Finance Score: 2

Governance Score: 3

Support Score: 3

Strong growth: +2
No PartB

Good trustee age range: +3

Grant maker support: +3

Overall GiG Score: 8

WHEATLEY CARE

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There has been strong growth in spending over the last 5 years
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of age

Financial Data

Income & Spending ?

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/22	31/03/23
Charitable activities	£12,877,000	£13,006,000	£12,778,000	£20,134,000		£20,633,000
Donations & Legacies
Other Income
Investment Income
Total income	£12,877,000	£13,006,000	£12,778,000	£20,134,000	£20,802,000	£20,633,000
Charitable activities spending	£12,712,000	£12,751,000	£12,570,000	£19,866,000		£20,554,000
Fundraising costs
Other spending
Total spending	£12,712,000	£12,751,000	£12,570,000	£19,866,000	£20,496,000	£20,554,000
Surplus/deficit	£165,000	£255,000	£208,000	£268,000	£306,000	£79,000

Download accounts

Established: 21 years

www.wheatley-care.com

Listed activities

It carries out activities or services itself

GiG Classification

Residential nursing care facilities

Purposes

The relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage

Where it operates

More than one local authority area in Scotland, main operating location: Glasgow City

Who it helps

Children or young people
Older People
People with disabilities or health problems

Who supports 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
Scottish Government - Loretto Care
£23,062	16/12/2020	Detailed description not provided.
Scottish Government - Loretto Care
£100,000	22/06/2020	Detailed description not provided.
Scottish Council for Voluntary Organisations - Improving lives through digital technology – Coatbridge Innovation Project
£4,175	16/10/2017	With Charter Fund support we will open a new “come and try” service in Coatbridge, incorporating a demonstration of readily available digital technology which helps people live happy, ....more With Charter Fund support we will open a new “come and try” service in Coatbridge, incorporating a demonstration of readily available digital technology which helps people live happy, independent, safe lives in their own homes Members of the Loretto Care team are/will be trained as demonstrators of this technology, forming part of a team of volunteers (Digital Champions). People will be able to book training, delivered by a trained demonstrator, showing and advising them as they try the technology and build their skills in its application and use. Training sessions will be personalised, short (up to 2 hours, often less), focused and specific to individual needs and wants – e.g. people can use their own equipment (e.g. ipads). Return visits will be encouraged This approach has been developed from experience gained through a similar project in the South side of Glasgow (The 415 project), which has delivered training to around 1500 individuals. 98.5% of participants rated the experience excellent or very good.

Data sourced from Donors via 360 Giving

How is it governed?

Directors (9)

Current Directors appointed

Gender Split

Based on 8/9 persons

Age Range of Directors: 42-69

CARTWRIGHT, Lindsey Jane
Appointed: 2016
Occupation: Solicitor

CUNNINGHAM, George James
Appointed: 2020
Occupation: Administrator

FORREST, Allison Mary
Appointed: 2016
Occupation: Hr Director

NEILD, Deborah Rita Ann
Appointed: 2019
Occupation: Procurement Business Partner

OKAFOR, Onyekachi
Appointed: 2016
Occupation: Engineer

REID, Elizabeth Anne
Appointed: 2016
Occupation: Social Worker And Service Manager

SIMPSON, Kenneth
Appointed: 2021
Occupation: Retired Consultant

TEAZ, Lyndsey Anne
Appointed: 2022
Occupation: Vice President

WADE, Jessica Louise
Appointed: 2020
Occupation: Charity Worker

Legal constitution

Charity registered in Scotland on 09/07/2003, number: SC034584
Registered at Companies House on 09/07/2003, number: SC252526

Filing Record

5 returns made; all on time

Main office

, G1 1HL

Objectives

To promote the relief of disability, poverty, illness and suffering and the advancement of education in such ways as the Company shall from time to time think fit without regard to race, nationality, creed, age, gender or sexual orientation and without geographical restriction

Data Sources