Finance Score: -2

Governance Score: 3

Support Score: 2

Accounts filed more than 5 days late: -2 times
No PartB

Good trustee age range: +3
Static board: -3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 3

WILLENHALL COMMUNITY HEALTH AND RESOURCE TRAINING CHARITABLE TRUST LIMITED

The main activities are to support the local residents and surrounding areas who are a population with a high rate of unemployment, ill-health, and deprivation. Our focus is Community Development acheived by encouraging services to centre for Adult Education, Sport & Fitness, Health & Well-being, Citizens Advice, our aim is to be a central point of information and leisure for the local community.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
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 age and gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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	*	£206	£168	£39	n/a	n/a	n/a	n/a	n/a	5
31/03/22		£216	£157	£60	n/a	n/a	n/a	n/a	n/a	6
31/03/21	*	£202	£111	£91	n/a	n/a	n/a	n/a	n/a	5
31/03/20		£109	£101	£8	n/a	n/a	n/a	n/a	n/a	2
31/03/19		£121	£122	£0	n/a	n/a	n/a	n/a	n/a	1
31/03/18		£118	£129	£-11	£0	£0	£0	n/a	0	0
31/03/17		£113	£92	£21	£0	£0	£0	n/a	0	0
31/03/16		£116	£123	£-7	£0	£0	£0	n/a	0	0
31/03/15		£163	£130	£33	£0	£0	£0	n/a	0	0
31/03/14	*	£136	£109	£27	£0	£0	£0	n/a	0	0
31/03/13		£147	£107	£40	£0	£0	£0	n/a	0	0
31/03/12		£102	£84	£18	£0	£0	£0	n/a	0	0
31/03/11		£83	£73	£9	£0	£0	£0	n/a	0	0
31/03/10	*	£79	£65	£14	£0	£0	£0	n/a	0	0
31/03/09		£70	£78	£-8	£0	£0	£0	n/a	0	0
31/03/08	*	£82	£89	£-7	£0	£0	£0	n/a	0	0
31/03/07		£124	£127	£-3	£0	£0	£0	n/a	0	0
31/03/06	*	£194	£214	£-20	£0	£0	£0	n/a	0	0
31/03/05		£176	£214	£-38	£0	£0	£0	n/a	0	0
31/03/04		£169	£138	£30	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 23 years

willenhallchart@hotmail.co.uk

01902 368199

Charity Commission for England and Wales

Listed activities

Amateur Sport
Animals
Disability
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
Religious Activities

GiG Classification

Sports activities

How it operates

Provides buildings/facilities/open space

Where it operates

Walsall,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
5 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
Heart Of England Community Foundation - Healthy Hearts / Healthy Minds
£1,900	22/03/2021	The grant will pay for fitness sessions three times a week for 12 weeks
Heart Of England Community Foundation - Grant to Willenhall Chart
£4,500	11/02/2021	Towards the cost of a telephone befriending service, and a cooked meal service, for vulnerable and isolated adults.
Heart Of England Community Foundation - Grant to Willenhall Chart
£3,000	22/04/2020 3	They are also proposing to collect prescriptions and deliver food parcels to those in need. They are based in a very deprived community and this will be much needed support.
The Foyle Foundation - Small Grants
£5,000	04/02/2020	towards the core costs of running the community centre during the yearend March 2021
Tudor Trust - Grant to Willenhall Chart Trust
£50,000	29/11/2013 24	over two years towards the development worker's salary at a community centre in Willenhall, West Midlands
Lloyds Bank Foundation - Grant to Willenhall Community Health & Resource Training Charitable Trust
£30,000	20/10/2011	the salaries of the part time Development Manager and Community Receptionist

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-70

DIANE COUGHLAN (Chair) Appointed: 2010, Occupation: Benefit Officer

JULIE COOPER Appointed: 2014, Occupation: Personnel Manager

MR ALAN WOOD Appointed: 2012, Occupation: Chartered Surveyor

RANJIT SINGH Appointed: 2003, Occupation: Self Employed

WAYNE PALMER Appointed: 2017, Occupation: Adminstration Manager

Legal constitution

Charitable company registered in England & Wales on 17/05/2001, number: 1086623
Registered at Companies House on 26/10/2000, number: 04096890

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
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; AR23: 7 days late, AR21: 7 days late, AR14: 36 days late, AR10: 10 days late, AR08: 182 days late, AR06: 37 days late,

Main office

Willenhall Chart Centre
19 Gomer Street
WILLENHALL
WV13 2NS

Objectives

TO ADVANCE ANY CHARITABLE PURPOSE OR PURPOSES WHICH WILL PROMOTE THE REGENERATION FOR THE PUBLIC BENEFIT OF THE AREA OF SOCIAL AND ECONOMIC DEPRIVATION KNOWN AS WILLENHALL SOUTH DESCRIBED IN THE SCHEDULE HERETO, WITHOUT DISTINCTION OF AGE, GENDER, RACE, POLITICAL OR RELIGIOUS OPINIONS OR SEXUAL PREFERENCES OR ORIENTATION, AND IN PARTICULAR:A) THE RELIEF OF POVERTY IN SUCH WAYS AS MAY BE THOUGHT FITB) THE RELIEF OF SICKNESS ILL-HEALTHC) THE RELIEF OF UNEMPLOYMENTD) THE ADVANCEMENT OF EDUCATION AND TRAINING E) THE PROVISION, MAINTENANCE AND IMPROVEMENT OF PUBLIC AMENITIESF) THE PROVISION OF RECREATIONAL FACILITIES IN THE INTERESTS OF SOCIAL WELFARE.

Defined Area of Benefit:

NOT DEFINED

Data Sources