Finance Score: 5

Governance Score: 9

Support Score: 5

Liabilities <10%: +3
Excess reserves: -3
Strong growth: +2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 19

PAUL'S PLACE (SOUTH WEST)

Our aim is to enhance the lives of physically disabled adults and those with cognitive and sensory impairment, to support them to live life to the full. We provide social activities to connect people, build friendships, reducing loneliness and isolation. We encourage people to develop new skills and achieve independence. We develop opportunities for people to improve their health and wellbeing.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending since inception
Fundraising costs are unusually low relative to funds raised
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 and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,810,936 available, equivalent to 30 months of spending and so may not be able to utilise additional funding
There has been a change of accounting period recently, so trends may be hard to determine

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
31/03/23	£761	£715	£46	£24	£1,887	£1,811	30.4	21	66
31/03/22	£647	£631	£17	£40	£1,882	£1,782	33.9	19	33
31/03/21?	£657	£693	£-37	£0	£1,838	£1,738	30.1	17	25
31/12/19	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 4.5%
Fundraising Costs/Total Spending: 4.6%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 30.4 months
Net Current Assets/Spending: 10 months
Quick Ratio: 11.6

Asset Split ?

Established: 6 years

www.paulsplace.org.uk

info@paulsplace.org.uk

01454777236

Charity Commission for England and Wales

Tweets

Listed activities

Disability

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Bath And North East Somerset, Bristol City, North Somerset, South Gloucestershire,

Who it helps

People With Disabilities

Who works here?

21 employees
66 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.

Major supporters in last 5 years

Quartet Community Foundation	£28,470
National Lottery Community Fund	£8,148
Department for Work and Pensions	£6,437
Sport England	£4,934

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Paul's Place (South West)
£250	01/03/2023	As requested by the donor to allow Paul's Place to enhance the life of physically disabled adults and those with cognitive and sensory impairment, supporting them to live life to the full.
Quartet Community Foundation - Grant to Paul's Place (South West)
£500	25/04/2022	As requested by the donor to allow Paul's Place to buy prizes for a charity raffle to raise funds for its work to enhancing the life of physically disabled adults and those with cognitive and sensory ....more As requested by the donor to allow Paul's Place to buy prizes for a charity raffle to raise funds for its work to enhancing the life of physically disabled adults and those with cognitive and sensory impairment, supporting them to live life to the full.
Quartet Community Foundation - Grant to Paul's Place (South West)
£3,000	06/04/2022	For a creative project, ‘Telling Disability Stories’, to help improve the mental health and wellbeing of Disabled People as we emerge from the pandemic.
Department for Work and Pensions - INVITE PRESS LIMMITED
£6,437	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Quartet Community Foundation - Grant to Pauls Place
£9,720	17/03/2022 11	Increasing the involvement of service users/communities in the design, development, and delivery of services by putting disabled people in the lead, via training and new ways of working.
National Lottery Community Fund - Forging friendships for disabled people in South Gloucestershire and Bristol
£8,148	03/12/2021	The funding will be used to provide fortnightly social activities in the evenings for disabled people with support from community volunteers. The project aims to reduce loneliness and social ....more The funding will be used to provide fortnightly social activities in the evenings for disabled people with support from community volunteers. The project aims to reduce loneliness and social isolation giving people a fuller life while building relationships in the local community.
Sport England - Getting Back to Boccia
£4,934	27/07/2021 17	Funding under Sport England's Return to Play - Small Grants funding programme for a Revenue project titled Getting Back to Boccia. This project is a Boccia project, with a focus on beneficiaries ....more Funding under Sport England's Return to Play - Small Grants funding programme for a Revenue project titled Getting Back to Boccia. This project is a Boccia project, with a focus on beneficiaries with a disability.
Quartet Community Foundation - Grant to Pauls Place
£10,000	08/12/2020	Developing 'Paul's Place at Home' to offer a sustainable, enjoyable, accessible alternative to physical activities connecting and engaging with disabled adults to reduce isolation and maintain a ....more Developing 'Paul's Place at Home' to offer a sustainable, enjoyable, accessible alternative to physical activities connecting and engaging with disabled adults to reduce isolation and maintain a sense of community.
Quartet Community Foundation - Grant to Pauls Place
£5,000	30/03/2020 4	In response to COVID-19 Paul's Place has set up an Emergency Response Project with the aim of supporting physically disabled people in the community.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-63

KATHRYN FRANCIS Appointed: 2021, Occupation: Solicitor

KEVIN DAVID BAKER Appointed: 2023, Occupation: Unemployed

JANE HILL Appointed: 2020, Occupation: Retired

NICOLE BEEBEE Appointed: 2021, Occupation: Fundraising, Other trusteeship: PAUL'S PLACE,

SARAH PAYNE Appointed: 2023, Occupation: Accountant, Other trusteeships: WEST TOWN AND BACKWELL WOMEN'S INSTITUTE, PAUL'S PLACE, BACKWELL LIFE,

STEVEN HOWELLS (Chair) Appointed: 2020, Occupation: Solicitor, Other trusteeship: PAUL'S PLACE,

Legal constitution

Charitable company registered in England & Wales on 22/10/2018, number: 1180398
Registered at Companies House on 23/01/2018, number: 11165504

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from STEPPING OUT on 29/03/2021

Main office

PAULS PLACE
RAM HILL
COALPIT HEATH
BRISTOL
BS36 2TT

Objectives

TO RELIEVE THE NEEDS OF ADULTS WITH PHYSICAL COGNITIVE AND SENSORY IMPAIRMENTS AND THEIR CARERS IN PARTICULAR, BUT NOT EXCLUSIVELY, BY THE PROVISION OF EDUCATION, LIFE-SKILLS, SPORTS, SOCIAL AND RECREATIONAL ACTIVITIES, ACCOMMODATION TOGETHER WITH PRACTICAL SUPPORT AND ADVICE

Data Sources