Finance Score: 1

Governance Score: 1

Support Score: 4

Reasonable growth: +1
No PartB

No volunteer policy: -2
Gender balanced board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 6

WHALTON VILLAGE HALL TRUST

Provision and upkeep of Whalton Village Hall to maintain it as the centre of the village community with access for all types of use and events and by all local groups.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been reasonable growth in spending over the last 3 years relative to the previous period
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
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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

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	£34	£31	£4	n/a	n/a	n/a	n/a	n/a	10
30/04/22	£32	£23	£9	n/a	n/a	n/a	n/a	n/a	12
30/04/21	£24	£25	£-1	n/a	n/a	n/a	n/a	n/a	5
30/04/20	£41	£29	£12	n/a	n/a	n/a	n/a	n/a	4
30/04/19	£20	£17	£3	n/a	n/a	n/a	n/a	n/a	20
30/04/18	£26	£20	£6	£0	£0	£0	n/a	0	0
30/04/17	£20	£17	£3	£0	£0	£0	n/a	0	0
30/04/16	£19	£18	£1	£0	£0	£0	n/a	0	0
30/04/15	£23	£18	£5	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 10 years

www.whaltonvillage.org.uk

enquiries@whaltonvillage.org.uk

01670775206

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Recreation

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Northumberland,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
10 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
Community Foundation serving Tyne & Wear and Northumberland - Upgrade of furniture in village hall.
£3,485	05/06/2019	Upgrade of furniture in village hall.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

JAMIE THOMPSON Appointed: 2017

ANNA SILL Appointed: 2014

BEVERLEY WALES Appointed: 2014

JOHN RICHARD GRIX Appointed: 2014

JAMES ALEXANDER METCALF Appointed: 2022

KAREN LESLEY FENWICK Appointed: 2016

NICOLA ROBSON Appointed: 2017

RICHARD C B POTTER Appointed: 2014

STEPHEN JAMES TROBE (Chair) Appointed: 2014

TIMOTHY RICHARD PETRE STEPHENS NORTON Appointed: 2014

Legal constitution

Charity registered in England & Wales on 29/05/2014, number: 1157248

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal risk management policy and procedures
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

9 returns made; all on time

Main office

Village Hall
Whalton
MORPETH
Northumberland
NE61 3XA

Objectives

THE OBJECTS OF THE CIO(OBJECTS)ARE FOR THE BENEFIT OF THE INHABITANTS OF THE PARISH OF WHALTON AND THE SURROUNDING AREAS (AS DETERMINED BY THE TRUSTEES):3.1 TO PROVIDE FACILITIES, INCLUDING (BUT NOT RESTRICTED TO) THE PROVISION AND MAINTENANCE OF A VILLAGE HALL, FOR;3.1.1 MEETINGS, CLASSES AND CLUBS;AND3.1.2 RECREATION OR OTHER FORMS OF LEISURE TIME OCCUPATION;IN PARTICULAR, FOR INDIVIDUALS WHO HAVE NEED FOR SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE OR INFIRMITY OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS;3.2 TO ADVANCE THE EDUCATION OF CHILDREN AND OTHER PERSONS (INCLUDING THEIR ACADEMIC, SOCIAL AND PHYSICAL EDUCATION) THROUGH SUCH MEANS AS THE TRUSTEES THINK FIT IN ACCORDANCE WITH THE LAW OF CHARITY;AND3.3 FOR THE GENERAL PURPOSES OF SUCH CHARITABLE BODIES OR FOR SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES IN EACH CASE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

THE PARISH OF WHALTON AND THE SURROUNDING AREAS

Data Sources