Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

WAKEFIELD AND TETLEY TRUST

The Trust's objects are to help inhabitants of the area of benefit (Tower Hamlets, Southwark, City of London) in need through age, financial hardship or sickness, and to support the charitable activities of the parish of All Hallows by the Tower and Toc H. The Trust gives grants to registered charities and not-for-profit companies for activities and projects which will advance the objects.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
31/12/22	£342	£481	£-138	n/a	n/a	n/a	n/a	n/a	0
31/12/21	£421	£464	£-43	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£377	£443	£-66	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£402	£353	£49	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£407	£421	£-14	£0	£0	£0	n/a	0	1
31/12/17	£391	£575	£-184	£0	£0	£0	n/a	0	0
31/12/16	£372	£361	£11	£0	£0	£0	n/a	0	0
31/12/15	£702	£465	£238	£52	£8,935	£1,300	33.6	1	0
31/12/14	£363	£271	£92	£0	£0	£0	n/a	0	0
31/12/13	£393	£333	£60	£0	£0	£0	n/a	0	0
31/12/12	£390	£291	£99	£0	£0	£0	n/a	0	0
31/12/11	£609	£318	£291	£35	£5,801	£626	23.6	1	0
31/12/10	£383	£528	£-144	£0	£0	£0	n/a	0	0
31/12/09	£394	£324	£70	£0	£0	£0	n/a	0	0
31/12/08	£394	£471	£-77	£0	£0	£0	n/a	0	0

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Senior Staff Costs/Total Spending: 32%
Highest pay band: £60,000-£70,000

Established: 16 years

www.wakefieldtrust.org.uk

enquiries@wakefieldtrust.org.uk

07926 927861

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Arts/Culture/Heritage/Science
Disability
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

City Of London, Southwark, Tower Hamlets,

Who it helps

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 (8)

Gender Split

Based on 7/8 persons

MOHIMA KAMALY Appointed: 2021

CLARE MURPHY

MARGARET JOAN INFIELD Appointed: 2023

PATRICK RICHARD NICHOLAS KELLY

STUART IAN MORGANSTEIN

VENERABLE PETER ANTHONY DELANEY MBE

DAWN PLIMMER Appointed: 2013, Other trusteeship: XENIA,

TIM MCNALLY Appointed: 2016, Other trusteeships: SURREY DISPENSARY, ST GEORGE THE MARTYR CHARITY, NATIONAL LIBERAL CLUB BENEVOLENT FUND, NEWCOMEN COLLETT FOUNDATION, SOUTHWARK CHARITIES, THE GLAZIERS FOUNDATION,

Legal constitution

Charity registered in England & Wales on 03/12/2007, number: 1121779

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management

Filing Record

15 returns made; all on time

Main office

MARSHALL HOUSE
66 NEWCOMEN STREET
LONDON
SE1 1YT

Objectives

1) TO RELIEVE THE INHABITANTS OF THE AREA OF BENEFIT WHO ARE IN NEED BY VIRTUE OF THEIR AGE, FINANCIAL HARDSHIP OR SICKNESS BY THE PROVISION OR SUPPORT OF APPROPRIATE FACILITIES, PROGRAMMES OR OTHER INITIATIVES.2) ANY OTHER CHARITABLE PURPOSE IN CONNECTION WITH THE PARISH OR TOC H.

Defined Area of Benefit:

NOT DEFINED IN PRACTICE TOWER HAMLETS AND SOUTHWORK

Data Sources