Finance Score: 2

Governance Score: 3

Support Score: 1

Strong growth: +2
No PartB

Good trustee age range: +3

Grant maker support: +1

Overall GiG Score: 6

THE GREAT WOOD TRUST

Christian Youth Activity Centre

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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 well diversified in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 17 years

www.greatwood.org.uk

07977913559

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		£256	£183	£73	n/a	n/a	n/a	n/a	n/a	5
31/03/22		£147	£155	£-8	n/a	n/a	n/a	n/a	n/a	2
31/03/21		£154	£131	£24	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£176	£148	£27	n/a	n/a	n/a	n/a	n/a	2
31/03/19		£243	£141	£102	n/a	n/a	n/a	n/a	n/a	1
31/03/18		£328	£71	£258	£0	£0	£0	n/a	0	0
31/03/17		£397	£105	£293	£0	£0	£0	n/a	0	0
31/03/16		£269	£108	£161	£0	£0	£0	n/a	0	0
31/03/15		£310	£156	£154	£0	£0	£0	n/a	0	0
31/03/14		£78	£66	£12	£0	£0	£0	n/a	0	0
31/03/13		£63	£65	£-2	£0	£0	£0	n/a	0	0
31/03/12		£74	£65	£9	£0	£0	£0	n/a	0	0
31/03/11		£69	£60	£9	£0	£0	£0	n/a	0	0
31/03/10		£82	£43	£40	£0	£0	£0	n/a	0	0
31/03/09	*	£59	£52	£7	£0	£0	£0	n/a	0	0
31/03/08		£57	£42	£15	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Education/Training
Religious Activities

How it operates

Provides buildings/facilities/open space

Where it operates

Somerset,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
5 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
Joseph Rank Trust - The Great Wood Trust, Portishead
£25,000	04/05/2017	To part fund the Trust property scheme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-71

DAVID WHITEHOUSE Appointed: 2014, Occupation: Retired, Other trusteeship: CANTERBURY CHORAL SOCIETY,

DR JONATHAN CHAMBERS Appointed: 2014, Occupation: Doctor Of Medicine

MARGARET ANN JANET SIMMONS Appointed: 2007, Occupation: Speech And Language Therapist, Other trusteeship: THE FOURWAYS TRUST,

REV CHRISTOPHER OWEN Appointed: 2018, Occupation: C Of E Vicar

REV DEAN WHITAKER Appointed: 2023, Occupation: Clergy

REV JOHN HAROLD SIMMONS, Other trusteeships: THE GREENHILL FELLOWSHIP TRUST, THE MOSS CHARITABLE TRUST, CANFORD SCHOOL LIMITED, THE FOURWAYS TRUST, THE BOURNEMOUTH CHEST DISEASES CHARITABLE TRUST, THE SLAVANKA TRUST, THE LEE ABBEY MOVEMENT,

SUSAN RUTH KEIGHLEY Appointed: 2007, Occupation: Marketing Consultant

Legal constitution

Charitable company registered in England & Wales on 25/07/2007, number: 1120240
Registered at Companies House on 26/02/2007, number: 06128047

Gift Aid

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

16 returns made; AR09: 2 days late,

Main office

103 Argentia Place
Portishead
BRISTOL
BS20 7QS

Objectives

TO ADVANCE THE CHRISTIAN FAITH IN ACCORDANCE WITH THE STATEMENT OF BELIEFS APPEARING IN THE SCHEDULE HERETO IN SOMERSET AND IN SUCH OTHER PARTS OF THE UNITED KINGDOM OR THE WORLD AS THE TRUSTEES MAY FROM TIME TO TIME THINK FIT AND TO FULFIL SUCH OTHER PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AND ARE CONNECTED WITH THE CHARITABLE WORK OF THE TRUST.

Defined Area of Benefit:

SOMERSET

Data Sources