Finance Score: 1

Governance Score: 4

Support Score: 0

Strong growth: +2
Volatile income
spending growth: -1
No PartB

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

Large volunteers +5

Overall GiG Score: 10

MILFORD ON SEA CHARITABLE TRUST

An umbrella organisation for voluntary community organisations in Milford on sea, Keyhaven and Everton. Supporting existing voluntary groups; running community events which benefit local residents; support new projects for the benefit of local residents

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no material 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

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
Income has been volatile recently but spending has been maintained

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
31/12/23	£9	£11	£-2	n/a	n/a	n/a	n/a	n/a	60
31/12/22	£19	£15	£4	n/a	n/a	n/a	n/a	n/a	70
31/12/21	£10	£6	£4	n/a	n/a	n/a	n/a	n/a	80
31/12/20	£4	£2	£1	n/a	n/a	n/a	n/a	n/a	160
31/12/19	£20	£7	£12	n/a	n/a	n/a	n/a	n/a	55
31/12/18	£16	£6	£9	£0	£0	£0	n/a	0	0
31/12/17	£22	£6	£16	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 7 years

www.milfordonseacharitabletrust.com

charity@whitleyonsea.net

01590644039

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Community services

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information
Provides services

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
60 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ANTHONY HARRISON Appointed: 2017

JOHN WHITLEY Appointed: 2017

JACQUELINE PEACOCK Appointed: 2021

LESLEY MARGARET SAVAGE Appointed: 2024

PETER STOCKWELL Appointed: 2017

SHARON OAKLEY Appointed: 2024

SUSAN FRASER Appointed: 2024

JENNY WHITLEY Appointed: 2017, Other trusteeship: MILFORD ON SEA U3A,

MARGARET CLARKE Appointed: 2017, Other trusteeships: AGE CONCERN (SPELTHORNE), BOURNEMOUTH AND DISTRICT ASSOCIATION OF ORGANISTS, SOUTH EAST ENGLAND FORUM ON AGEING,

TOM GATELEY Appointed: 2024, Other trusteeship: MILFORD ON SEA U3A,

Legal constitution

Charity registered in England & Wales on 25/04/2017, number: 1172750

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Safeguarding policy and procedures

Filing Record

7 returns made; all on time

Recent reorganisation events:

Asset transfer in from MILFORD ON SEA COMMUNITY CARE GROUP on 30/08/2022

Main office

Danesmead
Wood Lane
Milford on Sea
Lymington
SO41 0NA

Objectives

TO PROMOTE THE VOLUNTARY SECTOR FOR THE BENEFIT OF THE PUBLIC IN THE AREA OF MILFORD ON SEA AND SURROUNDING AREAS IN PARTICULAR BY:(I) LIAISING BETWEEN CHARITIES, VOLUNTARY ORGANISATIONS, GOVERNMENT AGENCIES AND OTHER GROUPS ON RELEVANT ISSUES;(II) IDENTIFYING NEEDS IN THE VOLUNTARY SECTOR AND ESTABLISHING PROJECTS OR POLICIES TO ADDRESS THEM;(III) ASSISTING IN THE ADMINISTRATION OF FUNDING PROGRAMMES TO CHARITIES AND VOLUNTARY ORGANISATIONS, MONITORING FOR GRANTS, RECOMMENDING GRANTS, ASSISTING IN APPLICATIONS FOR GRANTS;(IV) PROVIDING SERVICES SUCH AS ADMINISTRATIVE SUPPORT AND MANAGEMENT ADVICE SERVICES TO THE VOLUNTARY SECTOR;(V) ACTING AS A REPRESENTATIVE OF THE VOLUNTARY SECTOR IN RELATION TO GOVERNMENT POLICIES AND LEGISLATION.'THE VOLUNTARY SECTOR' MEANS CHARITIES AND VOLUNTARY ORGANISATIONS.- CHARITIES ARE ORGANISATIONS, WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES.- VOLUNTARY ORGANISATIONS ARE INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.

Data Sources