Finance Score: 2

Governance Score: 6

Support Score: 6

Strong growth: +2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 14

KENDALL & WALL CHARITABLE TRUST

We organise and provide wheelchair-accessible outings for elderly & disabled people to help prevent people from becoming socially excluded

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending since inception
There have been no income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine

Established: 7 years

www.kendallandwall.org

enquiries@kendallandwall.org

01543897131

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/12/22?	£125	£121	£4	n/a	n/a	n/a	n/a	n/a	30
30/09/21	£66	£39	£27	n/a	n/a	n/a	n/a	n/a	25
30/09/20	£30	£27	£3	n/a	n/a	n/a	n/a	n/a	21
30/09/19	£44	£40	£4	n/a	n/a	n/a	n/a	n/a	14
30/09/18	£29	£25	£4	£0	£0	£0	n/a	0	13

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Highest pay bracket: less than £60,000

Listed activities

General Charitable Purposes

How it operates

Provides services

Where it operates

Birmingham City, Staffordshire, Walsall, Wolverhampton,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
30 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 - Fun Fund
£2,000	15/09/2021	The funding will provide day trips for older and disabled people to alleviate loneliness and social isolation due to mobility issues and financial restrictions. The trips will use appropriate travel ....more The funding will provide day trips for older and disabled people to alleviate loneliness and social isolation due to mobility issues and financial restrictions. The trips will use appropriate travel and visit disabled friendly venues.
National Lottery Community Fund - Operation Extend our Reach
£106,067	20/03/2020 24	The funding will be used to replace two second-hand and ageing minibuses with two new, specially adapted minibuses. The project will reduce the social isolation and loneliness experienced by the ....more The funding will be used to replace two second-hand and ageing minibuses with two new, specially adapted minibuses. The project will reduce the social isolation and loneliness experienced by the elderly and disabled in the south and east of Staffordshire, by providing accessible group outings in specially adapted minibuses for wheelchair-users. The volunteer-led organisation provides door-to-door service, using specially trained and qualified volunteers who look after the clients during the excursions. The trips are to venues chosen by the clients, and include concerts and theatres, and stately homes and local parks.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

CLAIRE ELIZABETH CRADDOCK Appointed: 2023

DR RICHARD HENSHAW Appointed: 2017

EILEEN PATRICIA O'LEARY Appointed: 2023

JULIE MARGARET PAYLOR Appointed: 2017

LYNETTE CRISP Appointed: 2019

MICHAEL WILLIAM WHITE Appointed: 2023

STEPHEN SANDERS (Chair) Appointed: 2017, Other trusteeship: ERASMUS DARWIN WALK TRUST,

WILLIAM ANTHONY O'LEARY Appointed: 2022

Legal constitution

Charity registered in England & Wales on 20/10/2017, number: 1175277

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

5 returns made; all on time

Main office

42 Thornfield Crescent
BURNTWOOD
Staffordshire
WS7 2JB

Objectives

THE PROMOTION OF SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY ORGANISING AND PROVIDING WHEELCHAIR-ACCESSIBLE OUTINGS TO HELP PREVENT PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY.FOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF OLD AGE/AND OR DISABILITY.

Data Sources