Finance Score: 6

Governance Score: 6

Support Score: 13

Liabilities <10%: +3
Fundraising costs low: +3

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

Grant maker support: +13

Overall GiG Score: 25

FOOTHOLD CYMRU

The Centre for Building Social Action is a social justice charity operating in West Wales. Our focus is on tackling the causes and consequences of poverty through a range of capacity building activities and services; recognising that the solutions and the skills to put them in place, are found in the lived experiences of the people and communities affected.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and dynamic in terms of composition
This charity is based in an area of extremely high deprivation

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

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	£890	£837	£53	£5	£1,003	£622	8.9	18	42
31/03/22	£905	£829	£76	£21	£950	£593	8.6	22	52
31/03/21	£858	£836	£22	£0	£874	£522	7.5	17	42

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Financial Ratios

Fundraising Costs/Relevant Income: 4.3%
Fundraising Costs/Total Spending: 4%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 62%
Reserves/Spending: 8.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 65.1

Asset Split ?

Established: 4 years
(32 years as a company)

www.cbsa.org.uk

jmorgan@cbsa.org.uk

01554779910

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for young people

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout Wales,

This charity is based in an area of extremely high deprivation

Who it helps

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

Who works here?

18 employees
42 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

Henry Smith Charity	£199,700
Esmee Fairbairn	£193,000
National Lottery Community Fund	£99,810
Trusthouse Charitable Foundation	£98,106
Masonic Trust	£54,962
BBC Children in Need	£49,500
Garfield Weston Foundation	£15,000

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Foothold Cymru
£199,700	05/12/2023	towards three years‘ running costs of the ‘Back2Basics‘ project, providing employability support and skills for young people in Carmarthenshire, Wales.
Esmee Fairbairn - Grant to Foothold Cymru
£18,000	06/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
Trusthouse Charitable Foundation - Grant to Foothold Cymru
£98,106	26/01/2023	50% of project costs over 3-years for a programme to support vulnerable families facing complex challenges in the Burry Estuary, South Wales.
Esmee Fairbairn - Grant to Foothold Cymru
£175,000	07/12/2022	Towards project costs for Full Circle, a pioneering, community-led initiative in West Wales to demonstrate, capture and share a blueprint for community led social and environmental justice focused ....more Towards project costs for Full Circle, a pioneering, community-led initiative in West Wales to demonstrate, capture and share a blueprint for community led social and environmental justice focused action and enterprise
BBC Children in Need - Grant to Foothold Cymru
£49,500	02/09/2022	This grant will empower children and young people in Carmarthenshire to deliver Social Action in their communities.
Masonic Trust - MCF Large Grant
£54,962	20/07/2022	Grant to fund a range of out-of-school activities based around children and young peoples’ needs, delivered through free weekly clubs, with sessions for 120 younger and older CYP in Carmarthenshire.
Garfield Weston Foundation - Main Grants award
£15,000	23/04/2021	Feeding Futures Carmarthenshire
CAF - Grant to The Centre for Building Social Action Limited
£3,340	26/06/2020 3	Grant to The Centre for Building Social Action Limited to support the organisation through COVID19
National Lottery Community Fund - #BeTheChange: Social Action Led by Young People
£99,810	19/09/2019 24	#BeTheChange: Social Action Led by Young People
National Lottery Community Fund - Back to Basics
£440,768	27/09/2018 48	Back to Basics
National Lottery Community Fund - HWF Stronger Together
£490,606	26/07/2018 48	HWF Stronger Together
National Lottery Community Fund - Families Together
£362,408	18/03/2015 35	Not Available
National Lottery Community Fund - Best Friends
£347,242	29/01/2015 36	Not Available
National Lottery Community Fund - Tomorrow's People
£348,237	24/07/2013 36	The three year project aims to break the inter-generational transmission of worklessness in three wards in Swansea. The project will offer a range of advice, support and training to meet the needs of ....more The three year project aims to break the inter-generational transmission of worklessness in three wards in Swansea. The project will offer a range of advice, support and training to meet the needs of the families. The grant will fund the salaries of two new full time and one part time member of staff, a contribution to management costs, sessional tutor costs, recruitment, rent, heat and lighting, training, monitoring and evaluation, marketing participant costs and running costs._x000B_
National Lottery Community Fund - Facing the Future
£351,108	25/07/2012 48	The aim of this project is to reduce the number of young people at risk of becoming NEET at 16 as a result of disengagement from education. This will be achieved through a programme of activities ....more The aim of this project is to reduce the number of young people at risk of becoming NEET at 16 as a result of disengagement from education. This will be achieved through a programme of activities designed to raise confidence, motivation and esteem.
National Lottery Community Fund - LS CONV Rd 5 Economically Inactive Families Convergence Area
£656,222	30/09/2010 60	A 4 year contract, value Â£362,860 has been awarded to Mid and West Wales Chamber Ltd, working in partnership with CYCA to deliver services to 50 families within the Carmarthenshire area. The ....more A 4 year contract, value Â£362,860 has been awarded to Mid and West Wales Chamber Ltd, working in partnership with CYCA to deliver services to 50 families within the Carmarthenshire area. The project aims to help break the intergenerational transmission of worklessness within families through increasing the aspirations, life and employability skills of members of economically inactive families wishing to (re)-engage with the world of work, education, training, and/or volunteering in the county.
National Lottery Community Fund - LS RCE Rd 4 Carers & Former Carers Competitiveness
£294,445	30/03/2010 60	A four year contract, for Â£407,835 has been awarded to Mid & West Wales Chamber Ltd working with Crossroads Mid and West Wales to deliver services to 250 Carers and Former Carers across Powys ....more A four year contract, for Â£407,835 has been awarded to Mid & West Wales Chamber Ltd working with Crossroads Mid and West Wales to deliver services to 250 Carers and Former Carers across Powys The project aims to increase the life and employability skills of carers and former carers wishing to re-engage with the world of work, education, training and / or volunteering. Provision will include one-to-one support, the provision of respite care, basic skills, educational and training opportunities.
National Lottery Community Fund - LS CONV Rd 3 Carers & Former Carers Convergence Areas
£749,878	30/03/2010 60	A four year contract, for Â£807,686 has been awarded to Mid & West Wales Chamber Ltd working with Crossroads Care Sir Gar and Crossroads Mid and West Wales to deliver services to 400 Carers and ....more A four year contract, for Â£807,686 has been awarded to Mid & West Wales Chamber Ltd working with Crossroads Care Sir Gar and Crossroads Mid and West Wales to deliver services to 400 Carers and Former Carers across the counties of Carmarthenshire, Pembrokeshire and Ceredigion. The project aims to increase the life and employability skills of carers and former carers wishing to re-engage with the world of work, education, training and / or volunteering.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 45-76

