Finance Score: -5

Governance Score: 3

Support Score: 6

Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3

Large volunteers +3
Overall weighted support: +3

Overall GiG Score: 4

TOOLEY'S BOATYARD TRUST

The Trust aims to maintain Tooley's Boatyard as a working heritage centre of narrowboat maintenance and construction

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers
The Board appears to be dynamic in terms of composition

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
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

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

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
31/10/23?	£9,393	£23,287	£-13,894
30/09/22	£20,327	£15,587	£4,740
30/09/21?	£73,626	£40,545	£33,081
06/09/20	£32,387	£32,292	£95

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

To be confirmed

john@tooleysboatyardtrust.org

07831421175

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Oxfordshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who supports 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 Heritage Fund - Grant to Tooley's Boatyard Trust
£8,974	10/08/2022	The Future for Narrowboat Hardy
DCMS - The Old Forge (Tooley's Boatyard)
£22,500	09/11/2020	Emergency repair works to the roof, gutters and downpipes. Repointing to the east, west and south elevations. Repairs to the south and east elevation windows. Replacement railing

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

ANDREW MCHUGH Appointed: 2022, Occupation: Councillor

ANNA LOUISE TAYLOR Appointed: 2023

DANIEL HUGH CLACHER Appointed: 2019

DR CATHERINE SAFFIN Appointed: 2019

JOHN ERNEST SPRATT Appointed: 2019

JOHN ROGER MADDEN (Chair) Appointed: 2019

JONATHAN MARK WALTON Appointed: 2023

PAUL RODGERS Appointed: 2023

SIR FRANK JOHN DAVIES CBE Appointed: 2023

VERNA SMITH Appointed: 2021

Legal constitution

Charity registered in England & Wales on 07/03/2019, number: 1182371

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

4 returns made; all on time

Main office

47 SOUTH STREET
MIDDLE BARTON
CHIPPING NORTON
OX7 7BU

Objectives

1) TO ADVANCE THE EDUCATION OF THE PUBLIC BY ESTABLISHING TOOLEY’S BOATYARD AS A WORKING HERITAGE CENTRE OF NARROWBOAT MAINTENANCE AND CONSTRUCTION DESIGNED TO ENHANCE PUBLIC UNDERSTANDING OF NARROWBOATS AND CANAL LIFE AND THE KEY ROLE PLAYED BY BANBURY, AND TOOLEY’S BOATYARD IN PARTICULAR, IN THE HISTORY OF CANALS. 2) TO PRESERVE FOR THE PUBLIC BENEFIT TOOLEY’S BOATYARD AS A BUILDING OF HISTORIC INTEREST.