Overall GiG Score: 4 ?
Finance Score: 1
Governance Score: -3
Support Score: 6
  • Good reserves management: +3
  • Multiple Deficits: -2
  • Only 4 Trustees: -1
  • Narrow trustee age band: -2
  • Static board: -3
  • Gender balanced board: +3
  • Grant maker support: +6

WESTBANK COMMUNITY HEALTH AND CARE 

Provides care and support to patients and carers.Volunteers provide transport, practical help, befriending. Carer support, advice,access to short breaks for adult and young carers.Day care for older people. Mentoring. Family and childcare activities. Volunteering opportunities. Health improvement and health promotion activities including lifestyle change programmes for long term conditions.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • A significant proportion of recent income was derived from major grant makers including the Government and a Community Foundation

Regulatory & Governance issues to consider:

  • There are only 4 trustees
  • The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
Established: 17 years

www.westbank.org.uk

sarah.hicks@westbank.org.uk

01392824752

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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*£4,846£4,808£38£0£2,804£2,1345.3159440
31/03/22£4,686£4,975£-289£0£2,774£2,1445.2171600
31/03/21£5,279£5,772£-493£0£3,051£1,8483.8216600
31/03/20£5,332£5,904£-572£0£4,082£2,8305.8214560
31/03/19£4,713£4,949£-237£0£4,082£2,8306.9185530
31/03/18£4,029£4,032£-4£0£4,316£3,41810.21530
31/03/17£3,995£4,004£-9£0£4,313£2,8638.61320
31/03/16£5,559£5,556£3£0£4,286£2,2844.91230
31/03/15£7,397£6,741£656£9£4,301£1,9303.4540
31/03/14£6,152£5,708£444£9£3,616£1,4283480
31/03/13£4,275£3,928£348£8£3,170£1,1583.5380
31/03/12£3,387£3,018£369£8£2,814£9954360
31/03/11£4,221£4,040£181£8£2,444£8172.4310
31/03/10£4,210£3,640£570£7£2,263£6062620
31/03/09£3,154£2,976£177£7£1,694£4721.9700
31/03/08£1,500£1,427£74£6£1,516£3112.6400

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 21%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 76%
Reserves/Spending: 5.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.3
Asset Split ?
What it does
  • Amateur Sport
  • Disability
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 159 employees
  • 440 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Provides buildings/facilities/open space
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Throughout England,

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
Devon Community Foundation£61,731
DCMS£50,179
National Lottery Community Fund£19,972
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Community Teaching Kitchen
£10,000 28/10/2022
The funding will be used to purchase equipment which will enable the health hub to create a teaching kitchen to address the growing need for people on low incomes using foodbanks to improve their ....more
DCMS - Coronavirus Community Support Fund
£50,179 09/09/2020
"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
Devon Community Foundation - COVID19 Community Support Service
£10,000 04/06/2020
4
Grant to Westbank Community Health and Care
National Lottery Community Fund - Living Well with Dementia
£9,972 25/07/2019
12
The funding will be used to deliver Cognitive Stimulation Therapy sessions for people living with dementia and support groups for carers. The project aims to improve symptoms whilst providing respite ....more
Devon Community Foundation - Wellbeing Exeter
£45,731 03/04/2019
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - ICE Project
£6,000 03/04/2019
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - ICE Project
£37,157 19/12/2018
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - Wellbeing Exeter
£6,000 19/12/2018
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - ICE Project
£37,157 02/10/2018
6
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - ICE Project
£6,000 02/10/2018
6
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - ICE Project
£37,157 28/06/2018
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - ICE Project
£6,000 28/06/2018
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - ICE Project
£6,000 10/04/2018
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - ICE Project
£37,157 10/04/2018
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
DCMS - CSA Follow on Fund
£6,250 01/04/2018
To scale successful programme previously funded by OCS
Devon Community Foundation - ICE Project
£116,568 31/10/2017
5
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
DCMS - CSA Follow on Fund
£143,750 24/05/2017
To scale successful programme previously funded by OCS
Devon Community Foundation - ICE Project
£116,600 25/04/2017
5
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - ICE Project
£116,600 01/12/2016
5
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
National Lottery Community Fund - Westbank Healthy Neighbourhoods
£423,400 07/09/2016
60
The project offers people the opportunity to engage with and support their local community by getting more involved and take responsibility for their own welfare. They focus on preventative ....more
National Lottery Community Fund - Living Well Taking Control – Diabetes Prevention and Treatment SIB
£86,475 29/10/2015
5
The funding will be used to develop a social impact bond to provide a community based service to prevent the development of Type 2 diabetes and complications amongst those who already have the ....more
National Lottery Community Fund - Westbank Wellbeing Community Transport Service (WWCTS)
£10,000 21/03/2013
12
This is a project by a charity in Exeter, Devon. The group will use the funding to purchase a new vehicle which will support transportation for vulnerable, isolated people who are unable to access ....more
National Lottery Community Fund - Westbank Healthy Communities
£409,722 11/05/2011
60
This project aims to create healthier communities by supporting people, including older people as well as unemployed,disabled and young people not in education, to take responsibility for their own ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Age Range of Trustees: 53-71
Legal constitution
  • Charitable company registered in England & Wales on 07/06/2007, number: 1119541
  • Registered at Companies House on 10/05/2007, number: 06243811
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
  • Conflicting interests
  • Engaging external speakers at charity events 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
  • Investment
  • 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
16 returns made; AR23: 30 days late,
Main office

WESTBANK
FARM HOUSE RISE
EXMINSTER
EXETER
DEVON
EX6 8AT

Objectives

(A) TO PROMOTE HEALTH;(B) TO RELIEVE SICKNESS AND DISABILITY AND(C) TO RELIEVE THE INFIRMITIES ASSOCIATED WITH OLD AGE IN ANY CASE BY SUCH MEANS AS THE DIRECTORS THINK FIT INCLUDING, BUT NOT LIMITED TO(I) THE PROVISION OF SUPPORT AND RESPITE SERVICES FOR CARERS(II) THE PROVISION OF A DAY CENTRE(III) EDUCATION AND TRAINING AND THE PROVISION OF FACILITIES TO IMPROVE HEALTH AND FITNESS;(D) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE;(E) TO PROVIDE, MAINTAIN AND IMPROVE PUBLIC AMENITIES BY THE PROVISION OF ACCESS TO INFORMATION TECHNOLOGY.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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