ENCOMPASS SOUTHWEST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 5 January 2012
Removed: Not supplied
Company number supplied: 07149873
Financial period: 1 April 2024 – 31 March 2025
Latest income: £1,872,707
Latest expenditure: £1,794,152
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Unit C2, Fishleigh Court, Fishleigh Rd, Roundswell Business Park, BARNSTAPLE, Devon

Website recorded by the regulator: www.encompass-sw.org.uk (displayed as text)

02 Activities

What the charity does

THE RELIEF OF PERSONS WITHIN DEVON, CORNWALL AND SOMERSET WHO ARE IN CONDITIONS OF HARDSHIP, DISTRESS AND NEED INCLUDING THE RELIEF OF HOMELESSNESS AND ROUGH SLEEPING AND TO REDUCE THE IMPACT OF POVERTY AND FINANCIAL EXCLUSION BY PROVIDING EFFECTIVE CLIENT FOCUSED SERVICES

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: 22 January 2026
Date Accounts Received: 22 January 2026
Total Gross Income: £1,872,707
Total Gross Expenditure: £1,794,152

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: 18 November 2024
Date Accounts Received: 18 November 2024
Total Gross Income: £1,630,109
Total Gross Expenditure: £1,681,554

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: 20 December 2023
Date Accounts Received: 20 December 2023
Total Gross Income: £1,486,209
Total Gross Expenditure: £1,379,184

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: 22 December 2022
Date Accounts Received: 22 December 2022
Total Gross Income: £979,106
Total Gross Expenditure: £963,648

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: 10 December 2021
Date Accounts Received: 10 December 2021
Total Gross Income: £891,434
Total Gross Expenditure: £749,979

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: 22 January 2026
Total Gross Income: £1,872,707
Total Gross Expenditure: £1,794,152
Grant Making Is Main Activity: No
Count Govt Contracts: 30
Count Govt Grants: £32
Income From Government Contracts: 435511
Income From Government Grants: £765,434
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: 5

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: 18 November 2024
Total Gross Income: £1,630,109
Total Gross Expenditure: £1,681,554
Grant Making Is Main Activity: No
Count Govt Contracts: 30
Count Govt Grants: £2
Income From Government Contracts: 1157367
Income From Government Grants: £220,064
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: 4

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: 20 December 2023
Total Gross Income: £1,486,209
Total Gross Expenditure: £1,379,184
Grant Making Is Main Activity: No
Count Govt Contracts: 29
Count Govt Grants: £1
Income From Government Contracts: 1010685
Income From Government Grants: £5,000
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: 4

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: 22 December 2022
Total Gross Income: £979,106
Total Gross Expenditure: £963,648
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: Yes
Charity Agreement Professional Fundraiser: Yes
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 20
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Contracts: 628639
Income From Government Grants: £6,152
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 4

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: 10 December 2021
Total Gross Income: £891,434
Total Gross Expenditure: £749,979
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: Yes
Charity Agreement Professional Fundraiser: Yes
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 14
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £4
Income From Government Contracts: 338955
Income From Government Grants: £3,398
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 11

