Finance Score: 3

Governance Score: 6

Support Score: 0

Liabilities <10%: +3
Excess reserves: -2
Pension deficit: -1
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 9

HOUSING PATHWAYS TRUST

Pathways Trust provides relief for persons in need, hardship or distress resident in our areas of benefit.In Ealing we provide housing for older people; manage allotments and make grants to local voluntary and community groups which benefit people.In Brentford we award grants to voluntary and community organisations engaged in appropriate work.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,998,694 available, equivalent to 28 months of spending and so may not be able to utilise additional funding
There is a pension deficit of £154,000

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
31/03/23	£2,419	£2,155	£264	£98	£21,711	£4,999	27.8	7
31/03/22	£1,560	£1,205	£356	£183	£16,049	£4,785	47.7	10
31/03/21	£1,443	£1,314	£129	£158	£14,747	£4,207	38.4	11
31/03/20	£1,370	£1,240	£130	£0	£12,562	£3,748	36.3	0
31/03/19	£1,330	£1,304	£26	£0	£12,559	£3,576	32.9	0
31/03/18	£1,294	£1,813	£-519	£0	£12,488	£4,837	32	0
31/03/17	£1,247	£1,398	£-151	£0	£13,076	£5,402	46.4	0
31/03/16	£1,371	£1,030	£341	£0	£12,537	£5,088	59.3	11
31/03/15	£1,557	£1,152	£405	£9	£8,555	£2,331	24.3	12
31/03/14	£1,041	£1,397	£-356	£19	£8,077	£2,009	17.3	0
31/03/13	£989	£1,110	£-121	£15	£8,255	£1,925	20.8	2
31/03/12	£930	£1,191	£-260	£1	£7,859	£1,962	19.8	8
31/03/11	£1,130	£972	£158	£6	£6,407	£1,874	23.1	9
31/03/10	£1,001	£929	£72	£2	£6,008	£1,822	23.5	10
31/03/09	£945	£874	£70	£10	£5,360	£1,604	22	5
31/03/08	£756	£756	£-1	£2	£5,553	£1,265	20.1	6
31/03/07	£756	£756	£-1	£7	£5,553	£1,265	20.1	4
31/03/06	£752	£629	£122	£0	£0	£0	n/a	0
31/03/05	£488	£627	£-139	£0	£0	£0	n/a	0
31/03/04	£262	£290	£-29	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6.6%
Fundraising Costs/Total Spending: 5.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 87%
Unrestricted Funds/Total Funds: 23%
Reserves/Spending: 27.8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 2.8

Asset Split ?

Established: 62 years

www.yourpathways.org.uk

info@yourpathways.org.uk

02085797411

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
General Charitable Purposes
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides buildings/facilities/open space

Where it operates

Ealing, Hounslow,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies

Who works here?

7 employees

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 Earl of Northampton's Charity - Grant to Housing Pathways Trust
£2,000	29/11/2023	Annual Grant to Jubilee Trust Almshouses - 2023/2024.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees:

TYICA RILEY Appointed: 2023, Other trusteeships: KING GEORGE V MEMORIAL HOUSES, THE EDUCATIONAL FOUNDATION OF FRANCIS COURTNEY, HOUSING PATHWAYS,

ALISON PEGG Appointed: 2024, Other trusteeships: KING GEORGE V MEMORIAL HOUSES, THE EDUCATIONAL FOUNDATION OF FRANCIS COURTNEY, HOUSING PATHWAYS, NORTHFIELDS COMMUNITY LIBRARY,

FIONA HOWIE Appointed: 2023, Other trusteeships: KING GEORGE V MEMORIAL HOUSES, THE EDUCATIONAL FOUNDATION OF FRANCIS COURTNEY, HOUSING PATHWAYS,

JOSHUA JOHN BRAMWELL REDDAWAY Appointed: 2022, Other trusteeships: KING GEORGE V MEMORIAL HOUSES, THE EDUCATIONAL FOUNDATION OF FRANCIS COURTNEY, HOUSING PATHWAYS,

REV MARK PETER MELLUISH (Chair) Appointed: 2019, Other trusteeships: KING GEORGE V MEMORIAL HOUSES, HOUSING PATHWAYS,

ANDREA JOSEPH Appointed: 2020, Occupation: Head Of Investment Planning, Other trusteeships: KING GEORGE V MEMORIAL HOUSES, THE EDUCATIONAL FOUNDATION OF FRANCIS COURTNEY, HOUSING PATHWAYS,

ISABELLA ROSSI Appointed: 2019, Occupation: Surveyor, Other trusteeships: KING GEORGE V MEMORIAL HOUSES, THE EDUCATIONAL FOUNDATION OF FRANCIS COURTNEY, HOUSING PATHWAYS,

