Finance Score: 2
Governance Score: -5
Support Score: 8
  • Liabilities <10%: +3
  • Income diversified: +3
  • Fundraising costs high: -4
  • Narrow trustee age band: -2
  • Mainly male board: -1
  • Multiple returns filed late: -2
  • Overall weighted support: +8
Overall GiG Score: 5 ?

NEWENT ASSOCIATION FOR THE DISABLED

We operate a Day/Therapy Centre for disabled and older people. They enjoy social interaction, games, exercise, assisted baths and home cooked food. Personal Carers assist when required.We also run Dial-a-Ride & Community Transport enabling users to enjoy independence-enabling visits to doctors, hospitals, friends/family and shopping. We run home-to-school SEN transport.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Income generation is well diversified
  • Spending has increased over the last 3 years relative to the previous period
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • The Board is predominantly male
  • The Board has little diversity in terms of age
  • Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

  • Fundraising costs are extremely high relative to funds raised

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
31/10/23£1,264£1,010£254£321£1,047£6347.54460
31/10/22£822£847£-25£266£794£4576.54350
31/10/21*£750£718£32£235£819£5569.33845
31/10/20*£737£683£54£194£787£5199.13062
31/10/19£670£722£-52£183£733£47983774
31/10/18*£644£713£-69£153£785£5188.7370
31/10/17*£694£687£7£1£855£5669.9400
31/10/16£648£649£-1£115£848£55110.2400
31/10/15£632£628£4£100£849£54510.4300
31/10/14£618£590£28£116£845£52610.7410
31/10/13£586£618£-32£72£816£5029.7280
31/10/12£611£608£3£84£848£52710.4140
31/10/11£561£563£-2£59£846£55711.9240
31/10/10£527£536£-9£60£848£55312.4310
31/10/09£509£568£-59£83£857£54811.6300
31/10/08£462£535£-73n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 37%
Fundraising Costs/Total Spending: 31.8%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 3%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 61%
Reserves/Spending: 7.5 months
Net Current Assets/Spending: 6 months
Quick Ratio: 9
Asset Split ?
Balance Sheet History
Established: 17 years
(21 years as a company)

www.sheppardhouse.co.uk

lyndon.biddle@newentbb.co.uk

01531821227

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Disability
  • Other Charitable Purposes
GiG Classification
  • Services for people with disabilities
How it operates
  • Other charitable activities
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Gloucestershire, Herefordshire, Wiltshire, Worcestershire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities

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£88,639
Garfield Weston Foundation£55,000
Barnwood Trust£17,250
Co-Operative Group£11,251
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Newent Association for the Disabled
£2,527 21/10/2023
We would like to continue with our men's social club, which support vulnerable men in the community who are isolated, lonely and struggling with their mental health.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£40,000 07/08/2023
24
Disabled day centre and transport scheme - maintenance and expansion
Barnwood Trust - Glos Funders - Organisation and Group Funding
£15,000 27/02/2023
12
Improved online communication with isolated and vulnerable people
National Lottery Community Fund - Accessible community transport for elderly people in the Forest of Dean
£10,000 02/12/2022
The funding will be used to purchase an accessible mini bus which will be used to transport clients with a range of disabilities to their day care centre. The project aims to provide transport so people can access services with the aim of reducing ....more
Co-Operative Group - Grant to Newent Association for the Disabled
£3,523 22/10/2022
We provide a men's social club which will support vulnerable men in the community who are isolated, lonely and struggling with their mental health.
National Lottery Community Fund - Active Support for older people in Gloucestershire
£59,550 21/09/2022
The funding will support Newent Association for the Disabled (NAD also known as Sheppard House) to develop their work with younger older people YOP) from around 65 YO and upwards (with flexibility) through the provision of a range of activity and ....more
Garfield Weston Foundation - Main Grants award
£15,000 20/05/2022
Post Covid Build Back
Masonic Trust - MCF Matched Funding
£1,880 25/01/2022
Unrestricted matched funding in partnership with the local masonic province
Co-Operative Group - Grant to Newent Association for the Disabled
£5,201 23/10/2021
We want to help those who are lonely, isolated, and living in rural areas to feel connected to the community, by offering a grocery and medicine delivery service and daily welfare phone calls.
Barnwood Trust - Organisational and Groups Funding
£2,250 25/05/2021
Materials, tools and transport costs
National Lottery Community Fund - Ivan's Activity Club
£9,120 14/05/2021
The funding will be used to provide weekly activities for older vulnerable men including woodwork crafts gardening day trips and exercises.
National Lottery Community Fund - Emergency Covid-19 Action - Newent
£9,969 09/04/2020
12
The funding will be used to deliver COVID-19 responsive activities to the day centre’s 70 vulnerable older people many with dementia and to those in the wider community. This will include daily calls many of whom live alone essential doorstep ....more
Department for Transport - Bus Service Operators Grant Eng Comm Transport 20/21
£4,692 01/04/2020
The Local Authority Bus Subsidy Ring-Fenced (Revenue) Grant is paid by the Department for Transport to local authorities in place of the Bus Services Operators Grant previously paid to bus operators for running services under tender to local ....more
Department for Transport - Bus Service Operators Grant Eng Comm Transport 20/21
£3,710 01/04/2020
The Local Authority Bus Subsidy Ring-Fenced (Revenue) Grant is paid by the Department for Transport to local authorities in place of the Bus Services Operators Grant previously paid to bus operators for running services under tender to local ....more
The Clothworkers Foundation - Grant to Newent Association for the Disabled
£13,800 23/10/2017
Minibus for a charity which works with people with disabilities in Gloucestershire
Dunhill Medical Trust - Staffing grant: Therapy Activity and Social Care Co-ordinator
£23,698 09/03/2016
36
Therapy Activity and Social Care (TASC) Coordinator to help provide an extensive activities programme for older people
Lloyds Bank Foundation - Grant to Newent Association for the Disabled
£15,900 28/03/2013
Newent Association for the Disabled provides day services and community transport to older and disabled people. This project will provide hobby clubs, a men's group, exercise classes and excursions to help improve mobility, confidence and ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 72-81
  • DAVID COOMBS Appointed: 2015, Occupation: Director
  • DR ROBERT NEIL BALDWIN Appointed: 2020
  • IAN COCKS Appointed: 2009, Occupation: Retired
  • MICHAEL EDWARDS Appointed: 2003, Occupation: Training Manager
  • PATRICIA CATHERINE HALES Appointed: 2014, Occupation: Trustee
Legal constitution
  • Charitable company registered in England & Wales on 28/09/2007, number: 1121008
  • Registered at Companies House on 20/10/2003, number: 04937256
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
16 returns made; AR21: 6 days late, AR20: 8 days late, AR18: 59 days late, AR17: 19 days late,
Main office

Newent Association For The Disabled
Sheppard House
Onslow Road
NEWENT
GL18 1TL

Objectives

TO RELIEVE THE ELDERLY AND PHYSICALLY DISABLED PERSONS OF ALL AGES WITHIN NEWENT AND THE SURROUNDING AREA BY THE PROVISION OF TRANSPORT AND SUCH OTHER MEANS AS THE ASSOCIATION MAY FROM TIME TO TIME DETERMINE AND TO PROVIDE RECREATIONAL FACILITIES FOR SUCH PERSONS IN THE INTERESTS OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

NEWENT AND THE SURROUNDING AREA.

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great