Finance Score: -5

Governance Score: -2

Support Score: 1

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2

Grant maker support: +1

Overall GiG Score: -6

THE UPTON VICTORY HALL

To permit the premises of the Upton Victory Hall to be used in perpetuity as a place of recreational and social interaction for the benefit of the inhabitants of Upton.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 60 years

uvhtrustees@yahoo.com

07944634851

Charity Commission for England and Wales

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		£109	£127	£-18	n/a	n/a	n/a	n/a	n/a	11
31/03/22		£149	£104	£44	n/a	n/a	n/a	n/a	n/a	11
31/03/21		£77	£106	£-29	n/a	n/a	n/a	n/a	n/a	11
31/03/20		£174	£124	£50	n/a	n/a	n/a	n/a	n/a	11
31/03/19		£103	£119	£-16	n/a	n/a	n/a	n/a	n/a	10
31/03/18		£132	£153	£-21	£0	£0	£0	n/a	0	0
31/03/17		£165	£92	£72	£0	£0	£0	n/a	0	0
31/03/16		£89	£88	£1	£0	£0	£0	n/a	0	0
31/03/15		£75	£74	£1	£0	£0	£0	n/a	0	0
31/03/14		£78	£90	£-11	£0	£0	£0	n/a	0	0
31/03/13		£80	£101	£-20	£0	£0	£0	n/a	0	0
31/03/12		£79	£76	£2	£0	£0	£0	n/a	0	0
31/03/11	*	£85	£77	£8	£0	£0	£0	n/a	0	0
31/03/10		£79	£85	£-6	£0	£0	£0	n/a	0	0
31/03/09		£75	£79	£-4	£0	£0	£0	n/a	0	0
31/03/08		£76	£81	£-5	£0	£0	£0	n/a	0	0
31/03/07	*	£75	£78	£-3	£0	£0	£0	n/a	0	0
31/03/06	*	£72	£79	£-8	£0	£0	£0	n/a	0	0
31/03/05		£68	£68	£-1	£0	£0	£0	n/a	0	0
31/03/04		£68	£65	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport

How it operates

Provides buildings/facilities/open space

Where it operates

Wirral,

Who it helps

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

Who works here?

Unknown number of employees
11 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
National Lottery Community Fund - Victory Hall Centenary Celebration
£10,000	11/07/2019 12	The project aims to highlight the 100 years of the organisations existence and how the facility brings people of all ages together. The funding will be used to run the halls centenary celebration ....more The project aims to highlight the 100 years of the organisations existence and how the facility brings people of all ages together. The funding will be used to run the halls centenary celebration open day for the community.
Sport England - Refurbishment of Clubhouse and Facilities
£72,775	27/05/2015 19	Funding under Sport England's Inspired Facilities funding programme for a Capital project titled 'Refurbishment of Clubhouse and Facilities'. This project lists its main activity as Multi Sports. ....more Funding under Sport England's Inspired Facilities funding programme for a Capital project titled 'Refurbishment of Clubhouse and Facilities'. This project lists its main activity as Multi Sports. This funding has contributed towards a Pavilion/Clubhouse - Pavilion/Clubhouse (Pavilion/Clubhouse )

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

ELIZABETH MUNRO Appointed: 2017

GEOFFREY LESLIE DEWHURST Appointed: 2023

MARGARET KALIL Appointed: 2013

MR KISH BALGOBIN Appointed: 2017

PHILIP WALKER Appointed: 2015

Legal constitution

Charity registered in England & Wales on 11/12/1963, number: 520127

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
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
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

Filing Record

20 returns made; AR11: 12 days late, AR07: 167 days late, AR06: 0 days late,

Main office

84 Caldy Road
Wirral
CH48 2HW

Objectives

VILLAGE HALL

Defined Area of Benefit:

PARISH OF UPTON

Data Sources