Finance Score: 0

Governance Score: 6

Support Score: 9

No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +6

Overall GiG Score: 15

WETHERBY IN SUPPORT OF THE ELDERLY

WiSE's core services include befriending, information, and advice, grass cutting, a transport scheme, a memory cafe to support those living with dementia and their carers and regular social activities to reduce isolation and loneliness. The charity also runs the WiSE Owl cafe which is a highly popular community cafe based in Boston Spa.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no 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 gender and dynamic in terms of composition

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£292	£285	£7	n/a	n/a	n/a	n/a	n/a	150
31/03/22	£321	£248	£72	n/a	n/a	n/a	n/a	n/a	150
31/03/21	£188	£163	£25	n/a	n/a	n/a	n/a	n/a	140
31/03/20	£244	£234	£10	n/a	n/a	n/a	n/a	n/a	158
31/03/19	£261	£244	£18	n/a	n/a	n/a	n/a	n/a	40
31/03/18	£232	£217	£15	£0	£0	£0	n/a	0	0
31/03/17	£250	£216	£34	£0	£0	£0	n/a	0	0
31/03/16	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Established: 9 years

http://www.w-ise.org.uk

trustees.wise@gmx.com

01937588994

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other specialist outpatient services

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Leeds City,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
150 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£4,608
Leeds Community Foundation	£3,000
Sir Jules Thorn Charitable Trust	£3,000
Co-Operative Group	£1,108

Specific Donations

Amount	When Months	To be used for
Leeds Community Foundation - Winter Warmth Packs
£3,000	30/10/2023	Grant to Wetherby In Support of the Elderly
Sir Jules Thorn Charitable Trust - Wetherby in Support of the Elderly (WiSE) - 14/11/22
£3,000	09/12/2022	Core Funding
National Lottery Community Fund - Meet up Monday Dementia Cafe
£4,608	23/03/2022	The funding will be used to host a memory cafe that will provide activities support and advice for people aged over 60 who are living with dementia and their carers. The project aims to bring people ....more The funding will be used to host a memory cafe that will provide activities support and advice for people aged over 60 who are living with dementia and their carers. The project aims to bring people together in a supportive environment providing opportunities for friendships to be formed and helping to reduce experiences of feeling alone.
Co-Operative Group - Grant to Wetherby in Support of the Elderly (WiSE)
£1,108	23/10/2021	We would like to continue with our weekly Meet-up Monday Memory Cafe to support those with dementia and their carers. Referrals have increased, requiring the need to engage dementia professionals.
Garfield Weston Foundation - Main Grants award
£5,000	11/10/2018	Unrestricted
BBC Children in Need - Grant to WISE
£120,885	27/06/2018 36	This project will work with young offenders in Wetherby. The project involves young people operating a gardening service in the community. The project aims to develop skills, improve community ....more This project will work with young offenders in Wetherby. The project involves young people operating a gardening service in the community. The project aims to develop skills, improve community engagement and improve the ability to work under supervision.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

CAREN ROWE Appointed: 2019

MANJIT CURTIS Appointed: 2023

JOHN RAYMOND WARDLEY Appointed: 2010, Other trusteeship: WETHERBY DISTRICT LIONS CLUB,

MICHELLE ATKINSON Appointed: 2021, Other trusteeship: ARMLEY HELPING HANDS,

NORMA HARRINGTON Appointed: 2013, Other trusteeships: KING GEORGE'S FIELD - WETHERBY, KING GEORGE'S FIELD - WETHERBY CIO,

MARK STOREY (Chair) Appointed: 2018, Occupation: Ceo, Other trusteeship: BRADFORD YOUTHBUILD TRUST LTD,

Legal constitution

Charity registered in England & Wales on 22/09/2015, number: 1163698

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
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

8 returns made; all on time

Main office

WETHERBY ONE STOP CENTRE
24 WESTGATE
WETHERBY
LS22 6NL

Objectives

TO SUPPORT OLDER PEOPLE, AND THOSE WHO CARE FOR THEM, WHO LIVE IN THE WETHERBY AREA (WETHERBY, LINTON, BOSTON SPA, THORP ARCH, WALTON, CLIFFORD, BRAMHAM, EAST KESWICK, HAREWOOD, COLLINGHAM,BARDSEY, SCARCROFT AND THORNER) AND WHO ARE SOCIALLY ISOLATED, OR LIVING WITH CHRONIC AND OR DEGENERATIVE CONDITIONS, SO THAT THEY CAN RETAIN THEIR INDEPENDENCE AND CONTINUE TO LIVE ACTIVE LIVES WITHIN THEIR COMMUNITY.

Data Sources