Finance Score: 1

Governance Score: 3

Support Score: 3

Reasonable growth: +1
No PartB

Good trustee age range: +3

Overall weighted support: +3

Overall GiG Score: 7

THE BOAZ TRUST HAMPSHIRE LIMITED

Boaz exists to provide an excellent day services facility in Hampshire, midway Andover and Winchester, with related horticultural and other opportunities at which adults with learning disabilities may come together to be valued and productive. Its purpose is to give dignity and confidence in a happy, safe and supportive Christian environment enabling greater independence and social inclusion.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending 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

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23		£269	£266	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£245	£252	£-7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£271	£213	£58	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£213	£184	£29	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£216	£183	£32	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£213	£187	£26	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£148	£154	£-6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£160	£144	£16	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£157	£140	£17	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£172	£142	£30	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£153	£140	£14	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£134	£122	£12	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£133	£105	£28	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£117	£100	£17	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£86	£70	£16	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08	*	£45	£41	£3	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 17 years

www.boazproject.co.uk

admin@boazproject.co.uk

07971688838

Charity Commission for England and Wales

Listed activities

Disability
Other Charitable Purposes

GiG Classification

Other facilities management and maintenance

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Hampshire,

Who it helps

People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Upgrade toilets; Workshops and Meeting Area
£10,000	23/06/2023	The funding will be used for more toilets; an improved meeting area and a bigger wood workshop to help host more woodworking sessions. The project aims to continue to support vulnerable elderly adults and adults with learning disabilities.
Henry Smith Charity - Grant to The Boaz Trust Hampshire Limited
£10,000	08/12/2020 12	towards the costs of a building for a project providing work experience and horticultural therapy for adults with disabilities in Hampshire.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-79

DR GORDON MACHRAY MASSON MD

DR ISLA MASSON Appointed: 2016, Occupation: Lecturer

HUGO BERNARD DESCHAMPSNEUFS Appointed: 2020, Occupation: Chartered Accountant - Retired

IAN JAMES HAMILITON COULTER Appointed: 2022, Occupation: Strategy Consultant

PROFESSOR ELIZABETH ANNE HOWLETT HALL CCHEM FRSC Appointed: 2018

ROGER ALAN LOADER Appointed: 2018, Occupation: Retired

VINCENT PATRICK SMITH Appointed: 2018, Occupation: Communications Manager

Legal constitution

Charitable company registered in England & Wales on 27/11/2007, number: 1121699
Registered at Companies House on 09/07/2007, number: 06306643

Gift Aid

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
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

16 returns made; AR08: 33 days late,

Main office

The Boaz Project
Hill Farm
Sutton Scotney
Winchester
SO21 3NT

Objectives

3. THE OBJECTS (THE OBJECTS) OF THE CHARITY SHALL BE:TO ADVANCE THE EDUCATION OF THOSE MEMBERS OF THE GENERAL PUBLIC WHO HAVE LEARNING DIFFICULTIES BY GIVING AN OPPORTUNITY FOR TRAINING, WORK EXPERIENCE AND EMPLOYMENT IN AGRICULTURE, HORTICULTURE AND RELATED SUBJECTS SO THAT SUCH PERSONS CAN DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES IN A SUPPORTIVE CHRISTIAN ENVIRONMENT AND GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND IMPROVE THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE: IN THE SUTTON SCOTNEY, WINCHESTER AND ANDOVER AREAS OF HAMPSHIRE.

Data Sources

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