Finance Score: -2

Governance Score: 0

Support Score: 0

Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: -2

WOKINGHAM SOCIETY

The Society aims to encourage conservation of the character and traditions of Wokingham, promotes the study of history of Wokingham and interest in the town's heritage and provide grants from the Society's funds to relevant local organisations.

Analysis by Giving is Great

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23		£14	£28	£-14	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22	*	£11	£4	£6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£20	£20	£0	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20		£12	£19	£-7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19		£12	£25	£-13	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£12	£21	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£14	£15	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£16	£15	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£14	£13	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£13	£14	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£14	£9	£6	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£29	£22	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£9	£14	£-4	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10	*	£7	£4	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£13	£27	£-14	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08		£21	£34	£-13	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£18	£23	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£18	£20	£-3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£26	£36	£-11	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£27	£31	£-3	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 47 years

www.wokinghamsociety.org.uk

mustpeter@yahoo.co.uk

01189781671

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes grants to organisations
Sponsors or undertakes research

Where it operates

Wokingham,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

GUY GRANNUM Appointed: 2019

HAZEL GUILE

KEITH MALVERN Appointed: 2014

KEVIN LENTON Appointed: 2017

LUCY FRANCES WICKHAM Appointed: 2022

PETER JOHN MUST (Chair)

RICHARD ALLEN SEDGWICK Appointed: 2022

TREVOR SLEET Appointed: 2011

Legal constitution

Charity registered in England & Wales on 03/03/1978, number: 274988

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
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR22: 32 days late, AR10: 12 days late,

Main office

8 ALBERT ROAD
WOKINGHAM
RG40 2AL

Objectives

THE SOCIETY IS ESTABLISHED FOR THE PUBLIC BENEFIT FOR THE FOLLOWING PURPOSES IN THE AREA WITHIN THE WOKINGHAM TOWN PARISH BOUNDARY AS IT CURRENTLY STANDS, I.E. THE AREA ADMINISTERED BY WOKINGHAM TOWN COUNCIL, WHICH AREA SHALL HEREINAFTER BE REFERRED TO AS THE AREA OF BENEFIT. APPLICATIONS FOR GRANTS FROM OUTSIDE THE AREA OF BENEFIT WILL BE CONSIDERED AS APPROPRIATE WHEN PROPER ASSOCIATION OF THE APPLICANT WITH WOKINGHAM IS CLEAR. SHOULD THE SOCIETY RECEIVE AND CONSIDER AN APPLICATION FOR A GRANT FROM OUTSIDE THE AREA OF BENEFIT BUT WITHIN WOKINGHAM DISTRICT THEN AS A MATTER OF COURTESY THE SOCIETY WILL ADVISE THE LOCAL CIVIC SOCIETY, IF ONE EXISTS.I) TO PROMOTE HIGH STANDARDS OF PLANNING AND ARCHITECTURE IN OR AFFECTING THE AREA OF BENEFIT.II)TO EDUCATE THE PUBLIC IN THE GEOGRAPHY, HISTORY, NATURAL HISTORY AND ARCHITECTURE OF THE AREA OF BENEFIT.III) TO SECURE THE PRESERVATION, PROTECTION, DEVELOPMENT AND IMPROVEMENT OF FEATURES OF HISTORIC OR PUBLIC INTEREST IN THE AREA OF BENEFIT.

Defined Area of Benefit:

WOKINGHAM