Legal constitution

Charity registered in England & Wales on 02/11/1962, number: 211053

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

Linked charity: WILLIAM ADAIR
Linked charity: WILLIAM ADAIR
Linked charity: ELIZABETH BARNE
Linked charity: ELIZABETH BARNE
Linked charity: JOHN BOWMAN (SHARE)
Linked charity: JOHN BOWMAN (SHARE)
Linked charity: EALING ALMSHOUSES
Linked charity: EALING ALMSHOUSES
Linked charity: EALING DEAN COMMON ALLOTMENTS
Linked charity: EALING DEAN COMMON ALLOTMENTS
Linked charity: JONATHAN GURNELL (EXCLUDING EDUCATIONAL CHARITY)
Linked charity: JONATHAN GURNELL (EXCLUDING EDUCATIONAL CHARITY)
Linked charity: HANNAH HARMAN
Linked charity: HANNAH HARMAN
Linked charity: THOMAS DENISON LEWIS
Linked charity: THOMAS DENISON LEWIS
Linked charity: HENRY YORK (EXCLUSIVE OF THE EDUCATIONAL FOUNDATION OF HENRY YORK)
Linked charity: HENRY YORK (EXCLUSIVE OF THE EDUCATIONAL FOUNDATION OF HENRY YORK)
Linked charity: EDWARD VAUGHAN
Linked charity: EDWARD VAUGHAN
Linked charity: RICHARD TAYLOR (SHARE)
Linked charity: RICHARD TAYLOR (SHARE)
Linked charity: EDWARD PAYNE
Linked charity: EDWARD PAYNE
31/03/2022 - Asset transfer in from THE PATHWAYS JUBILEE CHARITY
31/03/2022 - Asset transfer in from ALMSHOUSE AND ELEEMOSYNARY CHARITY

Other Regulators

Homes England

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE PATHWAYS JUBILEE CHARITY on 31/03/2022
Asset transfer in from ALMSHOUSE AND ELEEMOSYNARY CHARITY on 31/03/2022

Main office

Housing Pathways Trust
Unit 33
Dean Court
Bowmans Close
LONDON
W13 9YU

Objectives

(1) THE OBJECTS OF BRANCH 1 ARE: (A) THE PROVISION OF RELIEF FOR PERSONS IN THE LONDON BOROUGHS OF WANDSWORTH, HACKNEY, WALTHAM FOREST, ENFIELD, HARINGEY, GREENWICH, NEWHAM, TOWER HAMLETS, LAMBETH, EALING AND HOUNSLOW WHO ARE IN NEED, HARDSHIP OR DISTRESS INCLUDING, WITHOUT LIMITATION, PROVISION OF SOCIAL HOUSING AND HOUSING ACCOMMODATION, INCLUDING ALMSHOUSE ACCOMMODATION FOR BENEFICIARIES SUBJECT TO THE PROVISIONS IN SUBCLAUSES (C), (D) AND (E) BELOW AND PROVISION OF MEDICAL , DOMICILIARY AND OTHER CARE THROUGH, AMONG OTHER THINGS, MAKING GRANTS OF MONEY; AND(B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS OF THE CHARITY AS THE TRUSTEE DECIDES.(C ) PREFERENCE FOR APPOINTING RESIDENTS IN THE VICTORIA ALMSHOUSES SHALL BE GIVEN TO PERSONS NOT LESS THAN 60 YEARS OLD.(D) PREFERENCE FOR APPOINTING RESIDENTS IN THE WHEELER HOMES SHALL BE GIVEN TO PERSONS NOT LESS THAN 60 YEARS OLD AND MEMBERS OF THE CHURCH OF ENGLAND.(E) THE TRUSTEE MUST RETAIN 33 OF THE JUBILEE PROPERTIES FOR USE BY BENEFICIARIES WHO ARE SINGLE WOMEN AND MUST RETAIN 50 OF THE JUBILEE PROPERTIES FOR BENEFICIARIES WHO ARE OVER 50 YEARS OF AGE.(F) SUBJECT TO THE PROVISIONS OF CLAUSE 33 (POWER TO DISPOSE OF AND REPLACE PURPOSE PROPERTY), THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECTS OF THE CHARITY AS SET OUT IN THIS CLAUSE 5(1).(2) THE OBJECTS OF BRANCH 2 ARE TO FURTHER THE RELIGIOUS AND OTHER CHARITABLE WORK OF THE CHURCH OF ENGLAND IN THE LONDON BOROUGH OF EALING.(3) THE OBJECTS OF BRANCH 3 ARE TO PROMOTE THE EDUCATION OF CHILDREN WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND ARE RESIDENT IN THE LONDON BOROUGH OF EALING.

Data Sources