Finance Score: 8

Governance Score: 9

Support Score: 9

Liabilities <10%: +3
Strong growth: +2
Fundraising costs low: +3

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

Grant maker support: +9

Overall GiG Score: 26

WINCANTON COMMUNITY VENTURE

The charity exists to reduce inequalities and provide health, social, educational and cultural opportunities for individuals and communities in its area of benefit. The work is delivered from the Balsam Centre.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
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 and a Community Foundation
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Established: 24 years

www.balsamcentre.org.uk

sueplace@balsamcentre.org.uk

0196331842

Charity Commission for England and Wales

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		£1,056	£891	£165	£2	£1,507	£573	7.7	43	100
31/03/22		£809	£700	£109	£8	£1,350	£575	9.9	39	105
31/03/21		£670	£548	£122	£1	£1,229	£461	10.1	34	120
31/03/20		£596	£569	£27	£2	£1,079	£307	6.5	29	138
31/03/19		£608	£470	£138	£8	£1,052	£294	7.5	29	138
31/03/18		£525	£480	£45	£0	£914	£158	3.9	28	0
31/03/17		£483	£465	£18	£0	£0	£0	n/a	0	0
31/03/16		£355	£436	£-81	£0	£0	£0	n/a	0	0
31/03/15		£380	£395	£-15	£0	£0	£0	n/a	0	0
31/03/14		£406	£394	£12	£0	£0	£0	n/a	0	0
31/03/13		£356	£354	£2	£0	£0	£0	n/a	0	0
31/03/12		£384	£273	£112	£0	£0	£0	n/a	0	0
31/03/11		£338	£327	£10	£0	£0	£0	n/a	0	0
31/03/10		£289	£257	£32	£0	£0	£0	n/a	0	0
31/03/09	*	£404	£393	£11	£0	£0	£0	n/a	0	0
31/03/08		£247	£221	£26	£0	£0	£0	n/a	0	0
31/03/07	*	£154	£164	£-10	£0	£0	£0	n/a	0	0
31/03/06	*	£175	£154	£21	£0	£0	£0	n/a	0	0
31/03/05	*	£171	£145	£26	£0	£0	£0	n/a	0	0
31/03/04	*	£153	£146	£7	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 38%
Reserves/Spending: 7.7 months
Net Current Assets/Spending: 5 months
Quick Ratio: 4.2

Asset Split ?

What it does

Disability
Economic/Community Development/Employment
Education/Training
The Advancement Of Health Or Saving Of Lives

Who works here?

43 employees
100 volunteers

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

How it operates

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

Where it operates

Dorset, Somerset, Wiltshire,

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

National Lottery Community Fund	£263,465
Somerset Community Foundation	£149,318
Esmee Fairbairn	£5,000
Ministry of Justice	£2,670

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - TASK to The Balsam Centre
£5,000	01/12/2023	TASK fund donation towards core costs
Somerset Community Foundation - Supporting the growth and development of the Well Wessex group of charities
£8,158	14/09/2022	Supporting the growth and development of the Well Wessex group of charities
National Lottery Community Fund - Good Stuff
£263,465	24/03/2022	The project is using funding to create a more vibrant town with a greater proportion of active and socially engaged young people young adults and families. The project will open up opportunities for ....more The project is using funding to create a more vibrant town with a greater proportion of active and socially engaged young people young adults and families. The project will open up opportunities for people of working age to develop new skills for employment and for living and working more sustainably. Everyone involved in the project will be helping to shape Wincanton's future and identity.
Somerset Community Foundation - Supporting the growth and development of the Well Wessex group of charities
£32,486	10/01/2022	Supporting the growth and development of the Well Wessex group of charities
Co-Operative Group - Grant to The Balsam Centre
£1,136	23/10/2021	We would like to provide materials, equipment and a coordinator for therapeutic and creative sessions for people with mental health needs. This would contribute to the vitality of the community.
Somerset Community Foundation - Balsam Centre Young Carers Group
£30,000	08/07/2020 36	Young carers support group in Mendip and South Somerset
Somerset Community Foundation - The Hopscotch Project
£60,000	30/06/2020 35	Support for families in Wincanton, Castle Cary and Bruton
Somerset Community Foundation - Supporting the growth and development of the Well Wessex group of charities
£18,673	29/05/2020 5	Supporting the growth and development of the Well Wessex group of charities
Ministry of Justice - Supported Child Contact Centres
£2,670	01/01/2020	To help sustain supported contact centres to contribute to costs to enable them to continue delivering supported contact in the community.
Somerset Community Foundation - Future's Bright
£6,000	08/01/2019 14	Formation of mental health peer groups
Comic Relief - Like Minds
£114,941	28/09/2016 36	The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local ....more The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local women and men each year experiencing or at risk of perinatal mental health issues will be able to access counselling, group support and develop supportive social networks to help their recovery or better manage their mental health conditions. People will experience increased self esteem and belief in their own parenting abilities, have improved family relationships and improved bonding and attachment to their children.
DCMS - Like Minds
£38,314	28/09/2016	The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local ....more The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local women and men each year experiencing or at risk of perinatal mental health issues will be able to access counselling, group support and develop supportive social networks to help their recovery or better manage their mental health conditions. People will experience increased self-esteem and belief in their own parenting abilities, have improved family relationships and improved bonding and attachment to their children.
DCMS - Like Minds
£38,314	28/09/2016	The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local ....more The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local women and men each year experiencing or at risk of perinatal mental health issues will be able to access counselling, group support and develop supportive social networks to help their recovery or better manage their mental health conditions. People will experience increased self-esteem and belief in their own parenting abilities, have improved family relationships and improved bonding and attachment to their children.
DCMS - Like Minds
£38,314	28/09/2016	The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local ....more The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local women and men each year experiencing or at risk of perinatal mental health issues will be able to access counselling, group support and develop supportive social networks to help their recovery or better manage their mental health conditions. People will experience increased self-esteem and belief in their own parenting abilities, have improved family relationships and improved bonding and attachment to their children.
DCMS - Like Minds
£38,314	28/09/2016	The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local ....more The Balsam Centre has been supporting the local community in South Somerset with their health and wellbeing for the last 15 years. The Like Minds project will make sure the high numbers of local women and men each year experiencing or at risk of perinatal mental health issues will be able to access counselling, group support and develop supportive social networks to help their recovery or better manage their mental health conditions. People will experience increased self-esteem and belief in their own parenting abilities, have improved family relationships and improved bonding and attachment to their children.
Somerset Community Foundation - Like MInds
£4,000	02/08/2016 11	Match funding for mental health project
National Lottery Community Fund - Like Minds
£340,245	29/07/2015 60	This project will aim to reduce the number of people experiencing poor mental health. A range of services will be offered to help improve mental health and wellbeing including counselling, social and ....more This project will aim to reduce the number of people experiencing poor mental health. A range of services will be offered to help improve mental health and wellbeing including counselling, social and therapeutic groups, cookery, arts and crafts, exercise and activities tailored to individual needs. New groups will also be set up including weight management, post natal depression, carers support and drug and alcohol support. People will also be supported to return to work or education.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 42-86

