Finance Score: 5

Governance Score: 1

Support Score: 10

Future income +5
No PartB

Narrow trustee age band: -2
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +7

Overall GiG Score: 16

CASTLEFORD HERITAGE TRUST

The Trust promotes the rich heritage and culture of Castleford through festivals, exhibitions, education projects and events. It also works in partnership with other organisations and the local authority to deliver major regeneration projects.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£270	£196	£74	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£222	£169	£53	n/a	n/a	n/a	n/a	n/a	n/a
?31/03/21		£220	£124	£96	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£154	£189	£-35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£298	£190	£108	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£219	£123	£96	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£158	£109	£49	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£110	£110	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£156	£133	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£186	£131	£55	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£137	£140	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£74	£85	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£94	£85	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£131	£116	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	*	£193	£144	£50	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£50	£63	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£24	£37	£-13	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 18 years
(20 years as a company)

www.castlefordheritagetrust.org.uk

info@castlefordheritagetrust.org.uk

01977556741

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

City Of Wakefield,

Who it helps

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

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£232,646
Power to Change	£10,000
DCMS	£10,000
Nova Wakefield	£3,188

Specific Donations

Amount	When Months	To be used for
Nova Wakefield - Grant to Castleford Heritage Trust
£3,188	30/04/2023	Training 10 new Menopause First Aider’s from VCSE organisations to deliver a Menohealth menopause support programme for individuals across the Wakefield District
National Lottery Community Fund - The Castleford Together Project
£232,646	22/07/2022 36	The funding will help to deliver a programme of cultural and local interest projects aimed at bringing the community of Castleford together over three years. The project will focus on community cohesion well-being and pride in the local area ....more The funding will help to deliver a programme of cultural and local interest projects aimed at bringing the community of Castleford together over three years. The project will focus on community cohesion well-being and pride in the local area celebrating the people of Castleford and developing a range of activities for the whole community in Queen’s Mill in the centre of Castleford.
Power to Change - C-19 CCLORS - Castleford Heritage Trust
£10,000	15/10/2020	Grant to C-19 CCLORS - Castleford Heritage Trust
DCMS - Coronavirus Community Support Fund
£10,000	22/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Social Wellbeing in Castleford
£10,000	04/10/2018 12	The group will provide social activities for older people in the community with the aim of reducing isolation and improving wellbeing.
Power to Change - Castleford Heritage Trust
£267,617	19/12/2016 32	Grant to Castleford Heritage Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-73

CLLR ANTHONY RAE WALLIS, Occupation: Lab Technician

DAVID WILDERS Appointed: 2005, Occupation: Retired

JOHN MORRISON Appointed: 2014, Occupation: Finance Manager

JOHN MUNDAY Appointed: 2012, Occupation: Consultant Pharmacist

JANE WALTON Appointed: 2014, Occupation: Director

JOHN BELL Appointed: 2023, Occupation: Retired

MARGARET MARY CLARISSA ANDREWS Appointed: 2010, Occupation: Solicitor

MARK BURNS-WILLIAMSON OBE, Occupation: Crime Commissioner

KAREN TAIT Appointed: 2022, Occupation: Engagement Specialist - Environment Agency

Legal constitution

Charitable company registered in England & Wales on 12/09/2006, number: 1116099
Registered at Companies House on 07/01/2004, number: 05009303

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

17 returns made; AR09: 1 days late,

Main office

Castleford Heritage Trust
Queens Mill
Aire Street
CASTLEFORD
WF10 1JL

Objectives

THE ADVANCEMENT OF PUBLIC EDUCATION IN THE HISTORY OF CASTLEFORD AND THE SURROUNDING DISTRICTS, INCLUDING THE SUPPORT OF LOCAL REGENERATION PROJECTS. TO FURTHER OR BENEFIT THE RESIDENTS OF CASTLEFORD AND THE NEIGHBOURHOOD, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION, WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS.

Defined Area of Benefit:

CASTLEFORD AND ITS ENVIRONS

Data Sources

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