ENCOMPASS SOUTHWEST

Charity number: 1145286
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE RELIEF OF PERSONS WITHIN DEVON, CORNWALL AND SOMERSET WHO ARE IN CONDITIONS OF HARDSHIP, DISTRESS AND NEED INCLUDING THE RELIEF OF HOMELESSNESS AND ROUGH SLEEPING AND TO REDUCE THE IMPACT OF POVERTY AND FINANCIAL EXCLUSION BY PROVIDING EFFECTIVE CLIENT FOCUSED SERVICES

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,630,109

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Donations and legacies £1.11m
Charitable activities £512.51k
Other trading activities £0
Investments £4.85k
Other £0

Total expenditure:
£1,681,554

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Raising funds £2.35k
Charitable activities £1.68m
Other £0

£0 investments gains (losses)

Total income includes £1,157,367 from 30 government contract(s) and £220,064 from 2 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £2.35k
Charitable expenditure £1.68m

People

34 Employee(s)

6 Trustee(s)

4 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 Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Economic/community Development/employment
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Cornwall
  • Devon
  • Dorset
  • Somerset

Governance

Registration history:
  • 05 January 2012: Standard registration
  • 13 April 2012: Funds received from 1084843 BARNSTAPLE POVERTY ACTION GROUP
Organisation type:
Charitable company
Other names:

No other names

Company number:
07149873 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • Investing charity funds policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
BERYL EVANS Chair 19 December 2011
None on record
DUNCAN AFFLECK Trustee 09 April 2021
None on record
NEIL CHRISTOPHER ROBERT WARBURTON Trustee 05 February 2021
None on record
Liz Steele Trustee 01 August 2016
None on record
STEPHEN AMOS CRESSWELL Trustee 25 January 2012
None on record
IRENE MARGARET HOCKIN Trustee 19 December 2011
PILTON HOUSE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £565.60k £891.43k £979.11k £1.49m £1.63m
Total expenditure £544.98k £749.98k £963.65k £1.38m £1.68m
Income from government contracts £181.49k £338.96k £628.64k £1.01m £1.16m
Income from government grants N/A £3.40k £6.15k £5.00k £220.06k
Income - Donations and legacies £349.03k £542.69k £524.01k £1.05m £1.11m
Income - Other trading activities £0 £468 £542 £350 £0
Income - Charitable activities £213.10k £348.11k £454.31k £439.11k £512.51k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £272 £159 £254 £1.63k £4.85k
Income - Other £3.20k £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £544.98k £749.98k £963.65k £1.38m £1.68m
Expenditure - Raising funds £0 £0 £0 £738 £2.35k
Expenditure - Governance £2.37k £2.45k £2.95k £2.82k £11.86k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £0 £0 £38.49k £28.87k £21.65k
Long-term investments £0 £0 £0 £0 £0
Other assets £192.73k £338.48k £310.19k £424.45k £417.64k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £27.97k £32.26k £27.01k £24.62k £62.03k

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 2024 18 November 2024 On Time
Accounts and TAR 31 March 2024 18 November 2024 On Time Download Open in new window
Annual return 31 March 2023 20 December 2023 On Time
Accounts and TAR 31 March 2023 20 December 2023 On Time Download Open in new window
Annual return 31 March 2022 22 December 2022 On Time
Accounts and TAR 31 March 2022 22 December 2022 On Time Download Open in new window
Annual return 31 March 2021 10 December 2021 On Time
Accounts and TAR 31 March 2021 10 December 2021 On Time Download Open in new window
Annual return 31 March 2020 05 November 2020 On Time
Accounts and TAR 31 March 2020 05 November 2020 On Time Download Open in new window
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.

MEMORANDUM AND ARTICLES INCORPORATED 08 FEB 2010

Charitable objects

THE CHARITY'S OBJECTS ARE SPECIFICALLY RESTRICED TO THE FOLLOWING, THE RELIEF OF PERSONS WITHIN DEVON, CORNWALL, SOMERSET AND DORSET WHO ARE IN CONDITIIONS OF HARDSHIP, DISTRESS AND NEED.

Contact information

Address:
Unit C2
Fishleigh Court
Fishleigh Rd
Roundswell Business Park
BARNSTAPLE
Devon
Phone:
01271371499
Email:
info@encompass-sw.org.uk
Website:

www.encompass-sw.org.uk Open in new window