Finance Score: -6

Governance Score: -5

Support Score: 6

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Narrow trustee age band: -2
All female board: -3

Grant maker support: +6

Overall GiG Score: -5

YORKSHIRE YOGA

Yoga, Yoga Therapy, Sport and Related Therapeutic Activities; Promotion of Good Health and Wellbeing; Treatment of Adults and Children with Physical and/or Mental Disabilities; Facility Hire

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is completely female
The Board has little diversity in terms of age
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
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 16 years
(19 years as a company)

www.balancewellnesscentre.co.uk

bwcknaresborough@gmail.com

01423864343

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		£30	£26	£4	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£41	£77	£-36	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£97	£69	£28	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£84	£114	£-30	n/a	n/a	n/a	n/a	n/a	1
31/03/19		£82	£119	£-37	n/a	n/a	n/a	n/a	n/a	5
31/03/18		£37	£81	£-44	£0	£0	£0	n/a	0	0
31/03/17		£57	£79	£-22	£0	£0	£0	n/a	0	0
31/03/16		£72	£71	£0	£0	£0	£0	n/a	0	0
31/03/15		£78	£87	£-9	£0	£0	£0	n/a	0	0
31/03/14		£49	£96	£-47	£0	£0	£0	n/a	0	0
31/03/13		£68	£96	£-28	£0	£0	£0	n/a	0	0
31/03/12		£101	£93	£8	£0	£0	£0	n/a	0	0
31/03/11		£245	£92	£153	£0	£0	£0	n/a	0	0
31/03/10		£72	£68	£4	£0	£0	£0	n/a	0	0
31/03/09	*	£145	£60	£84	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Disability
Education/Training
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

North Yorkshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
1 volunteer

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

DCMS	£48,990
Department for Work and Pensions	£20,883
Garfield Weston Foundation	£10,000
National Lottery Community Fund	£9,680
Sport England	£4,680
Two Ridings Community Foundation	£3,000
Co-Operative Group	£1,376

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Yorkshire Yoga & Therapy Centre
£1,376	22/10/2022	We want to reinstate and expand our provision of Able & Enabled sessions for those with disabilities and who are wheelchair bound, tackling isolation and mental health issues following the ....more We want to reinstate and expand our provision of Able & Enabled sessions for those with disabilities and who are wheelchair bound, tackling isolation and mental health issues following the pandemic.
Two Ridings Community Foundation - Grant to support the expansion of class programme
£3,000	17/05/2022	Funding for hoist, publicity and other expenses to transform office space into class and therapy spaces, for people who cannot attend mainstream yoga classes, including those who needs hands-on ....more Funding for hoist, publicity and other expenses to transform office space into class and therapy spaces, for people who cannot attend mainstream yoga classes, including those who needs hands-on support.
Department for Work and Pensions - ORCA CLEANING SERVICES LIMMITED
£5,352	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - RIGHT UTILITY
£7,766	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Department for Work and Pensions - RIGHT UTILITY
£7,766	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Sport England - TGC CF Post Natal Yoga
£4,680	02/07/2021 12	This project will provide post natal yoga, mindfulness and relaxation sessions for women and specifically address Covid related isolation and target low income participants.
DCMS - Coronavirus Community Support Fund
£48,990	15/09/2020	"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."
Garfield Weston Foundation - Main Grants award
£10,000	15/07/2019	Yorkshire Yoga - Moving to sustainability
National Lottery Community Fund - Enabled Yoga
£9,680	30/05/2019 12	The funding will provide a programme of activity sessions for people with physical disabilities and health problems along with signposting to other support organisations. The project aims to address ....more The funding will provide a programme of activity sessions for people with physical disabilities and health problems along with signposting to other support organisations. The project aims to address physical issues and provide support and social interaction through yoga and exercise.
National Lottery Community Fund - Mindful Yoga
£9,695	14/02/2018 12	The group will provide yoga sessions for people in the community, providing the opportunity to take part in positive activities to help improve health and wellbeing as well as offering friendship and ....more The group will provide yoga sessions for people in the community, providing the opportunity to take part in positive activities to help improve health and wellbeing as well as offering friendship and peer support.
National Lottery Community Fund - Gentle Years Yoga Outreach Project
£10,000	27/01/2016 12	The organisation will use the funding to deliver pilot yoga outreach sessions for older members of the community, along with developing an online teaching aid. This will encourage beneficiaries to ....more The organisation will use the funding to deliver pilot yoga outreach sessions for older members of the community, along with developing an online teaching aid. This will encourage beneficiaries to participate in physical activities, whilst socialising and meeting new friends.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-56

CAREN FOX Appointed: 2022, Occupation: Tai Chi Instructor

MICHELLE FOXALL Appointed: 2022, Occupation: Yoga Teacher

SARAH SMITH Appointed: 2020, Occupation: Mediator, Other trusteeship: FAMILY MEDIATORS ASSOCIATION,

Legal constitution

Charitable company registered in England & Wales on 05/06/2008, number: 1124347
Registered at Companies House on 17/02/2005, number: 05368620

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events 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
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

15 returns made; AR09: 0 days late,

Main office

Balance Wellness Centre
Unit 9-10
Halfpenny Close
Knaresborough
HG5 0TG

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE AND ADVANCE THE EMOTIONAL, PHYSICAL, MENTAL, AND SPIRITUAL HEALTH AND SOCIAL DEVELOPMENT OF THE COMMUNITY.TO IMPROVE WELLBEING; THROUGH THE PROMOTION AND PROVISION OF ACTIVITIES RELATING TO YOGA, SPORT AND OTHER WELLBEING ACTIVITIES DESIGNED TO SUPPORT PHYSICAL AND MENTAL WELLBEING.TO PROMOTE PARTICIPATION FROM INDIVIDUALS FROM ACROSS THE LOCAL COMMUNITY AND SURROUNDING AREAS, REGARDLESS OF A PARTICIPANT’S AGE, ABILITY OR DISABILITY, ETHNICITY, RELIGION AND SOCIO-ECONOMIC GROUP.TO WORK IN COLLABORATION WITH OTHER VOLUNTARY AND COMMUNITY ORGANISATIONS IN A COMMON EFFORT TO IMPROVE INDIVIDUAL AND/OR COMMUNITY WELLBEING.

Defined Area of Benefit:

UNDEFINED

Data Sources