DAVID EDWARD KEMP Appointed: 2023, Occupation: Retired

DR TAMSIN GRAHAM Appointed: 2021, Occupation: General Practitioner

EMILY SHOWERING Appointed: 2017, Occupation: Fund Raiser, Other trusteeship: SEXEY'S SCHOOL, BRUTON,

HELEN J SMITH Appointed: 2015, Occupation: Magistrate

JOHN CORNELIUS BARTHOLEMEW Appointed: 1999, Occupation: Retired

MR PAUL WHITE, Occupation: Retired

MICHAEL FRANCIS BAINBRIDGE MR (Chair) Appointed: 2018

MICHAEL JAMES KELLY Appointed: 2022, Occupation: Manager

SARAH WHITE Appointed: 2008, Occupation: Retired

THOMAS PATRICK MCGAURAN Appointed: 2023, Occupation: Retrofit Coordinator/Company Director

Legal constitution

Charitable company registered in England & Wales on 15/05/2000, number: 1080719
Registered at Companies House on 22/12/1999, number: 03898170

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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; AR09: 17 days late, AR07: 114 days late, AR06: 27 days late, AR05: 1 days late, AR04: 1 days late,

Recent reorganisation events:

Asset transfer in from WINCANTON AND DISTRICT AMBULANCE FOR THE ELDERLY AND DISABLED ASSOCIATION on 26/04/2021

Main office

THE BALSAM CENTRE
BALSAM PARK
WINCANTON
BA9 9HB

Objectives

I) TO WORK TOGETHER WITH STATUTORY AND VOLUNTARY ORGANISATIONS, GROUPS AND INDIVIDUALS TO PROVIDE ACCESS TO OPPORTUNITIES FOR EDUCATION, LEISURE, ARTS AND SOCIAL WELFARE WITH THE OVERALL OBJECT OF IMPROVING THE HEALTH AND QUALITY OF LIFE OF THE INHABITANTS OF THE AREA OF BENEFIT.HEALTH INCLUDES THE ABSENCE OF DISEASE AND DISTRESS AS NECESSARY BUT NOT SUFFICIENT CONDITIONS AND ALSO INCLUDES OPTIMISING THE INDIVIDUAL'S SOCIAL AND CREATIVE POTENTIAL. THE AREA OF BENEFIT IS THE AREA WITHIN A TEN MILE RADIUS OF WINCANTON TOWN HALL REGARDLESS OF COUNTY OR ANY OTHER ADMINISTRATIVE BOUNDARY;I) TO IMPROVE ANY OTHER CHARITABLE PURPOSE THAT WILL IMPROVE THE HEALTH AND/OR QUALITY OF LIFE FOR THE INHABITANTS OF THE AREA OF BENEFIT.

Defined Area of Benefit:

THE AREA WITHIN A TEN MILE RADIUS OF WINCANTON TOWN HALL REGARDLESS OF COUNTY OR ANY OTHER. ADMINISTRATIVE BOUNDARY

Data Sources