Finance Score: 0
Governance Score: 3
Support Score: 12
  • Poor Liquidity: -1
  • Good Reserves: +1Strong growth: +2
  • Multiple Deficits: -2
  • Good trustee age range: +3
  • Grant maker support: +12
Overall GiG Score: 15 ?

WELLSPRING SETTLEMENT 

The charity provides a range of centre based and outreach services from the centre's site in Barton Hill, in Bristol.Key projects deliver services to support local families and young children and support for local community activities to promote community cohesion and engagement. The Settlement manages a hub of agencies on its site and offers rooms for training.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • 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

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • On several occasions in recent years income has been less than spending
Established: 20 years

www.wellspringsettlement.org.uk

TRACEY.MASSEY@WSB.ORG.UK

01179556971

Charity Commission for England and WalesCompanies House
UN SDGs
?

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£1,958£2,180£-222£0£4,036£4,01622.17436
31/03/22£1,750£1,866£-116£0£4,258£4,202277447
31/03/21£1,990£1,925£65£0£4,374£8895.56254
31/03/20*£2,316£2,052£264£0£4,310£9975.87338
31/03/19*£1,089£1,073£17£37£1,492£7658.63624
31/03/18£994£1,019£-25£0£1,475£7588.9350
31/03/17£893£832£61£0£1,500£73510.6290
31/03/16£731£840£-109£0£1,439£70210260
31/03/15£695£767£-72£25£1,589£72811.4180
31/03/14£785£719£65£10£1,661£79813.3170
31/03/13£1,138£850£289£28£1,596£92213210
31/03/12£840£882£-42£28£1,307£-217-3220
31/03/11£1,008£1,112£-104£31£1,348£-162-1.7260
31/03/10£1,096£1,371£-274£11£1,456£630.6310
31/03/09£1,256£1,451£-195£26£1,688£2572.1370
31/03/08£1,499£1,609£-109£16£1,927£4653.5460
31/03/07*£1,785£1,842£-57£12£2,070£5773.8520
31/03/06*£1,810£1,829£-19£0£0£0n/a00
31/03/05*£1,694£1,773£-79£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 33%
Liabilities/Income: 101%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 22.1 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0
Asset Split ?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Bristol City,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • The General Public/Mankind
Who works here?
  • 74 employees
  • 36 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£460,561
Quartet Community Foundation£146,708
Power to Change£66,940
Esmee Fairbairn£15,000
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Wellspring Settlement
£50,000 28/09/2023
To undertake the role of a Community Hub for Barton Hill and Lawrence Hill.
Quartet Community Foundation - Grant to Wellspring Settlement
£4,000 18/07/2023
Toward the installation of energy-efficient lighting in the Wellspring Settlement building that provides important community services in the Lawrence Hill area.
National Lottery Community Fund - The Swan
£460,561 31/05/2023
This funding will support Wellspring Settlement (WS) and The Bristol Somali Resource Centre (BSRC) to deliver a much-needed youth service and finish the redevelopment of a former pub (The Swan) into ....more
Quartet Community Foundation - Grant to Wellspring Settlement
£5,000 04/10/2022
To set up a weekly Eatwell Café in the Settlement, where people can access a cheap healthy meal, meet other people, volunteer in the café and learn about other services.
Quartet Community Foundation - Grant to Wellspring Settlement
£24,194 22/09/2022
To support and coordinate the local cost-of-living response in Lawrence Hill, bringing together welcoming spaces, coordinating volunteers and collecting information so the response can adapt to ....more
Quartet Community Foundation - Grant to Wellspring Settlement
£5,000 14/07/2022
A collaboration to support the positioning and future role of Community Anchor Organisations.
Quartet Community Foundation - Grant to Wellspring Settlement
£5,000 22/06/2022
Weekly activities and access to youth workers that engage young people to build safe social networks, peer support and to develop a steering group of young people who co-produce youth work
Quartet Community Foundation - Wellspring Settlement - A Food Strategy led By & For the Community
£38,745 21/06/2021
23
Toward developing the Food Club project which will work with low-income communities to enable access to a range of healthy, fresh foods and build a sustainable Food Strategy focusing on addressing ....more
The Clothworkers Foundation - Grant to Barton Hill Settlement
£10,000 09/06/2020
We will use the additional grant to replace the self generated income from room hire we were intending to allocate to the Micro Settlement so that we can complete the build.
Esmee Fairbairn - Grant to Wellspring Settlement
£15,000 05/05/2020
6
towards unrestricted core costs as a COVID-19 Fast Response grant
Quartet Community Foundation - Grant to Wellspring Settlement
£4,769 17/04/2020
To enable Wellspring Settlement to be the crisis Hub for the Lawrence Hill ward, responding to the needs emerging over the coming months.
Quartet Community Foundation - Community Food Leaders: Pilot Programme
£10,000 20/03/2020
11
A 6-week training and skills development programme plus mentoring and start-up resources to enable individuals involved in community cooking to support others to cook quick, nutritious meals at low ....more
Power to Change - Wellspring Settlement (prev. Barton Hill Settlement)
£66,940 02/10/2019
11
Grant to Wellspring Settlement (prev. Barton Hill Settlement)
The Clothworkers Foundation - Grant to Barton Hill Settlement
£50,000 26/03/2019
Construction of an enterprise space for a charity which works with disadavantaged minority communities in Bristol
Power to Change - Barton Hill Settlement
£293,687 21/12/2018
36
Grant to Barton Hill Settlement
DCMS - 100710 Community Organisers
£17,500 01/04/2018
To train and support 100 community organisers over a 3 year period
Esmee Fairbairn - Grant to Wellspring Settlement
£60,000 05/02/2018
24
Towards unrestricted core costs of an organisation embedding, extending and developing its community anchor model across Bristol.
BBC Children in Need - Grant to Barton Hill Settlement Family Playcentre
£53,497 06/08/2017
36
This project will support children from deprived areas with home based support, introducing interactive play and developing their skills. The sessions will increase physical movement, confidence and ....more
Esmee Fairbairn - Grant to Wellspring Settlement
£14,000 20/09/2016
6
Towards merger feasibility costs.
Tudor Trust - Grant to Barton Hill Settlement
£35,000 01/10/2015
12
over one year towards towards the delivery of BOOSTsessions, focusing on community economic development, from the Barton Hill Settlement in Bristol
Esmee Fairbairn - Grant to Wellspring Settlement
£180,000 10/09/2014
Towards the core costs of a multi-purpose community centre which provides a range of services and activities aimed at making a long-term difference to the lives of those living in a deprived part of ....more
Henry Smith Charity - Grant to Barton Hill Settlement
£63,900 12/09/2012
36
towards three years' salary of a Community Resources Manager at a community centre in a disadvantaged area of Bristol
Esmee Fairbairn - Grant to Wellspring Settlement
£94,026 20/05/2010
36
Towards Project costs Towards the salary and costs of the development worker plus a contribution to the salaries of support staff responsible for co-ordination of resident groups.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed

