Finance Score: 2

Governance Score: 9

Support Score: 5

Strong growth: +2
No PartB

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

Grant maker support: +5

Overall GiG Score: 16

SOUTH HAMS COMMUNITY ACTION

To promote any charitable purposes for the benefit of the community in the local government district of South Hams and to bring together in council representatives of the voluntary organisations and statutory authorities within the area of benefit.

Analysis by Giving is Great

Positives:

The charity has received 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 well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

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: 16 years

www.southhamscvs.org.uk

admin@southhamscvs.org.uk

01803862266

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		£335	£313	£22	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£193	£198	£-5	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£221	£178	£43	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£59	£81	£-22	n/a	n/a	n/a	n/a	n/a	1
31/03/19		£156	£89	£67	n/a	n/a	n/a	n/a	n/a	1
31/03/18		£104	£98	£6	£0	£0	£0	n/a	0	0
31/03/17		£85	£95	£-9	£0	£0	£0	n/a	0	0
31/03/16		£100	£97	£3	£0	£0	£0	n/a	0	0
31/03/15		£119	£132	£-13	£0	£0	£0	n/a	0	0
31/03/14		£120	£134	£-13	£0	£0	£0	n/a	0	0
31/03/13	*	£154	£132	£22	£0	£0	£0	n/a	0	0
31/03/12		£141	£137	£4	£0	£0	£0	n/a	0	0
31/03/11		£160	£158	£2	£0	£0	£0	n/a	0	0
31/03/10		£161	£155	£6	£0	£0	£0	n/a	0	0
31/03/09		£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Devon,

Who it helps

Other Charities Or Voluntary Bodies

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
Department for Business, Energy and Industrial Strategy - Liverpool Multi-vector Energy Exchange - Resilience
£17,818	01/12/2021	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10024380
National Lottery Community Fund - Covid 19 - South Hams CVS
£28,225	30/10/2020 4	The funding will be used to by the project to offer tailored support to groups helping to upskill them and have a firmer footing to go forward. The breakdown of their services will be; funding advice ....more The funding will be used to by the project to offer tailored support to groups helping to upskill them and have a firmer footing to go forward. The breakdown of their services will be; funding advice & skills support development support volunteer fair and recruitment mental health forums and training for Voluntary Community and Social Enterprise.
Devon Community Foundation - Ivybridge Youth Volunteering
£4,901	09/10/2018 7	addressing the request of young people in the Ivybridge area for appropriate volunteering opportunities by setting up and developing a youth action group, helping young people to develop personal and ....more addressing the request of young people in the Ivybridge area for appropriate volunteering opportunities by setting up and developing a youth action group, helping young people to develop personal and life skills whilst volunteering to improve their local community

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-76

BARBARA ANNE PRICE Appointed: 2023, Occupation: Retired, Other trusteeship: FUND FOR THE BENEFIT OF THE SICK POOR,

CLAIRE HILL Appointed: 2023, Occupation: Chief Executive

DAVID JAMES TRIGGER Appointed: 2007, Occupation: Retired, Other trusteeship: MODBURY CARING,

MARK SPIERS Appointed: 2023, Occupation: Consultant

PENNY ELGHADY Appointed: 2017, Occupation: Consultant, Other trusteeship: SOUTH HAMS CITIZENS ADVICE BUREAU,

TIMOTHY PETERS Appointed: 2017, Occupation: Part Time Retail, Other trusteeship: DEVON MEMORY CAFE CONSORTIUM,

Legal constitution

Charitable company registered in England & Wales on 31/05/2008, number: 1124273
Registered at Companies House on 17/04/2007, number: 06215893

Gift Aid

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
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; AR13: 48 days late,

Main office

South Hams District Council
Follaton House
Plymouth Road
TOTNES
Devon
TQ9 5NE

Objectives

3. THE CHARITY'S OBJECTS (THE OBJECTS) ARETO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE LOCALGOVERNMENT DISTRICT OF SOUTH HAMS (HEREINAFTER CALLED THE AREA OF BENEFIT) AND,IN PARTICULAR, THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEFOF POVERTY, DISTRESS AND SICKNESS, AND IN FURTHERANCE OF THE SAID PURPOSES, BUTNOT FURTHER OR OTHERWISE, TO PROMOTE AND ORGANISE CO-OPERATION IN THEACHIEVEMENT OF THE SAME AND TO THAT END TO BRING TOGETHER IN COUNCILREPRESENTATIVES OF THE VOLUNTARY ORGANISATIONS AND STATUTORY AUTHORITIES WITHIN THEAREA OF BENEFIT.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, SOUTH HAMS DEVON

Data Sources