Finance Score: -11

Governance Score: 2

Support Score: 0

Poor Liquidity: -1
Accounts overdue -5
Volatile income & significant deficit in latest year: -5

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1
Return overdue: -3

No supporters identified

Overall GiG Score: -9

COMMUNITY CARE TRUST (SOUTH WEST) LIMITED

To promote the physical and mental welfare of persons living within South West.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
Latest return is overdue

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Latest accounts are overdue for filing
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

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
31/03/22		£1,904	£2,846	£-942	£0	£0	£0	n/a	78	0
31/03/21		£2,605	£2,041	£564	£0	£942	£788	4.6	77	0
31/03/20		£2,591	£2,224	£366	£0	£378	£321	1.7	79	20
31/03/19		£2,092	£2,083	£10	£0	£11	£10	0.1	79	0
31/03/18		£2,331	£2,417	£-85	£0	£2	£-4	-0	84	0
31/03/17		£2,185	£2,476	£-292	£0	£83	£83	0.4	84	0
31/03/16	*	£2,305	£2,145	£160	£0	£372	£372	2.1	89	0
31/03/15		£2,480	£2,453	£26	£13	£254	£254	1.2	61	0
31/03/14		£2,332	£2,316	£16	£5	£227	£227	1.2	86	0
31/03/13		£2,148	£2,137	£11	£5	£212	£212	1.2	80	0
31/03/12		£1,942	£1,941	£1	£5	£201	£201	1.2	78	0
31/03/11		£1,845	£1,876	£-31	£6	£201	£201	1.3	70	0
31/03/10		£1,852	£1,854	£-2	£4	£232	£232	1.5	76	0
31/03/09		£2,007	£2,002	£5	£125	£233	£233	1.4	72	0
31/03/08		£1,814	£1,790	£24	£122	£228	£228	1.5	74	0
31/03/07		£1,683	£1,705	£-22	£111	£204	£198	1.4	71	0
31/03/06		£1,562	£1,597	£-35	£0	£0	£0	n/a	0	0
31/03/05		£1,509	£1,538	£-29	£0	£0	£0	n/a	0	0
31/03/04		£1,437	£1,463	£-26	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: NAN%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: NAN%
Reserves/Spending: 0 months
Net Current Assets/Spending: 0 months
Quick Ratio: NAN

Asset Split ?

Established: 32 years
(34 years as a company)

communitycaretrust.com

01392255428

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Devon,

Who it helps

People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-81

CHARLES PALLOT Appointed: 2021, Occupation: Solicitor, Other trusteeships: STEP ONE CHARITY, BALLOONS (DEVON),

DAVID HAWES Appointed: 2021, Occupation: Director Of Finance And Infrastructure, Other trusteeship: STEP ONE CHARITY,

MARK LAMBERT Appointed: 2021, Occupation: Internal Communications Lead, Other trusteeship: STEP ONE CHARITY,

MARK RUSBROOKE FORBES TAYLOR (Chair) Appointed: 2015, Occupation: Retired Health Service Manager / Ned, Other trusteeship: STEP ONE CHARITY,

PAUL ANTHONY CAWTHRON Appointed: 2019, Occupation: Consultant

ROBERT DAVID WILLIAMS Appointed: 2017, Occupation: Director Of A Business Advisory And Management Con, Other trusteeship: STEP ONE CHARITY,

ROBERT PAUL GOFTON Appointed: 2018, Occupation: Chief Executive, Other trusteeship: STEP ONE CHARITY,

SUSAN SUTHERLAND Appointed: 2018, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 29/01/1992, number: 1007781
Registered at Companies House on 06/09/1989, number: 02420393

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR16: 0 days late,

Main office

Basepoint Business Centre
Yeoford Way
Marsh Barton Trading Estate
EXETER
EX2 8LB

Objectives

TO PROMOTE THE PHYSICAL AND MENTAL HEALTH OF PEOPLE LIVING WITHIN SOUTH WEST ENGLAND, PARTICULARLY THOSE WHO ARE SUFFERING FROM MENTAL ILLNESS OR EMOTIONAL DISTRESS, IN PARTICULAR THROUGH THE DELIVERY OF SERVICES AND ACCOMMODATION FOR THE BENEFIT OF SUCH PEOPLE.

Defined Area of Benefit:

TORBAY

Data Sources