Finance Score: -1

Governance Score: 6

Support Score: 4

Liabilities <10%: +3
Spending falling: -1
Volatile income: -3

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

Grant maker support: +4

Overall GiG Score: 9

THE CARE FORUM

A VCS organisation, we promote communication, consultation, networking and partnership working with the voluntary and community sector.We empower adults and young people to voice issues about local social care services.We provide information and advice about voluntary and statutory health and wellbeing services.We are hosts for local involvement networks in West of England

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
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

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 28 years

www.thecareforum.org

kevinpm@thecareforum.org.uk

01179654444

Charity Commission for England and Wales

Tweets

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	Volun- teers
31/03/23		£730	£634	£96	£0	£654	£497	9.4	22	100
31/03/22		£594	£571	£23	£0	£559	£513	10.8	16	100
31/03/21		£717	£815	£-98	£0	£536	£470	6.9	21	36
31/03/20	*	£1,133	£1,073	£60	£0	£633	£498	5.6	23	45
31/03/19		£1,507	£1,409	£98	£0	£573	£495	4.2	29	120
31/03/18		£1,483	£1,432	£51	£0	£475	£449	3.8	42	0
31/03/17		£1,837	£1,871	£-34	£0	£424	£414	2.7	43	0
31/03/16		£1,854	£1,956	£-102	£0	£458	£249	1.5	44	0
31/03/15		£1,593	£1,501	£92	£5	£561	£219	1.7	38	0
31/03/14		£1,553	£1,351	£202	£6	£468	£198	1.8	32	0
31/03/13		£936	£935	£1	£5	£266	£166	2.1	22	0
31/03/12		£890	£863	£27	£5	£265	£124	1.7	21	0
31/03/11		£1,041	£1,158	£-116	£5	£238	£139	1.4	27	0
31/03/10		£1,248	£1,172	£76	£4	£354	£160	1.6	26	0
31/03/09		£1,046	£908	£138	£5	£278	£150	2	22	0
31/03/08		£644	£611	£33	£4	£180	£180	3.5	13	0
31/03/07		£438	£458	£-21	£0	£0	£0	n/a	0	0
31/03/06		£467	£471	£-4	£0	£0	£0	n/a	0	0
31/03/05		£498	£492	£7	£0	£0	£0	n/a	0	0
31/03/04		£441	£400	£41	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 12%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 9%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 9.4 months
Net Current Assets/Spending: 12 months
Quick Ratio: 10.4

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Bath And North East Somerset, Bristol City, North Somerset, Somerset, South Gloucestershire, Swindon,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

22 employees
100 volunteers

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.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - PhotoVoice Project with North Somerset LGBT+ Youth Colours
£10,000	02/12/2021 8	This project seeks to enhance mental health & wellbeing and promote opportunities for creativity for LGBT+ youth in North Somerset, empowering them to document their mental health ....more This project seeks to enhance mental health & wellbeing and promote opportunities for creativity for LGBT+ youth in North Somerset, empowering them to document their mental health experiences/journey through photography.
DCMS - Coronavirus Community Support Fund
£25,000	04/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Quartet Community Foundation - Grant to The Care Forum
£5,000	23/07/2020	To purchase homeworking technological equipment for staff while they provide services responding to the Coronavirus.
DCMS - VSCE CMC Fund
£5,000	23/07/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
Quartet Community Foundation - Expert Citizens
£7,650	25/06/2020	To develop a pilot programme that allows Quartet and the Bristol City Funds to have expert citizen input - based on lived experience – to inform funding decisions.
National Lottery Community Fund - Bristol Join Up
£100,000	21/03/2019 36	This funding will enable the project to work with targeted groups and communities to reduce loneliness and isolation. The project will place particular emphasis on overcoming language and ....more This funding will enable the project to work with targeted groups and communities to reduce loneliness and isolation. The project will place particular emphasis on overcoming language and communications barriers and on those who are often missed by mainstream service delivery.
Quartet Community Foundation - Grant to Care Forum
£20,000	27/07/2017	Working in partnership with the Disability Equality Forum to strengthen the skills and capacity of local organisations to deliver disability and inclusion work in Southmead; provide community ....more Working in partnership with the Disability Equality Forum to strengthen the skills and capacity of local organisations to deliver disability and inclusion work in Southmead; provide community development support for the Disability Navigation Group; provide training to existing organisations and groups in Southmead; work with specialist disability sports and local community sports facilities to invest in piloting disability sports projects.

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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: 37-72

ANGELA BRAGG Appointed: 2021

DAVID COTTAM (Chair) Appointed: 2017, Occupation: Retired

GEORGE STEPHEN BARNES Appointed: 2018, Occupation: Retired, Other trusteeship: VOLUNTARY ACTION - SWINDON,

JENNY ALLEN Appointed: 2016, Occupation: Manager

ROBIN RICHARD BUTCHER Appointed: 2016, Occupation: Communications Manager

Legal constitution

Charitable company registered in England & Wales on 15/03/1996, number: 1053817
Registered at Companies House on 11/03/1996, number: 03170666

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Investing charity funds 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

20 returns made; AR20: 8 days late,

Main office

THE VASSALL CENTRE
GILL AVENUE
FISHPONDS
BRISTOL
BS16 2QQ

Objectives

(1)TO PROMOTE, PROTECT AND PRESERVE THE HEALTH AND SOCIAL WELFARE OF ALL PEOPLE PRINCIPALLY BUT NOT EXCLUSIVELY WITHIN THE SOUTH WEST REGION.(2) TO BUILD THE CAPACITY OF HEALTH AND SOCIAL CARE GROUPS AND ORGANISATIONS AND TO PROVIDE THEM WITH THE SUPPORT, INFORMATION AND SERVICES TO PARTICIPATE IN THE DEVELOPMENT AND PLANNING OF LOCAL HEALTH, SOCIAL AND COMMUNITY SERVICES.(3) TO SUPPORT INDIVIDUALS TO ACCESS SERVICES PROMOTING HEALTH AND WELLBEING, BY THE PROVISION OF INFORMATION, ADVOCACY, BROKERAGE AND SIMILAR ACTIVITIES.(4) TO PROMOTE, ORGANISE AND FACILITATE CO-OPERATION AND PARTNERSHIP WORKING BETWEEN THE SOCIAL SECTOR, STATUTORY AND OTHER RELEVANT BODIES IN THE ACHIEVEMENT OF THE ABOVE PURPOSES WITHIN THE AREA OF BENEFIT.(5) FOR THE PURPOSE OF CLAUSE 4 (A) 'ALL PEOPLE' MEANS EVERYONE IN A COMMUNITY REGARDLESS OF DISABILITY, RACE RELIGION OR BELIEF, GENDER, AGE, SEXUAL ORIENTATION OR SOCIO-ECONOMIC STATUS, (B) 'SOCIAL SECTOR' MEANS CHARITIES, VOLUNTARY ORGANISATIONS, SOCIAL ENTERPRISES AND NOT FOR PROFIT ORGANISATIONS.

Defined Area of Benefit:

BATH, NORTH EAST SOMERSET, BRISTOL, NORTH SOMERSET, SOUTH GLOUCESTERSHIRE

Data Sources