CCEW Charity Commission profile

OSWESTRY COMMUNITY ACTION

Registered charity 1063319 · organisation 3104611

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
7 July 1997
Removed
Not supplied
Company number supplied
03390138
Financial period
1 April 2024 – 31 March 2025
Latest income
£737,887
Latest expenditure
£703,986
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: First Floor, Market Gate, Salop Road, Oswestry, SY11 2NR

Website recorded by the regulator: oswestrycommunityaction.org.uk (displayed as text)

02 Activities

What the charity does

Oswestry Community Action operates in Oswestry and the surrounding area. It acts to help those individuals in the community in need through its 6 main service areas of:Community TransportVolunteeringArtsCareShopmobilityIT and Learning

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
7 January 2026
Date Accounts Received
7 January 2026
Total Gross Income
£737,887
Total Gross Expenditure
£703,986
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
3 January 2025
Date Accounts Received
3 January 2025
Total Gross Income
£757,236
Total Gross Expenditure
£663,422
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
25 January 2024
Date Accounts Received
25 January 2024
Total Gross Income
£820,421
Total Gross Expenditure
£899,361
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
9 January 2023
Date Accounts Received
9 January 2023
Total Gross Income
£719,961
Total Gross Expenditure
£715,013
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
22 February 2022
Date Accounts Received
22 February 2022
Total Gross Income
£571,825
Total Gross Expenditure
£510,038

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
7 January 2026
Total Gross Income
£737,887
Total Gross Expenditure
£703,986
Grant Making Is Main Activity
No
Count Govt Contracts
13
Count Govt Grants
£3
Income From Government Contracts
272691
Income From Government Grants
£77,190
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
90
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
3 January 2025
Total Gross Income
£757,236
Total Gross Expenditure
£663,422
Grant Making Is Main Activity
No
Count Govt Contracts
5
Count Govt Grants
£8
Income From Government Contracts
196387
Income From Government Grants
£78,954
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
45
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
25 January 2024
Total Gross Income
£820,421
Total Gross Expenditure
£899,361
Grant Making Is Main Activity
No
Count Govt Contracts
3
Count Govt Grants
£14
Income From Government Contracts
44559
Income From Government Grants
£686,501
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
51
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
9 January 2023
Total Gross Income
£719,961
Total Gross Expenditure
£715,013
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
3
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£14
Income From Government Contracts
36000
Income From Government Grants
£589,914
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
56
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
22 February 2022
Total Gross Income
£571,825
Total Gross Expenditure
£510,038
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
2
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£4
Income From Government Contracts
39000
Income From Government Grants
£113,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
30

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
7 January 2026
Income Donations And Legacies
10469
Income Other Trading Activities
0
Income Charitable Activities
716725
Income Investments
10693
Income Other
0
Income Total Income And Endowments
737887
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£703,986
Expenditure Other
0
Expenditure Total
703986
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3809
Expenditure Support Costs
238478
Expenditure Depreciation
26019
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£172,308
Assets Total Fixed
67878
Assets Own Use
67878
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£438,124
Assets Total Liabilities
£42,290
Assets Current Investment
0
Assets Total Assets And Liabilities
£463,712
Creditors One Year Total Current
42290
Creditors Falling Due After One Year
0
Assets Cash
£380,357
Funds Endowment
0
Funds Unrestricted
172308
Funds Restricted
291404
Funds Total
463712
Count Employees
14
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
3 January 2025
Income Donations And Legacies
29117
Income Other Trading Activities
0
Income Charitable Activities
723150
Income Investments
4969
Income Other
0
Income Total Income And Endowments
757236
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£663,422
Expenditure Other
0
Expenditure Total
663422
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
13644
Expenditure Support Costs
242957
Expenditure Depreciation
47367
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£124,329
Assets Total Fixed
52298
Assets Own Use
52298
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£421,669
Assets Total Liabilities
£44,157
Assets Current Investment
0
Assets Total Assets And Liabilities
£429,810
Creditors One Year Total Current
44157
Creditors Falling Due After One Year
0
Assets Cash
£294,217
Funds Endowment
0
Funds Unrestricted
124329
Funds Restricted
305481
Funds Total
429810
Count Employees
13
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
25 January 2024
Income Donations And Legacies
6958
Income Other Trading Activities
0
Income Charitable Activities
804883
Income Investments
8580
Income Other
0
Income Total Income And Endowments
820421
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£899,361
Expenditure Other
0
Expenditure Total
899361
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
8905
Expenditure Support Costs
217774
Expenditure Depreciation
29119
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£46,547
Assets Total Fixed
99665
Assets Own Use
99665
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£422,235
Assets Total Liabilities
£185,904
Assets Current Investment
0
Assets Total Assets And Liabilities
£335,996
Creditors One Year Total Current
185904
Creditors Falling Due After One Year
0
Assets Cash
£336,795
Funds Endowment
0
Funds Unrestricted
46547
Funds Restricted
289449
Funds Total
335996
Count Employees
15
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
9 January 2023
Income Donations And Legacies
5087
Income Other Trading Activities
0
Income Charitable Activities
709779
Income Investments
5095
Income Other
0
Income Total Income And Endowments
719961
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£715,013
Expenditure Other
0
Expenditure Total
715013
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3385
Expenditure Support Costs
171669
Expenditure Depreciation
32055
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£125,487
Assets Total Fixed
128805
Assets Own Use
128805
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£582,052
Assets Total Liabilities
£295,921
Assets Current Investment
0
Assets Total Assets And Liabilities
£414,936
Creditors One Year Total Current
295921
Creditors Falling Due After One Year
0
Assets Cash
£466,139
Funds Endowment
0
Funds Unrestricted
125487
Funds Restricted
289449
Funds Total
414936
Count Employees
15
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
22 February 2022
Income Donations And Legacies
8407
Income Other Trading Activities
0
Income Charitable Activities
562100
Income Investments
1318
Income Other
0
Income Total Income And Endowments
571825
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£510,038
Expenditure Other
0
Expenditure Total
510038
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
3455
Expenditure Support Costs
161330
Expenditure Depreciation
51585
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-15610
Gain Loss Other
0
Reserves
£109,987
Assets Total Fixed
160858
Assets Own Use
160858
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£445,906
Assets Total Liabilities
£196,776
Assets Current Investment
0
Assets Total Assets And Liabilities
£409,988
Creditors One Year Total Current
196776
Creditors Falling Due After One Year
0
Assets Cash
£436,567
Funds Endowment
0
Funds Unrestricted
109987
Funds Restricted
300001
Funds Total
409988
Count Employees
15
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Wrexham
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Shropshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Powys
Welsh Ind
Yes
Geographic Area Type
Local Authority
Geographic Area Description
Denbighshire
Welsh Ind
Yes

