Finance Score: -3

Governance Score: 6

Support Score: 6

Excess reserves: -5
Strong growth: +2

Good trustee age range: +3
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 9

FLEETWOOD TRUST

Our Vision - Empower the community of Fleetwood to make positive changeOur Values - INCLUDE - we will provide a space where everyone belongs, feels valued, respected and heard,CREATE - we will create opportunities for people to thrive and reach their full potential, CONNECT - we work with others to provide safe , high quality programmes

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
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 age and gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,014,632 available, equivalent to 163 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/03/24	£960	£149	£811	£0	£2,662	£2,015	162.6	1	5
31/03/23?	£306	£96	£210	n/a	n/a	n/a	n/a	n/a	n/a
31/05/22	£188	£111	£76	n/a	n/a	n/a	n/a	n/a	n/a
31/05/21	£99	£67	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/05/20	£458	£40	£417	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 52%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 12%
Liabilities/Income: 37%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 162.6 months
Net Current Assets/Spending: 18 months
Quick Ratio: 1

Asset Split ?

Balance Sheet History

Established: 6 years

https://www.fleetwoodtrust.co.uk/

info@fleetwoodtrust.co.uk

07540825085

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training

GiG Classification

Other facilities management and maintenance

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Lancashire,

Who it helps

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.

Major supporters in last 5 years

Garfield Weston Foundation	£250,000
The Clothworkers Foundation	£35,000
Postcode Neighbourhood Trust	£25,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Major Grants award
£250,000	11/09/2023	Major capital refurbishments to the hospital
Postcode Neighbourhood Trust - Education and Support Area
£25,000	26/04/2022	This funding has helped turn a derelict part of the building into a valuable space for education and practical support for the community.
The Clothworkers Foundation - Grant to Fleetwood Trust
£35,000	25/05/2021	refurbishment to toilets facilities for a charity supporting disabled people in Lancashire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-77

ANDREW DAVID CHARLES Appointed: 2018, Occupation: Strategic Director

CANON ALFRED TERENCE HAYES Appointed: 2019, Occupation: Priest

DR MARK SPENCER (Chair) Appointed: 2019, Occupation: General Practitioner

JOHN JOSEPH FITZGERALD Appointed: 2019, Occupation: Director

LUCY MACNEILL Appointed: 2024, Occupation: Contracts Manager

MAUREEN LINDA BURNS OBE Appointed: 2019, Occupation: Retired

REBECCA MURDOCH Appointed: 2019, Occupation: Financial Consultant

SHARON JONES Appointed: 2024, Occupation: Retired Teacher

Legal constitution

Charitable company registered in England & Wales on 22/01/2019, number: 1181679
Registered at Companies House on 09/05/2018, number: 11352453

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
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

Filing Record

5 returns made; all on time

Main office

Fleetwood Hospital
Pharos Street
FLEETWOOD
Lancashire
FY7 6BE

Objectives

THE OBJECTS OF THE CHARITY, WHICH ARE FOR THE PUBLIC BENEFIT, ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:TO FURTHER OR BENEFIT THE RESIDENTS OF FLEETWOOD 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;THE PROVISION OF HOUSING ACCOMMODATION FOR POOR, DISABLED OR AGED PERSONS;TO PROMOTE THE EDUCATION OF PERSONS WHO HAVE NEED OF SUCH EDUCATION AS THE TRUSTEES SHALL DETERMINE;THE RELIEF OF SICKNESS AND THE PRESERVATION OF HEALTH AMONG PEOPLE RESIDING PERMANENTLY OR TEMPORARILY IN FLEETWOOD AND THE SURROUNDING AREA;ANY OTHER CHARITABLE PURPOSE WITHIN THE LAW IN ENGLAND AND WALES WHICH SHALL BE SELECTED BY THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME.

Data Sources

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