Finance Score: 1

Governance Score: 1

Support Score: 4

Reasonable growth: +1
No PartB

Narrow trustee age band: -2
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 6

HEADS UP SOMERSET LTD

Provide Day ServicesWoodworkArts & CraftsPotteryGardeningComputingDementia support

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 including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

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: 35 years

www.headsupsomerset.org.uk

info@headsupsomerset.org.uk

01749670667

Charity Commission for England and Wales

Tweets

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		£262	£263	£-1	n/a	n/a	n/a	n/a	n/a	9
31/03/22		£253	£244	£10	n/a	n/a	n/a	n/a	n/a	25
31/03/21		£212	£182	£31	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£222	£207	£15	n/a	n/a	n/a	n/a	n/a	25
31/03/19		£197	£205	£-8	n/a	n/a	n/a	n/a	n/a	39
31/03/18		£164	£153	£11	£0	£0	£0	n/a	0	0
31/03/17		£197	£146	£50	£0	£0	£0	n/a	0	0
31/03/16		£196	£114	£82	£0	£0	£0	n/a	0	0
31/03/15		£135	£81	£54	£0	£0	£0	n/a	0	0
31/03/14	*	£50	£42	£8	£0	£0	£0	n/a	0	0
31/03/13		£48	£38	£10	£0	£0	£0	n/a	0	0
31/03/12	*	£14	£10	£4	£0	£0	£0	n/a	0	0
31/03/11		£9	£9	£0	£0	£0	£0	n/a	0	0
31/03/10		£19	£73	£-55	£0	£0	£0	n/a	0	0
31/03/09	*	£116	£150	£-34	£0	£0	£0	n/a	0	0
31/03/08		£146	£146	£0	£0	£0	£0	n/a	0	0
31/03/07	*	£163	£146	£17	£0	£0	£0	n/a	0	0
31/03/06	*	£160	£160	£0	£0	£0	£0	n/a	0	0
31/03/05		£215	£191	£24	£0	£0	£0	n/a	0	0
31/03/04		£188	£231	£-43	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training
Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Somerset,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
9 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
Somerset Community Foundation - Community meal for people with mental health problems and their carers in and around Wells
£200	23/11/2022	Grant to Heads Up
Somerset Community Foundation - Mental health first aid training for first responders in Somerton
£800	05/07/2022	Mental health first aid training for first responders in Somerton
DCMS - Coronavirus Community Support Fund
£20,630	11/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Somerset Community Foundation - Core funding
£45,000	11/06/2020 35	Core funding to support the delivery of mental health and wellbeing services for adults in Mendip
Somerset Community Foundation - COVID19 Virtual support service for people with mental health needs in Wells
£2,200	08/04/2020	Grant to Heads Up
Somerset Community Foundation - Futures Bright
£6,000	19/12/2018 6	Formation of mental health peer groups
National Lottery Community Fund - Gardening for Growth; Improving health and well-being.
£10,000	11/11/2015 12	The group will use the funding to deliver gardening sessions for people who may be living with mental health issues. This will improve mental health and lead to healthier lifestyles.
Lloyds Bank Foundation - Grant to Industrial Therapy Centre North Somerset Limited
£12,487	30/05/2012	the salary costs of the Manager

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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

Age Range of Trustees: 58-76

CARROLLE SKEATES Appointed: 2017, Occupation: Retired

GEMMA HEYEL Appointed: 2022

JOHN BOUCHER Appointed: 2018, Occupation: Retired Solicitor

PIERS ROSE Appointed: 2022, Occupation: Retired

PHILIP WELCH Appointed: 2017, Occupation: Journalist And Radio Presenter, Other trusteeship: CITY OF WELLS ALMSHOUSES CIO,

VANESSA GORDON Appointed: 2013, Occupation: Associate Director Of Patient Safety

WENDY ATTRIDGE (Chair) Appointed: 2012, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 18/04/1989, number: 801391
Registered at Companies House on 10/04/1989, number: 02370494

Gift Aid

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
Investing charity funds policy and procedures
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

20 returns made; AR14: 2 days late, AR12: 2 days late, AR09: 0 days late, AR07: 76 days late, AR06: 46 days late,

Main office

Heads Up
Upper Breach
South Horrington Village
East Horrington
WELLS
BA5 3QG

Objectives

THE COMPANY IS ESTABLISHED TO HELP PEOPLE WITH THEIR MENTAL HEALTH AND WELLBEING, TOGETHER WITH SUPPORT FOR THEIR CARERS.

Defined Area of Benefit:

NORTH SOMERSET

Data Sources