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: 22 January 2026
Income Donations And Legacies: 1337713
Income Other Trading Activities: 0
Income Charitable Activities: 524246
Income Investments: 10748
Income Other: 0
Income Total Income And Endowments: 1872707
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £2,965
Expenditure Charitable Expenditure: £1,791,187
Expenditure Other: 0
Expenditure Total: 1794152
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 9304
Expenditure Support Costs: 11465
Expenditure Depreciation: 5413
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £256,471
Assets Total Fixed: 16239
Assets Own Use: 16239
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £478,439
Assets Total Liabilities: £38,866
Assets Current Investment: 0
Assets Total Assets And Liabilities: £455,812
Creditors One Year Total Current: 38866
Creditors Falling Due After One Year: 0
Assets Cash: £402,572
Funds Endowment: 0
Funds Unrestricted: 256471
Funds Restricted: 199341
Funds Total: 455812
Count Employees: 27
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: 18 November 2024
Income Donations And Legacies: 1112750
Income Other Trading Activities: 0
Income Charitable Activities: 512508
Income Investments: 4851
Income Other: 0
Income Total Income And Endowments: 1630109
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £2,354
Expenditure Charitable Expenditure: £1,679,200
Expenditure Other: 0
Expenditure Total: 1681554
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 11862
Expenditure Support Costs: 13668
Expenditure Depreciation: 7218
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £180,703
Assets Total Fixed: 21652
Assets Own Use: 21652
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £417,637
Assets Total Liabilities: £62,032
Assets Current Investment: 0
Assets Total Assets And Liabilities: £377,257
Creditors One Year Total Current: 62032
Creditors Falling Due After One Year: 0
Assets Cash: £303,116
Funds Endowment: 0
Funds Unrestricted: 249878
Funds Restricted: 127379
Funds Total: 377257
Count Employees: 34
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: 20 December 2023
Income Donations And Legacies: 1045124
Income Other Trading Activities: 350
Income Charitable Activities: 439109
Income Investments: 1626
Income Other: 0
Income Total Income And Endowments: 1486209
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £738
Expenditure Charitable Expenditure: £1,378,446
Expenditure Other: 0
Expenditure Total: 1379184
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 2823
Expenditure Support Costs: 3887
Expenditure Depreciation: 9624
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £142,495
Assets Total Fixed: 28870
Assets Own Use: 28870
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £424,447
Assets Total Liabilities: £24,615
Assets Current Investment: 0
Assets Total Assets And Liabilities: £428,702
Creditors One Year Total Current: 24615
Creditors Falling Due After One Year: 0
Assets Cash: £395,016
Funds Endowment: 0
Funds Unrestricted: 195295
Funds Restricted: 233407
Funds Total: 428702
Count Employees: 27
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: 22 December 2022
Income Donations And Legacies: 524005
Income Other Trading Activities: 542
Income Charitable Activities: 454305
Income Investments: 254
Income Other: 0
Income Total Income And Endowments: 979106
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £963,648
Expenditure Other: 0
Expenditure Total: 963648
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 2949
Expenditure Support Costs: 3178
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £125,052
Assets Total Fixed: 38494
Assets Own Use: 38494
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £310,191
Assets Total Liabilities: £27,008
Assets Current Investment: 0
Assets Total Assets And Liabilities: £321,677
Creditors One Year Total Current: 27008
Creditors Falling Due After One Year: 0
Assets Cash: £286,781
Funds Endowment: 0
Funds Unrestricted: 206016
Funds Restricted: 115661
Funds Total: 321677
Count Employees: 27
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: 10 December 2021
Income Donations And Legacies: 542694
Income Other Trading Activities: 468
Income Charitable Activities: 348113
Income Investments: 159
Income Other: 0
Income Total Income And Endowments: 891434
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £749,979
Expenditure Other: 0
Expenditure Total: 749979
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 2452
Expenditure Support Costs: 2984
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £101,670
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £338,483
Assets Total Liabilities: £32,264
Assets Current Investment: 0
Assets Total Assets And Liabilities: £306,219
Creditors One Year Total Current: 32264
Creditors Falling Due After One Year: 0
Assets Cash: £313,660
Funds Endowment: 0
Funds Unrestricted: 161678
Funds Restricted: 144541
Funds Total: 306219
Count Employees: 21
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Dorset
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Cornwall
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Somerset
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Devon
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 102
Classification Type: What
Classification Description: Education/training

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: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

08 Official extract

Charity Event History

Charity Name: ENCOMPASS SOUTHWEST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2012-04-13T00:00:00
Assoc Organisation Number: 3972042
Assoc Registered Charity Number: 1084843
Assoc Charity Name: BARNSTAPLE POVERTY ACTION GROUP

Charity Name: ENCOMPASS SOUTHWEST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2012-01-05T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 08 FEB 2010
Charitable Objects: THE CHARITY'S OBJECTS ARE SPECIFICALLY RESTRICED TO THE FOLLOWING, THE RELIEF OF PERSONS WITHIN DEVON, CORNWALL, SOMERSET AND DORSET WHO ARE IN CONDITIIONS OF HARDSHIP, DISTRESS AND NEED.

10 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

11 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints handling

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Volunteer management

Policy Name: Financial reserves policy and procedures

Policy Name: Paying staff

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries