Finance Score: 0

Governance Score: -5

Support Score: 0

No PartB

No conflicts policy: -1
Static board: -3
Mainly female board: -1

No supporters identified

Overall GiG Score: -5

POSITIVE AIMS

Positive AIMs offer a quality education and leisure service that can respond to community objectives, enriching and enhancing the lives of local individuals facing daily challenges.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly female
The Board composition appears to be rather static

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	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£27	£22	£5	n/a
31/03/22		£13	£13	£0	n/a
31/03/21	*	£16	£12	£4	n/a
31/03/20	*	£18	£16	£3	n/a
31/03/19		£13	£6	£7	n/a

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 7 years

01984633351

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes

GiG Classification

General Community services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Somerset,

Who it helps

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

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Somerset Community Foundation - Salary and venue costs for group supporting adults with learning disabilities and/or dementia
£1,920	21/07/2022	Contribution to the running costs of a community support group for adults with disabilities or life limiting conditions in West Somerset.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

GERALD HENRY HARGRAVE (Chair) Appointed: 2018

HELEN ROBINSON-PEERS Appointed: 2018

PAULA CHRISTINE FEVIN Appointed: 2018

PENNY GIBBONS Appointed: 2018

SHARON ANITA KOPPA Appointed: 2018

SHARON JUNE MINTER Appointed: 2019

Legal constitution

Charity registered in England & Wales on 26/04/2018, number: 1178129

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
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

Filing Record

5 returns made; AR21: 2 days late, AR20: 7 days late,

Main office

4 Staple Close
West Quantoxhead
TAUNTON
TA4 4DF

Objectives

THE OBJECTS OF THE CIO ARE:TO ADVANCE THE EDUCATION OF PEOPLE, IN PARTICULAR BUT NOT EXCLUSIVELY IN THE SOMERSET AREA, FOR THE PUBLIC BENEFIT BY THE PROVISION OF TRAINING AND LIFE-LONG LEARNING OPPORTUNITIES, BY PROMOTING, SUSTAINING AND INCREASING INDIVIDUAL AND COLLECTIVE KNOWLEDGE AND UNDERSTANDING OF SPECIFIC AREAS OF STUDY, SKILLS AND EXPERTISE IN PARTICULAR BUT NOT EXCLUSIVELY TO THOSE THAT ARE VULNERABLE DUE TO MENTAL, PHYSICAL OR EMOTIONAL DISABILITIES OR IMPAIRMENTS TO HELP DEVELOP LIFE SKILLS TO ENRICH AND ENHANCE THEIR LIVES.

Data Sources

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