Finance Score: 2

Governance Score: 0

Support Score: 4

Strong growth: +2
No PartB

No volunteer policy: -2
Good trustee age range: +3
Mainly male board: -1

Grant maker support: +4

Overall GiG Score: 6

FLEETWOOD TRUST

Our Vision - Empower the community of Fleetwood to make positive changeOur Values - INCLUDE - we will provide a space where everyone belongs, feels valued, respected and heard,CREATE - we will create opportunities for people to thrive and reach their full potential, CONNECT - we work with others to provide safe , high quality programmes

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been strong growth in spending since inception
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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?		£306	£96	£210	n/a	n/a	n/a	n/a	n/a	6
31/05/22		£188	£111	£76	n/a	n/a	n/a	n/a	n/a	6
31/05/21		£99	£67	£32	n/a	n/a	n/a	n/a	n/a	4
31/05/20		£458	£40	£417	n/a	n/a	n/a	n/a	n/a	10
31/05/19	*	£1,118	£20	£1,098	£13	£1,098	£1,098	650.7	0	0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

https://www.fleetwoodtrust.co.uk/

info@fleetwoodtrust.co.uk

07971121282

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training

GiG Classification

Other facilities management and maintenance

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Lancashire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
6 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
The Clothworkers Foundation - Grant to Fleetwood Trust
£35,000	25/05/2021	refurbishment to toilets facilities for a charity supporting disabled people in Lancashire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-80

RICHARD JAMES BARNES Appointed: 2020, Occupation: Head Teacher

ANDREW DAVID CHARLES Appointed: 2018, Occupation: Strategic Director

BRYAN OLSEN Appointed: 2019, Occupation: Retired

CANON ALFRED TERENCE HAYES Appointed: 2019, Occupation: Priest

DR MARK SPENCER Appointed: 2019, Occupation: General Practitioner

FRANK IDDON HEALD Appointed: 2018, Occupation: Chairman, Other trusteeships: MEN'S SHED FLEETWOOD CIO, THE RUSSELL HALDANE TRUST CIO,

JOHN JOSEPH FITZGERALD Appointed: 2019, Occupation: Director

LORD THOMAS MCNALLY (Chair) Appointed: 2019, Occupation: Member Of House Of Lords

MAUREEN LINDA BURNS OBE Appointed: 2019, Occupation: Retired

REBECCA MURDOCH Appointed: 2019, Occupation: Financial Consultant, Other trusteeships: MEN'S SHED FLEETWOOD CIO, THE RUSSELL HALDANE TRUST CIO,

Legal constitution

Charitable company registered in England & Wales on 22/01/2019, number: 1181679
Registered at Companies House on 09/05/2018, number: 11352453

Gift Aid

NOT 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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

5 returns made; AR19: 36 days late,

Main office

Fleetwood Trust office
Pharos St
Fleetwood
Lancs
FY7 6BE

Objectives

THE OBJECTS OF THE CHARITY, WHICH ARE FOR THE PUBLIC BENEFIT, ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:TO FURTHER OR BENEFIT THE RESIDENTS OF FLEETWOOD AND THE NEIGHBOURHOOD, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE 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 AND LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS;THE PROVISION OF HOUSING ACCOMMODATION FOR POOR, DISABLED OR AGED PERSONS;TO PROMOTE THE EDUCATION OF PERSONS WHO HAVE NEED OF SUCH EDUCATION AS THE TRUSTEES SHALL DETERMINE;THE RELIEF OF SICKNESS AND THE PRESERVATION OF HEALTH AMONG PEOPLE RESIDING PERMANENTLY OR TEMPORARILY IN FLEETWOOD AND THE SURROUNDING AREA;ANY OTHER CHARITABLE PURPOSE WITHIN THE LAW IN ENGLAND AND WALES WHICH SHALL BE SELECTED BY THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME.

Data Sources