WESTBANK OF THE RIVER EXE LEAGUE OF FRIENDS

Charity number: 296125
Removed charity

Charity overview

Activities - how the charity spends its money

Providing care to patients and their carers through volunteer support, day care services and support groups. Promoting health through exercise and fitness activities for children and adults

Income and expenditure

Data for financial year ending 30 June 2007

Total income:
£1,121,925

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Donations and legacies £31.01k
Charitable activities £1.05m
Other trading activities £30.51k
Investments £12.58k
Other £0

Total expenditure:
£856,020

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Raising funds £0
Charitable activities £844.10k
Other £0

£0 investments gains (losses)

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 £11.92k
Charitable expenditure £844.10k
Retained for future use £265.90k

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Amateur Sport
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Devon

Governance

Registration history:
  • 11 February 1987: Standard registration
  • 21 May 2008: Removed (Funds transferred (incor))
  • 21 May 2008: Funds transferred to 1119541 WESTBANK COMMUNITY HEALTH AND CARE
Organisation type:
Other names:
  • WESTBANK LEAGUE OF FRIENDS (Working name)
Gift aid:
No information available
Other regulators:
No information available
Policies:
No policies declared
Land and property:
No information available

Financial history

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Financial period end date

Income / Expenditure 31/03/2004 31/03/2005 31/03/2006 30/06/2007
Total gross income £746.67k £755.33k £508.25k £1.12m
Total expenditure £275.50k £451.60k £531.52k £856.02k
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A £31.01k
Income - Other trading activities N/A N/A N/A £30.51k
Income - Charitable activities N/A N/A N/A £1.05m
Income - Endowments N/A N/A N/A £0
Income - Investment N/A N/A N/A £12.58k
Income - Other N/A N/A N/A £0
Income - Legacies N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A £844.10k
Expenditure - Raising funds N/A N/A N/A N/A
Expenditure - Governance N/A N/A N/A £11.92k
Expenditure - Grants institution N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A £0
Expenditure - Other N/A N/A N/A £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 31/03/2004 31/03/2005 31/03/2006 30/06/2007
Own use assets N/A N/A N/A £838.66k
Long-term investments N/A N/A N/A £0
Other assets N/A N/A N/A £902.99k
Defined benefit pension scheme asset or liability N/A N/A N/A £0
Total liabilities N/A N/A N/A £298.68k

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 30 June 2007 20 December 2007 On Time
Accounts and TAR 30 June 2007 08 April 2008 On Time
Annual return 31 March 2006 16 October 2006 On Time
Accounts and TAR 31 March 2006 06 October 2006 On Time
Annual return 31 March 2005 16 January 2006 On Time
Accounts and TAR 31 March 2005 10 August 2005 On Time
Annual return 31 March 2004 31 January 2005 On Time
Accounts and TAR 31 March 2004 27 September 2004 On Time

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 ADOPTED ON 3RD JUNE 1986 AS AMENDED ON 12TH JANUARY 1987, 20TH MAY 1992, 6TH JUNE 1997, 5 JULY 2000, 18 SEPTEMBER 2001 & 18 DECEMBER 2002

Charitable objects

TO RELIEVE SICKNESS AND PRESERVE HEALTH AMONGST PERSONS PERMANENTLY OR TEMPORARILY RESIDENT IN THE COUNTY OF DEVON AND IN PARTICULAR IN EXMINSTER. KENTON ,STARCROSS, KENN, KENNFORD, MAMHEAD, POWDERHAM,COFTON AND DAWLISH WARREN (HEREINAFTER REFERRED TO AS 'THE BENEFICIARIES'

Area of benefit

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

THE COUNTY OF DEVON AND IN PARTICULAR EXMINSTER, KENTON,STARCROSS,KENN,KENNFORD,MAMHEAD,POWERHAM, COFTON AND DAWLISH WARREN