Finance Score: -2

Governance Score: 9

Support Score: 5

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2
Fundraising costs high: -3

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

Overall weighted support: +5

Overall GiG Score: 12

WIMBLEDON GUILD OF SOCIAL WELFARE (INCORPORATED)

The Wimbledon Guild is a dynamic charity with a longstanding heritage that helps local people to lead a better life by tackling poverty, supporting ageing & encouraging mental well-being. It provides support from the heart of the community by reaching out to people in the Merton borough with a range of services e.g. grants, counselling, outreach & activities for older people.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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 and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
On several occasions in recent years income has been less than spending
Fundraising costs are high relative to funds raised

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
31/03/23	£2,261	£2,857	£-596	£332	£32,248	£15,187	63.8	38	200
31/03/22	£1,796	£2,663	£-867	£474	£33,698	£16,392	73.9	38	156
31/03/21	£1,596	£2,420	£-824	£308	£33,169	£15,779	78.3	37	250
31/03/20	£1,838	£2,608	£-770	£417	£29,990	£15,592	71.7	37	211
31/03/19	£1,701	£2,171	£-470	£408	£19,705	£3,252	18	30	224
31/03/18	£1,736	£2,204	£-468	£494	£19,743	£3,414	18.6	40	0
31/03/17	£1,723	£2,138	£-415	£474	£20,591	£3,540	19.9	40	0
31/03/16	£1,966	£2,195	£-229	£556	£18,975	£3,481	19	30	0
31/03/15	£14,803	£1,913	£12,890	£428	£19,815	£19,783	124.1	27	0
31/03/14	£1,815	£2,462	£-647	£395	£6,142	£6,105	29.8	24	0
31/03/13	£2,867	£3,062	£-195	£379	£6,741	£6,701	26.3	55	0
31/03/12	£3,129	£3,078	£51	£354	£6,558	£6,514	25.4	56	0
31/03/11	£3,144	£2,856	£289	£319	£6,521	£6,470	27.2	55	0
31/03/10	£2,824	£2,915	£-90	£337	£6,115	£6,058	24.9	53	0
31/03/09	£2,772	£2,862	£-90	£346	£5,539	£5,476	23	55	0
31/03/08	£2,751	£2,825	£-74	£264	£6,510	£6,430	27.3	56	0
31/03/07	£2,588	£2,503	£85	£242	£6,992	£6,907	33.1	55	0
31/03/06	£2,876	£2,401	£474	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£2,390	£2,259	£130	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£2,097	£2,096	£1	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 25.6%
Fundraising Costs/Total Spending: 13.2%
Senior Staff Costs/Total Spending: 15%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 1%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 47%
Reserves/Spending: 63.8 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.3

Asset Split ?

Balance Sheet History

Established: 63 years
(81 years as a company)

www.wimbledonguild.co.uk

info@wimbledonguild.co.uk

02089460735

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other welfare services

How it operates

Makes grants to individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Merton,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
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.

Major supporters in last 5 years

City Bridge Trust	£235,400
The London Community Foundation	£10,000
The Wimbledon Foundation	£2,500

Specific Donations

Amount	When Months	To be used for
City Bridge Trust - Grant to Wimbledon Guild of Social Welfare
£235,400	27/01/2023 60	£235,400 over five years (£42,936; £46,004; £47,384; £48,805: £50,271) to Wimbledon Guild for Social Welfare to deliver online one-to-one therapy for housebound individuals, an online hoarding therapy group, and training for voluntary groups ....more £235,400 over five years (£42,936; £46,004; £47,384; £48,805: £50,271) to Wimbledon Guild for Social Welfare to deliver online one-to-one therapy for housebound individuals, an online hoarding therapy group, and training for voluntary groups in Merton to recognise signs of hoarding and provide practical support.
The London Community Foundation - Grant to Wimbledon Guild of Social Welfare
£10,000	07/05/2020	The funding is for supermarket vouchers and to cover running costs of our van being used to collect supplies, make shopping trips and deliver essential items to vulnerable people. Volunteers will use vouchers to buy items for people at risk unable ....more The funding is for supermarket vouchers and to cover running costs of our van being used to collect supplies, make shopping trips and deliver essential items to vulnerable people. Volunteers will use vouchers to buy items for people at risk unable to leave home and withdraw cash during lockdown.
The Wimbledon Foundation - Support services for older people
£2,500	04/05/2020	Support services for older people

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 43-79

AMIR SIDDIQUI Appointed: 2002, Occupation: Charity Ceo

ALEXANDER PFEIFER Appointed: 2022, Occupation: Accountant

CAROLINE MAWHOOD Appointed: 2012, Occupation: Non Executive Director

ENIOLA OLADIPO Appointed: 2023, Occupation: Nhs Deputy Director

FRANCES HAQUE Appointed: 2022, Occupation: Chief Economist

HOWARD RICHARDS Appointed: 2020, Occupation: Chartered Surveyor

KAREN BIGGS Appointed: 2015, Occupation: Director

RICHARD ANDREW STEELE Appointed: 2001, Occupation: Business Director

SUSAN ELIZABETH COOKE (Chair) Appointed: 2000, Occupation: Housewife

Legal constitution

Charitable company registered in England & Wales on 09/08/1961, number: 200424
Registered at Companies House on 15/10/1943, number: 00383330

Gift Aid

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
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

20 returns made; all on time

Main office

Wimbledon Guild of Social Welfare
Guild House
30-32 Worple Road
LONDON
SW19 4EF

Objectives

TO PROMOTE ALL OR ANY CHARITABLE PURPOSES FOR THE BENEFIT OF WIMBLEDON AND DISTRICT AND THE COMMUNITIES THEREOF

Defined Area of Benefit:

WIMBLEDON AND DISTRICT

Data Sources

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