Finance Score: 2

Governance Score: 3

Support Score: 3

Strong growth: +2
No PartB

Dynamic board: +3

Grant maker support: +3

Overall GiG Score: 8

BATH ETHNIC MINORITY SENIOR CITIZENS ASSOCIATION

The charity's activities are the relief of elderly people in particular from ethnic minority groups within the area of Bath and North East Somerset by advancing education and providing facilities in the interests of social welfare for recreation and leisure time occupation with the objects of improving the conditions of life for these minority groups.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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	*	£155	£165	£-9	n/a	n/a	n/a	n/a	n/a	10
31/03/22		£154	£121	£33	n/a	n/a	n/a	n/a	n/a	10
31/03/21	*	£96	£73	£24	n/a	n/a	n/a	n/a	n/a	9
31/03/20		£51	£56	£-5	n/a	n/a	n/a	n/a	n/a	10
31/03/19		£68	£71	£-3	n/a	n/a	n/a	n/a	n/a	8
31/03/18	*	£57	£54	£3	£0	£0	£0	n/a	0	0
31/03/17	*	£50	£51	£-2	£0	£0	£0	n/a	0	0
31/03/16	*	£71	£63	£8	£0	£0	£0	n/a	0	0
31/03/15		£55	£50	£5	£0	£0	£0	n/a	0	0
31/03/14	*	£56	£64	£-8	£0	£0	£0	n/a	0	0
31/03/13	*	£111	£99	£12	£0	£0	£0	n/a	0	0
31/03/12	*	£91	£105	£-13	£0	£0	£0	n/a	0	0
31/03/11	*	£101	£89	£12	£0	£0	£0	n/a	0	0
31/03/10		£71	£79	£-8	£0	£0	£0	n/a	0	0
31/03/09		£85	£85	£1	£0	£0	£0	n/a	0	0
31/03/08		£91	£92	£-2	£0	£0	£0	n/a	0	0
31/03/07	*	£80	£65	£15	£0	£0	£0	n/a	0	0
31/03/06		£49	£44	£5	£0	£0	£0	n/a	0	0
31/03/05		£48	£50	£-2	£0	£0	£0	n/a	0	0
31/03/04	*	£46	£44	£3	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 22 years

www.bemsca.com

admin@bemsca.com

01225464165

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes

GiG Classification

Other facilities management and maintenance

How it operates

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

Where it operates

Bath And North East Somerset,

Who it helps

Elderly/Old People
People Of A Particular Ethnic Or Racial Origin

Who works here?

Unknown number of employees
10 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 Bath Ethnic Minority Senior Citizens' Association
£2,890	17/01/2024 2	To increase the hours of their warm space supervisor and pilot some therapies, such as massage and foot care.
Quartet Community Foundation - Grant to Bath Ethnic Minority Senior Citizens' Association
£10,000	11/05/2023	To enable BEMSCA to strengthen its trustee board, update its constitution and deliver a robust governance and marketing plan reflecting the charity’s growth and impact in the community.
Quartet Community Foundation - Grant to Bath Ethnic Minority Senior Citizens' Association
£5,000	30/05/2022	For organisational development and staff training to support the group's mental health service, plus an external audit of IT.
Quartet Community Foundation - Grant to Bath Ethnic Minority Senior Citizens' Association
£8,800	20/10/2020	Enable BEMSCA (Bath Ethnic Minority Senior Citizens) to provide more support at home to its members who have been forced to self isolate.
Quartet Community Foundation - Grant to Bath Ethnic Minority Senior Citizens' Association
£5,000	16/07/2020	To purchase IT equipment and provide training allowing members to communicate with the outside world to help relieve loneliness in the current climate.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

LIZANDRA WILLIAMS-ALEXANDER Appointed: 2023

MURTELLA SPALDING Appointed: 2013

RODRIC DIXON Appointed: 2023

BRENDA MCFARQUHAR Appointed: 2023

DANIEL EDMUND (Chair) Appointed: 2023

LOIS FRANCIS Appointed: 2023

WENDY CADOGAN Appointed: 2023

Legal constitution

Charity registered in England & Wales on 04/03/2002, number: 1090914

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 2 days late, AR21: 105 days late, AR18: 1 days late, AR17: 2 days late, AR16: 2 days late, AR14: 57 days late, AR13: 4 days late, AR12: 369 days late, AR11: 2 days late, AR07: 40 days late, AR04: 110 days late,

Main office

2 Kelston Road
Bath
BA1 3QJ

Objectives

A) THE RELIEF OF ELDERLY PEOPLE IN PARTICULAR ELDERLY PEOPLE WHO ARE AFRICAN, ASIAN, AFRICAN/CARIBBEAN, CHINESE AND FROM OTHER ETHNIC MINORITY GROUPS WITHIN THE AREA OF BATH AND NORTH EAST SOMERSET (HEREINAFTER CALLED (THE AREA OF BENEFIT) BY ADVANCING EDUCATION AND PROVIDING FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECTS OF IMPROVING THE CONDITIONS OF LIFE OF THE SAID INHABITANTS.B) THE ADVANCEMENT OF EDUCATION, PROTECTION OF HEALTH AND THE RELIEF OF POVERTY SICKNESS AND DISTRESS OF ELDERLY PEOPLE WITHIN BATH AND NORTH EAST SOMERSET

Defined Area of Benefit:

BATH AND NORTH EAST SOMERSET

Data Sources