Finance Score: 2

Governance Score: -1

Support Score: 4

Strong growth: +2
No PartB

Only 3 Trustees: -2
Good trustee age range: +3
Very static board: -5
Gender balanced board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 5

WORK-WISE FOUNDATION

Work-wise is an employer inspired and led initiative for science, technology, engineering, manufacturing and related sectors to support the development of young people so they have the knowledge, skills, aptitude and opportunities for employment within the Sheffield City Region

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 3 trustees
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

Established: 10 years

http://www.work-wise.co.uk

JOHN@WORK-WISE.CO.UK

01143498677

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
30/04/23	£282	£245	£37	n/a	n/a	n/a	n/a	n/a	70
30/04/22	£199	£184	£15	n/a	n/a	n/a	n/a	n/a	55
30/04/21	£98	£97	£2	n/a	n/a	n/a	n/a	n/a	35
30/04/20	£122	£114	£8	n/a	n/a	n/a	n/a	n/a	42
30/04/19	£117	£128	£-11	n/a	n/a	n/a	n/a	n/a	35
30/04/18	£138	£133	£5	£0	£0	£0	n/a	0	0
30/04/17	£127	£138	£-11	£0	£0	£0	n/a	0	0
30/04/16	£122	£116	£6	£0	£0	£0	n/a	0	0
30/04/15	£109	£107	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training

How it operates

Acts as an umbrella or resource body
Provides services

Where it operates

Barnsley, Derbyshire, Doncaster, Nottinghamshire, Rotherham, Sheffield City,

Who it helps

Children/Young People
Other Defined Groups

Who works here?

Unknown number of employees
70 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
National Lottery Community Fund - 'Get up to Speed' Summer Academy
£9,550	16/05/2019 12	The funding will provide summer employability and training events for young people, with the aim of teaching them skills to help gain employment.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-76

DAVID JOHN O'HARA Appointed: 2016, Occupation: Chartered Accountant, Other trusteeship: PENISTONE GRAMMAR SCHOOL FOUNDATION,

MR CHRSITOPHER PAUL HUDSON (Chair) Appointed: 2014, Occupation: Company Director

MARIE COOPER Appointed: 2016, Occupation: Finance Director, Other trusteeships: THE COMBINED CUTLERS COMPANY CHARITABLE TRUST, VULCAN TO THE SKY TRUST,

Legal constitution

Charitable company registered in England & Wales on 31/01/2014, number: 1155597
Registered at Companies House on 30/04/2013, number: 08511224

Gift Aid

Registered with HMRC for Gift Aid

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

9 returns made; all on time

Main office

White Rose Works
137 Carlisle Street
SHEFFIELD
S4 7LJ

Objectives

TO ACT AS A RESOURCE FOR YOUNG PEOPLE UP TO THE AGE OF 25, AND VULNERABLE ADULTS UP TO THE AGE OF 30, LIVING IN THE SHEFFIELD CITY REGION AND THE SURROUNDING AREA, BY PROVIDING ADVICE AND ASSISTANCE AND ORGANISING PROGRAMMES FOR EDUCATION AND TRAINING AND OTHER ACTIVITIES AS A MEANS OF: (A) ADVANCING IN LIFE AND HELPING YOUNG PEOPLE BY DEVELOPING THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS INDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS; (B) ADVANCING EDUCATION; (C)RELIEVING UNEMPLOYMENT; (D)PROVIDING RECREATIONAL AND LEISURE TIME ACTIVITY IN THE INTERESTS OF SOCIAL WELFARE FOR PEOPLE LIVING IN THE AREA OF BENEFIT WHO HAVE NEED BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES WITH A VIEW TO IMPROVING THE CONDITIONS OF LIFE OF SUCH PERSONS.

Defined Area of Benefit:

LOCAL

Data Sources