The Wellbeing Project Brecon

Charity number: 239606
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A faith based organisation giving community members the tools and confidence to make positive changes in their lives that impacts on their families and their community. Working with children, families, older people and the elderly facing isolation or disadvantage, promoting well-being and healthy living opportunities

Income and expenditure

Data for financial year ending 31 March 2023

Total income: £18,769
Total expenditure: £40,017

Total income includes £5,000 from 1 government grant(s)

People

8 Trustee(s)

12 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • City Of Swansea
  • Powys

Governance

Registration history:
  • 11 February 1965: Standard registration
Organisation type:
Other
Other names:
  • DIOCESE OF SWANSEA & BRECON COUNCIL FOR SOCIAL RESPONSIBILITY (Previous name)
  • SWANSEA AND BRECON DIOCESAN COUNCIL FOR SOCIAL RESPONSIBILITY (Previous name)
  • SWANSEA AND BRECON DIOCESAN MORAL WELFARE ASSOCIATION (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
  • Financial Conduct Authority
  • Homes England
  • Ofsted (Office For Standards In Education)
Policies:
  • 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
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
THE VENERABLE ALAN NEIL JEVONS Chair 10 December 2013
SWANSEA AND BRECON DIOCESAN BOARD OF FINANCE
Received: 115 days late
SWANSEA AND BRECON DIOCESAN TRUST (INCORPORATED)
Received: On time
SWANSEA AND BRECON DIOCESAN BOARD FOR SOCIAL RESPONSIBILITY
Received: On time
CHRIST COLLEGE, BRECON
Received: On time
THE LLANGASTY RETREAT HOUSE TRUST
Received: 49 days late
Karen Jayne Grunhut Trustee 15 November 2022
None on record
Rev Ian Drew Jones Trustee 29 January 2020
None on record
John Edward Meredith Trustee 30 July 2018
SWANSEA AND BRECON DIOCESAN BOARD FOR SOCIAL RESPONSIBILITY
Received: On time
JULIAN TAYLOR LOVELL Trustee
None on record
NIGEL EDWARD KING Trustee
SWANSEA AND BRECON DIOCESAN BOARD FOR SOCIAL RESPONSIBILITY
Received: On time
ESTHER SEARLE Trustee
SWANSEA AND BRECON DIOCESAN BOARD FOR SOCIAL RESPONSIBILITY
Received: On time
Rev ROBERT JOHN DAVIES-HANNEN Trustee
SKETTY PAROCHIAL CHURCH COUNCIL
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Total gross income £24.97k £32.98k £44.06k £70.10k £18.77k
Total expenditure £24.24k £26.23k £31.53k £45.63k £40.02k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £5.00k £5.00k £5.00k £5.00k £5.00k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2023 31 January 2024 On time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 26 January 2023 On time
Accounts and TAR 31 March 2022 26 January 2023 On time Download Open in new window
Annual return 31 March 2021 01 February 2022 1 days late
Accounts and TAR 31 March 2021 01 February 2022 1 days late Download Open in new window
Annual return 31 March 2020 29 January 2021 On time
Accounts and TAR 31 March 2020 30 January 2021 On time Download Open in new window
Annual return 31 March 2019 17 January 2020 On time
Accounts and TAR 31 March 2019 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CONSTITUTION CONTAINED IN 1963 ANNUAL REPORT AS REVISED ON 7TH OCTOBER 1999 as amended on 12 May 2021

Charitable objects

TO ADVANCE RELIGION IN PARTICULAR, BUT NOT EXCLUSIVELY BY (SEE CONSTITUTION FOR REST)

Area of benefit

The area the charity can operate in, as set out in its governing document.

DIOCESE OF SWANSEA AND BRECON

Contact information

Address:
St. Johns Centre
Pendre
BRECON
Powys
LD3 9EA
Phone:
07872993139
Email:
sharon@wellbeingbrecon.wales
Website:

www.wellbeingbrecon.wales Open in new window