Finance Score: 2

Governance Score: 2

Support Score: 7

Strong growth: +2
No PartB

No conflicts policy: -1
Good trustee age range: +3

Grant maker support: +7

Overall GiG Score: 11

BEAMSTAFFS

Support of people with learning disabilities, their carers & family. Help children & adults with learning disabilities to live as independently as possible within the community. Act as a resource for parents & carers, providing them with information, advocacy & practical support. Provide opportunities for people with learning disability to enjoy their leisure time.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

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

Established: 21 years

www.beamstaffs.org

mike.howell@beamstaffs.org

01782 244270

Charity Commission for England and Wales

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		£195	£206	£-11	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£175	£187	£-12	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£157	£162	£-5	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£144	£152	£-8	n/a	n/a	n/a	n/a	n/a	1
31/03/19		£375	£122	£253	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£82	£92	£-10	£0	£0	£0	n/a	0	0
31/03/17		£60	£62	£-2	£0	£0	£0	n/a	0	0
31/03/16		£71	£65	£6	£0	£0	£0	n/a	0	0
31/03/15		£62	£74	£-12	£0	£0	£0	n/a	0	0
31/03/14		£85	£81	£4	£0	£0	£0	n/a	0	0
31/03/13		£104	£90	£14	£0	£0	£0	n/a	0	0
31/03/12		£101	£102	£-1	£0	£0	£0	n/a	0	0
31/03/11		£106	£111	£-5	£0	£0	£0	n/a	0	0
31/03/10		£137	£120	£17	£0	£0	£0	n/a	0	0
31/03/09		£26	£94	£-68	£0	£0	£0	n/a	0	0
31/03/08		£135	£81	£54	£0	£0	£0	n/a	0	0
31/03/07		£77	£88	£-11	£0	£0	£0	n/a	0	0
31/03/06		£90	£67	£23	£0	£0	£0	n/a	0	0
31/03/05	*	£67	£64	£3	£0	£0	£0	n/a	0	0
31/03/04		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training
General Charitable Purposes
Other Charitable Purposes

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Staffordshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

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
National Lottery Community Fund - Beamability
£340,639	25/05/2023	This project will use funding to help people who have learning disabilities/difficulties to be able to fairly and equally access support services benefits and training opportunities and to provide ....more This project will use funding to help people who have learning disabilities/difficulties to be able to fairly and equally access support services benefits and training opportunities and to provide tailored socialising opportunities to help reduce isolation and loneliness.
National Lottery Community Fund - Beam IT
£3,859	07/05/2021	The funding will be used to replace staff laptops and mobile phones with appropriate equipment to work from home. The project aims to increase the organisations capacity to provide online and remote ....more The funding will be used to replace staff laptops and mobile phones with appropriate equipment to work from home. The project aims to increase the organisations capacity to provide online and remote support for people living with learning disabilities.
DCMS - Coronavirus Community Support Fund
£16,236	11/08/2020	"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."
The Clothworkers Foundation - Grant to Beam
£3,600	07/12/2018	purchase of three desktops and a server for a charity which works with people with disabilities in Staffordshire
National Lottery Community Fund - Give me some credit
£332,265	31/05/2018 60	This funding will be used to support people whose lives have been changed by having or knowing someone who has a learning disability. The group offers them help so they can take advantage of the ....more This funding will be used to support people whose lives have been changed by having or knowing someone who has a learning disability. The group offers them help so they can take advantage of the things that life offers in the same way as everyone else. This includes helping people develop skills in benefits entitlement, budgeting, debt and household bills, moving them closer to employment. To help support even more people, two full time roles will be recruited with this funding.
Lloyds Bank Foundation - Grant to Beamstaffs
£13,300	15/03/2017 12	The Charity will pilot a wrap around programme of support for adults with mild learning disabilities seeking to find and sustain employment.
Lloyds Bank Foundation - Grant to Mencap Mid Staffordshire
£13,349	09/09/2015 12	supporting adults with long learning disabilities who are furthest from employment by involving key agencies of DWP, clients and potential employers. The grant will fund the salary costs of the ....more supporting adults with long learning disabilities who are furthest from employment by involving key agencies of DWP, clients and potential employers. The grant will fund the salary costs of the Outreach Worker, accommodation, travel and office costs.
National Lottery Community Fund - Benefits, Bills and Budgets
£85,320	12/01/2015 36	Not Available
Lloyds Bank Foundation - Grant to Mencap Mid Staffordshire
£28,500	29/03/2011	the salary costs of Outreach Worker including travel costs, counselling and training

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 32-79

LATIFA GOWER Appointed: 2023, Occupation: Unemployed

MR D E MORETON, Occupation: Manager

MR D J BAILEY, Occupation: Teacher

MINNIE CHARLESWORTH Appointed: 2023, Occupation: Tutor

ROY PARKER Appointed: 2022, Occupation: Retired

SIMON MOUNTFORD Appointed: 2016, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 01/05/2003, number: 1097322
Registered at Companies House on 25/07/2002, number: 04495170

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Volunteer management

Filing Record

20 returns made; AR05: 1 days late,

Main office

1 The Mills
Mill Bank
STAFFORD
ST16 2QZ

Objectives

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 TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OF OTHER LEISURE TIME OCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THE OBJECT OR IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

STAFFORSHIRE

Data Sources