Finance Score: -2

Governance Score: -1

Support Score: 3

Deficit latest year: -2
No PartB

Only 3 Trustees: -2
Narrow trustee age band: -2
Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 0

TERRY'S DAY CARE LIMITED

Terry's Place is a unique day care charity. Our experienced team help families caring for older people to take a break for the day, so their loved one can enjoy social stimulation and activities in a relaxed setting in Chichester.Our highly experienced care team are also on hand to provide advice to family carers, providing information or access to our network of community health professionals.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/12/23		£144	£175	£-31
31/12/22	*	£218	£108	£110

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Download accounts

Highest pay bracket: less than £60,000

Established: 2 years

http://www.terrysplace.org/

simon.mcgee@terrysplace.org

01243884111

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

West Sussex,

Who it helps

Elderly/Old People

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Terry's Place- Wellbeing and Social Activities
£9,947	15/09/2023	The funding will be used to provide a series of social support activities to support isolated older people. The project aims to improve emotional and physical health and reduce social isolation for ....more The funding will be used to provide a series of social support activities to support isolated older people. The project aims to improve emotional and physical health and reduce social isolation for the cared and the carer.
Sussex Community Foundation - Grant to Terry's Place
£5,000	11/11/2022	Funding was provided towards activity and marketing costs.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees:

REBECCA THERESA DE LORENZO (Chair) Appointed: 2021

SIMON MCGEE Appointed: 2021, Occupation: Company Director

TANIA MERCEDES JEFFERY Appointed: 2021, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 08/07/2022, number: 1199604
Registered at Companies House on 09/08/2021, number: 13554558

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
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

2 returns made; AR22: 141 days late,

Main office

Home Care House
MADGWICK LANE
WESTHAMPNETT
CHICHESTER
PO18 0FB

Objectives

THE RELIEF OF ELDERLY PERSONS EXPERIENCING SOCIAL ISOLATION OR WHO MAY BE AFFECTED BY CHRONIC DISEASES AND LIFE LIMITING ILLNESSES, BY PROVIDING A DAY CARE FACILITY TO OFFER SUPPORT, INFORMATION AND RESPITE CARE FOR SUCH PERSONS AND THEIR FAMILIES AND CARERS