Age Range of Trustees: 37-77
  • ANNE JOSLIN Appointed: 2019, Occupation: Homecare Worker
  • WILLIAM BEE (Chair) Appointed: 2013, Occupation: Consultant
Legal constitution
  • Charitable company registered in England & Wales on 08/04/2004, number: 1103139
  • Registered at Companies House on 02/02/2004, number: 05031499
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Ofsted (Office For Standards In Education)
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
19 returns made; AR20: 1 days late, AR19: 25 days late, AR07: 30 days late, AR06: 3 days late, AR05: 9 days late,
Main office

43 Ducie Road
Barton Hill
Bristol
BS5 0AX

Objectives

(A) TO PROMOTE THE BENEFIT OF ALL THE RESIDENTS OF BARTON HILL, REDFIELD AND SURROUNDING AREAS IN THE CITY AND COUNTY OF BRISTOL AND THE ADJOINING NEIGHBOURHOOD (HEREAFTER CALLED THE 'AREA OF BENEFIT') WITHOUT DISTINCTION OF SEX OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING THE LOCAL AUTHORITIES, VOLUNTARY ORGANISATIONS AND RESIDENTS IN A COMMON EFFORT TO ADVANCE EDUCATION, FOR THE RELIEF OF POVERTY AND TO PROVIDE FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID RESIDENTS;(B) TO ESTABLISH OR TO SECURE THE ESTABLISHMENT OF A COMMUNITY CENTRE AT BARTON HILL (HEREINAFTER CALLED 'THE CENTRE') AND TO MAINTAIN AND MANAGE, OR TO CO-OPERATE WITH ANY PARTNER ORGANISATION IN THE MAINTENANCE AND MANAGEMENT OF SUCH A CENTRE FOR ACTIVITIES PROMOTED BY THE CHARITY AND ITS CONSTITUENT BODIES IN FURTHERANCE OF THE ABOVE OBJECTS.

Defined Area of Benefit:

THE RESIDENTS OF BARTON HILL, READFIELD AND SURROUNDING AREAS IN THE CITY AND COUNTY OF BRISTOL AND ADJOINING NEIGHBOURHOOD

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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