Finance Score: -8

Governance Score: 2

Support Score: 5

Accounts overdue -5
Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: -1

WARDENS TRUST

We are dedicated to the wellbeing of persons of any age who are or might be suffering from mental or physical disability, illness or disorder, and to assist them in their mental and spiritual welfare. We have a lovely 4.5 acre seaside site in Suffolk, with a Recreation Hall, 4 bedroom 12 bed Annexe and an Away Break Flat. With our Clients and Carers we are developing new arts-based therapies.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from multiple prominent grant makers recently
There has been strong growth in spending over the last 5 years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile and on several occasions in recent years less than spending

Established: 10 years

www.wardenstrust.org

wardensadmin@btinternet.com

01765603534

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
30/04/22		£55	£69	£-14	n/a	n/a	n/a	n/a	n/a	35
30/04/21		£70	£56	£14	n/a	n/a	n/a	n/a	n/a	4
30/04/20		£55	£69	£-14	n/a	n/a	n/a	n/a	n/a	4
30/04/19		£53	£66	£-14	n/a	n/a	n/a	n/a	n/a	3
30/04/18		£156	£58	£98	£0	£0	£0	n/a	0	7
30/04/17	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
30/04/16?		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0
04/04/15		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

What it does

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

Who works here?

35 volunteers

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

How it operates

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

Where it operates

Cambridgeshire, Essex, Norfolk, Suffolk,

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
Suffolk Community Foundation - Wardens Trust's Meals-on-Wheels
£5,011	27/01/2021 3	For the continuation of the 'Meals on Wheels' service provided by the organisation, this also helps reduce social isolation for vulnerable elderly people living alone.
Suffolk Community Foundation - Making Connections
£4,418	10/11/2020 5	To support the Making Connections programme.
Suffolk Community Foundation - COVID-19 Core funding support
£2,786	13/05/2020 3	Core funding for delivery under Covid 19.
Suffolk Community Foundation - Local Community Support
£3,555	06/04/2020 2	To enable meals and provisions to be delivered to those local older people in the Leiston area. Covid19
Suffolk Community Foundation - Salary costs
£10,000	20/12/2019	Towards salary costs of the House Manager.
Henry Smith Charity - Grant to Warden's Charitable Trust
£10,000	10/12/2019 12	towards one year's salary of the House Manager at a project providing support to disadvantaged people and people with disabilities, in Suffolk
Suffolk Community Foundation - New Bathing Facilities
£4,440	01/05/2019 12	Towards supporting new bathing facilities.
Suffolk Community Foundation - Turtle Song
£5,000	24/01/2019 3	To support Turtle Song - a partnership project supporting those with Dementia to write and perform a song.
Suffolk Community Foundation - SINGING THE BRAIN - music and movement for people with dementia
£4,992	14/12/2017 12	Towards a project called Singing the Brain - 20 sessions of movement and music for people with dementia and their carers.
Suffolk Community Foundation - Grant to Warden's Charitable Trust
£3,780	29/11/2017 12	To work with the local community to develop services and facilities as well as expanding brand recognition and service delivery.
Suffolk Community Foundation - Grant to Warden's Charitable Trust
£2,600	10/10/2017 11	To replace the wheelchair accessible transport.
Suffolk Community Foundation - Wardens Bathday
£2,500	05/05/2017	To assist with the costs of offering bathday and caring to frail, elderly local residents.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees:

CAROLINE ANN DENT Appointed: 2014, Occupation: None

DR ALEXANDER EDWARD STANFORD GIMSON FRCP (Chair) Appointed: 2014, Other trusteeship: WARDEN'S CHARITABLE TRUST,

GILES STIBBE Appointed: 2021, Occupation: None

WENDY LOUISE ORME Appointed: 2014, Occupation: None

ELIZABETH JACKMAN-GRAHAM Appointed: 2021

Legal constitution

Charitable company registered in England & Wales on 11/04/2014, number: 1156636
Registered at Companies House on 19/03/2014, number: 08948230

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

8 returns made; AR17: 27 days late,

Main office

The Wardens Trust
Wardens Hall
Sizewell
LEISTON
Suffolk
IP16 4UB

Objectives

(A) THE RELIEF OF PERSONS WHO ARE SUFFERING FROM MENTAL ILLNESS ARRESTED OR INCOMPLETE DEVELOPMENT OF MIND PSYCHOPATHIC DISORDER OR ANY OTHER DISORDERS OF THE MIND AND FROM PHYSICAL DISABILITY AND ILLNESS. (B) ADVANCEMENT OF EDUCATION AND THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION FOR YOUNG PERSONS WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE AND TO DEVELOP THEIR PHYSICAL MENTAL AND SPIRITUAL WELFARE. (C) SUCH CHARITABLE INSTITUTION OR INSTITUTIONS AT SUCH TIME OR TIMES AS THE TRUSTEES MAY DETERMINE.

Data Sources