Finance Score: 2

Governance Score: 5

Support Score: 0

Strong growth: +2
No PartB

No conflicts policy: -1
Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 7

INDEPENDENT LIVING IN WESSEX

To improve the quality of life and relieve poverty sickness and distress among adults with a learning difficulty by the provision of a range of housing options in response to the needs and expressed preferences of such adults living in the local area

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/03/23		£29	£32	£-3	n/a	n/a	n/a	n/a	n/a
31/03/22		£27	£15	£13	n/a	n/a	n/a	n/a	n/a
31/03/21		£27	£8	£20	n/a	n/a	n/a	n/a	n/a
31/03/20		£22	£16	£5	n/a	n/a	n/a	n/a	n/a
31/03/19		£21	£7	£14	n/a	n/a	n/a	n/a	n/a
31/03/18		£21	£4	£17	£0	£0	£0	n/a	0
31/03/17		£20	£5	£15	£0	£0	£0	n/a	0
31/03/16		£20	£3	£17	£0	£0	£0	n/a	0
31/03/15		£18	£8	£10	£0	£0	£0	n/a	0
31/03/14		£20	£7	£13	£0	£0	£0	n/a	0
31/03/13	*	£14	£8	£6	£0	£0	£0	n/a	0
31/03/12		£18	£3	£15	£0	£0	£0	n/a	0
31/03/11		£15	£7	£8	£0	£0	£0	n/a	0
31/03/10	*	£15	£2	£13	£0	£0	£0	n/a	0
31/03/09		£9	£12	£-3	£0	£0	£0	n/a	0
31/03/08		£12	£4	£8	£0	£0	£0	n/a	0
31/03/07?	*	£15	£7	£8	£0	£0	£0	n/a	0
31/03/05		£13	£8	£5	£0	£0	£0	n/a	0
31/03/04	*	£10	£1	£9	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 27 years

paulvingoe@hotmail.com

01225866851

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Dorset, Somerset, Wiltshire,

Who it helps

People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 48-74

HILARY TOWNSEND Appointed: 2019, Occupation: Director

REBECCA ELIZABETH BATES Appointed: 2022, Occupation: Housing Manager

DOREEN LUTHER Appointed: 2015, Occupation: Director

KATHRYN GREEN Appointed: 2001, Occupation: Chartered Surveyor

PAUL GLESSING VINGOE Appointed: 2000, Occupation: Solicitor, Other trusteeship: TROWBRIDGE TOWN TRUST,

PETER BARCLAY FCA, Occupation: Certified Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 01/07/1997, number: 1063168
Registered at Companies House on 28/02/1997, number: 03326108

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures

Filing Record

19 returns made; AR13: 97 days late, AR10: 33 days late, AR07: 153 days late, AR04: 1 days late,

Main office

254 Winsley Road
BRADFORD-ON-AVON
BA15 1QS

Objectives

TO IMPROVE THE QUALITY OF LIFE AND RELIEVE POVERTY, SICKNESS AND DISTRESS AMONG ADULTS WITH A LEARNING DISABILITY BY THE PROVISION OF A RANGE OF HOUSING OPTIONS IN RESPONSE TO THE NEEDS AND EXPRESSED PREFERENCES OF SUCH ADULTS LIVING IN THE DESIGNATED AREA.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE WILTSHIRE, SOMERSET, DORSET

Data Sources