Finance Score: 0

Governance Score: 6

Support Score: 9

Liabilities <10%: +3
Excess reserves: -3
Volatile income: -3
Fundraising costs low: +3

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 15

CHEPSTOW AND DISTRICT MENCAP SOCIETY

We help Young people.. People with a disability/Special needs.We provide human resources [eg staff/volunteers] . We provide services[eg care/counselling] Advocacy/advice/informationWe provide buildings[eg facilities/open space]

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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 age and gender

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,128,713 available, equivalent to 31 months of spending and so may not be able to utilise additional funding
Income has been volatile recently

Established: 29 years

http://www.chepstowmencap.co.uk/

reception@chepstowmencap.co.uk

01291623216

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		£506	£433	£72	£6	£2,005	£1,129	31.3	20	10
31/03/22		£432	£404	£28	n/a	n/a	n/a	n/a	n/a	10
31/03/21		£866	£498	£369	£0	£1,905	£989	23.8	24	10
31/03/20		£1,335	£559	£776	£0	£1,536	£807	17.3	31	10
31/03/19		£586	£527	£59	£0	£761	£733	16.7	34	17
31/03/18		£591	£515	£76	£0	£702	£687	16	34	0
31/03/17		£567	£528	£39	£0	£626	£626	14.2	37	0
31/03/16		£548	£517	£31	£0	£587	£587	13.6	35	0
31/03/15		£539	£533	£7	£8	£556	£555	12.5	37	0
31/03/14		£521	£489	£32	£8	£549	£547	13.4	34	0
31/03/13		£481	£471	£10	£0	£0	£0	n/a	0	0
31/03/12		£474	£436	£38	£0	£0	£0	n/a	0	0
31/03/11	*	£512	£457	£55	£12	£469	£469	12.3	33	0
31/03/10		£513	£488	£25	£14	£414	£414	10.2	39	0
31/03/09		£507	£503	£4	£7	£389	£389	9.3	39	0
31/03/08		£495	£444	£52	£0	£0	£0	n/a	0	0
31/03/07		£482	£476	£6	£0	£0	£0	n/a	0	0
31/03/06		£544	£551	£-7	£0	£0	£0	n/a	0	0
31/03/05		£541	£520	£21	£0	£0	£0	n/a	0	0
31/03/04		£522	£525	£-2	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.3%
Fundraising Costs/Total Spending: 1.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 56%
Reserves/Spending: 31.3 months
Net Current Assets/Spending: 16 months
Quick Ratio: 12.4

Asset Split ?

What it does

Amateur Sport
Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

Who works here?

20 employees
10 volunteers

Who it helps

Children/Young People
People With Disabilities

How it operates

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

Where it operates

Monmouthshire,

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

Wolfson Foundation	£60,000
Lloyds Bank Foundation	£52,250
The Clothworkers Foundation	£35,000

Specific Donations

Amount	When Months	To be used for
Lloyds Bank Foundation - One off gift towards cost of living crisis to Chepstow & District Mencap Society
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Grant to Chepstow & District Mencap Society
£50,000	11/03/2022 24	Unrestricted grant over two years towards the core costs of Chepstow & District Mencap Society
The Clothworkers Foundation - Grant to Chepstow and District Mencap
£35,000	25/09/2019	refurbishment of a community hub for a charity which works with people with learning difficulties in Chepstow
Wolfson Foundation - Grant to Chepstow and District Mencap Society
£60,000	13/06/2019	Café in new community hub and headquarters providing services for adults with learning disabilities in Monmouthshire
National Lottery Community Fund - The Old Board School Hub
£505,200	27/09/2018 24	Project Summary :_x000D_ The project will be enhancing and expanding the current service provision for people with disabilities in Chepstow and surrounding areas. This will be achieved by undertaking ....more Project Summary :_x000D_ The project will be enhancing and expanding the current service provision for people with disabilities in Chepstow and surrounding areas. This will be achieved by undertaking capital works to an empty building that will enable the organisation to meet the current and future demand for their service. What Money is for :_x000D_ The grant will be used to extend and reconfigure the current layout of the building, installing a training kitchen, and increasing the energy efficiency of the building, PV panels, insulation, and renovations.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 43-85

ALISON NARDUZZO Appointed: 2012, Occupation: Company Director

GENEVIEVE MADLEY Appointed: 2022

LAURA SIHDU Appointed: 2021, Occupation: Company Director

MALCOLM JAMES DAVIES, Occupation: Retired

RALPH PERRETT Appointed: 2004, Occupation: Retired

ROGER BASIL GLEED Appointed: 1995, Occupation: Retired, Other trusteeship: SECOND CALDICOT SCOUT GROUP,

SUSAN NICHOLSON (Chair) Appointed: 2012, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 30/01/1995, number: 1043574
Registered at Companies House on 12/01/1995, number: 03009141

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; AR11: 42 days late,

Main office

The Board School
Bridge Street
Chepstow
NP16 5EZ

Objectives

A) THE RELIEF OF PEOPLE WITH A LEARNING DISABILITY IN PARTICULAR BY THE PROVISION OF HELP AND SUPPORT FOR THEM AND FOR THEIR FAMILIES, DEPENDANTS AND CARERS, AND TO PREVENT LEARNING DISABILITIES FOR THE PUBLIC BENEFIT AND TO ADVANCE RELIGION AMONGST PERSONS WITH A LEARNING DISABILITY; ANDB) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

NOT DEFINED BUT IN PRACTICE CHEPSTOW AND DISTRICT

Data Sources