Finance Score: 2

Governance Score: 6

Support Score: 5

Strong growth: +2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +2

Overall GiG Score: 13

OAKWORTH COMMUNITY TRUST

Oakworth Community Trust has been setup to save the local Village Hall from closure. The trust continues to run existing services held in the village hall but will also extend the services held in the village hall. It will also extend and enhance the building for future generations of villagers with in the Parish of Oakworth.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£48	£52	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£43	£32	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£52	£56	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£35	£34	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19?	*	£48	£61	£-13	n/a	n/a	n/a	n/a	n/a	n/a
30/01/18	*	£34	£19	£15	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 8 years

https://oakworthcommunitytrust.org.uk

secretary@oakworthcommunitytrust.org.uk

07908 770452

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Recreation

GiG Classification

Village halls & community buildings

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Bradford City,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Oakworth Community Trust
£2,904	23/10/2021	Oakworth Village Hall already has a clean and friendly environment, but the community trust wishes to make the building safer by replacing the aged emergency lighting system.
Co-Operative Group - Grant to Oakworth Community Trust
£2,510	24/10/2020	We would like to modernise our village hall to enable the community to become a more cohesive and a more interactive society.
Leeds Community Foundation - Grant to Oakworth Community Trust
£7,858	18/08/2020 4	Grant to Oakworth Community Trust
Co-Operative Group - Grant to Oakworth Community Trust
£2,860	15/11/2019	We want to refurbish areas of our 1970s village hall and increase accessibility for those with mobility problems.
Co-Operative Group - Grant to Oakworth Community Trust
£4,455	19/11/2018	We would like to refurbish our 1970s toilet area and increase accessibility to the disabled and those with mobility problems.
National Lottery Community Fund - Storage Solutions For All
£10,000	28/06/2018 12	The group will build an extension to their main hall to maximise its use. The project will improve the facilities of the hall for the benefit of user groups, and to attract more clubs from the wider community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

ALISON BOOLE Appointed: 2019

CAROL ANNE GRICE Appointed: 2022

GREGORY BOOLE Appointed: 2020

JAMIE DANIEL BROWN Appointed: 2024

JAN ABBERTON Appointed: 2018

KEITH GILERT (Chair) Appointed: 2020

MARK BERNARD CURTIS Appointed: 2022

ROBERT GREEN Appointed: 2019

SONIA MAXINE WRIGHT Appointed: 2021

Legal constitution

Charity registered in England & Wales on 16/03/2017, number: 1172106

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

6 returns made; AR21: 2 days late, AR19: 46 days late, AR18: 50 days late,

Main office

Holden Hall
Chapel Lane
Oakworth
KEIGHLEY
BD22 7HY

Objectives

TO FURTHER OR BENEFIT THE RESIDENTS OF OAKWORTH AND THE NEIGHBOURHOOD, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS.IN FURTHERANCE OF THESE OBJECTS BUT NOT OTHERWISE, THE TRUSTEES SHALL HAVE POWER:TO ESTABLISH OR SECURE THE ESTABLISHMENT OF A COMMUNITY HALL AND TO MAINTAIN OR MANAGE OR CO-OPERATE WITH ANY STATUTORY AUTHORITY IN THE MAINTENANCE AND MANAGEMENT OF SUCH A CENTRE FOR ACTIVITIES PROMOTED BY THE CHARITY IN FURTHERANCE OF THE ABOVE OBJECTS.

Data Sources

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