Finance Score: 0

Governance Score: 0

Support Score: 3

No PartB

Static board: -3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 3

LIFE EDUCATION WESSEX

Health and drug prevention education to children (up to the age of 13) through a series of educational programmes delivered by trained Educators.

Analysis by Giving is Great

Positives:

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 and a Community Foundation
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

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: 26 years

www.lifeeducationwessex.org.uk

enquiries@lifeeducationwessex.org.uk

01258837417

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		£498	£402	£97	n/a	n/a	n/a	n/a	n/a	15
31/03/22		£463	£384	£79	n/a	n/a	n/a	n/a	n/a	15
31/03/21		£461	£365	£96	n/a	n/a	n/a	n/a	n/a	15
31/03/20		£543	£488	£55	£86	£255	£226	5.6	11	15
31/03/19		£411	£429	£-19	n/a	n/a	n/a	n/a	n/a	15
31/03/18		£403	£419	£-16	£0	£0	£0	n/a	0	0
31/03/17		£411	£370	£40	£0	£0	£0	n/a	0	0
31/03/16		£342	£306	£35	£0	£0	£0	n/a	0	0
31/03/15		£363	£327	£36	£0	£0	£0	n/a	0	0
31/03/14		£370	£338	£32	£0	£0	£0	n/a	0	0
31/03/13		£371	£374	£-4	£0	£0	£0	n/a	0	0
31/03/12		£357	£444	£-87	£0	£0	£0	n/a	0	0
31/03/11		£330	£489	£-158	£0	£0	£0	n/a	0	0
31/03/10		£543	£493	£50	£117	£286	£119	2.9	16	0
31/03/09		£337	£367	£-30	£0	£0	£0	n/a	0	0
31/03/08		£328	£401	£-72	£0	£0	£0	n/a	0	0
31/03/07	*	£343	£353	£-10	£0	£0	£0	n/a	0	0
31/03/06		£296	£361	£-65	£0	£0	£0	n/a	0	0
31/03/05	*	£335	£290	£46	£0	£0	£0	n/a	0	0
31/03/04		£261	£259	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

What it does

Education/Training
The Advancement Of Health Or Saving Of Lives

Who works here?

15 volunteers

Who it helps

Children/Young People

How it operates

Provides services

Where it operates

Bracknell Forest, Buckinghamshire, Devon, Dorset, Hampshire, Oxfordshire, Reading, Somerset, West Berkshire, Wokingham,

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

Garfield Weston Foundation	£60,000
Co-Operative Group	£1,153
Somerset Community Foundation	£745

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Life Education Wessex & Thames Valley
£1,153	22/10/2022	We deliver mental health, wellbeing and drug prevention education workshops at local primary schools and want to buy a new laptop to improve our delivery and to see more local schools.
Somerset Community Foundation - Helping local pupils make positive life choices
£430	12/05/2022	Helping local pupils make positive life choices
Garfield Weston Foundation - Main Grants award
£30,000	04/04/2022	Helping Children Make Healthy Choices
Somerset Community Foundation - Keeping the children of Oake, Bradford and Nynehead C of E Primary School safe, healthy and happy
£315	26/01/2021	Keeping the children of Oake, Bradford and Nynehead C of E Primary School safe, healthy and happy
Garfield Weston Foundation - Main Grants award
£20,000	14/08/2020	Inspiring Children to Make Healthy Choices & Reach Their Potential
Garfield Weston Foundation - Main Grants award
£10,000	29/04/2019	Core Costs
Henry Smith Charity - Grant to Life Education Wessex
£12,000	13/03/2019 24	towards two years' running costs of a project providing age-appropriate health and drug prevention education to young people across Hampshire
Henry Smith Charity - Grant to Life Education Wessex
£7,000	08/12/2016 24	towards two years' running costs of a project providing age-appropriate health and drug prevention education to young people across Hampshire
Henry Smith Charity - Grant to Life Education Wessex
£5,000	04/12/2014	towards one year's running costs of a project providing age-appropriate health and drug prevention education to young people across Hampshire
Henry Smith Charity - Grant to Life Education Wessex
£6,000	05/12/2013	towards one year's running costs of a project providing health programmes to young children across Hampshire
Henry Smith Charity - Grant to Life Education Wessex
£4,000	05/12/2012	towards one year's running costs of a health and drug prevention project for disadvantaged young people in Hampshire

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-81

ANDREW LOVELL Appointed: 2017, Occupation: Retired, Other trusteeship: CORAM LIFE EDUCATION,

GARY RICHARD HEPBURN (Chair) Appointed: 2012, Occupation: Company Director, Other trusteeships: SIR HENRY EDWARDS' CHARITIES, SIR SAMUEL MICO'S CHARITIES, SANDERSON-WELLS CONFIDENTIAL ASSISTANCE FUND, WEYMOUTH AND PORTLAND DISTRICT SCOUT COUNCIL, THE MARGARET CHAMBERLAINE INSTITUTE,

JACQUELINE ANNE SWIFT Appointed: 2019, Occupation: Non-Executive Director

JOSEPHINE ANNE WALKER Appointed: 2019, Occupation: Retired

KEITH MILLMAN Appointed: 2011, Occupation: Retired

LESLIE ARTHUR CHRISTIANSEN Appointed: 2017, Occupation: Retired

PETA RUTH DYKE Appointed: 2019, Occupation: Retired

PHIL HARRISON Appointed: 2018, Occupation: Chartered Building Surveyor

ROSEMARY FELICITY HEDGER Appointed: 2005, Occupation: Solicitor

TESS DRABBLE Appointed: 2014, Occupation: Nurse

Legal constitution

Charitable company registered in England & Wales on 18/08/1998, number: 1071094
Registered at Companies House on 23/06/1998, number: 03585850

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
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; AR07: 7 days late, AR05: 15 days late,

Main office

Life Education Wessex
Unit 2
Barnes Croft
Coles Lane
Milborne St. Andrew
BLANDFOR

Objectives

(i) to promote the good health and well-being of children and young people;(ii) to advance the education of children and young people, helping them to adopt positive and healthy ways of living and to make healthy choices in relation to alcohol, smoking, diet, exercise, drugs and other addictive materials;(iii) to advance the education of children and young people by encouraging responsible behaviour in relation to bullying and sexual relationships,(iv) in all cases “in the area of” means the area of (i) Dorset, (ii) Cornwall, (iii) Devon, (iv) Somerset, (v) Hampshire and Isle of Wight, (vi) Berkshire, (vii) Buckinghamshire (excluding Milton Keynes), (viii) Oxfordshire and, (ix) East Swindon, in each case as amended by the Company by written instruction to the Charity Member from time to time.

Defined Area of Benefit:

SOUTH WEST OF ENGLAND

Data Sources