Finance Score: 8
Governance Score: 9
Support Score: 9
  • Liabilities <10%: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +9
Overall GiG Score: 26 ?

WINCANTON COMMUNITY VENTURE

The charity exists to reduce inequalities and provide health, social, educational and cultural opportunities for individuals and communities in its area of benefit. The work is delivered from the Balsam Centre.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • There has been strong growth in spending over the last 5 years
  • 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

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,056£891£165£2£1,507£5737.743100
31/03/22£809£700£109£8£1,350£5759.939105
31/03/21£670£548£122£1£1,229£46110.134120
31/03/20£596£569£27£2£1,079£3076.529138
31/03/19£608£470£138£8£1,052£2947.529138
31/03/18£525£480£45£0£914£1583.9280
31/03/17£483£465£18n/an/an/an/an/an/a
31/03/16£355£436£-81n/an/an/an/an/an/a
31/03/15£380£395£-15n/an/an/an/an/an/a
31/03/14£406£394£12n/an/an/an/an/an/a
31/03/13£356£354£2n/an/an/an/an/an/a
31/03/12£384£273£112n/an/an/an/an/an/a
31/03/11£338£327£10n/an/an/an/an/an/a
31/03/10£289£257£32n/an/an/an/an/an/a
31/03/09*£404£393£11n/an/an/an/an/an/a
31/03/08£247£221£26n/an/an/an/an/an/a
31/03/07*£154£164£-10n/an/an/an/an/an/a
31/03/06*£175£154£21n/an/an/an/an/an/a
31/03/05*£171£145£26n/an/an/an/an/an/a
31/03/04*£153£146£7n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 38%
Reserves/Spending: 7.7 months
Net Current Assets/Spending: 5 months
Quick Ratio: 4.2
Asset Split ?
Balance Sheet History
Established: 25 years

