Finance Score: 0

Governance Score: 9

Support Score: 3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +3

Overall GiG Score: 12

THE MEADOWSIDE CHARITY NEWTON ABBOT AND DISTRICT

This charity runs "Meadowside" a residential home for up to 11 residents with varying degrees of learning and/or physical disabilities, which has been their home for up to 30 years. Respite Care is also provided. Social events are also organised for the members, including those from the wider community.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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?		£917	£838	£79	£0	£340	£308	4.4	16	10
30/09/21		£499	£488	£12	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20		£497	£466	£31	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19	*	£425	£424	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18	*	£421	£423	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17		£424	£373	£51	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16		£373	£362	£10	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15		£309	£304	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/09/14		£295	£297	£-2	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13		£297	£305	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/09/12		£281	£297	£-16	n/a	n/a	n/a	n/a	n/a	n/a
30/09/11		£281	£278	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/10	*	£269	£294	£-25	n/a	n/a	n/a	n/a	n/a	n/a
30/09/09		£265	£253	£12	n/a	n/a	n/a	n/a	n/a	n/a
30/09/08	*	£209	£244	£-35	n/a	n/a	n/a	n/a	n/a	n/a
30/09/07	*	£171	£183	£-12	n/a	n/a	n/a	n/a	n/a	n/a
30/09/06		£161	£184	£-23	n/a	n/a	n/a	n/a	n/a	n/a
30/09/05		£160	£176	£-16	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04		£2	£4	£-2	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 4.4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 17.2

Asset Split ?

Balance Sheet History

Established: 52 years

www.meadowsidecharity.co.uk

accounts@meadowsidecharity.co.uk

01803409968

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes

GiG Classification

Residential nursing care facilities

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Devon,

Who it helps

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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Meadowside Charity Newton Abbot and District
£1,508	21/10/2023	We are a charity that would love to improve the quality of the home for the residents - making it the home they deserve. We are also creating a community hub for individuals to access.
The Clothworkers Foundation - Grant to The Meadowside Charity Newton Abbot & District
£24,000	07/02/2023 0	Renovation of building for a charity which works with people with disabilities in Devon

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-77

JAMES CAFFREY Appointed: 2024, Occupation: Retired

JILL HOWARD Appointed: 2023, Occupation: Retired

LYNN MCELHERON (Chair) Appointed: 2012, Occupation: Company Director Panel Member

MARTIN PAUL SMITH Appointed: 2020, Occupation: Retired

MICHAEL LANGLER Appointed: 2023, Occupation: Healthcare Group Officer

PHILIP ALEC WILLIAM BEARNE Appointed: 2024, Occupation: Retired

Legal constitution

Charity registered in England & Wales on 24/08/1972, number: 264364
Registered at Companies House on 27/09/2013, number: 08709411

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
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
Volunteer management

Filing Record

19 returns made; AR19: 1 days late, AR18: 1 days late, AR10: 177 days late, AR08: 77 days late, AR07: 244 days late,

Main office

Meadowside Residential Home
41 Highweek Road
Newton Abbot
TQ12 1TR

Objectives

(A) THE RELIEF OF PEOPLE WITH A LEARNING DISABILITY IN PARTICULAR BY THE PROVISION OF HELP AND SUPPORT FOR THEM AND THEIR FAMILIES, DEPENDANTS AND CARERS, AND TO PREVENT LEARNING DISABILITIES FOR THE PUBLIC BENEFIT AND TO ADVANCE RELIGION AMONGST PERSONS WITH A LEARNING DISABILITY; AND(B) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE

Defined Area of Benefit:

NOT DEFINED NORMALLY NEWTON ABBOT AND DISTRICT

Data Sources

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