Finance Score: 3

Governance Score: 9

Support Score: 0

Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 12

THE WILF WARD FAMILY TRUST

The Trust delivers supported living, short breaks, residential care, direct payments support agencies and community domiciliary care services across Yorkshire for children, adults and older people. The Trust also provides vocational training and work placements through its cafe. The ethos of the organisation is to promote independence, choice and control for all people using its services.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

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
31/03/23	£22,780	£23,901	£-1,121	£0	£24,577	£24,322	12.2	820	0
31/03/22	£21,341	£20,463	£878	£0	£26,500	£26,263	15.4	793	0
31/03/21	£20,377	£19,074	£1,303	£0	£25,381	£25,163	15.8	805	0
31/03/20	£19,157	£18,262	£895	£0	£22,384	£22,224	14.6	782	1
31/03/19	£19,105	£18,698	£407	£0	£22,681	£22,637	14.5	832	1
31/03/18	£18,539	£18,452	£87	£0	£21,796	£21,774	14.2	891	0
31/03/17	£18,618	£18,168	£450	£0	£22,152	£22,132	14.6	917	0
31/03/16	£18,409	£17,765	£645	£0	£20,558	£20,540	13.9	964	0
31/03/15	£18,881	£18,099	£782	£14	£20,373	£20,360	13.5	624	0
31/03/14	£18,988	£18,357	£632	£15	£19,083	£19,079	12.5	648	0
31/03/13	£18,210	£17,391	£820	£15	£18,093	£18,063	12.5	632	0
31/03/12	£18,168	£17,796	£372	£14	£16,917	£16,887	11.4	628	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 10%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 12.2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.7

Asset Split ?

Established: 13 years

www.wilfward.org.uk

info@wilfward.org.uk

01751474740

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment

GiG Classification

Residential nursing care facilities

How it operates

Provides services

Where it operates

City Of York, East Riding Of Yorkshire, Leeds City, North Yorkshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

820 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-79

ALEXANDER ROYDON TRIGG Appointed: 2023, Occupation: Chartered Surveyor

ANDREW COURTNEY CHANG Appointed: 2023, Occupation: Non-Executive Director

ANNA ELIZABETH BOADEN Appointed: 2023, Occupation: Civil Servant

JUSTINE DAWN WALKER Appointed: 2021, Occupation: Solicitor

MARIANNE DAIRION BETTS Appointed: 2021, Occupation: Commercial Director

OLIVER EDWARD COLLING Appointed: 2023, Occupation: Management Consultant

HELEN MARIE BURKE Appointed: 2018, Occupation: Consultant

JOSEPHINE MARY MENNELL Appointed: 2020, Occupation: Retired, Other trusteeship: THE LITTLE HOUSE CHARITABLE TRUST,

PROFESSOR DIANNE MARIE WILLCOCKS (Chair) Appointed: 2019, Occupation: Leadership Consultant

Legal constitution

Charitable company registered in England & Wales on 22/03/2011, number: 1140852
Registered at Companies House on 17/03/2011, number: 07568318

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

12 returns made; all on time

Main office

WESTGATE HOUSE
5 WESTGATE
PICKERING
NORTH YORKSHIRE
YO18 8BA

Objectives

A) TO RELIEVE THE NEEDS AND PROMOTE, SUPPORT AND IMPROVE THE LIVES, INDEPENDENCE AND LIFE CHANCE OPPORTUNITIES FOR CHILDREN, ADULTS AND OLDER PEOPLE RESIDENT PRINCIPALLY IN THE YORKSHIRE AND HUMBER AND NORTH EAST REGIONS OR ELSEWHERE IN THE UNITED KINGDOM WHO AS A RESULT OF THEIR ILL HEALTH OR DISABILITY RELATING TO THEIR PHYSICAL, LEARNING OR MENTAL HEALTH REQUIREMENTS ARE UNABLE TO MEET THEIR OWN NEEDS OR ACHIEVE THEIR AMBITIONS BY PROVIDING THEM WITH SUPPORT OR CARE OR ACCOMMODATION OR ANY COMBINATION OF THESE;B) TO RELIEVE THE NEEDS AND PROMOTE THE ENABLEMENT OF ADULTS RESIDENT IN THAT GEOGRAPHICAL AREA WITH COMPLEX DISADVANTAGES OR BARRIERS TO WORK AND/OR WHO AS A RESULT OF THEIR ILL HEALTH OR DISABILITY RELATING TO THEIR PHYSICAL, LEARNING OR MENTAL HEALTH REQUIREMENTS ARE UNABLE TO MEET THEIR OWN NEEDS OR ACHIEVE THEIR AMBITIONS BY THE PROVISION OF:- WORK, EMPLOYMENT, OCCUPATIONS AND ACTIVITIES PROVIDED BY THE COMPANY OR AT ITS DIRECTION AND WITH ITS SUPPORT. - TRAINING AND ADVICE, AND ADVOCACY SERVICES;C) TO PROVIDE RELIEF TO CARERS THROUGHOUT THAT GEOGRAPHICAL AREA BY THE PROVISION OF APPROPRIATE RESIDENTIAL, SHORT BREAK, COMMUNITY SERVICES AND OTHER IDENTIFIED SUPPORT NEEDS FOR THE CHILD, ADULT OR OLDER PERSON WITH A DISABILITY;D) THE PROMOTION OF INDEPENDENCE, HEALTH, WELLBEING AND SOCIAL INCLUSION AMONGST PEOPLE IN THE SAME GEOGRAPHICAL AREA IN NEED OF SUPPORT BY REASON OF AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE BY THE PROVISION OF TRANSPORT, DELIVERY OF GOODS, OUTINGS AND SOCIAL TRIPS, DOMESTIC / HOUSEKEEPING TASKS AND ANY OTHER SIMILAR SERVICES AS DIRECTORS MAY FROM TIME TO TIME DETERMINE; ANDE) SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC OF THE SAME GEOGRAPHICAL AREA AS DIRECTORS MAY FROM TIME TO TIME DETERMINE.

Data Sources