Foothold Cymru

Charity number: 1188696
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Centre for Building Social Action is a social justice charity operating in West Wales. Our focus is on tackling the causes and consequences of poverty through a range of capacity building activities and services; recognising that the solutions and the skills to put them in place, are found in the lived experiences of the people and communities affected.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£877,188

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Donations and legacies £87.33k
Charitable activities £721.07k
Other trading activities £0
Investments £68.79k
Other £0

Total expenditure:
£844,145

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Raising funds £50.41k
Charitable activities £793.74k
Other £0

£0 investments gains (losses)

Total income includes £10,265 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 £50.41k
Charitable expenditure £793.74k
Retained for future use £33.04k

People

18 Employee(s)

11 Trustee(s)

72 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
  • Disability
  • The Prevention Or Relief Of Poverty
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 23 March 2020: Standard registration
Organisation type:
Charitable company
Other names:
  • CBSA (Working name)
  • THE CENTRE FOR BUILDING SOCIAL ACTION LTD (Previous name)
Company number:
02633128 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
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
  • 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
Land and property:
This charity owns and/or leases 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Fred St-John Roberts JP Chair 10 September 2019
None on record
Eleanor Shorland Trustee 12 August 2024
None on record
Jessica Rees Trustee 22 March 2023
None on record
Katherine Thomas Trustee 22 March 2023
None on record
Michael Goodfellow-Smith Trustee 03 January 2023
None on record
Kelly Louise Rivers Trustee 14 March 2022
None on record
Paolo Piana Trustee 15 November 2021
None on record
Rev JOHN ELDON PHILLIPS Trustee 16 October 2020
LLANELLY HOUSE TRUST LTD
Received: On time
Peter Anthony Freeman Trustee 10 September 2019
None on record
Derith Powell OBE Trustee 22 October 2015
None on record
James Hugh Lewis Trustee 26 September 2006
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £857.76k £904.80k £889.67k £877.19k
Total expenditure £835.56k £828.88k £836.90k £844.15k
Income from government contracts N/A N/A N/A £0
Income from government grants N/A £50.00k £6.09k £10.27k
Income - Donations and legacies £6.63k £23.62k £35.26k £87.33k
Income - Other trading activities £0 £0 £0 £0
Income - Charitable activities £732.52k £776.85k £740.88k £721.07k
Income - Endowments £0 £0 £0 £0
Income - Investment £118.60k £104.33k £88.23k £68.79k
Income - Other £0 £0 £25.31k £0
Income - Legacies £0 £0 £0 £0
Expenditure - Charitable activities £805.68k £781.97k £803.56k £793.74k
Expenditure - Raising funds £29.88k £46.91k £33.34k £50.41k
Expenditure - Governance £5.50k £5.00k £23.09k £10.23k
Expenditure - Grants institution £0 £0 £0 £0
Expenditure - Investment management £29.88k £25.84k £28.62k £24.45k
Expenditure - Other £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 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £76.37k £50.92k £748.38k £667.92k
Long-term investments £880.67k £826.92k £2 £2
Other assets £114.12k £211.85k £323.26k £420.36k
Defined benefit pension scheme asset or liability £0 £0 £0 £0
Total liabilities £197.12k £139.73k £68.91k £52.51k

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 06 January 2025 On Time
Accounts and TAR 31 March 2024 06 January 2025 On Time Download Open in new window
Annual return 31 March 2023 23 December 2023 On Time
Accounts and TAR 31 March 2023 23 December 2023 On Time Download Open in new window
Annual return 31 March 2022 06 December 2022 On Time
Accounts and TAR 31 March 2022 06 December 2022 On Time Download Open in new window
Annual return 31 March 2021 07 November 2021 On Time
Accounts and TAR 31 March 2021 07 November 2021 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 10 SEP 2019 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16 MAR 2020 AS REGISTERED AT COMPANIES HOUSE ON 16 MAR 2020 as amended on 27 May 2021 as amended on 02 Dec 2021

Charitable objects

THE CHARITY’S OBJECTS (THE OBJECTS) ARE: TO DEVELOP THE CAPACITY AND SKILLS OF MEMBERS OF THE SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES OF WALES IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY, IN PARTICULAR BUT NOT EXCLUSIVELY BY: A) EQUIPPING DISADVANTAGED OR OTHERWISE EXCLUDED PEOPLE WITH THE SKILLS AND COMPETENCIES REQUIRED TO TAKE RESPONSIBILITY FOR IDENTIFYING AND MEETING THEIR NEEDS AND THOSE OF THE COMMUNITY; B) THE DELIVERY OF FORMAL, INFORMAL AND COMMUNITY EDUCATION PROGRAMMES THAT PROVIDE SOCIALLY AND ECONOMICALLY DISADVANTAGED PEOPLE OPPORTUNITIES TO GAIN NATIONALLY RECOGNISED QUALIFICATIONS AND/OR DEVELOP THE KNOWLEDGE, SKILLS AND COMPETENCIES REQUIRED FOR INDEPENDENT LIVING AND THE LABOUR MARKET; C) THE PROMOTION, PROVISION AND FACILITATION OF VOLUNTEERING, TRAINING AND WORK EXPERIENCE OPPORTUNITIES TO UNEMPLOYED OR UNDEREMPLOYED PEOPLE WHO ARE DISADVANTAGED IN THE LABOUR MARKET.

Contact information

Address:
The Lord Arthur Rank Centre
Trostre Road
Llanelli
SA14 9RA
Phone:
01554779910
Email:
jmorgan@cbsa.org.uk
Website:

www.cbsa.org.uk Open in new window