Finance Score: -3

Governance Score: 2

Support Score: 0

Spending declining: -1
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

ACTION FOR ULNES WALTON

ACTIVIES FOR YEAR 07/08 INCLUDED FLY TYING COURSE AND PLANTING OF A FRUIT AND NUT HEDGE TO PROVIDE A WILD-LIFE HABITAT AND ALSO A WILLOW ARBOUR BENCH FOR PEOPLE TO ENJOY. WE HAVE ALSO BEEN WORKING ON WALKING LEAFLETS TO PROVIDE BOTH LOCALS AND VISITORS WITH CIRCULAR ROUTES THEY MAY WISH TO TAKE THROUGH OUR COUNTRYSIDE. WE ALSO HELD A BREATHING PLACES OPEN DAY AND TOOK PART IN THE VILLAGE GALA DAY

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

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
Spending is declining
On several occasions in recent years income has been 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
31/08/23		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/22		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/19		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/08/18		£0	£0	£0	£0	£0	£0	n/a	0
31/08/17		£0	£3	£-3	£0	£0	£0	n/a	0
31/08/16		£6	£0	£6	£0	£0	£0	n/a	0
31/08/15		£0	£0	£0	£0	£0	£0	n/a	0
31/08/14		£0	£0	£0	£0	£0	£0	n/a	0
31/08/13		£0	£0	£0	£0	£0	£0	n/a	0
31/08/12		£0	£2	£-1	£0	£0	£0	n/a	0
31/08/11		£3	£3	£1	£0	£0	£0	n/a	0
31/08/10	*	£0	£1	£-1	£0	£0	£0	n/a	0
31/08/09		£2	£2	£0	£0	£0	£0	n/a	0
31/08/08		£1	£4	£-3	£0	£0	£0	n/a	0
31/08/07	*	£6	£14	£-8	£0	£0	£0	n/a	0
31/08/06		£13	£4	£8	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 18 years

01772452782

Charity Commission for England and Wales

Listed activities

Amateur Sport
Education/Training
Environment/Conservation/Heritage

GiG Classification

Community services

How it operates

Other charitable activities

Where it operates

Lancashire,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

HUGH JAMES SLOAN Appointed: 2016, Other trusteeship: PETER LATHOM (INCLUDING THE LATHOM EDUCATIONAL FOUNDATION),

MARK FREDERICK COOKSON

MR JIM COAN, Other trusteeship: ULNES-WALTON CHARITABLE FUND,

MRS PAM SLOAN, Other trusteeship: PETER LATHOM (INCLUDING THE LATHOM EDUCATIONAL FOUNDATION),

PAULINE ANNE COAN (Chair)

Legal constitution

Charity registered in England & Wales on 30/01/2006, number: 1112864

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management
Volunteer management

Filing Record

18 returns made; AR10: 203 days late, AR07: 15 days late,

Main office

LEVER EDGE
ULNES WALTON LANE
LEYLAND
PR26 8LU

Objectives

(I) FOR THE BENEFIT OF THE INHABITANTS OF ULNES WALTON AND SURROUNDING AREAS, (WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR POLITICAL, RELIGIOUS OR OTHER OPINIONS) BY ASSOCIATION WITH LOCAL AUTHORITIES, VOLUNTARY ORGANISATIONS AND INHABITANTS IN A COMMON EFFORT, PRIMARILY BUT NOT EXCLUSIVELY, BY THE ADVANCEMENT OF EDUCATION, THE PROMOTION, PROTECTION, PRESERVATION AND IMPROVEMENT OF THE NATURAL AND BUILT ENVIRONMENT; AND (II) BY THE PROVISION OR ASSISTANCE IN THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATIONS WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THE SAID INHABITANTS.HARITABLE PURPOSE WHICH THE COMPANY SHALL CONSIDER CALCULATED TO PROMOTE ITS OBJECTS OR ANY OF THEM.(D) ADVANCE GRANTS AND SCHOLARSHIPS TO SUITABLE QUALIFIED STUDENTS TO UNDERTAKE RESEARCH.

Defined Area of Benefit:

ULNES WALTON AND SURROUNDING AREAS

Data Sources