Finance Score: 2

Governance Score: 0

Support Score: 5

Strong growth: +2
No PartB

Overall weighted support: +5

Overall GiG Score: 7

OPEN ROAD WEST NORFOLK TRUST

Open Road West Norfolk advances the education of young people, particularly but not exclusively those in danger of exclusion from school with a view to improving their career prospects and helping them grow to maturity as individuals and members of society. We deliver structured training programs based on automotive technology and construction that lead to Industry recognised qualifications.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years

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
31/12/23	£348	£301	£47	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£302	£252	£51	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£192	£135	£57	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£147	£135	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£181	£155	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£135	£120	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£119	£115	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£156	£147	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£147	£146	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£88	£90	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£66	£73	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£122	£105	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	£180	£167	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	£363	£389	£-26	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 15 years

www.openroadtraining.co.uk

office@openroadtraining.co.uk

01553776600

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Secondary schools

How it operates

Provides services

Where it operates

Norfolk,

Who it helps

Children/Young People

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.

Major supporters in last 5 years

Garfield Weston Foundation	£25,000
National Lottery Community Fund	£20,000
Charles Hayward Foundation	£4,500
CAF	£2,500

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£15,000	12/05/2023	Core Costs: Open Road West Norfolk
National Lottery Community Fund - Open Road West Norfolk
£10,000	03/03/2023	The funding will be used to employ a pastoral support worker at this young people’s training project. The project aims to provide advice information and guidance to compliment the automotive and mechanical training provided to the young people.
Co-Operative Group - Grant to Open Road West Norfolk Trust
£1,417	22/10/2022	We would like to offer free training to young people aged 16 to 25 who are not in education, employment or training (NEET).
Garfield Weston Foundation - Main Grants award
£10,000	04/02/2022	Open Road West Norfolk Core Operating Costs
National Lottery Community Fund - Mechanic Workshop Assistant Costs
£10,000	03/12/2021	The funding will be used to employ a mechanic workshop assistant to support disadvantaged excluded and vulnerable young people. The project aims to teach new skills improve employability and training and support personal development.
Charles Hayward Foundation - Grant to Open Road West Norfolk Trust
£4,500	08/06/2021	Bursary training placements for young people
CAF - Grant to Open Road West Norfolk Trust
£2,500	01/06/2020 3	Grant to Open Road West Norfolk Trust to support the organisation through COVID19
The Clothworkers Foundation - Grant to Open Road West Norfolk Trust
£10,000	09/10/2019	wheel alignment equipment
Masonic Trust - MCF Small Grant
£15,000	07/10/2019	Unrestricted core funding for small charities
Garfield Weston Foundation - Main Grants award
£10,000	18/07/2017	Bursary Fund

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

ANDREW CLIVE DODDS Appointed: 2012

DAVID JAMES FLUX

JONATHAN CHARLES PEARSON (Chair) Appointed: 2021

KERRY HEATHCOTE Appointed: 2022

LADY ROBERTS GEORGINA Appointed: 2020

LESLEY BAMBRIDGE Appointed: 2023

TERENCE ARTHUR SMITH

Legal constitution

Charity registered in England & Wales on 01/09/2009, number: 1131445

Gift Aid

NOT 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

14 returns made; all on time

Main office

17 ROLLESBY ROAD
KING'S LYNN
PE30 4LS

Objectives

TO ADVANCE THE EDUCATION FOR YOUNG PEOPLE IN WEST NORFOLK, PARTICULARLY BUT NOT EXCLUSIVELY THOSE IN DANGER OF EXCLUSION FROM SCHOOL, WITH A VIEW TO IMPROVING THEIR CAREER PROSPECTS AND HELPING THEM GROW TO MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY

Defined Area of Benefit:

WEST NORFOLK

Data Sources

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