Finance Score: 1

Governance Score: -5

Support Score: 2

Reasonable growth: +1
No PartB

Only 3 Trustees: -2
All female board: -3

Overall weighted support: +2

Overall GiG Score: -2

LADY WATERFORD HALL TRUST

to maintain and upkeep Ford Village Parish Hall for the benefit of the residents of Ford parish

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Why are there only 3 trustees?
Why is the Board completely female?

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£60	£57	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£50	£52	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£47	£41	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£37	£28	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£25	£41	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£30	£32	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£24	£30	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£19	£28	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£18	£18	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£17	£21	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£16	£22	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£16	£22	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	£13	£21	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	£16	£19	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	£16	£17	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	£23	£24	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	£22	£18	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	£19	£15	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£18	£15	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£16	£15	£1	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 58 years

gsampson@ford-and-etal.co.uk

01890820224

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Village halls & community buildings

How it operates

Provides buildings/facilities/open space

Where it operates

Northumberland,

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
The Pilgrim Trust - Grant to Lady Waterford Hall Trust
£10,500	03/12/2020 7	Conservation and Curation of the Waterford Fountain.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

CATHERINE CARR-ELLISON Appointed: 2016

JOSEPHINE ANDREWS Appointed: 2016

LADY HARRIET JOICEY (Chair)

Legal constitution

Charity registered in England & Wales on 23/09/1966, number: 248898

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

FORD & ETAL ESTATES
FORD
BERWICK-UPON-TWEED
TD15 2QA

Objectives

FOR THE GENERAL PURPSOES OF A BULDING FROM TIME TO TIME USED AS FORD PARISH HALL FOR THE USE OF MEN AND WOMEN RESIDENT IN THE PARHS OF FORD OR WITHIN A DISTANCE OF FIVE MILES THEREFROM AND OTHERWISE FOR THE BENEFIT OF THE INHABITANTS OF THE SAID VILLAGE.

Defined Area of Benefit:

PARISH OF FORD

Data Sources

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