Finance Score: -2

Governance Score: 4

Support Score: 0

Multiple Deficits: -2
No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 5

THE JOINT NORLEY COMMUNITY ORGANISATIONS TRUST

Childrens' play area with play equipment/Bowling Club/Scouts/Cubs/Village Hall - Sport and recreation for all ages.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

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
31/03/23	£19	£22	£-3	n/a	n/a	n/a	n/a	n/a	20
31/03/22	£17	£23	£-6	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£30	£18	£12	n/a	n/a	n/a	n/a	n/a	20
31/03/20	£20	£17	£4	n/a	n/a	n/a	n/a	n/a	20
31/03/19	£18	£18	£0	n/a	n/a	n/a	n/a	n/a	20
31/03/18	£19	£19	£0	£0	£0	£0	n/a	0	0
31/03/17	£29	£28	£1	£0	£0	£0	n/a	0	0
31/03/16	£15	£16	£-1	£0	£0	£0	n/a	0	0
31/03/15	£18	£19	£-1	£0	£0	£0	n/a	0	0
31/03/14	£20	£18	£2	£0	£0	£0	n/a	0	0
31/03/13	£18	£17	£1	£0	£0	£0	n/a	0	0
31/03/12	£12	£12	£0	£0	£0	£0	n/a	0	0
31/03/11	£15	£13	£2	£0	£0	£0	n/a	0	0
31/03/10	£6	£5	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 16 years

01928788501

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
General Charitable Purposes

GiG Classification

Village halls & community buildings

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space
Provides services

Where it operates

Cheshire East, Cheshire West & Chester,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

ANDREW IVESON Appointed: 2021

BARBARA LUPTON Appointed: 2022

DAVID IAN ROBINSON Appointed: 2024

DR BRUCE COCHRAN LANE, Other trusteeship: NORTH CHESHIRE METHODIST CIRCUIT,

DYFED JONES Appointed: 2017

KENNETH LUPTON Appointed: 2024

MICHAEL GOUGH Appointed: 2022, Other trusteeship: NORTH CHESHIRE METHODIST CIRCUIT,

PENNY CLARKE

PETER HOSKER (Chair) Appointed: 2019

STEPHNE DOUGLAS Appointed: 2021, Other trusteeship: 1ST NORLEY SCOUT GROUP,

VICTORIA FIFIELD Appointed: 2021

Legal constitution

Charity registered in England & Wales on 24/11/2008, number: 1126865

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investing charity funds policy and procedures
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

14 returns made; all on time

Main office

PEOVER HOUSE
MOSS LANE
NORLEY
FRODSHAM
WA6 8PD

Objectives

5.1 THE PROMOTION OF COMMUNITY PARTICIPATION IN HEALTHY RECREATION, IN PARTICULAR BY THE PROVISION OF FACILITIES FOR THE PLAYING OF BALL GAMES AND OTHER SPORTS INCLUDINGATHLETICS5.2 THE IMPROVEMENT OF FACILITIES AND ACTIVITIES OF THE VILLAGE HALL FOR THE USE OF THE INHABITANTS OF NORLEY WITHOUT DISTINCTION OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, INCLUDING USE FOR: MEETINGS, LECTURES, CLASSES AND OTHER FORMS OF RECREATION AND LEISURE-TIME OCCUPATION, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE INHABITANTS5.3 TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCHFACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE

Defined Area of Benefit:

NORLEY

Data Sources