Finance Score: 11
Governance Score: 9
Support Score: 13
  • Liabilities <10%: +3
  • Fundraising costs low: +3
  • Future income +5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +13
Overall GiG Score: 33 ?

FOOTHOLD CYMRU

The Centre for Building Social Action is a social justice charity operating in West Wales. Our focus is on tackling the causes and consequences of poverty through a range of capacity building activities and services; recognising that the solutions and the skills to put them in place, are found in the lived experiences of the people and communities affected.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition
  • This charity is based in an area of extremely high deprivation

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return

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£890£837£53£5£1,003£6228.91842
31/03/22£905£829£76£21£950£5938.62252
31/03/21£858£836£22£0£874£5227.51742
Financial Ratios
Fundraising Costs/Relevant Income: 4.3%
Fundraising Costs/Total Spending: 4%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 62%
Reserves/Spending: 8.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 65.1
Asset Split ?
Balance Sheet History
Established: 5 years
(33 years as a company)

www.cbsa.org.uk

jmorgan@cbsa.org.uk

01554779910

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Emotional support, counselling or therapy
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Throughout Wales,
  • This charity is based in an area of extremely high deprivation
Who it helps
  • Children/Young People
  • Elderly/Old People
  • 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
Henry Smith Charity£199,700
Esmee Fairbairn£193,000
Trusthouse Charitable Foundation£98,106
Garfield Weston Foundation£55,000
Masonic Trust£54,962
BBC Children in Need£49,500
Specific Donations
Amount When
Months
To be used for
Henry Smith Charity - Grant to Foothold Cymru
£199,700 05/12/2023
towards three years‘ running costs of the ‘Back2Basics‘ project, providing employability support and skills for young people in Carmarthenshire, Wales.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£40,000 07/08/2023
24
Creating a Co-Production Centre of Excellence to reduce and mitigate the impact of poverty in Carmarthenshire
Esmee Fairbairn - Grant to Foothold Cymru
£18,000 06/02/2023
Towards unrestricted core costs as a Cost of Living Uplift
Trusthouse Charitable Foundation - Grant to Foothold Cymru
£98,106 26/01/2023
50% of project costs over 3-years for a programme to support vulnerable families facing complex challenges in the Burry Estuary, South Wales.
Esmee Fairbairn - Grant to Foothold Cymru
£175,000 07/12/2022
Towards project costs for Full Circle, a pioneering, community-led initiative in West Wales to demonstrate, capture and share a blueprint for community led social and environmental justice focused action and enterprise
BBC Children in Need - Grant to Foothold Cymru
£49,500 02/09/2022
This grant will empower children and young people in Carmarthenshire to deliver Social Action in their communities.
Masonic Trust - MCF Large Grant
£54,962 20/07/2022
Grant to fund a range of out-of-school activities based around children and young peoples’ needs, delivered through free weekly clubs, with sessions for 120 younger and older CYP in Carmarthenshire.
Garfield Weston Foundation - Main Grants award
£15,000 23/04/2021
Feeding Futures Carmarthenshire
CAF - Grant to The Centre for Building Social Action Limited
£3,340 26/06/2020
3
Grant to The Centre for Building Social Action Limited to support the organisation through COVID19
National Lottery Community Fund - #BeTheChange: Social Action Led by Young People
£99,810 19/09/2019
24
#BeTheChange: Social Action Led by Young People
National Lottery Community Fund - Back to Basics
£440,768 27/09/2018
48
Back to Basics
National Lottery Community Fund - HWF Stronger Together
£490,606 26/07/2018
48
HWF Stronger Together
National Lottery Community Fund - Families Together
£362,408 18/03/2015
35
Not Available
National Lottery Community Fund - Best Friends
£347,242 29/01/2015
36
Not Available
National Lottery Community Fund - Tomorrow's People
£348,237 24/07/2013
36
The three year project aims to break the inter-generational transmission of worklessness in three wards in Swansea. The project will offer a range of advice, support and training to meet the needs of the families. The grant will fund the salaries of ....more
National Lottery Community Fund - Facing the Future
£351,108 25/07/2012
48
The aim of this project is to reduce the number of young people at risk of becoming NEET at 16 as a result of disengagement from education. This will be achieved through a programme of activities designed to raise confidence, motivation and esteem.
National Lottery Community Fund - LS CONV Rd 5 Economically Inactive Families Convergence Area
£656,222 30/09/2010
60
A 4 year contract, value £362,860 has been awarded to Mid and West Wales Chamber Ltd, working in partnership with CYCA to deliver services to 50 families within the Carmarthenshire area. The project aims to help break the intergenerational ....more
National Lottery Community Fund - LS RCE Rd 4 Carers & Former Carers Competitiveness
£294,445 30/03/2010
60
A four year contract, for £407,835 has been awarded to Mid & West Wales Chamber Ltd working with Crossroads Mid and West Wales to deliver services to 250 Carers and Former Carers across Powys The project aims to increase the life and ....more
National Lottery Community Fund - LS CONV Rd 3 Carers & Former Carers Convergence Areas
£749,878 30/03/2010
60
A four year contract, for £807,686 has been awarded to Mid & West Wales Chamber Ltd working with Crossroads Care Sir Gar and Crossroads Mid and West Wales to deliver services to 400 Carers and Former Carers across the counties of ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split
Based on 11/12 persons

