Finance Score: 0
Governance Score: 3
Support Score: 7
  • Strong growth: +2
  • Deficit latest year: -2
  • No PartB
  • Gender balanced board: +3
  • Large volunteer base +5
  • Overall weighted support: +2
Overall GiG Score: 10 ?

CHOLSEY VOLUNTEERS TRUST

For the public benefit, the relief of individuals in need, by reason of youth, age, ill-health, disability, financial hardship or other disadvantage in Cholsey and the surrounding area through the provision of free and subsidised food and volunteer support services, including but not limited to, transport to appointments, assistance with collection of shopping and medication, befriending and advoc
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
  • 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

Financial issues to consider:

  • This Charity has changed registration and some of the financial and donation history pertains to the previous entity
  • There has been a change of accounting period recently, so trends may be hard to determine
  • Income was lower than spending in the latest year
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/12/23£34£42£-7n/an/an/an/an/an/a
31/12/22?£72£26£45n/an/an/an/an/an/a
31/03/18£0£0£0n/an/an/an/an/an/a
31/03/17£0£0£0n/an/an/an/an/an/a
31/03/16£0£0£0n/an/an/an/an/an/a
31/03/15£0£0£0n/an/an/an/an/an/a
31/03/14£0£0£0n/an/an/an/an/an/a
31/03/13£0£0£0n/an/an/an/an/an/a
31/03/12£0£0£0n/an/an/an/an/an/a
31/03/11*£0£0£0n/an/an/an/an/an/a
31/03/10£0£0£0n/an/an/an/an/an/a
31/03/09*£0£0£0n/an/an/an/an/an/a
31/03/08£0£0£0n/an/an/an/an/an/a
31/03/07£0£0£0n/an/an/an/an/an/a
31/03/06£0£0£0n/an/an/an/an/an/a
31/03/05*£0£0£0n/an/an/an/an/an/a
31/03/04*£0£0£0n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 3 years

cholseyvolunteers@gmail.com

01491714050

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
GiG Classification
  • Other welfare services
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Oxfordshire,
Who it helps
  • Elderly/Old People
  • People With Disabilities
  • 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
Oxfordshire Community Foundation - Cholsey Volunteers Warm Bank
£3,000 23/09/2022
Grant to Cholsey Volunteers Trust
Oxfordshire Community Foundation - Cholsey Volunteers Trust
£9,954 19/07/2022
Each of these areas of involvement requires a significant amount of development and co-ordination, as well as 'routine maintenance', addressing problems which inevitably arise. We have had the good fortune to receive some grant aid and undertaken ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

  • CHRISTOPHER FRY Appointed: 2022
  • DARREN EVANS (Chair) Appointed: 2022
  • EVELYN EVANS Appointed: 2022
  • ELIZABETH MARGARET HAY Appointed: 2023
  • HELEN POWIS Appointed: 2022
  • JOHN WHEELER Appointed: 2022
  • LOUISE MCALISTER Appointed: 2023
Legal constitution
  • Charity registered in England & Wales on 08/02/2022, number: 1197845
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
17 returns made; AR11: 50 days late, AR09: 145 days late, AR05: 1 days late, AR04: 36 days late,
Recent reorganisation events:
  • Asset transfer in from CHOLSEY RELIEF IN NEED CHARITY on 24/02/2022
Main office

THE OLD SCHOOL
MARYMEAD
CHOLSEY
WALLINGFORD
OX10 9PQ

Objectives

THE OBJECTS OF THE CIO ARE:FOR THE PUBLIC BENEFIT, THE RELIEF OF INDIVIDUALS IN NEED, BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE IN CHOLSEY AND THE SURROUNDING AREA THROUGH THE PROVISION OF FREE AND SUBSIDISED FOOD AND VOLUNTEER SUPPORT SERVICES, INCLUDING BUT NOT LIMITED TO, TRANSPORT TO APPOINTMENTS, ASSISTANCE WITH COLLECTION OF SHOPPING AND MEDICATION, BEFRIENDING AND ADVOCACY.

Defined Area of Benefit:

LOCAL

Data Sources

Charity Commission for England and Wales
360 Giving

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