Finance Score: -1

Governance Score: 3

Support Score: 0

Volatile income
spending growth: -1
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE SOUTH WEST YMCA TRUST FUND

To promote the general purpose of the work of the Young Men's Christian Association Movement for the physical, intellectual and spiritual, fitness, training and well being of youth in accordance with the rules and principles adopted by the National Council of YMCAs area of benifit being South West England

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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
Income has been volatile recently but spending has been maintained

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		£13	£15	£-2	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£30	£10	£19	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£22	£14	£8	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£34	£13	£21	n/a	n/a	n/a	n/a	n/a	1
31/03/19	*	£32	£19	£13	n/a	n/a	n/a	n/a	n/a	1
31/03/18		£30	£9	£20	£0	£0	£0	n/a	0	0
31/03/17		£20	£14	£6	£0	£0	£0	n/a	0	0
31/03/16		£19	£16	£4	£0	£0	£0	n/a	0	0
31/03/15		£39	£26	£13	£0	£0	£0	n/a	0	0
31/03/14		£29	£250	£-221	£0	£0	£0	n/a	0	0
31/03/13		£87	£61	£26	£0	£0	£0	n/a	0	0
31/03/12		£76	£96	£-20	£0	£0	£0	n/a	0	0
31/03/11		£66	£94	£-28	£0	£0	£0	n/a	0	0
31/03/10		£59	£156	£-97	£0	£0	£0	n/a	0	0
31/03/09		£119	£74	£45	£0	£0	£0	n/a	0	0
31/03/08		£111	£107	£4	£0	£0	£0	n/a	0	0
31/03/07		£52	£43	£9	£0	£0	£0	n/a	0	0
31/03/06		£232	£53	£179	£0	£0	£0	n/a	0	0
31/03/05		£67	£53	£14	£0	£0	£0	n/a	0	0
31/03/04		£68	£59	£10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 35 years

CLARE_JEFFERIS@YAHOO.CO.UK

07855424495

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
Religious Activities

GiG Classification

Social youth organisations

How it operates

Makes Grants to Organisations

Where it operates

Bath And North East Somerset, Bristol City, Cornwall, Devon, Gloucestershire, North Somerset, Somerset, South Gloucestershire, Wiltshire,

Who it helps

Children/Young People
Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ANGELA GILBERT Appointed: 2011

ERNEST NICHOLAS EDGCUMBE Appointed: 2020

MRS MAGGIE A KING

NEIL LINDSAY FOSTER Appointed: 2013

ANDREW WILSON (Chair) Appointed: 2017, Other trusteeship: 2BU SOMERSET,

PAUL REISBACH Appointed: 2020, Other trusteeships: CITY OF EXETER YMCA, VOLUNTARY ORGANISATIONS YOUNG PEOPLE AND CHILDREN - DEVON, YMCA EXETER COMMUNITY PROJECTS,

Legal constitution

Charity registered in England & Wales on 04/07/1989, number: 801715

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR19: 718 days late,

Main office

The Old Summerhouse
22 Gloucester Road
Almondsbury
BRISTOL
BS32 4AD

Objectives

FOR THE PURPOSE OF PROMOTING THE GENERAL PURPOSES OF THE WORK OF THE YOUNG MENS CHRISTIAN ASSOCIATION MOVEMENT FOR THE PHYSICAL INTELLECTUAL AND SPIRITUAL FITNESS TRAINING AND WELL BEING OF YOUTH IN ACCORDANCE WITH THE RULES AND PRINCIPLES FROM TIME TO TIME APPROVED AND ADOPTED BY THE NATIONAL COUNCIL OF YOUNG MENS CHRISTIAN ASSOCIATIONS (INCORPORATED) OR SUCH BODY AS SHALL BE FROM TIME TO TIME THE PRINCIPAL AUTHORITY OF THE YOUNG MENS CHRISTIAN ASSOCIATION IN THE UNITED KINGDOM AND HAVING REGARD TO ANY SPECIAL NEEDS OF THE AREA OF BENEFIT AS HEREINAFTER DEFINED AND FOR USE THEREIN WHICH MAY ARISE WITH THE VARYING CIRCUMSTANCES OF FUTURE TIMES. (THE AREA OF BENEFIT MEANS BATH AND NORTH EAST SOMERSET, THE CITY OF BRISTOL, CORNWALL, DEVON, GLOUCESTERSHIRE NORTH SOMERSET, SOMERSET, SOUTH GLOUCESTERSHIRE AND WILTSHIRE).

Defined Area of Benefit:

SEE OBJECTS

Data Sources