Finance Score: 0

Governance Score: 3

Support Score: 7

No PartB

Good trustee age range: +3

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 10

THE NANCY OLDFIELD TRUST LIMITED

Provision of sailing and similar activities for disabled

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

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: 26 years

www.nancyoldfield.org.uk

accounts@nancyoldfield.org.uk

01692 630572

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
30/09/22		£328	£258	£70	n/a	n/a	n/a	n/a	n/a	85
30/09/21		£329	£282	£47	n/a	n/a	n/a	n/a	n/a	80
30/09/20		£151	£278	£-127	n/a	n/a	n/a	n/a	n/a	84
30/09/19	*	£475	£270	£206	n/a	n/a	n/a	n/a	n/a	81
30/09/18	*	£267	£252	£15	£0	£0	£0	n/a	0	75
30/09/17		£201	£245	£-44	£0	£0	£0	n/a	0	0
30/09/16		£193	£228	£-35	£0	£0	£0	n/a	0	0
30/09/15		£208	£238	£-31	£0	£0	£0	n/a	0	0
30/09/14		£314	£208	£106	£0	£0	£0	n/a	0	0
30/09/13		£366	£215	£150	£0	£0	£0	n/a	0	0
30/09/12		£196	£206	£-10	£0	£0	£0	n/a	0	0
30/09/11		£160	£180	£-21	£0	£0	£0	n/a	0	0
30/09/10		£245	£169	£76	£0	£0	£0	n/a	0	0
30/09/09		£179	£162	£17	£0	£0	£0	n/a	0	0
30/09/08		£143	£171	£-28	£0	£0	£0	n/a	0	0
30/09/07		£135	£165	£-31	£0	£0	£0	n/a	0	0
30/09/06?		£237	£236	£1	£0	£0	£0	n/a	0	0
31/03/05		£161	£157	£4	£0	£0	£0	n/a	0	0
31/03/04		£132	£145	£-13	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Disability
Education/Training
Environment/Conservation/Heritage
Recreation

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Norfolk,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
85 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 - Wellbeing on the Water Instructor Salary
£10,000	11/02/2022	The funding will be used to fund a specialist water instructor to work with adults or young people with mental health issues following treatment for cancer. The project aims to provide targeted ....more The funding will be used to fund a specialist water instructor to work with adults or young people with mental health issues following treatment for cancer. The project aims to provide targeted support to people with cognitive impairments and enable them to develop new skills through the challenge of water sports.
Garfield Weston Foundation - Main Grants award
£20,000	16/07/2021	Core Operating Costs Contribution
National Lottery Community Fund - Ark Floating Base Piling
£4,680	13/03/2020 1	The organisation will use the funding to replace the underwater piling of its floating base. This will help to keep the facility open and continue to provide sailing activities for people with ....more The organisation will use the funding to replace the underwater piling of its floating base. This will help to keep the facility open and continue to provide sailing activities for people with learning and physical disabilities.
Garfield Weston Foundation - Main Grants award
£8,000	15/08/2018	Sailing, canoeing and other water based activities for disadvantaged and disabled people.
National Lottery Community Fund - Ark Floating Base Extension
£10,000	21/02/2018 12	This project will improve the group's visitor base which is used by people with special needs for a range of aquatic and nature-based activities, enabling more people to access it.
The Clothworkers Foundation - Grant to Nancy Oldfield Trust
£9,000	30/06/2017	refurbishment of the slipping and mooring facilities for a charity which works with disabled people in Norfolk
Lloyds Bank Foundation - Grant to Nancy Oldfield Trust
£27,000	26/04/2013	The charity runs water based activities for disabled and disadvantaged people. With support they gain self esteem and confidence, an ability to work with others and deal with challenging situations, ....more The charity runs water based activities for disabled and disadvantaged people. With support they gain self esteem and confidence, an ability to work with others and deal with challenging situations, all of which they can use in their daily lives.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 45-74

DAVID LENNARD-JONES Appointed: 2016, Occupation: Retired

DIANE FLORENCE HARBER Appointed: 2014, Occupation: Director, Other trusteeship: ROTARY CLUB OF WROXHAM BURE VALLEY CHARITABLE TRUST FUND,

HILARY JAMES Appointed: 2020, Occupation: Retired, Other trusteeship: WORSTEAD & DISTRICT RIDING FOR THE DISABLED,

JOHN ASH Appointed: 2022, Occupation: Retired

JASPER COPPING Appointed: 2017, Occupation: Newspaper Executive

PETER HAWES Appointed: 2017, Occupation: Chairperson

SIMON GEORGE Appointed: 2017, Occupation: Finance Director

SIMON SMITH Appointed: 2018, Occupation: .

VAL KHAMBATTA Appointed: 2008, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 11/03/1998, number: 1068549
Registered at Companies House on 06/03/1998, number: 03523388

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 4 days late, AR18: 79 days late,

Main office

IRSTEAD ROAD
NEATISHEAD
NORWICH
NR12 8BJ

Objectives

)TO SUPPORT AND ASSIST PEOPLE WITH DISABILITIES BY THE PROVISION OR ASSISTANCE IN THE PROVISION OF FACILITIES FOR SAILING, CANOEING, BOATING AND OTHER WATER BASED ACTIVITIES TOGETHER WITH BIRDWATCHING, ENVIRONMENTAL STUDIES AND/OR OTHER RELATED ACTIVITIES WITH THE AIM OF IMPROVING AND ENHANCING THEIR LIFE EXPERIENCE.B)THE PROMOTION OF SOCIAL WELFARE BY THE PROVISION, OR ASSISTANCE IN THE PROVISION, OF FACILITIES FOR SAILING, CANOEING, BOATING AND OTHER WATER BASED ACTIVITIES TOGETHER WITH BIRDWATCHING, ENVIRONMENTAL STUDIES AND/OR OTHER RELATED ACTIVITIES FOR PERSONS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES.C)SUCH OTHER OBJECTS OR PURPOSES (WHETHER IN THE UNITED KINGDOM OR ELSEWHERE) BEING CHARITABLE OBJECTS OR PURPOSES ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED

Data Sources