Age Range of Trustees: 39-77
  • DERITH POWELL OBE Appointed: 2015, Occupation: Chief Exectutive
  • ELEANOR SHORLAND Appointed: 2024, Occupation: Education Officer
  • FRED ST-JOHN ROBERTS JP (Chair) Appointed: 2019
  • JAMES HUGH LEWIS Appointed: 2006, Occupation: Consultant
  • JESSICA REES Appointed: 2023, Occupation: Unpaid Carer
  • KATHERINE THOMAS Appointed: 2023, Occupation: Carer
  • KELLY LOUISE RIVERS Appointed: 2022
  • MICHAEL GOODFELLOW-SMITH Appointed: 2023, Occupation: Lecturer
  • PAOLO PIANA Appointed: 2021, Occupation: Retired
  • PETER ANTHONY FREEMAN Appointed: 2019, Occupation: Retired
  • REV JOHN ELDON PHILLIPS Appointed: 2020, Occupation: Reverend
  • STEPHENI KAYS Appointed: 2022, Occupation: Not Applicable
Legal constitution
  • Charitable company registered in England & Wales on 23/03/2020, number: 1188696
  • Registered at Companies House on 29/07/1991, number: 02633128
Gift Aid
  • NOT 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
3 returns made; all on time
Main office

The Lord Arthur Rank Centre
Trostre Road
Llanelli
SA14 9RA

Objectives

THE CHARITY’S OBJECTS (THE OBJECTS) ARE:TO DEVELOP THE CAPACITY AND SKILLS OF MEMBERS OF THE SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES OF WALES IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY, IN PARTICULAR BUT NOT EXCLUSIVELY BY:A) EQUIPPING DISADVANTAGED OR OTHERWISE EXCLUDED PEOPLE WITH THE SKILLS AND COMPETENCIES REQUIRED TO TAKE RESPONSIBILITY FOR IDENTIFYING AND MEETING THEIR NEEDS AND THOSE OF THE COMMUNITY;B) THE DELIVERY OF FORMAL, INFORMAL AND COMMUNITY EDUCATION PROGRAMMES THAT PROVIDE SOCIALLY AND ECONOMICALLY DISADVANTAGED PEOPLE OPPORTUNITIES TO GAIN NATIONALLY RECOGNISED QUALIFICATIONS AND/OR DEVELOP THE KNOWLEDGE, SKILLS AND COMPETENCIES REQUIRED FOR INDEPENDENT LIVING AND THE LABOUR MARKET;C) THE PROMOTION, PROVISION AND FACILITATION OF VOLUNTEERING, TRAINING AND WORK EXPERIENCE OPPORTUNITIES TO UNEMPLOYED OR UNDEREMPLOYED PEOPLE WHO ARE DISADVANTAGED IN THE LABOUR MARKET.

Data Sources

Charity Commission for England and Wales
360 Giving

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