STEPHENI KAYS Appointed: 2022, Occupation: Not Applicable

DR MICHAEL GOODFELLOW-SMITH Appointed: 2023, Occupation: Lecturer

FRED ST-JOHN ROBERTS JP (Chair) Appointed: 2019

JESSICA REES Appointed: 2023, Occupation: Unpaid Carer

KATHERINE THOMAS Appointed: 2023, Occupation: Carer

KELLY LOUISE RIVERS Appointed: 2022

PAOLO PIANA Appointed: 2021, Occupation: Retired

DERITH POWELL OBE Appointed: 2015, Occupation: Chief Exectutive

JAMES HUGH LEWIS Appointed: 2006, Occupation: Consultant

PETER ANTHONY FREEMAN Appointed: 2019, Occupation: Retired

REV JOHN ELDON PHILLIPS Appointed: 2020, Occupation: Reverend, Other trusteeships: LLANELLY HOUSE TRUST LTD, LYNX WORKSHOP,

Legal constitution

Charitable company registered in England & Wales on 23/03/2020, number: 1188696
Registered at Companies House on 29/07/1991, number: 02633128

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
Investment
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

3 returns made; all on time

Main office

The Lord Arthur Rank Centre
Trostre Road
Llanelli
SA14 9RA

Objectives

THE CHARITY’S OBJECTS (THE OBJECTS) ARE:TO DEVELOP THE CAPACITY AND SKILLS OF MEMBERS OF THE SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES OF WALES IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY, IN PARTICULAR BUT NOT EXCLUSIVELY BY:A) EQUIPPING DISADVANTAGED OR OTHERWISE EXCLUDED PEOPLE WITH THE SKILLS AND COMPETENCIES REQUIRED TO TAKE RESPONSIBILITY FOR IDENTIFYING AND MEETING THEIR NEEDS AND THOSE OF THE COMMUNITY;B) THE DELIVERY OF FORMAL, INFORMAL AND COMMUNITY EDUCATION PROGRAMMES THAT PROVIDE SOCIALLY AND ECONOMICALLY DISADVANTAGED PEOPLE OPPORTUNITIES TO GAIN NATIONALLY RECOGNISED QUALIFICATIONS AND/OR DEVELOP THE KNOWLEDGE, SKILLS AND COMPETENCIES REQUIRED FOR INDEPENDENT LIVING AND THE LABOUR MARKET;C) THE PROMOTION, PROVISION AND FACILITATION OF VOLUNTEERING, TRAINING AND WORK EXPERIENCE OPPORTUNITIES TO UNEMPLOYED OR UNDEREMPLOYED PEOPLE WHO ARE DISADVANTAGED IN THE LABOUR MARKET.

Data Sources