Finance Score: -3

Governance Score: 5

Support Score: 0

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

WOLLEN'S CHARITY

assists pensioners within the village

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender and 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
Income has been volatile and on several occasions in recent years less than spending

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
30/11/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/11/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/11/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/11/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/11/18		£0	£0	£0	£0	£0	£0	n/a	0
30/11/17		£0	£0	£0	£0	£0	£0	n/a	0
30/11/16		£0	£0	£0	£0	£0	£0	n/a	0
30/11/15		£0	£0	£0	£0	£0	£0	n/a	0
30/11/14		£0	£0	£0	£0	£0	£0	n/a	0
30/11/13		£0	£0	£0	£0	£0	£0	n/a	0
30/11/12		£0	£0	£0	£0	£0	£0	n/a	0
30/11/11		£0	£0	£0	£0	£0	£0	n/a	0
30/11/10		£0	£0	£0	£0	£0	£0	n/a	0
30/11/09		£0	£0	£0	£0	£0	£0	n/a	0
30/11/08		£0	£0	£0	£0	£0	£0	n/a	0
30/11/07		£0	£0	£0	£0	£0	£0	n/a	0
30/11/06	*	£0	£0	£0	£0	£0	£0	n/a	0
30/11/05		£0	£0	£0	£0	£0	£0	n/a	0
30/11/04		£0	£0	£0	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

01761221585

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Bath And North East Somerset,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

DEBRA ANN TILZEY Appointed: 2020, Other trusteeships: PLUMLEY'S ELEEMOSYNARY CHARITY, PLUMLEYS EDUCATIONAL FOUNDATION,

GILLIAN DORCAS STOBART (Chair), Other trusteeships: PLUMLEY'S ELEEMOSYNARY CHARITY, PLUMLEYS EDUCATIONAL FOUNDATION,

JOHN PATRICK CHARLES VINSON Appointed: 2019, Other trusteeships: PLUMLEY'S ELEEMOSYNARY CHARITY, PLUMLEYS EDUCATIONAL FOUNDATION,

MARTHA SUSANNA CARTER Appointed: 2023, Other trusteeships: PLUMLEY'S ELEEMOSYNARY CHARITY, PLUMLEYS EDUCATIONAL FOUNDATION, EAST HARPTREE NURSERY PRE-SCHOOL,

STEVEN THOMAS Appointed: 2023, Other trusteeships: PLUMLEY'S ELEEMOSYNARY CHARITY, PLUMLEYS EDUCATIONAL FOUNDATION,

SUSAN TAYLOR Appointed: 2020, Other trusteeship: PLUMLEY'S ELEEMOSYNARY CHARITY,

Legal constitution

Charity registered in England & Wales on 17/04/1962, number: 204724

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR06: 39 days late,

Main office

2 Barn End
Proud Cross
Middle Street
East Harptree
BRISTOL
BS40 6BT

Objectives

WEARING APPARREL AND CLOTHING FOR DISTRIBUTION ANNUALLY AT CHRISTMAS AMONGST SECOND POOR OF PARISH.

Defined Area of Benefit:

ANCIENT PARISH OF EAST HARPTREE

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?

The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more

Our Top Tips for Philanthropy

Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more

How to become a Philanthropist

In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more