Finance Score: -5

Governance Score: 0

Support Score: 4

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: -1

BURTON LAZARS VILLAGE HALL

To provide and operate a Village Hall for the benefit and use of the inhabitants of the local area

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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years 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	Volun- teers
31/03/23		£18	£17	£1	n/a	n/a	n/a	n/a	n/a	10
31/03/22		£24	£29	£-4	n/a	n/a	n/a	n/a	n/a	3
31/03/21		£26	£13	£13	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£31	£91	£-60	n/a	n/a	n/a	n/a	n/a	3
31/03/19		£74	£15	£59	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£19	£17	£2	£0	£0	£0	n/a	0	0
31/03/17		£15	£11	£4	£0	£0	£0	n/a	0	0
31/03/16		£22	£28	£-5	£0	£0	£0	n/a	0	0
31/03/15		£19	£10	£10	£0	£0	£0	n/a	0	0
31/03/14		£15	£12	£4	£0	£0	£0	n/a	0	0
31/03/13	*	£29	£38	£-8	£0	£0	£0	n/a	0	0
31/03/12		£17	£11	£6	£0	£0	£0	n/a	0	0
31/03/11	*	£20	£15	£5	£0	£0	£0	n/a	0	0
31/03/10	*	£23	£31	£-8	£0	£0	£0	n/a	0	0
31/03/09	*	£24	£10	£13	£0	£0	£0	n/a	0	0
31/03/08		£15	£12	£3	£0	£0	£0	n/a	0	0
31/03/07		£31	£30	£1	£0	£0	£0	n/a	0	0
31/03/06		£12	£11	£1	£0	£0	£0	n/a	0	0
31/03/05		£10	£7	£4	£0	£0	£0	n/a	0	0
31/03/04		£9	£6	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 59 years

www.burtonlazars.com

IANPENGELLY@burtonlazars.com

01664668095

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Leicestershire,

Who it helps

Elderly/Old People
The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Enlarging and refurbishment of Kitchen
£7,500	27/03/2019 12	The funding will be used to install a new kitchen at the village hall. The project aims to increase the range of activities and events available to the local community.
Garfield Weston Foundation - WAF award
£55,000	05/10/2018	Extending and refurbishing Village Hall kitchen facilities

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

MICHELE JONES Appointed: 2023

RENIA RUSHIN Appointed: 2016

ANNA HULME Appointed: 2023

CAROLINE VISSANI Appointed: 2016

IAN PENGELLY

JACQUI VAUGHAN Appointed: 2023

LAURA FRETWELL Appointed: 2023

MICHAEL GEORGE WALKER Appointed: 2019

STUART ADLINGTON Appointed: 2012

CHRISTOPHER JOSEPH Appointed: 2019, Other trusteeship: THE SIR RICHARD RAYNES FOUNDATION AND OTHERS,

Legal constitution

Charity registered in England & Wales on 31/12/1964, number: 521398

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR13: 77 days late, AR11: 214 days late, AR10: 579 days late, AR09: 20 days late,

Main office

1 CHILD CLOSE
BURTON LAZARS
MELTON MOWBRAY
LE14 2UT

Objectives

(1) THE OBJECT OF THE CHARITY IS THE PROVISION AND MAINTENANCE OF A VILLAGE HALL FOR USE BY THE INHABITANTS OF THE AREA OF BENEFIT WITHOUT DISTINCTION OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, INCLUDING USE FOR:(A) MEETINGS, LECTURES AND CLASSES, AND(B) OTHER FORMS OF RECREATION AND LEISURE-TIME OCCUPATION, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE INHABITANTS.

Defined Area of Benefit:

THE PARISH OF BURTON AND DALBY AND THE IMMEDIATE SURROUNDING AREA.

Data Sources