Finance Score: -3

Governance Score: -8

Support Score: 8

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

Very static board: -5
All female board: -3

Large volunteers +5
Gov Income
Grant maker support: +3

Overall GiG Score: -3

WHEATLEY HOUSE MOVING FORWARD

We provide a venue for social inclusion for all residents of Wheatley Hill and guests, irrespective of age, race, religion, sexual orientation and sexuality.Activities include:- bingo, social evenings, meetings and training courses

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received Government grants
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
The Board is completely female
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

Established: 10 years

07856651564

Charity Commission for England and Wales

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	£2	£8	£-6	n/a	n/a	n/a	n/a	n/a	9
31/03/22	£8	£5	£4	n/a	n/a	n/a	n/a	n/a	10
31/03/21	£8	£5	£2	n/a	n/a	n/a	n/a	n/a	14
31/03/20	£5	£5	£0	n/a	n/a	n/a	n/a	n/a	15
31/03/19	£4	£3	£0	n/a	n/a	n/a	n/a	n/a	6
31/03/18	£6	£4	£2	£0	£0	£0	n/a	0	0
31/03/17	£3	£3	£0	£0	£0	£0	n/a	0	0
31/03/16	£8	£20	£-12	£0	£0	£0	n/a	0	0
31/03/15	£13	£2	£11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
General Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

How it operates

Provides buildings/facilities/open space

Where it operates

Durham,

Who it helps

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

Who works here?

Unknown number of employees
9 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.

Specific Donations

Amount	When Months	To be used for
County Durham Community Foundation - The Last Shift - 50 Years Without Our Pit
£5,000	13/02/2017	Towards a mining memorial statue.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

EILEEN BRIDDICK Appointed: 2013

FREDA COXON (Chair) Appointed: 2013, Occupation: Retired, Other trusteeship: WHEATLEY HILL COMMUNITY ASSOCIATION,

KATHLEEN FOSTER Appointed: 2013

Legal constitution

Charity registered in England & Wales on 20/01/2014, number: 1155406

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; all on time

Main office

2 BYRON STREET
WHEATLEY HILL
DURHAM
DH6 3LD

Objectives

THE OBJECTS OF THE CIO ARE TO ESTABLISH AND RUN A COMMUNITY BUILDING AND TO PROMOTE FOR THE BENEFIT OF THE INHABITANTS OF WHEATLEY HILL WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, AGE, DISABILITY, NATIONALITY, RACE OR POLITICAL, RELIGIOUS OR OTHER OPINIONS THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THE SAID INHABITANTS.

Data Sources