Finance Score: -5

Governance Score: -3

Support Score: 5

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Multiple returns filed late: -2

Overall weighted support: +5

Overall GiG Score: -3

YEOVIL SHOPMOBILITY

Yeovil Shopmobility is a scheme providing powered and manual equipment to enable people with mobility impairment to shop and get out and about. Anyone with limited mobility can use Shopmobility whether through permanent or temporary disability, illness accident or age. This equipmepnt is available for daily or long term hire.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
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:

Income has been volatile and on several occasions in recent years less than spending
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£19	£23	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£21	£21	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£7	£7	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£24	£22	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£18	£22	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£24	£19	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£21	£22	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£23	£25	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£30	£29	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£44	£40	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£28	£28	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£26	£23	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£28	£23	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£20	£24	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£18	£28	£-10	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 17 years

www.yeovilshopmobility.co.uk

info@yeovilshopmobility.co.uk

01935420889

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Dorset, Somerset,

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	£10,250
The Foyle Foundation	£6,000
Somerset Community Foundation	£3,000

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Small Grants
£3,000	29/11/2022	towards ongoing costs over the next 12 months (awarded grant in response to coronavirus)
Somerset Community Foundation - Combating isolation among older people and those with disabilities
£3,000	10/10/2022	Grant to Yeovil Shopmobility
National Lottery Community Fund - Its not just about Shopping
£5,000	10/12/2021	The funding will be used towards running costs enabling the organisation to continue to run it's shop mobility service for people with limited mobility. The project aims to reduce isolation and help people undertake shopping and leisure activities ....more The funding will be used towards running costs enabling the organisation to continue to run it's shop mobility service for people with limited mobility. The project aims to reduce isolation and help people undertake shopping and leisure activities independently.
The Foyle Foundation - Small Grants
£3,000	11/02/2021	towards core costs over the next 12 months (awarded grant in response to coronavirus)
National Lottery Community Fund - " We'll Get you Mobile! "
£5,250	25/11/2019 11	The funding will be used to continue to provide mobility scooter services for people with restricted mobility, with the aim of increasing personal independence and reducing social isolation.
National Lottery Community Fund - Mobility for U 2
£2,750	05/07/2017 12	A shop mobility scooter will be purchased with this funding. This will facilitate access to the shops for community members who otherwise find it difficult or impossible to access these services, reducing isolation and improving people’s quality ....more A shop mobility scooter will be purchased with this funding. This will facilitate access to the shops for community members who otherwise find it difficult or impossible to access these services, reducing isolation and improving people’s quality of life.
Lloyds Bank Foundation - Grant to Yeovil Shopmobility
£16,000	30/05/2012	the salary and training of the Project Manager, volunteer CRB checks, volunteer training and travel costs

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

DAVID MIELL Appointed: 2016

GRAHAM WHITE Appointed: 2014

JASON LIVINGSTONE Appointed: 2014

JOHN HANN

KEITH ANDREWS Appointed: 2014

MANFRED ROPER Appointed: 2017

RUTH HANN

YVONNE MEADON Appointed: 2014

Legal constitution

Charity registered in England & Wales on 11/01/2008, number: 1122278

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Paying staff
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

15 returns made; AR23: 105 days late, AR20: 21 days late,

Main office

Quedam Carpark Basement Lobby
Quedam Shopping Centre
Yeovil
Somerset
BA21 1EY

Objectives

TO RELIEVE THE NEEDS OF PEOPLE WHO ARE ELDERLY, POOR, DISABLED OR LACK ADEQUATE AND SAFE PASSENGER SERVICES BY PROVIDING SHOPMOBILITY SERVICES AND OTHER ALLIED SERVICES IN YEOVIL AND SURROUNDING AREAS WITH THE AIM OF IMPROVING THEIR MOBILITY AND CONDITIONS OF LIFE

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE. YEOVIL

Data Sources

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