Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

No conflicts policy: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: 2

WHITCHURCH WELFARE TRUST

The trust provides financial help to people suffering hardship within the Parish of Whitchurch. The trustees work closely with local organisations to identify such individuals, and also to assist young people and other students entering further education or training courses.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests 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

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
31/03/23	£17	£14	£3	n/a	n/a	n/a	n/a	n/a
31/03/22	£15	£12	£3	n/a	n/a	n/a	n/a	n/a
31/03/21	£21	£14	£7	n/a	n/a	n/a	n/a	n/a
31/03/20	£15	£15	£-1	n/a	n/a	n/a	n/a	n/a
31/03/19	£14	£16	£-2	n/a	n/a	n/a	n/a	n/a
31/03/18	£14	£16	£-2	£0	£0	£0	n/a	0
31/03/17	£12	£8	£3	£0	£0	£0	n/a	0
31/03/16	£12	£9	£3	£0	£0	£0	n/a	0
31/03/15	£12	£13	£-1	£0	£0	£0	n/a	0
31/03/14	£11	£8	£4	£0	£0	£0	n/a	0
31/03/13	£10	£9	£0	£0	£0	£0	n/a	0
31/03/12	£10	£11	£-1	£0	£0	£0	n/a	0
31/03/11	£10	£9	£1	£0	£0	£0	n/a	0
31/03/10	£10	£10	£0	£0	£0	£0	n/a	0
31/03/09	£16	£10	£5	£0	£0	£0	n/a	0
31/03/08	£11	£9	£2	£0	£0	£0	n/a	0
31/03/07	£10	£12	£-2	£0	£0	£0	n/a	0
31/03/06	£14	£9	£5	£0	£0	£0	n/a	0
31/03/05	£6	£8	£-2	£0	£0	£0	n/a	0
31/03/04	£51	£3	£48	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 56 years

www.whitchurchwelfaretrust.org.uk

contact@whitchurchwelfaretrust.org.uk

01256 893448

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Hampshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

FIONA NICHOLSON Appointed: 2018

HAZEL JANE ROSE Appointed: 2022

JILL SHEENA THOMAS Appointed: 2020

KERRILEE JANE HOARE Appointed: 2022

LINDA ROSEMARY STEPNEY Appointed: 2019

DAVID PARKSTON SIMMONDS Appointed: 2021, Other trusteeship: BASINGSTOKE SYMPHONY ORCHESTRA,

REV DAVID ROCHE Appointed: 2018, Other trusteeships: ELIZABETH F GWYER, BEQUEST FOR TREAT FOR DAY AND SUNDAY SCHOOL CHILDREN, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF WHITCHURCH WITH TUFTON AND LITCHFIELD IN THE DIOCESE OF WINCHESTER,

REV RACHEL BORGARS (Chair) Appointed: 2018, Other trusteeship: THE METHODIST CHURCH IN GREAT BRITAIN,

Legal constitution

Charity registered in England & Wales on 26/07/1968, number: 204378

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Investment

Filing Record

20 returns made; all on time

Main office

3 Testbourne Court
WHITCHURCH
Hampshire
RG28 7HZ

Objectives

GENERAL BENEFIT OF THE POOR

Defined Area of Benefit:

ANCIENT PARISH OF WHITCHURCH

Data Sources