Finance Score: 0

Governance Score: -1

Support Score: 6

No PartB

Mainly female board: -1

Grant maker support: +6

Overall GiG Score: 5

WDGB LTD

The charity provides bonds in lieu of private housing rent deposits for homeless people in North Somerset. It also has a twice weekly drop-in clinic for homeless or likely to be made homeless people who are referred to us by other local agencies. These clinics are used for signposting, support and practical assistance.

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 and there are significant future grants due to be received

Regulatory & Governance issues to consider:

The Board is predominantly female

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	£55	£52	£3	n/a	n/a	n/a	n/a	n/a
31/03/22	£47	£51	£-4	n/a	n/a	n/a	n/a	n/a
31/03/21	£65	£51	£14	n/a	n/a	n/a	n/a	n/a
31/03/20	£58	£57	£2	n/a	n/a	n/a	n/a	n/a
31/03/19	£67	£62	£5	n/a	n/a	n/a	n/a	n/a
31/03/18	£65	£53	£12	£0	£0	£0	n/a	0
31/03/17	£57	£54	£3	£0	£0	£0	n/a	0
31/03/16	£57	£54	£3	£0	£0	£0	n/a	0
31/03/15	£29	£75	£-46	£0	£0	£0	n/a	0
31/03/14	£60	£73	£-14	£0	£0	£0	n/a	0
31/03/13	£154	£57	£97	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 12 years

www.keysteps.org.uk

office@wdgb.org.uk

01934617617

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Services for homeless & excluded people & ex-offenders

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

North Somerset,

Who it helps

The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Henry Smith Charity	£62,500
Quartet Community Foundation	£20,800
The Foyle Foundation	£4,000

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to KeySteps
£62,500	11/08/2021 36	towards three years' continuation funding of the running costs of a project providing advice and support to homeless people and those at risk of becoming homeless in Weston-Super-Mare and across ....more towards three years' continuation funding of the running costs of a project providing advice and support to homeless people and those at risk of becoming homeless in Weston-Super-Mare and across North Somerset.
The Foyle Foundation - Small Grants
£4,000	20/09/2019	towards core costs during the year end March 2020 for the charity which supports homeless people in North Somerset into accommodation
Quartet Community Foundation - Grant to KeySteps (formerly WDGB)
£20,800	15/07/2019	Second year payment of a three-year award from the Henry Smith Charity towards a service providing advice and support to homeless people and those at risk of becoming homeless in Weston-super-Mare ....more Second year payment of a three-year award from the Henry Smith Charity towards a service providing advice and support to homeless people and those at risk of becoming homeless in Weston-super-Mare and across North Somerset.
Quartet Community Foundation - Safer, Healthier, Happier in Homes
£3,500	23/11/2018 11	Towards the drop-in Homelessness Surgeries (giving information and practical help to homeless/vulnerably-housed people) and ongoing support to secure and maintain a tenancy for the long-term.
Quartet Community Foundation - Grant to KeySteps (formerly WDGB)
£20,200	27/06/2018	First year payment of a three-year award from the Henry Smith Charity towards a service providing advice and support to homeless people and those at risk of becoming homeless in Weston-super-Mare and ....more First year payment of a three-year award from the Henry Smith Charity towards a service providing advice and support to homeless people and those at risk of becoming homeless in Weston-super-Mare and across North Somerset.
Henry Smith Charity - Grant to KeySteps
£62,000	13/06/2018 36	towards three years' continuation funding of a project providing advice and support to homeless people and those at risk of becoming homeless in Weston super Mare and across North Somerset
Quartet Community Foundation - Grant to KeySteps (formerly WDGB)
£20,000	12/07/2017	Third year of a 3 year grant towards the running costs of a project providing practical help and services to homeless people and those at risk of homelessness
Quartet Community Foundation - Grant to KeySteps (formerly WDGB)
£19,700	15/07/2016	Second year of a 3 year grant towards the running costs of a project providing practical help and services to homeless people and those at risk of homelessness
Lloyds Bank Foundation - Grant to Key Steps (WDGB Ltd)
£75,000	17/03/2016 36	The charity works with homeless people by helping them move into and keep safe and suitable accommodation. The grant will contribute towards the the salary of the Support Worker and Administrator, ....more The charity works with homeless people by helping them move into and keep safe and suitable accommodation. The grant will contribute towards the the salary of the Support Worker and Administrator, delivery and project related costs.
Henry Smith Charity - Grant to KeySteps
£59,200	11/06/2015 36	towards three years' running costs of a project providing practical help and services to homeless people and those at those at risk of homelessness in north Somerset
Lloyds Bank Foundation - Grant to Key Steps
£17,760	28/08/2013	WDGB supports homeless people in North Somerset. This grant will provide additional hours for the Support Worker to help homeless people to secure and keep private tenancies.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-77

KENNETH MARTIN KNIGHT (Chair) Appointed: 2012, Occupation: None, Other trusteeship: CREATIVE SOLUTIONS,

MOYA PEARSON Appointed: 2015, Occupation: Retired Gp, Other trusteeship: CONGRESBURY YOUTH PARTNERSHIP,

NICOLA OAKLEY Appointed: 2015, Occupation: Accountant

WENDY HILDA GRIGGS Appointed: 2012, Occupation: Teacher

JUNE MORGAN Appointed: 2021, Occupation: Director, Other trusteeship: EMMANUEL CHURCH WSM,

Legal constitution

Charitable company registered in England & Wales on 27/02/2012, number: 1146111
Registered at Companies House on 22/12/2011, number: 07889611

Gift Aid

Registered with HMRC for Gift Aid

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
Investment
Paying staff
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

11 returns made; all on time

Main office

St Johns Hall
The Boulevard
WESTON-SUPER-MARE
BS23 1NA

Objectives

THE CHARITABLE PURPOSES OF THE CHARITY ARE TO RELIEVE POVERTY WITHIN THE AREA OF NORTH SOMERSET ESPECIALLY IN RELATION TO RESIDENTIAL ACCOMMODATION,BY SUCH CHARITABLE ACTIVITIES AS THE TRUSTEES THINK FIT.THESE ARE ITS CHARITABLE PURPOSES FOR THE PURPOSES OF THE 2006 ACT. FOR AS LONG AS THE CHARITY IS REGISTERED AS A CHARITY IN ENGLAND AND WALES,ITS PURPOSES MAY ONLY BE ALTERED WITH THE PRIOR CONSENT OF THE COMMISSION AND IN ACCORDANCE WITH ANY CONDITIONS ATTACHED TO SUCH CONSENT.

Data Sources