Finance Score: 1

Governance Score: -6

Support Score: 3

Reasonable growth: +1

No volunteer policy: -2
No conflicts policy: -1
Narrow trustee age band: -2
Mainly male board: -1

Grant maker support: +3

Overall GiG Score: -2

WALTON FIRS FOUNDATION

To hold, improve & maintain the Walton Firs Activity Centre in Cobham, Surrey, for the use, education & enjoyment of continuing generations of young people. In operating the Activity Centre the intention is to provide outdoor, educational and training activity facilities for all groups of young people.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates most of its income
There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is predominantly male
The Board has little diversity in terms of age

Established: 18 years

www.waltonfirs.co.uk

info@waltonfirs.co.uk

0333 1220000

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
31/01/23		£636	£552	£84	£10	£1,807	£213	4.6	18	50
31/01/22	*	£459	£403	£56	n/a	n/a	n/a	n/a	n/a	50
31/01/21		£391	£330	£60	n/a	n/a	n/a	n/a	n/a	50
31/01/20		£556	£419	£137	£0	£1,607	£237	6.8	9	70
31/01/19		£598	£363	£235	£0	£1,470	£94	3.1	8	70
31/01/18		£362	£334	£28	£0	£0	£0	n/a	0	0
31/01/17		£284	£247	£36	£0	£0	£0	n/a	0	0
31/01/16		£399	£314	£85	£0	£0	£0	n/a	0	0
31/01/15		£303	£283	£19	£0	£0	£0	n/a	0	0
31/01/14		£281	£288	£-7	£0	£0	£0	n/a	0	0
31/01/13		£277	£240	£37	£0	£0	£0	n/a	0	0
31/01/12		£325	£233	£92	£0	£0	£0	n/a	0	0
31/01/11		£236	£174	£62	£0	£0	£0	n/a	0	0
31/01/10		£236	£174	£62	£0	£0	£0	n/a	0	0
31/01/09?		£465	£76	£389	£0	£0	£0	n/a	0	0
31/03/08		£189	£17	£172	£0	£0	£0	n/a	0	0
31/03/07		£296	£7	£290	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 12%
Reserves/Spending: 4.6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.7

Asset Split ?

Listed activities

Amateur Sport
Education/Training

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Surrey,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

18 employees
50 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	£9,999
Sport England	£5,000
Community Foundation for Surrey	£4,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Walton Firs Activity Centre
£9,999	20/10/2020 6	The funding will be used to secure the future of this activity centre that provides outdoor education for children and young people. The project will help to offset the loss of income from ....more The funding will be used to secure the future of this activity centre that provides outdoor education for children and young people. The project will help to offset the loss of income from cancellation/postponement of bookings for the 2020 season due to the corona virus epidemic.
Community Foundation for Surrey - Funding to stabilise an established charity supporting disadvantaged young people
£4,000	16/07/2020	Funding to stabilise an established charity supporting disadvantaged young people
Sport England - COVID-19 CEF
£5,000	15/06/2020 4	Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Sport participation and capacity ....more Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Sport participation and capacity building
National Lottery Community Fund - High Ropes Course
£10,000	23/08/2018 12	The funding will be used to install a high ropes course within their campsite. The project aims to develop their onsite facilities for the many community groups who use their site.
Community Foundation for Surrey - High Ropes Course
£60,000	02/07/2018 4	Funding for creation of a High Ropes course at an outdoor activity centre.
Community Foundation for Surrey - Accommodation Pods
£24,560	30/01/2018 7	Purchase of wooden pods to provide sheltered accommodation for visiting youth groups.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 65-77

ALAN CHARLES PARKER CBE Appointed: 2022, Other trusteeships: EDINBURGH TRUST NO2 ACCOUNT, THE ESHER AND DISTRICT CITIZENS ADVICE BUREAU,

ANDREW MALCOLM WEBSTER Appointed: 2022, Occupation: Retired

DAVID LESLIE GARDNER Appointed: 2007, Occupation: Director

DAVID LEWIS Appointed: 2018, Occupation: Elmbridge Borough Councillor, Other trusteeship: THE SHELL PENSIONERS BENEVOLENT ASSOCIATION,

DR BENITA MIDDLETON Appointed: 2015, Occupation: Director, Other trusteeships: Boidier Hurst Scout Campsite, SURREY COUNTY SCOUT COUNCIL,

GEOFFREY BERNARD CARD Appointed: 2011, Occupation: Chartered Civil Engineer

ROBERT PERCY WOOLFORD (Chair) Appointed: 2006, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 20/04/2006, number: 1113830
Registered at Companies House on 02/02/2006, number: 05695208

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds 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

Filing Record

17 returns made; AR22: 21 days late,

Main office

DIXCART HOUSE
ADDLESTONE ROAD
BOURNE BUSINESS PARK
ADDLESTONE
SURREY
KT15 2LE

Objectives

TO ACQUIRE, HOLD, IMPROVE AND MAINTAIN THE PROPERTY AMOUNTING TO APPROXIMATELY 27 ACRES AT COBHAM, SURREY, PRESENTLY KNOWN AND USED AS WALTON FIRS SCOUT CAMP SITE FOR THE USE OF YOUNG PEOPLE AND THROUGH THEIR LEISURE TIME ACTIVITIES, TO DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPABILITIES, THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED AND IN FURTHERANCE OF THAT OBJECT, TO PROVIDE AT THE WALTON FIRS SITE, A CENTRE FOR MEETINGS AND OTHER FORMS OF LEISURE TIME OCCUPATION FOR THE BENEFIT OF YOUNG PERSONS

Defined Area of Benefit:

COBHAM

Data Sources