Finance Score: -1

Governance Score: 6

Support Score: 10

Reasonable growth: +1
Deficit latest year: -2
No PartB

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

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 15

THE ORRELL TRUST

Community based activities to increase community capacity and tackle issues of deprivation. Current activities include working in partnership with St John & St James Church to develop their new community facility.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been reasonable growth in spending 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
The Board appears to be well diversified in terms of age and gender

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 was lower than spending in the latest year

Established: 21 years

www.theorrelltrust.co.uk

manager@theorrelltrust.co.uk

0151 933 2116

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
30/04/23		£106	£124	£-18	n/a	n/a	n/a	n/a	n/a	25
30/04/22		£102	£96	£7	n/a	n/a	n/a	n/a	n/a	24
30/04/21		£113	£60	£53	n/a	n/a	n/a	n/a	n/a	20
30/04/20		£82	£73	£9	n/a	n/a	n/a	n/a	n/a	34
30/04/19		£88	£69	£18	n/a	n/a	n/a	n/a	n/a	35
30/04/18		£67	£81	£-14	£0	£0	£0	n/a	0	0
30/04/17		£52	£38	£15	£0	£0	£0	n/a	0	0
30/04/16		£56	£11	£45	£0	£0	£0	n/a	0	0
30/04/15		£0	£0	£0	£0	£0	£0	n/a	0	0
30/04/14		£2	£4	£-2	£0	£0	£0	n/a	0	0
30/04/13	*	£1	£0	£1	£0	£0	£0	n/a	0	0
30/04/12	*	£1	£3	£-3	£0	£0	£0	n/a	0	0
30/04/11		£5	£2	£3	£0	£0	£0	n/a	0	0
30/04/10		£3	£5	£-2	£0	£0	£0	n/a	0	0
30/04/09		£5	£6	£-1	£0	£0	£0	n/a	0	0
30/04/08		£5	£12	£-7	£0	£0	£0	n/a	0	0
30/04/07		£16	£9	£8	£0	£0	£0	n/a	0	0
30/04/06	*	£31	£46	£-15	£0	£0	£0	n/a	0	0
30/04/05		£76	£73	£4	£0	£0	£0	n/a	0	0
30/04/04	*	£83	£86	£-3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Other charitable activities
Provides services

Where it operates

Liverpool City, Sefton,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

Unknown number of employees
25 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.

Major supporters in last 5 years

National Lottery Community Fund	£215,885
Tudor Trust	£92,000
John Moores Foundation	£14,741

Specific Donations

Amount	When Months	To be used for
John Moores Foundation - Grant to The Orrell Trust
£14,741	01/02/2024	Towards the salary of the CEO
National Lottery Community Fund - The Orrell Trust
£187,490	19/03/2021 35	The organisation aims to reduce isolation and provide support and opportunities for the elderly people with disabilities as well as local children and young people. They offer inclusive and people ....more The organisation aims to reduce isolation and provide support and opportunities for the elderly people with disabilities as well as local children and young people. They offer inclusive and people led activities for beneficiaries. Funding will go towards core costs enabling the continuation and development of the project.
Tudor Trust - Grant to Orrell Trust
£2,000	25/01/2021	as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
National Lottery Community Fund - The Orrell Trust recovery after Covid-19
£13,198	13/11/2020 5	The funding will be used revive project work that includes a social group for young disabled adults aged 18-30 years a social group for over 55’s and a memory café for people living with dementia ....more The funding will be used revive project work that includes a social group for young disabled adults aged 18-30 years a social group for over 55’s and a memory café for people living with dementia as well as their family and friends.
National Lottery Community Fund - Orrell Trust
£15,197	04/05/2020 5	The organisation will deliver support to vulnerable people particularly younger disabled and older people who face challenges due to age isolation and disability. They will provide advice shopping ....more The organisation will deliver support to vulnerable people particularly younger disabled and older people who face challenges due to age isolation and disability. They will provide advice shopping and prescription delivery telephone befriending and morale boosting support with individuals and groups. These services respond to the COVID-19 crisis as the centre based activities are not possible due to lockdown.
Tudor Trust - Grant to Orrell Trust
£90,000	08/08/2019 36	over three years as continuation funding towards the centre manager's salary at a faith-based community organisation in Bootle
Tudor Trust - Grant to Orrell Trust
£104,000	04/11/2016 36	over three years towards the centre manager's salary at a faith-based community organisation in Bootle

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-73

CHRISTOPHER JONES Appointed: 2023, Occupation: Finance Integration Manager

DENNIS TYRRELL Appointed: 2018, Occupation: Wood Machinist

JOHN FORREST (Chair) Appointed: 2015, Occupation: Civil Servant

LINDA JANE HEATON Appointed: 2007, Occupation: Consultant

LORRAINE WEBB Appointed: 2014, Occupation: Charity Worker

REV ANDREW STOTT Appointed: 2018, Occupation: Reverend

REV ALAN FINCH Appointed: 2020, Occupation: Accountant

REV RAVINDER SANGRA Appointed: 2023, Occupation: Vicar

SUSAN MARGARET GREEN Appointed: 2014, Occupation: Retired Teacher

Legal constitution

Charitable company registered in England & Wales on 17/03/2003, number: 1096549
Registered at Companies House on 25/04/2002, number: 04425137

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR13: 93 days late, AR12: 109 days late, AR06: 23 days late, AR04: 30 days late,

Main office

c/o St John & St James Church
71 Bailey Drive
Bootle
L20 6EX

Objectives

THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION AND IN PARTICULAR IN ORRELL BOOTLE IN MERSEYSIDE BY ALL OR ANY OF THE FOLLOWING MEANS:A) THE RELIEF OF POVERTYB) THE ADVANCEMENT OF EDUCATION IN ACCORDANCE WITH CHRISTIAN PRINCIPLES BY SUCH MEANS AS THE TRUSTEES MAY CONSIDER APPROPRIATE INCLUDING BY MEANS OF ESTABLISHING AND OPERATING ANY EDUCATIONAL ESTABLISHMENT OR ESTABLISHMENTS IN ORRELL BOOTLE AFORESAID AS THE TRUSTEES MAY FROM TIME TO TIME THINK FITC) THE PROVISION AND MANAGEMENT OF FACILITIES FOR RECREATIONAL AND OTHER LEISURE-TIME OCCUPATIONS IN ACCORDANCE WITH CHRISTIAN VALUES IN THE INTERESTS OF SOCIAL WELFARE FOR PERSONS WHO HAVE NEED BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES AND WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFED) THE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED AND THE IMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR IN CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING ANY LOCAL AUTHORITIES OR OTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSINGE) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES

Defined Area of Benefit:

ORRELL, BOOTLE, MERSEYSIDE.

Data Sources