Finance Score: -2

Governance Score: 2

Support Score: 5

Accounts filed more than 5 days late: -2 times
No PartB

Dynamic board: +3
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 5

SAMUEL WALLACE SMEDLEY TRUST

To provide a facility for recreational, social, educational and sporting opportunities.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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:

The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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		£389	£323	£66	n/a	n/a	n/a	n/a	n/a	12
31/03/22	*	£366	£394	£-28	n/a	n/a	n/a	n/a	n/a	0
31/03/21	*	£324	£258	£66	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£204	£194	£11	n/a	n/a	n/a	n/a	n/a	0
31/03/19		£201	£175	£26	n/a	n/a	n/a	n/a	n/a	0
31/03/18	*	£169	£185	£-15	£0	£0	£0	n/a	0	0
31/03/17		£121	£144	£-23	£0	£0	£0	n/a	0	0
31/03/16	*	£134	£150	£-17	£0	£0	£0	n/a	0	0
31/03/15		£161	£181	£-19	£0	£0	£0	n/a	0	0
31/03/14		£191	£186	£5	£0	£0	£0	n/a	0	0
31/03/13		£127	£165	£-38	£0	£0	£0	n/a	0	0
31/03/12		£122	£134	£-12	£0	£0	£0	n/a	0	0
31/03/11		£147	£175	£-28	£0	£0	£0	n/a	0	0
31/03/10		£170	£171	£0	£0	£0	£0	n/a	0	0
31/03/09		£157	£161	£-5	£0	£0	£0	n/a	0	0
31/03/08		£162	£154	£9	£0	£0	£0	n/a	0	0
31/03/07		£155	£149	£5	£0	£0	£0	n/a	0	0
31/03/06		£142	£129	£13	£0	£0	£0	n/a	0	0
31/03/05		£124	£119	£5	£0	£0	£0	n/a	0	0
31/03/04	*	£106	£109	£-4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 53 years

http://wallacehouse.org.uk

sian@wallacehouse.org.uk

01386 446580

Charity Commission for England and Wales

Listed activities

Amateur Sport
Recreation

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space

Where it operates

Worcestershire,

Who it helps

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

Who works here?

Unknown number of employees
12 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.

Major supporters in last 5 years

National Lottery Community Fund	£527,738
Sport England	£12,824
Co-Operative Group	£4,250

Specific Donations

Amount	When Months	To be used for
Sport England - You Turn Gym Project
£12,824	25/08/2023	This project will see the organisation employ a qualified part-time gym instructor to help set up a new gym and work with vulnerable young people in the area.
National Lottery Community Fund - Life Smart - You Turn Project
£471,281	15/12/2022	This funding will be used to expand and develop the You Turn project working with vulnerable and excluded young people in the Evesham area. The project will provide marginalised young people ....more This funding will be used to expand and develop the You Turn project working with vulnerable and excluded young people in the Evesham area. The project will provide marginalised young people including those from the Traveller community with core skills and the opportunity to positively change their lives in the areas of education communication and relationships health and emotional wellbeing choices and behaviour and hopes and aspiration.
Co-Operative Group - Grant to Wallace House Community Centre
£2,355	22/10/2022	We would like to continue to support the community by providing perishable food items and toiletries, also provide a space where people with limited funds can come and enjoy a drink and a snack.
Co-Operative Group - Grant to Wallace House Community Centre
£1,895	23/10/2021	We would like support to continue providing our emergency boxes, and purchase seeds and planting equipment for our community garden and resources for our wellness sessions.
National Lottery Community Fund - You Turn - Independent Living Project
£56,457	30/09/2021	The funding will be used by the project to support vulnerable young people with independent living skills. The funding will allow the group to support young people to develop relationships learn ....more The funding will be used by the project to support vulnerable young people with independent living skills. The funding will allow the group to support young people to develop relationships learn about healthy eating and cooking gain qualifications and improve confidence when accessing education apprenticeships and employment.
National Lottery Community Fund - Community Works!
£9,977	14/12/2018 12	This funding will be used for the running and coordination of the group's community projects to continue and expand the support for local people.
National Lottery Community Fund - You Turn
£198,726	31/08/2018 36	This project will support young people, aged 13 to 25, who have been excluded from school or who are not in education, employment or training. The group also works with young people who experience ....more This project will support young people, aged 13 to 25, who have been excluded from school or who are not in education, employment or training. The group also works with young people who experience anxiety and mental health problems. They will be provided with advice and activities so they can take positive steps to change their lives, as well as be involved in the design of the project. This will boost their confidence and self-esteem and provide them with positive opportunities.
National Lottery Community Fund - You Turn
£9,510	23/08/2017 12	Arts and cookery workshops will be funded for young people who are not in training, education or employment. This will help them to gain confidence and new skills, improving their chances in life.
Co-Operative Group - Grant to Samuel Wallace Smedley Trust, Wallace House Community Centre
£2,918	04/08/2017	Within our refurbishing program we are developing a internet cafe that will enable and empower local unwaged to gain more skills in IT.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

EVESHAM TOWN COUNCIL

MARK STEPHEN HUTCHINSON Appointed: 2022

PETER JOHN KNIGHT Appointed: 2023

RICHARD CONNOLLY Appointed: 2022

SANDRA JOSEPHINE LOUISE CAPALDI Appointed: 2022

STEFAN JOHN MYTTON Appointed: 2022

Legal constitution

Charity registered in England & Wales on 05/01/1971, number: 523135

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR22: 128 days late, AR21: 238 days late, AR18: 1 days late, AR16: 1 days late, AR04: 1 days late,

Main office

Wallace House Community Centre
Oat Street
EVESHAM
Worcestershire
WR11 4PJ

Objectives

PURPOSES OF A CENTRE FOR THE USE OF ANY NON-POLITICAL CLUB, SOCIETY OR ORGANISATION HAVING ATHLETIC, SOCIAL OR EDUCATIONAL OBJECTS MAINLY FOR THE BENEFIT OF YOUNG PEOPLE (BEING PURPOSES WITHIN SECTION 4 OF THE PHYSICAL TRAINING AND RECREATION ACT 1937).

Defined Area of Benefit:

EVESHAM

Data Sources