Finance Score: -5

Governance Score: 6

Support Score: 10

Multiple Deficits and declines: -5
No PartB

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

Grant maker support: +10

Overall GiG Score: 11

HEADWAY SOMERSET

The rehabilitation of persons who have suffered brain injuries and who reside in the area covered by the Somerset Health Authority

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 21 years

www.headwaysomerset.org.uk

liz@headwaysomerset.org.uk

01823618519

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
31/12/22		£271	£302	£-31	n/a	n/a	n/a	n/a	n/a	11
31/12/21		£271	£302	£-31	n/a	n/a	n/a	n/a	n/a	11
31/12/20		£359	£357	£2	n/a	n/a	n/a	n/a	n/a	12
31/12/19	*	£359	£357	£2	n/a	n/a	n/a	n/a	n/a	5
31/12/18		£307	£332	£-24	£0	£0	£0	n/a	0	12
31/12/17		£322	£333	£-12	£0	£0	£0	n/a	0	0
31/12/16		£281	£321	£-41	£0	£0	£0	n/a	0	0
31/12/15		£292	£241	£50	£0	£0	£0	n/a	0	0
31/12/14		£293	£250	£43	£0	£0	£0	n/a	0	0
31/12/13	*	£293	£274	£19	£0	£0	£0	n/a	0	0
31/12/12		£286	£264	£22	£0	£0	£0	n/a	0	0
31/12/11		£264	£252	£12	£0	£0	£0	n/a	0	0
31/12/10		£271	£255	£16	£0	£0	£0	n/a	0	0
31/12/09		£243	£253	£-10	£0	£0	£0	n/a	0	0
31/12/08	*	£236	£203	£33	£0	£0	£0	n/a	0	0
31/12/07		£250	£209	£40	£0	£0	£0	n/a	0	0
31/12/06	*	£179	£198	£-19	£0	£0	£0	n/a	0	0
31/12/05		£176	£162	£14	£0	£0	£0	n/a	0	0
31/12/04		£147	£132	£15	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Somerset,

Who it helps

People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
11 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.

Major supporters in last 5 years

National Lottery Community Fund	£227,334
Henry Smith Charity	£168,900
Garfield Weston Foundation	£50,000
Somerset Community Foundation	£25,665

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Headway Somerset
£168,900	18/08/2023 36	towards three years' salary cost and on costs for a project providing a rehabilitation service for people who have acquired brain injuries in Somerset.
Somerset Community Foundation - Contribution towards the overheads of a charity supporting people with acquired brain injury
£9,000	06/02/2023	Grant to Headway Somerset
Somerset Community Foundation - Strategic planning exercise to help the charity meet the needs of people with acquired brain injury in the county
£13,165	24/05/2022	Strategic planning exercise to help the charity meet the needs of people with acquired brain injury in the county
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£25,000	11/03/2022	Strengthening Headway Somerset
Somerset Community Foundation - Grant to Headway Somerset
£2,500	26/11/2021	Introducing money management and budgeting skills via small group sessions across our 5 rehab centres Highlighting awareness of financial abuse and budgeting and producing worksheets as a memory aid
Somerset Community Foundation - Core costs of delivering support services for people with acquired brain injury
£1,000	13/09/2021	Core costs of delivering support services for people with acquired brain injury
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£25,000	26/03/2021	Strengthening Headway Somerset
National Lottery Community Fund - Making Headway
£227,334	19/09/2019 59	Making Headway
Henry Smith Charity - Grant to Headway Somerset
£107,100	12/12/2018 36	towards three years' salaries of two Rehabilitation Assistants to work with people in Somerset with acquired brain injuries both in day centres and through outreach in the community
Lloyds Bank Foundation - Grant to Headway - Somerset
£50,000	24/07/2017 24	Salaries for four rehabilitation assistants. They will work with brain injured people from across Somerset. The aim will be to support their recovery, providing training and development, help with ....more Salaries for four rehabilitation assistants. They will work with brain injured people from across Somerset. The aim will be to support their recovery, providing training and development, help with debt and finance and through volunteering
Garfield Weston Foundation - Main Grants award
£10,000	29/06/2017	The Journey from Acquired Brain Injury to Home
National Lottery Community Fund - Shaping Our Lives - Brain Injury Survivors Journey
£10,000	23/11/2016 12	This project will carry out research and produce a brain injury guide to enable survivors to gain the right skills, understanding of their needs, and have support which will be tailored to them. This ....more This project will carry out research and produce a brain injury guide to enable survivors to gain the right skills, understanding of their needs, and have support which will be tailored to them. This will provide the group and its participants with information, enabling them to close gaps in services and deliver the right support.
Lloyds Bank Foundation - Grant to Headway - Somerset
£75,000	10/09/2014	Salaries for four rehabilitation assistants. They will work with brain injured people from across Somerset. The aim will be to support their recovery, providing training and development, help with ....more Salaries for four rehabilitation assistants. They will work with brain injured people from across Somerset. The aim will be to support their recovery, providing training and development, help with debt and finance and through volunteering

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-75

ALYSON NORMAN Appointed: 2015, Occupation: Lecturer In Psychology/Counsellor

CLAIRE STONEMAN Appointed: 2010, Occupation: Solicitor

GLORIA CLARK Appointed: 2013, Occupation: Research Manager

IAN TOPPING Appointed: 2021, Occupation: Chairman Relyon Beds Limited

MARTIN ANTONY PETTINGELL (Chair) Appointed: 2004, Occupation: Solicitor

SUE CABLE Appointed: 2013, Occupation: Retired, Other trusteeship: NORTH CURRY VILLAGE HALL,

Legal constitution

Charitable company registered in England & Wales on 08/05/2003, number: 1097407
Registered at Companies House on 17/03/2003, number: 04699611

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 2 days late, AR13: 13 days late, AR08: 166 days late, AR06: 71 days late,

Main office

First Floor
Victoria House
Victoria Street
Taunton
Somerset
TA1 3FA

Objectives

THE REHABILITATION OF PERSONS WHO HAVE SUFFERED BRAIN INJURIES AND WHO RESIDE IN THE COUNTY OF SOMERSET BY THE PROVISION OF SUCH SERVICES AND FACILITIES AS ARE REQUIRED FROM TIME TO TIME BY SUCH PERSONS

Defined Area of Benefit:

SOMERSET

Data Sources