Finance Score: -8

Governance Score: 6

Support Score: 3

Liabilities <10%: +3
Spending falling: -1
Multiple Deficits and declines: -5
Fundraising costs high: -5

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

Gov Income
Grant maker support: +3

Overall GiG Score: 1

WILLOW FOUNDATION

Willow supports seriously ill 16 to 40 year olds throughout the UK to get more out of life by providing unique and unforgettable Special Days and Special Treats. For some it gives a positive focus away from diagnosis and treatment and may be a final chance to create lasting memories. For others it marks recovery, boosting confidence and providing motivation to move forward with their lives.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending
Fundraising costs are extremely high relative to funds raised

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
31/12/22		£2,856	£2,727	£129	£1,673	£2,740	£2,575	11.3	38	150
31/12/21		£2,253	£2,230	£23	£1,406	£3,075	£2,941	15.8	37	100
31/12/20		£2,173	£2,065	£108	£1,277	£2,790	£2,507	14.6	40	100
31/12/19		£3,438	£3,598	£-160	£2,075	£2,463	£2,288	7.6	46	150
31/12/18	*	£4,141	£4,290	£-149	£2,693	£2,324	£2,321	6.5	42	250
31/12/17		£4,556	£4,559	£-4	£2,671	£2,614	£2,608	6.9	47	0
31/12/16		£4,287	£4,855	£-568	£2,954	£2,927	£2,912	7.2	78	0
31/12/15	*	£2,415	£2,553	£-138	£1,191	£2,959	£2,867	13.5	45	0
31/12/14		£2,152	£2,239	£-88	£871	£2,793	£2,789	14.9	35	0
31/12/13		£2,316	£2,432	£-116	£1,208	£2,754	£2,751	13.6	28	0
31/12/12		£2,109	£2,165	£-55	£1,072	£2,743	£2,737	15.2	30	0
31/12/11		£2,929	£3,139	£-210	£1,259	£2,688	£2,679	10.2	33	0
31/12/10		£2,481	£2,880	£-399	£1,083	£3,017	£2,995	12.5	34	0
31/12/09		£2,436	£2,557	£-121	£909	£3,261	£3,243	15.2	31	0
31/12/08		£2,942	£3,115	£-173	£958	£3,147	£3,146	12.1	28	0
31/12/07		£3,472	£2,602	£871	£909	£3,707	£3,595	16.6	22	0
31/12/06		£1,421	£1,850	£-429	£0	£0	£0	n/a	0	0
31/12/05		£1,503	£1,229	£274	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 106.3%
Fundraising Costs/Total Spending: 61.9%
Senior Staff Costs/Total Spending: 7%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 9%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 11.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8

Asset Split ?

Established: 19 years

www.willowfoundation.org.uk

info@willowfoundation.org.uk

01707259777

Charity Commission for England and Wales

Tweets

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for young people

How it operates

Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
People With Disabilities

Who works here?

38 employees
150 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 38-68

MARTIN JOHN RYAN Appointed: 2020, Occupation: Group Chief Operating Officer Tpicap

PAUL PHEDON Appointed: 2023, Occupation: Chief Executive

DAVID WADDINGTON MA RAF Appointed: 2015, Occupation: Management Consultant

ELENA CIALLIE Appointed: 2017, Occupation: Independent Advisor

GLYN DEREK TAYLOR Appointed: 2019, Occupation: Solicitor

NICK ALDRIDGE Appointed: 2015, Occupation: Company Director

RACHEL HELEN SARAH JONES Appointed: 2015, Occupation: Fundraiser

STEWART BENNETT Appointed: 2013, Occupation: Corporate Finance Adviser

VANESSA STEEL Appointed: 2021, Occupation: Head Of Events & Engagement, Other trusteeship: FELINE FRIENDS LONDON,

RICHARD KING (Chair) Appointed: 2009, Occupation: Partner, Other trusteeship: FARESHARE,

Legal constitution

Charitable company registered in England & Wales on 12/11/2004, number: 1106746
Registered at Companies House on 16/08/2004, number: 05207070

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

18 returns made; AR18: 13 days late, AR15: 31 days late,

Main office

Willow
Gate House
Fretherne Road
WELWYN GARDEN CITY
AL8 6NS

Objectives

THE RELIEF OF YOUNG PERSONS BETWEEN THE AGES OF 16 AND 40 AND OTHERS IN THE COMMUNITY WHO ARE SUFFERING FROM SERIOUS ILLNESS OR HANDICAP BY THE FUNDING AND THE PROVISION OF FACILITIES WHICH ENHANCE THE QUALITY OF LIFE OF SUCH PERSONS.

Defined Area of Benefit:

UNITED KINGDOM

Data Sources