Finance Score: 0

Governance Score: -1

Support Score: 4

No PartB

No conflicts policy: -1
Dynamic board: +3
All female board: -3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 3

BOURNE VALLEY DAY CENTRE FOR THE ELDERLY

Offers companionship, help & support to elderly residents of the Bourne Valley and other local areas as the trustees see fit who live alone or with relatives/carers in line with Social Services policy of keeping people in their own homes for as long as possible, thereby encouraging and enabling people to be as independent as possible. To provide respite for carers of the elderly.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
28/02/23	£18	£19	£-1	n/a	n/a	n/a	n/a	n/a	9
28/02/22	£16	£13	£3	n/a	n/a	n/a	n/a	n/a	7
28/02/21	£14	£11	£3	n/a	n/a	n/a	n/a	n/a	11
29/02/20	£25	£19	£7	n/a	n/a	n/a	n/a	n/a	6
28/02/19	£16	£18	£-2	n/a	n/a	n/a	n/a	n/a	8
28/02/18	£16	£15	£1	£0	£0	£0	n/a	0	0
28/02/17	£14	£14	£0	£0	£0	£0	n/a	0	0
28/02/16	£14	£13	£1	£0	£0	£0	n/a	0	0
28/02/15	£14	£14	£0	£0	£0	£0	n/a	0	0
28/02/14	£17	£16	£1	£0	£0	£0	n/a	0	0
28/02/13	£18	£16	£2	£0	£0	£0	n/a	0	0
29/02/12	£16	£17	£-2	£0	£0	£0	n/a	0	0
28/02/11	£15	£15	£0	£0	£0	£0	n/a	0	0
28/02/10	£19	£20	£-1	£0	£0	£0	n/a	0	0
28/02/09	£15	£15	£0	£0	£0	£0	n/a	0	0
29/02/08	£18	£18	£0	£0	£0	£0	n/a	0	0
28/02/07	£18	£19	£-1	£0	£0	£0	n/a	0	0
28/02/06	£17	£16	£1	£0	£0	£0	n/a	0	0
28/02/05	£17	£17	£-1	£0	£0	£0	n/a	0	0
29/02/04	£16	£14	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 30 years

nickijcoleman@gmail.com

01980629549

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
Other Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides services

Where it operates

Wiltshire,

Who it helps

Elderly/Old People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Wiltshire Community Foundation - Grant to Bourne Valley Day Centre for the Elderly
£2,000	25/01/2023	The service supports isolated older people (mostly aged 70+) living in this rural area with limited public transport. Provides a weekly meal and activities for elderly people based in a village hall.
Wiltshire Community Foundation - Grant to Bourne Valley Day Centre
£4,000	10/09/2019	Bourne Valley Day Centre is a day centre for over 65's, providing a cooked lunch, activities and entertainment 1 day per week for residents in the south of the county. Funding will contribute to the ....more Bourne Valley Day Centre is a day centre for over 65's, providing a cooked lunch, activities and entertainment 1 day per week for residents in the south of the county. Funding will contribute to the coordinator’s salary.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ALISON DEAN Appointed: 2019

DEBRA JANET MASON-SMITH Appointed: 2024

MAUREEN ELIZABETH ATKINSON Appointed: 1984, Other trusteeships: WINTERBOURNE GLEBE HALL, BOURNE VALLEY GOOD NEIGHBOUR LINK SCHEME,

NICKI COLEMAN (Chair) Appointed: 2017

SUZANNE KNOWLES Appointed: 2021

Legal constitution

Charity registered in England & Wales on 11/03/1994, number: 1034491

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

8 Cholderton Road
Newton Toney
SALISBURY
SP4 0HJ

Objectives

THE RELIEF OF THE ELDERLY IN ANY MANNER WHICH NOW IS OR HEREINAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE AND IN PARTICULAR TO PROVIDE OR ASSIST IN THE PROVISION OF DAY CARE FACILITIES FOR THE RESIDENTS OF THE PARISHES OF CHOLDERTON, NEWTON TONY,ALLINGTON,BOSCOMBE,IDMISTON,PORTON,GOMELDON, THE WINTERBOURNES, HURDCOTT AND FORD, AND RESIDENTS OF ANY OTHER AREAS AS THE TRUSTEES MAY FROM TIME TO TIME SEE FIT TO INCLUDE, WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR AGE AND/OR INFIRMITY

Defined Area of Benefit:

IN PRACTICE THE PARISHES OF CHOLDERTON,NEWTON TONY,ALLINGTON

Data Sources