Finance Score: -4

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5
Accounts overdue -5
Fundraising costs low: +3

No supporters identified

Overall GiG Score: -4

THE FITZWILLIAM WENTWORTH AMENITY TRUST

For charitable purposes for the benefit of the public generally and especially of the inhabitants of the Parish of Wentworth and the areas adjacent thereto

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £45,864,108 available, equivalent to 314 months of spending and so may not be able to utilise additional funding
Latest accounts are overdue for filing

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
31/03/22	*	£2,016	£1,754	£262	£2	£45,864	£45,864	313.7	7
31/03/21		£1,794	£1,855	£-61	£0	£42,437	£42,437	274.5	5
31/03/20		£1,783	£1,734	£49	£2	£39,813	£153	1.1	4
31/03/19		£1,666	£1,926	£-259	£5	£40,235	£104	0.6	4
31/03/18		£1,634	£1,499	£135	£21	£38,784	£363	2.9	3
31/03/17		£1,581	£1,677	£-95	£3	£37,152	£37,152	265.9	3
31/03/16		£1,556	£1,706	£-150	£5	£38,001	£38,001	267.2	3
31/03/15		£1,505	£1,486	£19	£6	£37,565	£623	5	3
31/03/14		£1,546	£1,344	£202	£5	£35,156	£383	3.4	3
31/03/13		£1,447	£1,088	£359	£6	£34,128	£403	4.4	3
31/03/12		£1,350	£1,446	£-96	£6	£32,219	£164	1.4	3
31/03/11		£1,282	£1,183	£99	£5	£30,394	£482	4.9	3
31/03/10		£1,265	£1,169	£97	£5	£28,262	£383	3.9	3
31/03/09		£1,189	£1,298	£-109	£5	£26,713	£286	2.6	3
31/03/08		£909	£856	£52	£4	£25,370	£396	5.5	2
31/03/07		£848	£723	£125	£4	£21,992	£21,992	365.2	2
31/03/06		£811	£614	£197	£0	£0	£0	n/a	0
31/03/05		£682	£486	£197	£0	£0	£0	n/a	0
31/03/04		£669	£461	£208	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 313.7 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.4

Asset Split ?

Established: 45 years

www.wentworthestate.co.uk

office@wentworthestate.co.uk

01226742041

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides buildings/facilities/open space

Where it operates

Rotherham,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

7 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

EARL OF SCARBROUGH Appointed: 2018, Other trusteeships: THE SCARBROUGH CHARITABLE TRUST, MALTBY SCHOOL LANDS FOUNDATION,

HON RALPH EDWARD ANTHONY THORNHAGH FOLJAMBE Appointed: 2018, Other trusteeships: WENTWORTH ALMSHOUSES, de Brito Trust,

LADY ISABELLA NAYLOR-LEYLAND, Other trusteeships: WENTWORTH ALMSHOUSES, THE EARL FITZWILLIAM CHARITABLE TRUST, LLANELIDAN VILLAGE HALL,

MR JR ARCHDALE, Other trusteeship: WENTWORTH ALMSHOUSES,

SIR PHILIP NAYLOR-LEYLAND BT. (Chair) Appointed: 2014, Other trusteeships: WENTWORTH ALMSHOUSES, THE EARL FITZWILLIAM CHARITABLE TRUST, LLANELIDAN VILLAGE HALL, THE WENTWORTH CHARITY, THE WENTWORTH BARROW EDUCATIONAL FOUNDATION, WENTWORTH WOODHOUSE PRESERVATION TRUST, WENTWORTH CHARITY,

Legal constitution

Charity registered in England & Wales on 31/05/1979, number: 508777

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment

Filing Record

19 returns made; AR22: 10 days late,

Main office

FITZWILLIAM (WENTWORTH) ESTATES
27 CLAYFIELDS LANE
WENTWORTH
ROTHERHAM
S62 7TD

Objectives

FOR CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC GENERALLY AND ESPECIALLY OF THE INHABITANTS OF THE PARISH OF WENTWORTH AND THE AREAS ADJACENT THERETO.

Defined Area of Benefit:

THE PARISH OF WENTWORTH AND THE AREAS ADJACENT THERETO.

Data Sources