Finance Score: 0

Governance Score: 3

Support Score: 9

No PartB

Gender balanced board: +3

Large volunteers +5
Grant maker support: +4

Overall GiG Score: 12

SOUTH BRENT & DISTRICT CARING

Provide help and support, promote social inclusion, independence and a better quality of home life to the elderly and those of poor mental health, limited finances, failing health or reduced mobility living in South Brent & district.Help is provided by carefully selected, trained & fully supported volunteers & includes: befriending, transport, carer support, gardening, shopping & signposting.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Spending has increased 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 including the Government
The Board appears to be well diversified in terms of 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

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	£55	£41	£14	n/a	n/a	n/a	n/a	n/a	156
31/12/21	£30	£27	£4	n/a	n/a	n/a	n/a	n/a	149
31/12/20	£71	£39	£32	n/a	n/a	n/a	n/a	n/a	140
31/12/19	£25	£31	£-6	n/a	n/a	n/a	n/a	n/a	125
31/12/18	£39	£27	£12	£0	£0	£0	n/a	0	122
31/12/17	£19	£25	£-5	£0	£0	£0	n/a	0	0
31/12/16	£26	£25	£2	£0	£0	£0	n/a	0	0
31/12/15	£26	£25	£1	£0	£0	£0	n/a	0	0
31/12/14	£25	£17	£7	£0	£0	£0	n/a	0	0
31/12/13	£15	£15	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 11 years

www.sbadc.org.uk

info@sbadc.org.uk

01364700282

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other individual and family services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Devon,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
156 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	£20,000
Co-Operative Group	£7,944
Devon Community Foundation	£6,000
CAF	£2,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to South Brent and District Caring
£2,252	21/10/2023	We'd like to organise more group activities and arrange local trips out for our clients, as well as continuing to offer support, befriending, and transport to prolong independent living.
Co-Operative Group - Grant to South Brent & District Caring
£2,861	22/10/2022	We wish to restart our group activities as well as organise weekly and monthly trips out for our elderly or housebound clients. We will continue our-drop in sessions too.
National Lottery Community Fund - South Brent and District Caring
£10,000	14/04/2022	The funding will be used to continue and expand the group's support service for vulnerable elderly people living in an isolated rural community. The project aims to improve access to local amenities ....more The funding will be used to continue and expand the group's support service for vulnerable elderly people living in an isolated rural community. The project aims to improve access to local amenities and take part in social activities which will benefit wellbeing.
Co-Operative Group - Grant to South Brent & District Caring
£2,831	23/10/2021	We would like to continue to help the isolated, vulnerable and elderly live independently, and develop our services to meet their needs.
National Lottery Community Fund - South Brent & District Caring
£10,000	15/05/2020 13	The funding will be used to continue to support the most vulnerable people at risk of COVID-19 or living alone in isolation through volunteering to assist with shopping befriending phone calls ....more The funding will be used to continue to support the most vulnerable people at risk of COVID-19 or living alone in isolation through volunteering to assist with shopping befriending phone calls delivering medication and food delivery. The project aims to reduce feelings of loneliness and provide essential items to prevent individuals leaving their home and potentially contracting Covid-19.
CAF - Grant to South Brent & District Caring
£2,000	15/04/2020	Grant to South Brent & District Caring to support the organisation through COVID19
Devon Community Foundation - COVID19 South Brent Community Crisis Assistance
£6,000	31/03/2020 5	Grant to South Brent & District Caring
Co-Operative Group - Grant to South Brent & District Caring
£2,953	19/11/2018	We want to make our activities more inclusive, train volunteers and help the community understand the implications of living with dementia.
National Lottery Community Fund - South Brent and District Caring
£10,000	31/01/2018 12	The funding will be used by a charity to provide a support service for older people living in isolated rural communities, allowing them to access local amenities and take part in social activities to ....more The funding will be used by a charity to provide a support service for older people living in isolated rural communities, allowing them to access local amenities and take part in social activities to benefit their wellbeing.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

LINDSEY STEWART Appointed: 2018

DR JAMES DAVID HILL Appointed: 2012

GRAHAM ROYLE Appointed: 2020

CAROLYN HEDGES Appointed: 2023, Other trusteeship: SOUTH BRENT & DISTRICT CARING,

DR RALF-PETER SCHURA Appointed: 2023, Other trusteeship: SOUTH BRENT & DISTRICT CARING,

JENNIFER HAZELL Appointed: 2018, Other trusteeship: SOUTH BRENT & DISTRICT CARING,

JOHN WILFRED RAWLINSON Appointed: 2013, Occupation: Retired

Legal constitution

Charity registered in England & Wales on 18/02/2013, number: 1150875

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

10 returns made; all on time

Main office

SOUTH BRENT & DISTRICT CARING
THE OLD SCHOOL CENTRE
TOTNES ROAD
SOUTH BRENT
DEVON
TQ10 9BP

Objectives

(1)THE RELIEF OF THOSE PERSONS IN NEED LIVING OR RESIDING IN THE PARISH OF SOUTH BRENT AND THE IMMEDIATE NEIGHBOURING PARISHES.(2) TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT AMONG PERSONS WHO ARE EXCLUDED FROM SOCIETY BECAUSE THEY ARE ELDERLY OR BY REASON OF POOR MENTAL HEALTH, LIMITED FINANCIAL MEANS, FAILING HEALTH, REDUCED MOBILITY, OR A FULL-TIME CARING COMMITMENT WHERE ONE IS NEEDED.

Data Sources