/22		£636	£722	£-86	£0	£12,896	£1,299	21.6	3	0
31/03/21		£509	£503	£6	£51	£12,379	£1,308	31.2	3	3
31/03/20		£520	£568	£-47	£0	£9,486	£1,069	22.6	3	0
31/03/19		£513	£413	£100	£0	£11,081	£1,101	32	3	13
31/03/18		£430	£228	£202	£0	£0	£0	n/a	0	0
31/03/17		£197	£263	£-67	£0	£0	£0	n/a	0	0
31/03/16		£172	£156	£15	£0	£0	£0	n/a	0	0
31/03/15		£171	£191	£-20	£0	£0	£0	n/a	0	0
31/03/14		£208	£118	£89	£0	£0	£0	n/a	0	0
31/03/13		£157	£115	£41	£0	£0	£0	n/a	0	0
31/03/12		£156	£139	£17	£0	£0	£0	n/a	0	0
31/03/11		£148	£132	£16	£0	£0	£0	n/a	0	0
31/03/10		£147	£154	£-7	£0	£0	£0	n/a	0	0
31/03/09		£146	£138	£7	£0	£0	£0	n/a	0	0
31/03/08		£144	£118	£26	£0	£0	£0	n/a	0	0
31/03/07	*	£134	£120	£14	£0	£0	£0	n/a	0	0
31/03/06	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 9%
Reserves/Spending: 9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 6.6

Asset Split ?

Established: 19 years

manager@wokinghamunitedcharities.org.uk

01184032980

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Other individual and family services

How it operates

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

Where it operates

Wokingham,

Who it helps

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

Who works here?

5 employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-79

DEBRA MORRISON Appointed: 2024, Occupation: Charity Ceo

DR KATHARINE HADFIELD Appointed: 2023, Occupation: Retired Gp

JANE ELIZABETH HARTLEY Appointed: 2022, Occupation: Retired

REBECCA MARGETTS Appointed: 2023, Occupation: Company Director

DAVID CHARLES AUGER Appointed: 2005, Occupation: Director

GRAEME MARK HOBBS Appointed: 2019, Occupation: Accountant

JANE CAROLINE HOLLOWAY Appointed: 2013, Occupation: Retired Local Government Officer

JANET ROGERS Appointed: 2015, Occupation: Business Development Manager

ANNE ELIZABETH KING Appointed: 2012, Occupation: Marketing Director, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ALL SAINTS, WOKINGHAM,

GORDON VEITCH Appointed: 2007, Occupation: Retired, Other trusteeship: FINCHAMPSTEAD AND BARKHAM RELIEF IN SICKNESS FUND,

Legal constitution

Charitable company registered in England & Wales on 08/12/2004, number: 1107171
Registered at Companies House on 04/11/2004, number: 05278018

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

18 returns made; AR07: 46 days late, AR06: 14 days late,

Main office

The Office
Westende
London Road
WOKINGHAM
Berkshire
RG40 1YA

Objectives

THE RELIEF OF POVERTY, HARDSHIP OR DISTRESS OF PERSONS RESIDENT IN THE BOROUGH OF WOKINGHAM (AS THE BOUNDARIES MAY FROM TIME TO TIME EXIST) IN WHAT WAS KNOWN AS THE COUNTY OF BERKSHIRE (THE AREA OF BENEFIT) WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS

Defined Area of Benefit:

WOKINGHAM, WOKINGHAM WITHOUT, ST.NICHOLAS, HURST, RUSCOMBE AND THAT PART OF FINCHAMPSTEAD KNOWN AS FINCHAMPSTEAD NORTH (AS THE BOUNDARIES EXISTED AT DECEMBER 1993)

Data Sources