WETHERBY IN SUPPORT OF THE ELDERLY

Charity number: 1163698
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

WiSE's core services include befriending, information, and advice, grass cutting, a transport scheme, a memory cafe to support those living with dementia and their carers and regular social activities to reduce isolation and loneliness. The charity also runs the WiSE Owl cafe which is a highly popular community cafe based in Boston Spa.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £318,945
Total expenditure: £332,207

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
  • The Prevention Or Relief Of Poverty
  • Recreation
  • Other Charitable Purposes
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Leeds City

Governance

Registration history:
  • 22 September 2015: CIO registration
  • 09 December 2016: Funds received from 1105244 WETHERBY IN SUPPORT OF THE ELDERLY
Organisation type:
CIO
Other names:
  • WISE (Working name)
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
  • Social media 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
Mark Storey Chair 15 June 2018
BRADFORD YOUTHBUILD TRUST LTD
Received: On time
Becky Farren Trustee 01 August 2024
None on record
Hugh Roberts Trustee 11 July 2024
None on record
Manjit Curtis Trustee 21 March 2023
None on record
Michelle Atkinson Trustee 12 July 2021
ARMLEY HELPING HANDS
Received: On time
Caren Rowe Trustee 01 April 2019
TADCASTER METHODIST CIRCUIT
Received: On time
JOHN RAYMOND WARDLEY Trustee 01 July 2010
WETHERBY DISTRICT LIONS CLUB
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £244.02k £188.07k £320.80k £291.60k £318.95k
Total expenditure £233.65k £162.64k £248.43k £284.63k £332.21k
Income from government contracts £148.17k £172.58k N/A £132.40k £132.40k
Income from government grants £2.00k N/A £208.36k £20.25k £32.10k

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 March 2024 24 October 2024 On time
Accounts and TAR 31 March 2024 24 October 2024 On time Download Open in new window
Annual return 31 March 2023 08 November 2023 On time
Accounts and TAR 31 March 2023 08 November 2023 On time Download Open in new window
Annual return 31 March 2022 04 October 2022 On time
Accounts and TAR 31 March 2022 04 October 2022 On time Download Open in new window
Annual return 31 March 2021 19 October 2021 On time
Accounts and TAR 31 March 2021 19 October 2021 On time Download Open in new window
Annual return 31 March 2020 28 January 2021 On time
Accounts and TAR 31 March 2020 28 January 2021 On time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
WETHERBY ONE STOP CENTRE
24 WESTGATE
WETHERBY
LS22 6NL
Phone:
01937588994