Finance Score: 1

Governance Score: 9

Support Score: 4

Reasonable growth: +1
No PartB

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

Grant maker support: +4

Overall GiG Score: 14

SIMPLY LIMITLESS

The objectives of Simply Limitless continue to be: 1 The provision of facilities for recreation and leisure2 The advancement of education3 The relieve the needs of homeless people in such ways as are charitable

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

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

Established: 13 years

www.simply-limitless.org

info@simply-limitless.org

01562751144

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
31/12/22	£361	£361	£-1	n/a	n/a	n/a	n/a	n/a	35
31/12/21	£229	£229	£0	n/a	n/a	n/a	n/a	n/a	50
31/12/20	£302	£302	£0	n/a	n/a	n/a	n/a	n/a	50
31/12/19	£233	£231	£3	n/a	n/a	n/a	n/a	n/a	40
31/12/18	£209	£208	£1	£0	£0	£0	n/a	0	50
31/12/17	£179	£183	£-4	£0	£0	£0	n/a	0	0
31/12/16	£178	£173	£5	£0	£0	£0	n/a	0	0
31/12/15	£151	£144	£7	£0	£0	£0	n/a	0	0
31/12/14	£145	£145	£0	£0	£0	£0	n/a	0	0
31/12/13	£92	£82	£11	£0	£0	£0	n/a	0	0
31/12/12	£17	£20	£-3	£0	£0	£0	n/a	0	0
31/12/11	£18	£13	£5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Worcestershire,

Who it helps

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

Who works here?

Unknown number of employees
35 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Limitless Well-Being
£10,000	15/09/2023	The funding will be used to pay for hire costs and a Young Children's Co-ordinator who will expand the fitness and children’s activities for hard-to-reach residents from deprived areas. The project ....more The funding will be used to pay for hire costs and a Young Children's Co-ordinator who will expand the fitness and children’s activities for hard-to-reach residents from deprived areas. The project aims to improve young people's mental health and well-being.
National Lottery Community Fund - Optimistic Living
£159,900	20/10/2022	The funding will be used to continue running - and expand the age bracket for - the Optimistic Living project in Kidderminster which provides 1:1 support for adults seeking to improve their ....more The funding will be used to continue running - and expand the age bracket for - the Optimistic Living project in Kidderminster which provides 1:1 support for adults seeking to improve their confidence and mental wellbeing. The project aims to benefit 108 people per year (3 caseworkers with 9 clients each for 4 x 12 week blocks) which is 324 people over the life of the project.
National Lottery Community Fund - Optimistic Living
£14,400	29/10/2021	The funding will be used by the project to continue its 1 to 1 support to older people who are lonely and very social isolated. It takes the form of a twelve week programme which will build up ....more The funding will be used by the project to continue its 1 to 1 support to older people who are lonely and very social isolated. It takes the form of a twelve week programme which will build up individuals confidence signpost and support individuals in joining in with activities to reduce their isolation.
National Lottery Community Fund - Simply Limitless Mega Refit
£10,000	06/08/2021	The funding will be used as a contribution to upgrade the organisations centre with a view to increase safety and accessibility with replacement carpets and equipment. It will also install an ....more The funding will be used as a contribution to upgrade the organisations centre with a view to increase safety and accessibility with replacement carpets and equipment. It will also install an induction loop to assist those with hearing impairments. The project aims to continue to provide health and wellbeing services with a view to improve physical and mental wellbeing of the local community.
National Lottery Community Fund - Optimistic Ageing
£159,650	25/06/2019 36	This project aims to combat the effects of social isolation amongst older people in Wyre Forest, so that the longer-term negative health effects of loneliness can be prevented at an early stage. The ....more This project aims to combat the effects of social isolation amongst older people in Wyre Forest, so that the longer-term negative health effects of loneliness can be prevented at an early stage. The funding will provide three part-time case workers to interact with people on a one to one basis, creating a plan with them to know how best to enable them to make progress towards becoming more independent.
Lloyds Bank Foundation - Grant to Simply Limitless
£15,000	22/09/2016 12	Wyre Forest charity that supports older people through well being activities is seeking to learn the depth of challenges they are facing through a feasibility study and then deliver a pilot of a more ....more Wyre Forest charity that supports older people through well being activities is seeking to learn the depth of challenges they are facing through a feasibility study and then deliver a pilot of a more holistic service in response to consultation findings

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 33-70

FAEEZ RAJAH Appointed: 2023, Occupation: Director

HANNAH LUCY WEBB (Chair) Appointed: 2021, Occupation: Company Director

MICHAEL ANTHONY ZACAROLI Appointed: 2023, Occupation: Director

CAROLINE SUSAN DAWES Appointed: 2013, Occupation: Company Director

RALPH PARS Appointed: 2014, Occupation: Director

SAMANTHA JAYNE LEE Appointed: 2023, Occupation: Director, Other trusteeship: TADLEY ELDERLY DAY CARE,

KEVIN CHARLES BOUNDS Appointed: 2023, Occupation: Consultant, Other trusteeship: THE GOOD GYM,

Legal constitution

Charitable company registered in England & Wales on 16/06/2011, number: 1142444
Registered at Companies House on 17/11/2010, number: 07442337

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

12 returns made; all on time

Main office

Simply Limitless
5 Mason Road
KIDDERMINSTER
Worcestershire
DY11 6AF

Objectives

(A) TO PROVIDE AND ASSIST IN PROVIDING FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS LIVING IN WYRE FOREST AND WORCESTERSHIRE WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE; (B) TO ADVANCE THE EDUCATION OF ADULTS, YOUNG PEOPLE AND CHILDREN LIVING IN WYRE FOREST AND WORCESTERSHIRE BY THE PROVISION OF INFORMATION, TRAINING AND SUPPORT TO ENABLE THEM TO DEVELOP THEIR FULL CAPACITIES AND ENABLE THEM TO PARTICIPATE IN SOCIETY AS INDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS;(C) TO RELIEVE THE NEEDS OF HOMELESS PEOPLE WHO ARE IN NEED IN WYRE FOREST AND WORCESTERSHIRE IN SUCH WAYS AS ARE CHARITABLE.

Defined Area of Benefit:

WYRE FOREST AND WORCESTERSHIRE

Data Sources