Finance Score: -2

Governance Score: 3

Support Score: 8

Multiple Deficits: -2
No PartB

Gender balanced board: +3

Large volunteers +3
Overall weighted support: +5

Overall GiG Score: 9

COMMUNITY VOLUNTARY ACTION LEDBURY & DISTRICT

The Charity aims to promote any charitable purpose for the benefit of the community in the local government district of Ledbury and surrounding parishes; in particular to build the capacity of voluntary sector organisations and provide them with services that allow them to pursue or contribute to any charitable purpose.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£241	£217	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£175	£189	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£143	£167	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£166	£189	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£223	£166	£57	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£161	£177	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£184	£159	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£153	£152	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£153	£152	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£111	£115	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£126	£111	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£125	£126	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£75	£88	£-13	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 14 years

www.caledbury.org.uk

info@caledbury.org.uk

01531635339

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes grants to individuals
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Herefordshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Garfield Weston Foundation	£25,000
National Lottery Community Fund	£19,770
The Foyle Foundation	£5,000
McCarthy Stone Foundation	£3,500
Sir Jules Thorn Charitable Trust	£3,500

Specific Donations

Amount	When Months	To be used for
McCarthy Stone Foundation - 2023 Spring Community Grants
£3,500	18/04/2023	Grants up to £7,500 to support programmes that connect and engage older people through befriending and social inclusion
Sir Jules Thorn Charitable Trust - Community Voluntary Action Ledbury & District - 12/10/22
£2,500	24/10/2022	Core Funding
National Lottery Community Fund - Running costs 22-23
£9,770	19/08/2022	The funding will be used to continue to deliver a low-cost minibus transport scheme for a period of six months for those who are vulnerable and unable to access GP and hospital appointments and other ....more The funding will be used to continue to deliver a low-cost minibus transport scheme for a period of six months for those who are vulnerable and unable to access GP and hospital appointments and other services within the rural community of Ledbury. The aim is to provide a well-used service to reduce isolation by providing transport to meet day to day needs that support independent living.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£15,000	03/12/2021 24	Community Transport - Core Costs 2021-24
National Lottery Community Fund - 21-22 Running Costs (Covid recovery)
£10,000	19/02/2021 9	The group will use the funding to provide transport and support for older people and those living with disabilities. This will help people access medical appointments prescriptions and other ....more The group will use the funding to provide transport and support for older people and those living with disabilities. This will help people access medical appointments prescriptions and other essential items.
Sir Jules Thorn Charitable Trust - Community Voluntary Action Ledbury & District - 04/01/21
£1,000	22/01/2021	Core Funding
Garfield Weston Foundation - Main Grants award - COVID19 response
£10,000	14/08/2020	Ledbury Community Transport
The Foyle Foundation - Small Grants
£5,000	29/07/2020	towards core funding in yearend March 2021 (awarded grant in response to coronavirus)
National Lottery Community Fund - Community Transport Ledbury 2018-19
£10,000	04/06/2018 12	This funding will be used to continue a ring and ride service, allowing accessible transport for local people, which will help to reduce social and rural isolation.
Garfield Weston Foundation - Main Grants award
£5,000	18/04/2018	Service Delivery 2018-19
Co-Operative Group - Grant to Community Voluntary Action Ledbury & District
£3,453	04/08/2017	Help us support vulnerable people to remain as independent as possible for as long as possible with transport & mobility aids.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 62-81

DAVID MICHAEL ELLISTON Appointed: 2020, Occupation: Company Director

DR BRYAN SPENCER Appointed: 2016, Occupation: Retired Gp

GRAHAM EVERY Appointed: 2016, Occupation: Director Graham Every Limited

HEATHER LEONIE COPPOCK Appointed: 2023, Occupation: Workplace Coach

JOHN EDWARD TALLIS Appointed: 2017, Occupation: Retired

JANE SALT Appointed: 2019, Occupation: Company Director

SUSAN MILLINGTON-JONES Appointed: 2017, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 10/08/2010, number: 1137377
Registered at Companies House on 26/05/2010, number: 07265811

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

13 returns made; all on time

Main office

Community Voluntary Action Ledbury & District
4B Bye Street
LEDBURY
Herefordshire
HR8 2AA

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE LOCAL GOVERNMENT DISTRICT OF LEDBURY AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF HEALTH AND THE RELIEF OF POVERTY, DISTRESS AND SICKNESS.

Defined Area of Benefit:

LEDBURY