07 Official extract

Charity Classification

Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
309
Classification Type
How
Classification Description
Acts As An Umbrella Or Resource Body
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

08 Official extract

Charity Event History

Charity Name
OSWESTRY COMMUNITY ACTION
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1997-07-07T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM & ARTICLES OF ASSOCIATION INCORPORATED 20 JUNE 1997 AS AMENDED 12TH MARCH 2002AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 16 FEB 2018
Charitable Objects
(I) THE RELIEF OF THOSE PERSONS IN THE BOROUGH OF OSWESTRY, SHROPSHIRE; THE COUNTY OF SHROPSHIRE, THE COUNTY OF POWYS AND WREXHAM COUNTY BOROUGH. IN PARTICULAR THOSE PERSONS WHO ARE ELDERLY, INFIRM AND THOSE WHO HAVE PHYSICAL AND/OR MENTAL DISABILITIES IN PARTICULAR, BUT NOT EXCLUSIVELY, THROUGH THE PROVISION OF COMMUNITY BASED TRANSPORT SYSTEMS AND THE PROVISION OF CARE SERVICES. (II) THE ADVANCEMENT OF EDUCATION FOR THE PUBLIC BENEFIT IN PARTICULAR THROUGH THE PROVISION OF INFORMATION CONCERNING THE NEEDS OF SICK AND DISADVANTAGED PEOPLE AND FOR THOSE VOLUNTEERS RESPONSIBLE FOR THEIR CARE BY THE PROVISION OF TRAINING.
Area Of Benefit
BOROUGH OF OSWESTRY MONTGOMERYSHIRE, WREXHAM COUNTY BOROUGH, NORTH SHROPSHIRE

10 Official extract

Charity Other Names

Charity Name Id
367428
Charity Name Type
Working name
Charity Name
VOLUNTEER BUREAU
Charity Name Id
367383
Charity Name Type
Working name
Charity Name
HELPMATES
Charity Name Id
367372
Charity Name Type
Working name
Charity Name
DIAL-A-RIDE
Charity Name Id
367388
Charity Name Type
Working name
Charity Name
OSCIP
Charity Name Id
367424
Charity Name Type
Working name
Charity Name
SHOPMOBILITY
Charity Name Id
367397
Charity Name Type
Previous name
Charity Name
OSWESTRY AND DISTRICT HELPMATES LIMITED
Charity Name Id
367391
Charity Name Type
Previous name
Charity Name
OSWESTRY AND DISTRICT HELPMATES

11 Official extract

Charity Policy

Policy Name
Bullying and harassment policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Paying staff
Policy Name
Social media policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Volunteer management
Policy Name
Risk management
Policy Name
Complaints handling
Policy Name
Conflicting interests
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Safeguarding policy and procedures