Finance Score: -8

Governance Score: -1

Support Score: 1

Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

Mainly female board: -1

Grant maker support: +1

Overall GiG Score: -8

THE TAUNTON OPPORTUNITY GROUP

Established in 1972, Taunton Opportunity Group is a specialist provision for preschool children with special educational needs and/or disabilities living in Taunton and its surrounding areas. It is our mission to help children achieve their full potential through providing a tailored curriculum which offers developmentally appropriate, inclusive and stimulating learning and activities.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

Established: 45 years

www.tauntonopportunitygroup.org.uk

chair@tauntonopportunitygroup.org.uk

01823284550

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	*	£80	£97	£-18	n/a	n/a	n/a	n/a	n/a	2
31/03/22		£77	£94	£-17	n/a	n/a	n/a	n/a	n/a	0
31/03/21	*	£103	£77	£27	n/a	n/a	n/a	n/a	n/a	1
31/03/20	*	£75	£83	£-8	n/a	n/a	n/a	n/a	n/a	1
31/03/19		£65	£104	£-39	n/a	n/a	n/a	n/a	n/a	12
31/03/18		£102	£87	£14	£0	£0	£0	n/a	0	0
31/03/17		£82	£82	£1	£0	£0	£0	n/a	0	0
31/03/16		£77	£83	£-7	£0	£0	£0	n/a	0	0
31/03/15		£82	£81	£1	£0	£0	£0	n/a	0	0
31/03/14		£111	£88	£23	£0	£0	£0	n/a	0	0
31/03/13		£87	£77	£10	£0	£0	£0	n/a	0	0
31/03/12		£92	£75	£17	£0	£0	£0	n/a	0	0
31/03/11		£87	£80	£8	£0	£0	£0	n/a	0	0
31/03/10		£69	£75	£-6	£0	£0	£0	n/a	0	0
31/03/09		£63	£64	£-1	£0	£0	£0	n/a	0	0
31/03/08	*	£58	£59	£-2	£0	£0	£0	n/a	0	0
31/03/07	*	£58	£58	£0	£0	£0	£0	n/a	0	0
31/03/06		£58	£55	£4	£0	£0	£0	n/a	0	0
31/03/05		£64	£55	£9	£0	£0	£0	n/a	0	0
31/03/04		£65	£44	£22	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Somerset,

Who it helps

Children/Young People
People With Disabilities

Who works here?

Unknown number of employees
2 volunteers

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.

Specific Donations

Amount	When Months	To be used for
BBC Children in Need - Grant to Taunton Opportunity Group
£9,871	15/03/2019 12	This project will provide afternoon multi-sensory sessions for families with disabled children under 4 years old. Young children will improve their confidence and social skills, and increase their ....more This project will provide afternoon multi-sensory sessions for families with disabled children under 4 years old. Young children will improve their confidence and social skills, and increase their physical movement.
Somerset Community Foundation - Taunton Opportunity Group
£4,000	15/12/2017 11	Early years education to children with a disability or additional needs
Somerset Community Foundation - Taunton Opportunity Group
£3,850	15/07/2016 1	Core costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

ALISON MARY BROWN Appointed: 2017, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ILMINSTER,

GAVIN JAMES BROWN Appointed: 2018

HEIDI LOUISE CLAIRE BRAND Appointed: 2020

HOLLY EMMA BURCHETT (Chair) Appointed: 2023

JENNA WHITTET-EVENS Appointed: 2020

JENNIFER ANNE IRENE BIRD Appointed: 2015

MO HODGES Appointed: 2017, Other trusteeships: INNER WHEEL CLUB OF TAUNTON VALE BENEVOLENT FUND, NO. 20 DISTRICT INNER WHEEL COMMITTEE BENEVOLENT FUND,

NINA ENGLEBY Appointed: 2024

SUSAN SIAN SMALL Appointed: 2019

Legal constitution

Charity registered in England & Wales on 19/06/1979, number: 277984

Gift Aid

Registered with HMRC for Gift Aid

Event History

11/02/2013 - Asset transfer in from THE TAUNTON OPPORTUNITY GROUP CHARITABLE TRUST
07/06/2017 - Asset transfer in from ST MICHAEL'S PRESCHOOL

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management 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

20 returns made; AR23: 48 days late, AR21: 17 days late, AR20: 183 days late, AR08: 18 days late, AR07: 111 days late,

Main office

Taunton Opportunity Group
Crowcombe Road
TAUNTON
Somerset
TA2 7NF

Objectives

TO PROVIDE SAFE AND SATISFYING GROUP EXPERIENCE AND PLAY FOR THE ADVANCEMENT OF THE EDUCATION OF CHILDREN WITH SPECIAL NEEDS AND OTHER CHILDREN UNDER STATUTORY SCHOOL AGE.

Defined Area of Benefit:

THE DISTRICT OF TAUNTON

Data Sources