Finance Score: 2

Governance Score: -1

Support Score: 9

Large legacies income: +2
No PartB

Only 4 Trustees: -1

Large volunteer base +3
Overall weighted support: +6

Overall GiG Score: 10

THE ETHEL TRUST

We are a community barge service providing educational, therapeutic and leisure outings on our purpose built barge for the most marginalised communities throughout South Yorkshire. We also offer skills based training courses in boat-handling and skippering.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from multiple prominent grant makers recently
This charity has received more than half of its income from legacies in recent years

Regulatory & Governance issues to consider:

Why are there only 4 trustees?

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
31/03/23	£178	£86	£92	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£119	£36	£83	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£654	£60	£594	£0	£654	£614	122.9	3	35
31/03/20	£72	£52	£20	n/a	n/a	n/a	n/a	n/a	n/a
?31/03/19	£79	£58	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£82	£57	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£57	£77	£-21	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£69	£51	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£58	£70	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£69	£65	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£58	£48	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£55	£44	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£30	£35	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	£25	£36	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	£38	£33	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	£29	£37	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	£41	£49	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	£49	£55	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£50	£54	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£75	£109	£-35	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 36 years

www.etheltrust.co.uk

ethelbarge@gmail.com

07722678168

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Disability
Education/Training

GiG Classification

Other welfare services

How it operates

Provides services

Where it operates

Barnsley, Doncaster, Rotherham, Sheffield City,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
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.

Major supporters in last 5 years

Postcode Neighbourhood Trust	£11,920
National Lottery Community Fund	£5,997
Garfield Weston Foundation	£5,000
Herefordshire Community Foundation	£2,800
Co-Operative Group	£2,622

Specific Donations

Amount	When Months	To be used for
Herefordshire Community Foundation - Confidence Building Sessions for Learning Disabled Young People
£2,800	13/09/2023	Grant to The Ethel Trust
BBC Children in Need - Grant to The Ethel Trust
£500	20/10/2022 0	‘Cost of Living uplift: £500 to help projects meet their rising costs and respond to increased demand 31/10/2022’
Postcode Neighbourhood Trust - Access to the Waterways for Learning/Physically Disabled Groups
£11,920	27/06/2022	Provide for up to 400 learning and physically disabled people to have a day on the rivers and canals on our community barge
Co-Operative Group - Grant to The Ethel Trust Community Barge
£2,622	23/10/2021	Our aim is to provide those with both learning and physical disabilities the opportunity to improve their wellbeing. We'd like them to enjoy the inland waterways environment from our community barge.
Garfield Weston Foundation - Main Grants award
£5,000	22/05/2020	Unlocking Confidence' Experiences for Learning/Physically Disabled Young People
National Lottery Community Fund - Opening up the waterways for all
£5,997	28/02/2020 4	The funding will be used to offer disabled young people the opportunity to take part in boat-based residentials. The project aims to support young people to build their self-esteem and develop their social skills and confidence.
Co-Operative Group - Grant to The Ethel Trust
£3,186	15/11/2019	We want to make learning disabled and disabled local kids happy with free day trips and residential trips on our barge, Ethel.
Virgin Money Foundation - Grant to The Ethel Trust Community Barge
£1,000	08/01/2019	Grant through the Heart of the Community Fund used to pay for a day trip for up to 40 children with learning or physical disabilities.
The Clothworkers Foundation - Grant to Ethel Trust
£3,000	26/09/2018	refurbishment of toilets, carpet and lighting for a charity which works with people with disabilities in South Yorkshire
BBC Children in Need - Grant to The Ethel Trust
£23,215	30/07/2018 36	This project will deliver a programme of waterways activities on board 'Ethel', a community barge, to disabled children and young people from South Yorkshire. As a result, young people will have fun, and have improved social skills and ....more This project will deliver a programme of waterways activities on board 'Ethel', a community barge, to disabled children and young people from South Yorkshire. As a result, young people will have fun, and have improved social skills and relationships.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

DAVE POULSOM Appointed: 2016

DAVID HEDLEY TUCK Appointed: 2015

DOROTHY GLOSSOP Appointed: 2019

KEITH LEVY

Legal constitution

Charity registered in England & Wales on 23/06/1988, number: 700389

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

THE CIRCLE
33 ROCKINGHAM LANE
SHEFFIELD
S1 4FW

Objectives

THE ADVANCEMENT OF EDUCATION AMONG MEMBERS OF THE PUBLIC BY THE IMPROVEMENT AND DIFFUSION OF KNOWLEDGE OF LOCAL, REGIONAL AND NATIONAL HISTORY.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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