Finance Score: -1

Governance Score: -1

Support Score: 6

Spending falling: -1
but now stabilising: +1
Volatile income -1
No PartB

Mainly male board: -1

Large volunteer base +3
Overall weighted support: +3

Overall GiG Score: 4

UPTON AND NORTH ELMSALL COMMUNITY FORUM

TO FURTHER OR BENEFIT THE RESIDENTS OF THE PARISH OF UPTON AND NORTH ELMSALL AND THE NEIGHBOURHOOD, BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS INA COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS FOR RESIDENTS

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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:

The Board is predominantly male

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently but spending has been maintained
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£22	£18	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£22	£13	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£28	£12	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£19	£14	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£24	£23	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£52	£53	£-1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 8 years
(12 years as a company)

unef21703@gmail.com

01977649317

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training

GiG Classification

Amusement and recreation services, incl holidays

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

City Of Wakefield,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Nova Wakefield - Grant to Upton and North Elmsall Community Forum
£9,182	11/11/2022	Grant for support to provide free,warm and welcoming spaces for residents across communities in the Wakefield District
Co-Operative Group - Grant to Upton and North Elmsall Community Forum (UNEF)
£6,860	15/11/2019	Despite funding withdrawals, we want to continue to provide a community library and learning centre, with free public computers and a café.
National Lottery Community Fund - Community Development
£9,632	13/12/2018 12	The project will use funding to hire a staff who will be responsible for volunteer recruitment and coordination, and the development and sustainability of a local centre. This will ensure the continued use of a community hub which offers various ....more The project will use funding to hire a staff who will be responsible for volunteer recruitment and coordination, and the development and sustainability of a local centre. This will ensure the continued use of a community hub which offers various support services.
Co-Operative Group - Grant to Upton and North Elmsall Community Forum (UNEF)
£6,210	19/11/2018	We want to continue to provide an ongoing vibrant and stimulating library service with book lending, public use computers and a cafe.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-79

ARTHUR MILES Appointed: 2016, Occupation: Dry Cleaner

ELEANOR BRADBURY Appointed: 2018, Occupation: Youth & Community Work Co-Ordinator

STEVEN PALLETT Appointed: 2013, Occupation: None

SHAUN MICHAEL HODSON Appointed: 2018, Occupation: Contracts Manager

LESLIE PALLETT Appointed: 2020, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 09/03/2017, number: 1171973
Registered at Companies House on 14/03/2012, number: 07990661

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

6 returns made; all on time

Main office

UNEF
UPTON LIBRARY
WAGGON LANE
UPTON
PONTEFRACT
WF9 1JS

Objectives

TO FURTHER OR BENEFIT THE RESIDENTS OF THE PARISH OF UPTON AND NORTH ELMSALL AND THE NEIGHBOURHOOD, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS

Data Sources

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