Finance Score: 0

Governance Score: 4

Support Score: 6

Strong growth: +2
Multiple Deficits: -2
No PartB

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +3

Overall GiG Score: 10

POOLE COMMUNITY EXCHANGE

Help people who are socially excluded. Provide activities in the interests of social welfare. Provide chaplaincy services.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been strong growth in spending since inception
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

On several occasions in recent years income has been less than spending
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
05/04/23	£47	£59	£-12	n/a
05/04/22	£42	£25	£17	n/a
05/04/21	£85	£73	£12	n/a
05/04/20	£2	£7	£-5	n/a
05/04/19	£32	£7	£25	n/a

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 7 years

www.poolecommunityexchange.org.uk

info@poolecommunityexchange.org.uk

07980002676

Charity Commission for England and Wales

Listed activities

Other Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

GiG Classification

Support for victims of domestic or sexual abuse
Emotional support, counselling or therapy

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Poole,

Who it helps

Other Defined Groups
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
Dorset Community Foundation - Grant to Poole Community Exchange
£6,200	06/12/2022	Supporting Poole Pantry, community meals including specific meals with SMILE connect, cooking tuition and general warm space provision at Parkstone URC.
Dorset Community Foundation - Grant to Poole Community Exchange
£7,500	21/06/2022	Supporting core costs for existing community pantry, and funds to launch a cookery club teaching cooking skills to beneficiaries to benefit their families at home but also with a view to delivering community meals for pantry users and for SMILE ....more Supporting core costs for existing community pantry, and funds to launch a cookery club teaching cooking skills to beneficiaries to benefit their families at home but also with a view to delivering community meals for pantry users and for SMILE Connect (Faithworks Wessex project for single parent families)
Dorset Community Foundation - Grant to Poole Community Exchange
£7,000	07/12/2021	Supporting the continuation of the Food Pantry at Parkstone United Reformed Church
Dorset Community Foundation - Addressing Community needs.
£5,000	12/10/2021	Re-launch of face to face activities to address isolation, including community café & cookery tuition
National Lottery Community Fund - Poole Pantry and Distribution
£10,000	25/06/2021	The organisation will use the funding to support people who are vulnerable - including people who are homeless unemployed local refuge centres and people with addictions - by providing meals and food packages.
National Lottery Community Fund - Coronavirus and on Food Distribution
£10,000	15/05/2020 12	The project will distribute free food to households hostels and refuges during COVID-19. The project aims to ensure vulnerable people in the community are supporting throughout COVID-19.
National Lottery Community Fund - Hub, Community Larder and Cafe
£10,000	09/11/2018 12	The project will deliver a wide range of social activities that are designed to support people with multiple and complex needs. The project aims to combat loneliness and reduce social isolation.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

JENNIFER LYN CARLTON Appointed: 2023

MR M PHILLIPS (Chair) Appointed: 2018

MARGARET HELEN FRASER BEARDSLEY Appointed: 2023

MICHAEL JOHN HANCOCK Appointed: 2018, Occupation: Company Director

SARAH JANE PERCY BAHONS MBA Appointed: 2018

Legal constitution

Charity registered in England & Wales on 02/05/2018, number: 1178207

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

5 returns made; all on time

Main office

c/o Parkstone United Reformed Church
Commercial Road
Parkstone
POOLE
Dorset
BH14 0JW

Objectives

TO PROMOTE FOR THE BENEFIT OF THE RESIDENTS OF AND VISITORS TO, IN PARTICULAR BUT NOT EXCLUSIVELY, THE TOWN OF POOLE –1. TO PROMOTE SOCIAL INCLUSION, BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED BY RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY;2. TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING CONDITIONS OF LIFE; WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS, OR OTHER OPINIONS BY ASSOCIATING TOGETHER RESIDENTS, VISITORS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS;3. TO PROMOTE PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING MAINLY, BUT NOT EXCLUSIVELY, BY THE PROVISION OF CHAPLAINCY SERVICES TO OFFER ADVICE AND SUPPORTFOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY AS A RESULT OF ONE OR MORE OF THE FOLLOWING FACTORS:• UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING DRUGS AND ALCOHOL; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER REASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; HOMELESSNESS OR POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS); CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY

Data Sources

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