Finance Score: 0

Governance Score: 3

Support Score: 4

No PartB

Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 7

THE WHEELYBOAT TRUST

Provision of wheelchair accessible boats on public waters all over the UK to provide disabled people with hassle-free and independent access to waterborne activities such as nature watching, pleasure boating, powerboating and angling.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period, despite a decline more recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 39 years

www.wheelyboats.org

info@wheelyboats.org

01798342222

Charity Commission for England and Wales

Tweets

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	Volun- teers
31/03/23		£364	£358	£5	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£331	£356	£-26	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£339	£284	£55	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£403	£374	£29	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£210	£193	£17	n/a	n/a	n/a	n/a	n/a	2
31/03/18		£354	£346	£9	£0	£0	£0	n/a	0	0
31/03/17		£311	£301	£10	£0	£0	£0	n/a	0	0
31/03/16		£226	£232	£-6	£0	£0	£0	n/a	0	0
31/03/15	*	£203	£247	£-44	£0	£0	£0	n/a	0	0
31/03/14		£187	£148	£39	£0	£0	£0	n/a	0	0
31/03/13		£154	£215	£-62	£0	£0	£0	n/a	0	0
31/03/12		£236	£167	£69	£0	£0	£0	n/a	0	0
31/03/11		£215	£230	£-16	£0	£0	£0	n/a	0	0
31/03/10		£126	£158	£-32	£0	£0	£0	n/a	0	0
31/03/09		£108	£114	£-6	£0	£0	£0	n/a	0	0
31/03/08		£193	£131	£62	£0	£0	£0	n/a	0	0
31/03/07		£194	£160	£34	£0	£0	£0	n/a	0	0
31/03/06		£94	£81	£13	£0	£0	£0	n/a	0	0
31/03/05	*	£89	£105	£-17	£0	£0	£0	n/a	0	0
31/03/04		£113	£104	£10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Disability
Recreation
The Advancement Of Health Or Saving Of Lives

How it operates

Provides buildings/facilities/open space

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

People With Disabilities

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

CHK Foundation	£10,000
Henry Smith Charity	£7,200
Trusthouse Charitable Foundation	£5,000
Co-Operative Group	£2,366

Specific Donations

Amount	When Months	To be used for
CHK Foundation - CHK Discretionary Grant
£10,000	29/12/2021	unrestricted, to further the Charitable Objects
Co-Operative Group - Grant to The Wheelyboat Trust
£2,366	23/10/2021	Our West Sussex-based project provides mobility impaired people of all ages with independent access to waterborne activities through the provision of a fully accessible Wheelyboat.
Trusthouse Charitable Foundation - Grant to Wheelyboat Trust
£5,000	02/02/2021	11% as capital costs for an accessible powerboat to enable people with disabilities to access the river _x000D_ in North Cornwall.
Henry Smith Charity - Grant to Wheelyboat Trust
£7,200	08/12/2020 12	towards the refurbishment costs of a boat used to provide disabled people with access to trips, powerboating and powerboat training, pleasure boating and angling in West Sussex.
National Lottery Community Fund - Wheelyboat Trailer Project
£4,400	24/05/2017 12	The funding will be used by a charity to purchase a multi-purpose trailer. The trailer will allow the organisation to transport wheelchair accessible boats, ‘wheelyboats’, to different venues ....more The funding will be used by a charity to purchase a multi-purpose trailer. The trailer will allow the organisation to transport wheelchair accessible boats, ‘wheelyboats’, to different venues around the country for use by people with mobility issues.
Henry Smith Charity - Grant to Wheelyboat Trust
£5,000	08/12/2016 12	towards the costs of purchasing a wheelyboat for use by disabled people in Hampshire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-86

JAMES IAN LESLIE MELVILLE Appointed: 2020

IAN THORNLEY OBE Appointed: 2016, Occupation: Director

MARCIA EARLY BROCKLEBANK Appointed: 2019, Occupation: Retired Art Historian, Other trusteeship: THE BROCKLEBANK CHARITABLE TRUST,

MR A G SCOTT (Chair), Occupation: Self-Employed

MRS P V SELIGMAN, Occupation: Art Curator

SARAH ELIZABETH BUSCALL Appointed: 2021, Occupation: Property Management, Other trusteeship: THE BRINSLEY FORD CHARITABLE TRUST,

SIMON DEREK BARROWCLIFF Appointed: 2019, Occupation: Chartered Surveyor

ZOE LAVINIA BEATRICE BENYON Appointed: 2021, Occupation: Jeweller, Other trusteeships: THE ENGLEFIELD CHARITABLE TRUST, GREENHAM TRUST LTD, THE UFTON COURT EDUCATIONAL TRUST,

GEORGE EDWARD SPENCER SELIGMAN Appointed: 2015, Occupation: Art Curator, Other trusteeships: COUNTRYSIDE LEARNING, WESSEX RIVERS TRUST, GESS CHARITABLE TRUST, THE MARK SELIGMAN CHARITABLE FOUNDATION, THE WILD TROUT TRUST LIMITED, HAMPSHIRE GARDENS TRUST,

Legal constitution

Charitable company registered in England & Wales on 18/09/1985, number: 292216
Registered at Companies House on 14/12/1984, number: 01872144

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR15: 2 days late, AR05: 1 days late,

Main office

NORTH LODGE
BURTON PARK ROAD
PETWORTH
GU28 0JT

Objectives

THE RELIEF OF PERSONS WHO ARE MENTALLY OR PHYSICALLY HANDICAPPED BY THE PROVISION OF SPECIALLY DESIGNED BOATS AND FACILITIES FOR RECREATION OR OTHER LEISURE-TIME OR THERAPEUTIC OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF SAID PERSONS BY PROMOTING THE SPORT OF ANGLING OR OTHER WATER-BORNE PURSUITS.

Defined Area of Benefit:

NOT DEFINED

Data Sources