Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

Good trustee age range: +3
Static board: -3
Mainly male board: -1

No supporters identified

Overall GiG Score: -1

THE WHIRLWIND CHARITABLE TRUST

To enhance the potential for a positive life experience for the young, disadvantaged, at risk and disabled (and others whose opportunities are constrained by hardship) particularly through the medium of maritime activities and outdoor pursuits; in addition to develop and support marine environmental education and marine conservation initiatives.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board composition appears to be rather static

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
31/05/23		£328	£201	£127	n/a	n/a	n/a	n/a	n/a
31/05/22		£430	£399	£31	n/a	n/a	n/a	n/a	n/a
31/05/21		£141	£133	£8	n/a	n/a	n/a	n/a	n/a
31/05/20		£199	£433	£-234	n/a	n/a	n/a	n/a	n/a
31/05/19		£224	£222	£3	n/a	n/a	n/a	n/a	n/a
31/05/18		£218	£186	£32	£0	£0	£0	n/a	0
31/05/17		£199	£263	£-64	£0	£0	£0	n/a	0
31/05/16		£198	£303	£-106	£0	£0	£0	n/a	0
31/05/15		£189	£177	£12	£0	£0	£0	n/a	0
31/05/14		£174	£183	£-9	£0	£0	£0	n/a	0
31/05/13		£177	£141	£36	£0	£0	£0	n/a	0
31/05/12		£170	£170	£0	£0	£0	£0	n/a	0
31/05/11		£168	£123	£44	£0	£0	£0	n/a	0
31/05/10	*	£132	£123	£9	£0	£0	£0	n/a	0
31/05/09		£98	£90	£8	£0	£0	£0	n/a	0
31/05/08	*	£230	£23	£207	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 17 years

www.whirlwindcharitabletrust.org.uk

07785746952

Charity Commission for England and Wales

Listed activities

Amateur Sport
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Overseas Aid/Famine Relief
Recreation
The Prevention Or Relief Of Poverty

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides other finance
Sponsors or undertakes research

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 40-76

LEE BONHAM Appointed: 2019, Occupation: Commercial Director

CHRISTOPHER NEIL RILEY (Chair) Appointed: 2013, Occupation: Property Developer

NATALIE LEVIN Appointed: 2019, Occupation: None

STEVE CHIPPERFIELD Appointed: 2007, Occupation: Chairman

BEN CUSSONS Appointed: 2007, Occupation: None, Other trusteeship: ROYAL AUTOMOBILE CLUB FOUNDATION FOR MOTORING LIMITED,

DAVID JOHN LISTER MBE, Occupation: Philatelist, Other trusteeship: UK SAILING ACADEMY,

Legal constitution

Charitable company registered in England & Wales on 08/06/2007, number: 1119576
Registered at Companies House on 29/05/2007, number: 06261868

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

16 returns made; AR10: 35 days late, AR08: 41 days late,

Main office

Coganhayes
Buckerell
Honiton
EX14 3ER

Objectives

ARE TO APPLY THE PROPERTY AND INCOME OF THE CHARITY AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT TO OR FOR BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES (WHICH WITHOUT PREJUDICE TO GENERALITY OF THE FOREGOING TERMS SHALL INCLUDE ANY CHARITABLE TRUSTS INSTITUTIONS FOUNDATIONS OR OTHER ORGANISATIONS) IN THE UNITED KINGDOM OR IN ANY OTHER PART OF THE WORLD AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources