Finance Score: -2

Governance Score: 5

Support Score: 3

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly female board: -1

Grant maker support: +3

Overall GiG Score: 6

SEND AND YOU

SEND AND YOU provides the Special Educational Needs and Disabilities Information, Advice and Support Service (SENDIAS) for Bristol North Somerset and South Gloucestershire. We provide free confidential and impartial advice to children, young people and their parents about SEND to form an effective partnership with others to ensure maximum educational benefit.

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 dynamic in terms of composition

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
On several occasions in recent years income has been less than spending

Established: 24 years

www.sendandyou.org.uk

mail@sendandyou.org.uk

01179897724

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	£346	£386	£-40	n/a	n/a	n/a	n/a	n/a	12
31/03/22	£326	£417	£-91	n/a	n/a	n/a	n/a	n/a	10
31/03/21	£368	£358	£10	n/a	n/a	n/a	n/a	n/a	5
31/03/20	£423	£290	£133	n/a	n/a	n/a	n/a	n/a	3
31/03/19	£320	£286	£34	n/a	n/a	n/a	n/a	n/a	4
31/03/18	£227	£216	£11	£0	£0	£0	n/a	0	0
31/03/17	£220	£226	£-6	£0	£0	£0	n/a	0	0
31/03/16	£220	£210	£10	£0	£0	£0	n/a	0	0
31/03/15	£238	£219	£19	£0	£0	£0	n/a	0	0
31/03/14	£166	£158	£8	£0	£0	£0	n/a	0	0
31/03/13	£157	£159	£-2	£0	£0	£0	n/a	0	0
31/03/12	£169	£149	£20	£0	£0	£0	n/a	0	0
31/03/11	£157	£165	£-9	£0	£0	£0	n/a	0	0
31/03/10	£155	£159	£-4	£0	£0	£0	n/a	0	0
31/03/09	£143	£148	£-5	£0	£0	£0	n/a	0	0
31/03/08	£140	£137	£3	£0	£0	£0	n/a	0	0
31/03/07	£135	£127	£8	£0	£0	£0	n/a	0	0
31/03/06	£135	£122	£13	£0	£0	£0	n/a	0	0
31/03/05	£112	£114	£-2	£0	£0	£0	n/a	0	0
31/03/04	£114	£120	£-6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Other Charitable Purposes

How it operates

Provides advocacy/advice/information

Where it operates

Bristol City, North Somerset, South Gloucestershire,

Who it helps

Children/Young People
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
12 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 - Grant to SEND and You
£5,000	23/08/2023	Towards developing Community Ambassadors to assist in the group's work reaching under-represented, marginalised communities.
Quartet Community Foundation - office refurbishment and reorganisation
£3,200	09/06/2016 1	For the replacement of office carpet and some soundproofing screens as part a larger refurbishment of office.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 37-78

CAROLYN SUSAN SIMS (Chair) Appointed: 1999, Occupation: Retired, Other trusteeship: TRINITY-HENLEAZE BRISTOL UNITED REFORMED CHURCH CHARITY,

ELIZABETH NORA KELLY Appointed: 2016, Occupation: Personal Assistant

FABIOLA GARAY BALMORI Appointed: 2018, Occupation: Lead Forecasting Specialist

GEMMA RUSSELL Appointed: 2022, Occupation: Tutor

LEE MARCO PALMER Appointed: 2023, Occupation: Director Of Education (Young Enterprise)

MARGARET POTTER Appointed: 2020, Occupation: Retired

PETRA JONES Appointed: 2023, Occupation: Send Learning Mentor / Counsellor

SUE OSBORNE Appointed: 2015, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 09/03/2000, number: 1079761
Registered at Companies House on 13/01/2000, number: 03905996

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

20 returns made; all on time

Main office

SEND AND YOU
3RD FLOOR
ROYAL OAK HOUSE
ROYAL OAK AVENUE
BRISTOL
BS1 4GB

Objectives

To promote the education of children and young people who have special educational needs and/or a disability (SEND), particularly by providing a SEND information, advice and support service for children, young people and their parents.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE IN BRISTOL, SOUTH GLOUCESTERSHIRE, NORTH SOMERSET AND BATH AND NORTH EAST SOMERSET

Data Sources