Finance Score: 4

Governance Score: 2

Support Score: 0

Reasonable growth: +1
Fundraising costs low: +3

12+ Trustees: -1
Dynamic board: +3

No supporters identified

Overall GiG Score: 6

THE WILLIAM MERRITT DISABLED LIVING CENTRE

Our mission is to empower people with disabilities to maximise their life opportunities through the provision of professional clinical assessments, advice and information about assistive technology. Throughout the Yorkshire region.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Established: 42 years

www.wmdlc.org

info@wmdlc.org

01133508989

Charity Commission for England and Wales

Tweets

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	Volun- teers
31/03/23	*	£1,132	£1,156	£-25	£8	£605	£572	5.9	26	4
31/03/22		£944	£1,057	£-114	£17	£629	£626	7.1	24	4
31/03/21		£948	£882	£65	£13	£743	£722	9.8	20	6
31/03/20		£864	£878	£-14	£27	£678	£678	9.3	18	6
31/03/19		£757	£804	£-47	£9	£692	£692	10.3	20	9
31/03/18		£802	£739	£63	£18	£739	£739	12	15	0
31/03/17		£669	£647	£22	£21	£676	£676	12.5	16	0
31/03/16	*	£619	£497	£122	£0	£654	£654	15.8	14	0
31/03/15		£612	£440	£172	£350	£532	£532	14.5	10	0
31/03/14		£519	£491	£28	£303	£273	£273	6.7	10	0
31/03/13		£483	£462	£20	£0	£0	£0	n/a	0	0
31/03/12		£412	£433	£-21	£0	£0	£0	n/a	0	0
31/03/11		£387	£107	£280	£0	£0	£0	n/a	0	0
31/03/10	*	£411	£401	£10	£0	£0	£0	n/a	0	0
31/03/09		£384	£354	£30	£0	£0	£0	n/a	0	0
31/03/08		£380	£338	£43	£0	£0	£0	n/a	0	0
31/03/07	*	£341	£336	£5	£0	£0	£0	n/a	0	0
31/03/06	*	£324	£320	£4	£0	£0	£0	n/a	0	0
31/03/05		£360	£347	£13	£0	£0	£0	n/a	0	0
31/03/04		£324	£310	£15	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 0.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 5.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 5

Asset Split ?

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

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

Where it operates

Barnsley, Bradford City, Calderdale, City Of Wakefield, Doncaster, Kirklees, Leeds City, North Yorkshire, Rotherham, Sheffield City,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

26 employees
4 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
Department for Transport - Mobility Centres Grant 2016/17
£294,204	01/04/2016 12	Placeholder

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Age Range of Trustees: 51-86

ANTONY GLEN PUGH Appointed: 2023, Occupation: Retired

DAVID BRUCE, Occupation: Retired

DENIS SUTCLIFFE Appointed: 2023, Occupation: Retired

DR PARAMITA DASGUPTA GHOSH Appointed: 2020

ELIZABETH WARD Appointed: 2023, Occupation: Retired

JAN SPENCER Appointed: 2004, Occupation: Chropodist

KEITH MURRAY (Chair) Appointed: 2017, Occupation: Retired

KIERAN PRESTON Appointed: 2018, Occupation: Retired

MARGARET MARY FAULKNER Appointed: 2016, Occupation: Retired

NICOLA PRIOR Appointed: 2022, Occupation: Marketing Consultant

PROF M A CHAMBERLAIN, Occupation: Consultant Physician

RACHEL BEVERLEY-STEVENSON Appointed: 2013, Occupation: Chief Executive

TREVOR MCDONNELL Appointed: 2000, Occupation: Retired Local Govt Officer, Other trusteeship: LEEDS CONVALESCENT SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 25/08/1982, number: 513001
Registered at Companies House on 28/05/1982, number: 01638939

Gift Aid

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
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
Volunteer management

Filing Record

20 returns made; AR23: 1 days late, AR16: 1 days late, AR10: 2 days late, AR07: 149 days late, AR06: 22 days late,

Main office

William Merritt DLC
Aire House
100 Town Street
Rodley
Leeds
LS13 1HP

Objectives

TO PROMOTE THE RELIEF OF PEOPLE WITH DISABILITIES IN ANY MANNER WHICH IS NOW OR MAY HEREAFTER BE DEEMED BY LAW TO BE CHARITABLE. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM OF ASSOCIATION)

Defined Area of Benefit:

NOT DEFINED

Data Sources