THE WILLOW TRUST

Charity Number: 328386
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Willow Trust owns two purpose built boats operating on the Gloucester-Sharpness canal. During the course of a year 7,000 disabled and seriously ill children and adults spend a day on the fully wheelchair accessible boats. Nobody pays, facilities on board ensure even the most profoundly disabled person is able to enjoy a unique and inspiring day on the water away from their usual surroundings.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £226,407
Total expenditure: £247,989

People

7 Trustee(s)

80 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Bristol City
  • Gloucestershire
  • Oxfordshire
  • Somerset
  • Warwickshire
  • Wiltshire
  • Worcestershire

Governance

Registration history:
  • 20 October 1989: Standard registration
  • 26 November 2021: Funds received from 1050603 DURSLEY LIONESS CLUB CHARITY TRUST FUND
  • 11 March 2022: Funds received from 1118964 NORTH COTSWOLDS DISABLED CLUB
  • 04 September 2023: Funds received from 1151357 LLANELLI MENCAP GATEWAY LTD
Organisation type:
Charitable company
Other names:

No other names

Company number:
02430752 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Investing charity funds 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
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Andrew Shufflebotham Trustee 08 January 2025
None on record
Carl Richard Merry Trustee 28 June 2022
None on record
Michele Jane Vesey Trustee 28 June 2022
None on record
Jane Louise Davidson Trustee 28 June 2022
None on record
George Arthur Turvey Trustee 28 June 2022
None on record
Victoria Jane Marsh Trustee 28 June 2022
None on record
MR S C FISHER Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £276.85k £244.45k £213.91k £333.78k £226.41k
Total expenditure £161.54k £217.67k £241.06k £242.40k £247.99k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £30.46k £20.98k N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2024 28 May 2025 On Time
Accounts and TAR 31 December 2024 28 May 2025 On Time Download Open in new window
Annual return 31 December 2023 18 October 2024 On Time
Accounts and TAR 31 December 2023 18 October 2024 On Time Download Open in new window
Annual return 31 December 2022 18 September 2023 On Time
Accounts and TAR 31 December 2022 18 September 2023 On Time Download Open in new window
Annual return 31 December 2021 27 September 2022 On Time
Accounts and TAR 31 December 2021 27 September 2022 On Time Download Open in new window
Annual return 31 December 2020 06 October 2021 On Time
Accounts and TAR 31 December 2020 06 October 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 9 OCTOBER 1989 AS AMENDED BY SPECIAL RESOLUTION 24TH OCTOBER 1989 as amended on 29 Nov 2022 as amended on 14 Dec 2023

Charitable objects

TO RELIEVE IN CASES OF NEED PERSONS SUFFERING FROM A PHYSICAL OR MENTAL HANDICAP OR HANDICAPS FROM THE DISABILITIES ATTENDANT UPON SUCH HANDICAP BY THE PROVISION AND USE OF A BROAD BEAMED CANAL BOAT AS A RECUPERATIVE, EDUCATIONAL AND RECREATIONAL RESOURCE FOR THEM AND BY SUCH OTHER MEANS AS THE TRUST FROM TIME TO TIME THINKS FIT.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
The Willow Trust
Unit 11/A
Whiteway Court
Whiteway
CIRENCESTER
GL7 7BA
Phone:
01285651661
Email:
sophie@willowtrust.org
Website:

www.willowtrust.org Open in new window