Finance Score: -3

Governance Score: -1

Support Score: 0

Accounts filed more than 5 days late: -3 times
No PartB

No conflicts policy: -1
2 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -4

THE WEST CHARITABLE TRUST

The cottage was donated for charitable purposes by the late Dorothy Richard as a place of retreat and spiritual refreshment for people in the Church and Charities that would otherwise be denied a respite break.Guests include full time Clergy and staff from various charities connected with the Trustees.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
This charity does not have a Conflict of Interests policy
There are only 2 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

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
31/07/22		£6	£4	£2	n/a	n/a	n/a	n/a	n/a
31/07/21		£6	£4	£2	n/a	n/a	n/a	n/a	n/a
31/07/20	*	£4	£2	£2	n/a	n/a	n/a	n/a	n/a
31/07/19	*	£5	£2	£3	n/a	n/a	n/a	n/a	n/a
31/07/18	*	£5	£4	£1	£0	£0	£0	n/a	0
31/07/17		£5	£4	£1	£0	£0	£0	n/a	0
31/07/16	*	£4	£4	£1	£0	£0	£0	n/a	0
31/07/15		£1	£3	£-2	£0	£0	£0	n/a	0
31/07/14		£4	£4	£1	£0	£0	£0	n/a	0
31/07/13		£4	£5	£-1	£0	£0	£0	n/a	0
31/07/12		£5	£3	£2	£0	£0	£0	n/a	0
31/07/11	*	£4	£3	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 14 years

dorothyrichardsretreatcottage.org

peter.west@givingworks.org.uk

01628 310262

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Religious Activities

GiG Classification

Christian congregations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Gender Split

JENNIFER LESLEY WEST

PETER WEST (Chair), Occupation: Company Director, Other trusteeships: GIVINGWORKS, NOBLE TREE FOUNDATION LIMITED,

Legal constitution

Charity registered in England & Wales on 15/09/2010, number: 1138029

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

12 returns made; AR20: 11 days late, AR19: 304 days late, AR18: 131 days late, AR16: 204 days late, AR11: 176 days late,

Main office

116 Aldebury Road
Maidenhead
SL6 7HE

Objectives

1 THE ADVANCEMENT OF THE CHRISTIAN RELIGION, AND 2 SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DECIDEBY SUCH EXCLUSIVELY CHARITABLE MEANS AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DECIDE.

Defined Area of Benefit:

ENGLAND AND WALES

Data Sources