Finance Score: 0

Governance Score: 6

Support Score: 0

Positive trading contribution: +2;Good reserves management: +3
Fundraising costs high: -5

Good trustee age range: +3
Dynamic board: +3

No supporters identified

Overall GiG Score: 6

WANDSWORTH OASIS TRADING COMPANY LIMITED

Raising awareness and funds for HIV support and prevention projects.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
Reserves management has been consistently within official guidelines
Spending has increased 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 and dynamic in terms of composition

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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		£1,277	£1,276	£1	£1,127	£678	£678	6.4	21	43
31/03/22		£1,245	£1,302	£-57	£1,133	£677	£677	6.2	23	32
31/03/21		£1,145	£1,102	£43	£1,013	£733	£729	7.9	19	50
31/03/20		£1,370	£1,173	£197	£1,083	£691	£683	7	23	60
31/03/19		£1,044	£1,045	£-1	£980	£494	£483	5.5	20	45
31/03/18		£1,152	£977	£175	£792	£495	£481	5.9	11	0
31/03/17		£767	£710	£57	£8	£320	£320	5.4	10	0
31/03/16	*	£654	£623	£31	£0	£263	£263	5.1	8	0
31/03/15		£488	£439	£49	£0	£0	£0	n/a	0	0
31/03/14		£469	£443	£26	£0	£0	£0	n/a	0	0
31/03/13		£376	£347	£29	£0	£0	£0	n/a	0	0
31/03/12		£339	£308	£32	£0	£0	£0	n/a	0	0
31/03/11		£287	£254	£33	£0	£0	£0	n/a	0	0
31/03/10		£274	£256	£18	£0	£0	£0	n/a	0	0
31/03/09		£297	£326	£-29	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1329%
Fundraising Costs/Total Spending: 88.3%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 19%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6.4 months
Net Current Assets/Spending: 6 months
Quick Ratio: 4.2

Asset Split ?

Established: 16 years
(27 years as a company)

www.wandsworthoasis.org.uk

finance@wandsworthoasis.org.uk

07568167227

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other specialist outpatient services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides other finance
Provides services

Where it operates

Throughout London,

Who it helps

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

Who works here?

21 employees
43 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 44-65

SAILESH NAVINCHANDRA PATEL Appointed: 2023, Occupation: Accountant/Risk Manager

ALAN PETER COLLINS Appointed: 2023, Occupation: Unemployed

KATHRYN JACKSON Appointed: 2023, Occupation: Risk Manager

MARK RAYMOND WILLIAMS Appointed: 2021, Occupation: Property Consultant

CHRISTOPHER JOHN WOOLLS Appointed: 2013, Occupation: Charity Director

JASON ROBERT WILLIAM ROSAM Appointed: 2016, Occupation: Journalist

COUNCILLOR LEONIE ALISON COOPER AM Appointed: 2019, Occupation: Civil Servant, Other trusteeship: WANDLE VALLEY REGIONAL PARK TRUST,

ROMEO EFFS (Chair) Appointed: 2020, Occupation: Management Consultant, Other trusteeship: THE IRIS BRUFF, ROMEO & INET EFFS FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 25/09/2008, number: 1126061
Registered at Companies House on 30/09/1996, number: 03256975

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
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

15 returns made; AR16: 85 days late,

Main office

Wandsworth Oasis
Unit B204
Trident Business Centre
89 Bickersteth Road
London

Objectives

TO RELIEVE SICKNESS AMONGST PERSONS WHO ARE HIV POSITIVE OR LIVING WITH AIDS OR THOSE AFFECTED BY HIV/AIDS, BY THE PROVISION OF CARE, SUPPORT AND COUNSELLING TO THOSE WHO ARE HIV POSITIVE AND PEOPLE WITH AIDS AND THEIR FAMILIES AND PEOPLE CARING FOR SUCH PERSONS IN PARTICULAR IN THE LONDON BOROUGH OF WANDSWORTH.THE PROVISION OF EDUCATION AND TRAINING TO MEMBERS OF THE PUBLIC IN THE NEEDS OF SUCH PERSONS LIVING WITH HIV/AIDS AND IN THE BETTER UNDERSTANDING OF AIDS.

Defined Area of Benefit:

WANDSWORTH

Data Sources