www.balsamcentre.org.uk

sueplace@balsamcentre.org.uk

0196331842

Charity Commission for England and WalesCompanies HouseFacebook
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • General Community services
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Dorset, Somerset, Wiltshire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£263,465
Somerset Community Foundation£149,318
Esmee Fairbairn£5,000
Ministry of Justice£2,670
Specific Donations
Amount When
Months
To be used for
Esmee Fairbairn - TASK to The Balsam Centre
£5,000 01/12/2023
TASK fund donation towards core costs
Somerset Community Foundation - Supporting the growth and development of the Well Wessex group of charities
£8,158 14/09/2022
Supporting the growth and development of the Well Wessex group of charities
National Lottery Community Fund - Good Stuff
£263,465 24/03/2022
The project is using funding to create a more vibrant town with a greater proportion of active and socially engaged young people young adults and families. The project will open up opportunities for people of working age to develop new skills for ....more
Somerset Community Foundation - Supporting the growth and development of the Well Wessex group of charities
£32,486 10/01/2022
Supporting the growth and development of the Well Wessex group of charities
Co-Operative Group - Grant to The Balsam Centre
£1,136 23/10/2021
We would like to provide materials, equipment and a coordinator for therapeutic and creative sessions for people with mental health needs. This would contribute to the vitality of the community.
Somerset Community Foundation - Balsam Centre Young Carers Group
£30,000 08/07/2020
36
Young carers support group in Mendip and South Somerset
Somerset Community Foundation - The Hopscotch Project
£60,000 30/06/2020
35
Support for families in Wincanton, Castle Cary and Bruton
Somerset Community Foundation - Supporting the growth and development of the Well Wessex group of charities
£18,673 29/05/2020
5
Supporting the growth and development of the Well Wessex group of charities
Ministry of Justice - Supported Child Contact Centres
£2,670 01/01/2020
To help sustain supported contact centres to contribute to costs to enable them to continue delivering supported contact in the community.
Somerset Community Foundation - Future's Bright
£6,000 08/01/2019
14
Formation of mental health peer groups
Comic Relief - Like Minds
£114,941 28/09/2016
36
The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local women and men each year experiencing or at risk of ....more
DCMS - Like Minds
£38,314 28/09/2016
The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local women and men each year experiencing or at risk of ....more
DCMS - Like Minds
£38,314 28/09/2016
The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local women and men each year experiencing or at risk of ....more
DCMS - Like Minds
£38,314 28/09/2016
The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local women and men each year experiencing or at risk of ....more
DCMS - Like Minds
£38,314 28/09/2016
The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local women and men each year experiencing or at risk of ....more
Somerset Community Foundation - Like MInds
£4,000 02/08/2016
11
Match funding for mental health project
National Lottery Community Fund - Like Minds
£340,245 29/07/2015
60
This project will aim to reduce the number of people experiencing poor mental health. A range of services will be offered to help improve mental health and wellbeing including counselling, social and therapeutic groups, cookery, arts and crafts, ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 43-87
  • DAVID EDWARD KEMP Appointed: 2023, Occupation: Retired
  • DR TAMSIN GRAHAM Appointed: 2021, Occupation: General Practitioner
  • EMILY SHOWERING Appointed: 2017, Occupation: Fund Raiser
  • HELEN J SMITH Appointed: 2015, Occupation: Magistrate
  • JOHN CORNELIUS BARTHOLEMEW Appointed: 1999, Occupation: Retired
  • MR PAUL WHITE, Occupation: Retired
  • MICHAEL FRANCIS BAINBRIDGE (Chair) Appointed: 2018, Occupation: Nhs Manager
  • MICHAEL JAMES KELLY Appointed: 2022, Occupation: Manager
  • SARAH WHITE Appointed: 2008, Occupation: Retired
  • THOMAS PATRICK MCGAURAN Appointed: 2023, Occupation: Retrofit Coordinator/Company Director
Legal constitution
  • Charitable company registered in England & Wales on 15/05/2000, number: 1080719
  • Registered at Companies House on 22/12/1999, number: 03898170
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Ofsted (Office For Standards In Education)
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • 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
20 returns made; AR09: 17 days late, AR07: 114 days late, AR06: 27 days late, AR05: 1 days late, AR04: 1 days late,
Recent reorganisation events:
  • Asset transfer in from WINCANTON AND DISTRICT AMBULANCE FOR THE ELDERLY AND DISABLED ASSOCIATION on 26/04/2021
Main office

THE BALSAM CENTRE
BALSAM PARK
WINCANTON
BA9 9HB

Objectives

I) TO WORK TOGETHER WITH STATUTORY AND VOLUNTARY ORGANISATIONS, GROUPS AND INDIVIDUALS TO PROVIDE ACCESS TO OPPORTUNITIES FOR EDUCATION, LEISURE, ARTS AND SOCIAL WELFARE WITH THE OVERALL OBJECT OF IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE INHABITANTS OF THE AREA OF BENEFIT.HEALTH INCLUDES THE ABSENCE OF DISEASE AND DISTRESS AS NECESSARY BUT NOT SUFFICIENT CONDITIONS AND ALSO INCLUDES OPTIMISING THE INDIVIDUAL'S SOCIAL AND CREATIVE POTENTIAL. THE AREA OF BENEFIT IS THE AREA WITHIN A TEN MILE RADIUS OF WINCANTON TOWN HALL REGARDLESS OF COUNTY OR ANY OTHER ADMINISTRATIVE BOUNDARY;I) TO IMPROVE ANY OTHER CHARITABLE PURPOSE THAT WILL IMPROVE THE HEALTH AND/OR QUALITY OF LIFE FOR THE INHABITANTS OF THE AREA OF BENEFIT.

Defined Area of Benefit:

THE AREA WITHIN A TEN MILE RADIUS OF WINCANTON TOWN HALL REGARDLESS OF COUNTY OR ANY OTHER. ADMINISTRATIVE BOUNDARY

Data Sources

Charity Commission for England and Wales
360 Giving

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