THE WENTWORTH CHARITY

Charity number: 1078792
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

In paying 30% net incoming resources to the vicar for the time being of the Ecclesiastical Parish of Holy Trinity, Wentworth, for his own use and the remainder for the general benefit of inhabitants of the Parish.

Income and expenditure

Data for financial year ending 30 June 2024

Total income:
£516,523

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Donations and legacies £0
Charitable activities £0
Other trading activities £0
Investments £516.52k
Other £0

Total expenditure:
£83,776

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Raising funds £10.18k
Charitable activities £73.60k
Other £0

£45,400 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £10.18k
Charitable expenditure £73.60k
Retained for future use £432.75k

People

7 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Religious Activities
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Rotherham

Governance

Registration history:
  • 05 January 2000: Standard registration
Organisation type:
Other
Other names:
  • WILLAIN EARL OF STAFFORD (Previous name)
  • WILLIAM, EARL OF STRAFFORD (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity owns and/or leases 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
SIR PHILIP NAYLOR-LEYLAND Bt. Chair 05 February 2014
THE EARL FITZWILLIAM CHARITABLE TRUST
Received: On time
WENTWORTH ALMSHOUSES
Received: On time
LLANELIDAN VILLAGE HALL
Received: On time
THE FITZWILLIAM WENTWORTH AMENITY TRUST
Received: On time
THE WENTWORTH BARROW EDUCATIONAL FOUNDATION
Received: On time
WENTWORTH CHARITY
Received: On time
KING GEORGE'S FIELD
Received: On time
Jonathan Roger Knight Trustee 17 October 2024
None on record
Brendan John McNamara Trustee 22 February 2024
None on record
Thomas Mark Wallbank Trustee 22 February 2024
None on record
ALEXANDER WILLIAM JAMES DAVIES-TERRY Trustee 22 February 2024
THE WENTWORTH BARROW EDUCATIONAL FOUNDATION
Received: On time
James Henry John Behrens Trustee 14 October 2021
None on record
Cynthia Shaw MBE Trustee
WENTWORTH CHARITY
Received: On time
HARLEY VILLAGE MISSION ROOMS TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Total gross income £33.57k £33.57k £27.52k £281.38k £516.52k
Total expenditure £18.31k £18.33k £36.96k £54.48k £83.78k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A N/A £0
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £0
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £516.52k
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £73.60k
Expenditure - Raising funds N/A N/A N/A N/A £10.18k
Expenditure - Governance N/A N/A N/A N/A £7.00k
Expenditure - Grants institution N/A N/A N/A N/A £50.00k
Expenditure - Investment management N/A N/A N/A N/A £10.18k
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/06/2020 30/06/2021 30/06/2022 30/06/2023 30/06/2024
Own use assets N/A N/A N/A N/A £0
Long-term investments N/A N/A N/A N/A £1.88m
Other assets N/A N/A N/A N/A £10.10m
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £50.46k

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 30 June 2024 30 April 2025 On time
Accounts and TAR 30 June 2024 30 April 2025 On time Download Open in new window
Annual return 30 June 2023 05 September 2024 128 days late
Accounts and TAR 30 June 2023 05 September 2024 128 days late Download Open in new window
Annual return 30 June 2022 11 June 2024 408 days late
Accounts and TAR 30 June 2022 11 June 2024 408 days late Download Open in new window
Annual return 30 June 2021 22 November 2021 On time
Accounts and TAR 30 June 2021 22 November 2021 On time Download Open in new window
Annual return 30 June 2020 31 December 2020 On time
Accounts and TAR 30 June 2020 08 January 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.

SCHEME DATED 5 FEBRUARY 2008

Charitable objects

1) THE RELIEF OF PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED, HARDSHIP OR DISTRESS. A) THE TRUSTEES MAY RELIEVE SUCH PERSONS IN NEED BY: I) MAKING GRANTS OF MONEY TO THEM; OR II) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR III) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE IN NEED. B) IN EXCEPTIONAL CASES THE TRUSTEES MAY DECIDE TO ASSIST SOMEONE (WHO IS OTHERWISE QUALIFIED) WHO IS: I) RESIDENT OUTSIDE THE AREA OF BENEFIT; OR II) ONLY TEMPORARILY RESIDENT IN THE AREA OF BENEFIT. 2) THE GENERAL BENEFIT OF THE INHABITANTS OF THE PARISH OF WENTWORTH IN SUCH CHARITABLE WAYS AS THE TRUSTEES THINK FIT. 3) THE PAYMENT OF INCOME OF THE CHARITY TO THE VICAR OF THE ECCLESIASTICAL PARISH OF THE HOLY TRINITY OF WENTWORTH FOR THEIR OWN USE AND BENEFIT.

Area of benefit

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

PARISH OF WENTWORTH

Contact information

Address:
FITZWILLIAM WENTWORTH ESTATE
27 CLAYFIELDS LANE
WENTWORTH
ROTHERHAM
S62 7TD
Phone:
01226742041
Email:
office@wentworthestate.co.uk
Website:

www.wentworthestate.co.uk Open in new window