Finance Score: -2

Governance Score: 0

Support Score: 0

Multiple Deficits: -2
No PartB

Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE WORGAN TRUST

The Trust holds land for protection and preservation. It provides facilities for primary and infant school children mostly from the Birmingham Eduation Authority and a wider area to visit a working farm with a range of livestock. It gives opportunities for outdoor activities for groups of young people using a building in the Wyre Forest.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been 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
31/12/23	£225	£259	£-33	n/a	n/a	n/a	n/a	n/a
31/12/22	£190	£232	£-42	n/a	n/a	n/a	n/a	n/a
31/12/21	£212	£173	£39	n/a	n/a	n/a	n/a	n/a
31/12/20	£175	£262	£-88	n/a	n/a	n/a	n/a	n/a
31/12/19	£188	£273	£-85	n/a	n/a	n/a	n/a	n/a
31/12/18	£144	£212	£-68	£0	£0	£0	n/a	0
31/12/17	£118	£781	£-664	£0	£0	£0	n/a	0
31/12/16	£113	£343	£-230	£0	£0	£0	n/a	0
31/12/15	£81	£76	£5	£0	£0	£0	n/a	0
31/12/14	£76	£60	£16	£0	£0	£0	n/a	0
31/12/13	£92	£86	£6	£0	£0	£0	n/a	0
31/12/12	£86	£50	£36	£0	£0	£0	n/a	0
31/12/11	£74	£28	£47	£0	£0	£0	n/a	0
31/12/10	£89	£25	£64	£0	£0	£0	n/a	0
31/12/09	£165	£45	£119	£0	£0	£0	n/a	0
31/12/08	£105	£81	£24	£0	£0	£0	n/a	0
31/12/07	£98	£54	£44	£0	£0	£0	n/a	0
31/12/06	£67	£30	£37	£0	£0	£0	n/a	0
31/12/05	£76	£25	£51	£0	£0	£0	n/a	0
31/12/04	£62	£25	£37	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 57 years

admin@worgantrust.co.uk

01386793351

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Birmingham City, Coventry City, Dudley, Sandwell, Shropshire, Solihull, Walsall, Wolverhampton, Worcestershire,

Who it helps

Children/Young People
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

BENJAMIN IAN COMPTON Appointed: 2013, Other trusteeships: SR & PH Southall Trust, MOUNT PLEASANT SCHOOL FARM,

CANDIA HELEN COMPTON (Chair) Appointed: 1985, Other trusteeship: MOUNT PLEASANT SCHOOL FARM,

CHRISTOPHER COMPTON Appointed: 2009, Other trusteeship: MOUNT PLEASANT SCHOOL FARM,

JANINE EMMA COBAIN Appointed: 2002, Other trusteeship: MOUNT PLEASANT SCHOOL FARM,

JULIAN SALMON Appointed: 1996

MARGARET SALMON Appointed: 1996, Other trusteeships: WILLIAM ADLINGTON CADBURY CHARITABLE TRUST, MOUNT PLEASANT SCHOOL FARM,

MADELEINE COBAIN Appointed: 2018, Other trusteeship: MOUNT PLEASANT SCHOOL FARM,

Legal constitution

Charity registered in England & Wales on 13/04/1967, number: 252062

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
Internal risk management policy and procedures
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; all on time

Main office

Worgan Trust
PO Box 876
Worcester
WR4 4EP

Objectives

TO PAY OR APPLY THE INCOME OF THE TRUST FUND AND SUCH PARTS OF THE CAPITAL THEREOF AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT TO OR FOR SUCH CHARITABLE INSTITUTIONS OR CHARITABLE PURPOSES AND IN SUCH SHARES AND PROPORTIONS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION DETERMINE.

Defined Area of Benefit:

NOT DEFINED.

Data Sources