Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3

Overall GiG Score: 7

THE LYNEAL TRUST

To provide Canal and Canal-side recreational facilities for people with disabilities, illness or injury or any other vulnerability and their families, friends and carers who may accompany them.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
Over half the Board have joined recently

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

Established: 39 years

www.lyneal-trust.org.uk

Secretary@lyneal-trust.org.uk

01948710708

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		£74	£84	£-10	n/a	n/a	n/a	n/a	n/a	46
31/03/22		£74	£103	£-29	n/a	n/a	n/a	n/a	n/a	51
31/03/21		£60	£55	£5	n/a	n/a	n/a	n/a	n/a	15
31/03/20		£82	£74	£8	n/a	n/a	n/a	n/a	n/a	59
31/03/19		£91	£94	£-3	n/a	n/a	n/a	n/a	n/a	47
31/03/18		£63	£68	£-5	£0	£0	£0	n/a	0	0
31/03/17		£115	£41	£75	£0	£0	£0	n/a	0	0
31/03/16		£47	£38	£9	£0	£0	£0	n/a	0	0
31/03/15		£31	£45	£-14	£0	£0	£0	n/a	0	0
31/03/14		£26	£37	£-11	£0	£0	£0	n/a	0	0
31/03/13		£33	£43	£-10	£0	£0	£0	n/a	0	0
31/03/12	*	£48	£53	£-5	£0	£0	£0	n/a	0	0
31/03/11		£29	£32	£-2	£0	£0	£0	n/a	0	0
31/03/10		£27	£32	£-5	£0	£0	£0	n/a	0	0
31/03/09		£29	£36	£-7	£0	£0	£0	n/a	0	0
31/03/08	*	£41	£39	£2	£0	£0	£0	n/a	0	0
31/03/07		£25	£34	£-9	£0	£0	£0	n/a	0	0
31/03/06		£29	£29	£0	£0	£0	£0	n/a	0	0
31/03/05		£31	£34	£-2	£0	£0	£0	n/a	0	0
31/03/04		£20	£26	£-5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Disability

How it operates

Provides buildings/facilities/open space

Where it operates

Shropshire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
46 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

CHRIS SYMES (Chair) Appointed: 2021

IAN MACKENZIE PAYNE Appointed: 2022

KENTON LOCK Appointed: 2023

NICOLA FOX Appointed: 2022

PAUL HALCROW NEWTON Appointed: 2022

RICHARD WILLIAM ROBERTSON STOCKS Appointed: 2022

SARAH-JANE LAMB Appointed: 2023

Legal constitution

Charity registered in England & Wales on 29/03/1985, number: 516224

Gift Aid

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR12: 64 days late, AR08: 68 days late,

Main office

Lyneal Wharf
Lyneal
ELLESMERE
SY12 0LQ

Objectives

THE MANAGING TRUSTEES SHALL HOLD THE FUND AND ALL ADDITIONS THERETO UPON TRUST TO APPLY THE CAPITAL OR THE INCOME THEREOF TOWARDS:- (I) THE RELIEF OF DISABLED PERSONS. (II) THE PROVISION OF FACILITIES FOR THE LEISURE AND RECREATION OF DISABLED PERSONS IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE. (III) SUCH CHARITABLE BODIES OR FOR SUCH OTHER PURPOSES AS SHALL BE EXCLUSIVELEY CHARITABLE AS THE MANAGING TRUSTEES MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

NOT DEFINED

Data Sources