YMCA Dulverton Group
Provision of Homelessness prevention advice, Housing and support for young people (16-25), families, and vulnerable adults. Community, Youth and families work including Early Years Provision, Health and Wellbeing facilities, information and computer technology, lettings of rooms and facilities to local groups and agencies. Training opportunities through social enterprise activities.
Latest income
£15.8m
Latest spending
£15.1m
Registered
1999
Accounts read
FY2026
Financial health, per its FY2026 accounts
The accounts state that the charity posted a surplus of £653,266 for the year ended 31 March 2026, with net assets increasing to £1,609,134. Per the trustees' report, unrestricted reserves stood at £1,602,448, which is above the stated policy target of retaining £500,000. The auditor confirmed that the financial statements are prepared on a going concern basis with no material uncertainties identified.
What the accounts disclose
Employees paid over £60,000: 4
“One employee received remuneration (including Er NIC and pension) in the £100,000 to £110,000 band (2025: one). Three other employees received remuneration (including Er NIC and pension) over £60,000 (2025: two).” — page 38
Per its FY2026 accounts as filed with the Charity Commission.
Largest income source: Social Housing Turnover (38% of income)
“Turnover represents rental and service charges income receivable in the year net of rent and service charge losses from voids, revenue grants from the government (local authorities) and the Homes England and other income.” — page 34
Per its FY2026 accounts as filed with the Charity Commission.
Reserves policy: retain £500,000 of unrestricted reserves (held: £1.6m)
“The Association’s reserves policy states that it aims to ensure that it retains £500,000 of unrestricted reserves, with the board informed if this drops below £180,000.” — page 13
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Purchases from JE Air Conditioning Limited, a company owned by a close relative of the Chief Executive.
“During the year, purchases of £2,297 (2025: Nil) were made from JE Air Conditioning Limited, a company owned by a close relative of the Chief Executive. No amounts were outstanding at the year end date. The transactions were made on an arm’s length basis.” — page 48
“At the year end date, an amount of £20,506 was due to the Chief Executive (2025: £5,614 due to the Chief Executive).” — page 48
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Amount due to the Chief Executive.
“During the year, purchases of £2,297 (2025: Nil) were made from JE Air Conditioning Limited, a company owned by a close relative of the Chief Executive. No amounts were outstanding at the year end date. The transactions were made on an arm’s length basis.” — page 48
“At the year end date, an amount of £20,506 was due to the Chief Executive (2025: £5,614 due to the Chief Executive).” — page 48
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: Amount owed by the Chief Executive.
“During the year, purchases of £2,297 (2025: Nil) were made from JE Air Conditioning Limited, a company owned by a close relative of the Chief Executive. No amounts were outstanding at the year end date. The transactions were made on an arm’s length basis.” — page 48
“At the year end date, an amount of £20,506 was due to the Chief Executive (2025: £5,614 due to the Chief Executive).” — page 48
Per its FY2026 accounts as filed with the Charity Commission.
Pension scheme deficit: £28k
“YMCA Dulverton Group has a contractual obligation to make pension deficit payments of £27,805 pa over the period to April 2027 (2025: £26,615 pa to April 2027), accordingly this is shown as a liability in these accounts.” — page 35
Per its FY2026 accounts as filed with the Charity Commission.
Trading subsidiary: YMCASC Trading Limited
“Included within other investments is a 100% holding in the ordinary share capital of YMCASC Trading Limited (10952366), a company incorporated in England and Wales.” — page 41
Per its FY2026 accounts as filed with the Charity Commission.
Year-over-year changes
- Employees paid over £60,000: 3 (FY2025) → 4 (FY2026).
In the news
- MBE for long serving YMCA Dulverton Group chief executive Martin Hodgson
- YMCA Dulverton Group launches Lockdown Competition
Structured financials (annual return, FY ending 31/03/2026)
Total income
£15.8m
Total spending
£15.1m
Reserves (reported)
£1.6m
Employees
233
Trustees
- Amy Jones
- Andrew Munro Scott
- David Baxter
- David Charles Eccles
- JASON HOBDAY
- JOHN ENNALS
- John Richard Ford
- Sarah Slevin
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £15.8m | £15.1m |
| 31/03/2025 | £14.2m | £12.3m |
| 31/03/2024 | £11.4m | £11.3m |
| 31/03/2023 | £10.5m | £11.0m |
| 31/03/2022 | £10.5m | £10.9m |
Common questions
Is YMCA Dulverton Group financially healthy?
Per its FY2026 accounts: The accounts state that the charity posted a surplus of £653,266 for the year ended 31 March 2026, with net assets increasing to £1,609,134. Per the trustees' report, unrestricted reserves stood at £1,602,448, which is above the stated policy target of retaining £500,000. The auditor confirmed that the financial statements are prepared on a going concern basis with no material uncertainties identified. Its FY2026 accounts were audited by Corrigan Accountants Limited.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Somerset Community Foundation | 20/11/2024 | £20k | Supporting vulnerable people into independent living through the purchase of essential items like carpets and white goods |
| Somerset Community Foundation | 25/10/2023 | £35k | To support individuals in Somerset to move onto independent living with funding for essential items |
| Somerset Community Foundation | 15/06/2023 | £27k | Supporting vulnerable people into independent living through the purchase of essential items like carpets and white goods |
| Somerset Community Foundation | 29/11/2017 | £220 | Beach Hotel Christmas Community Meal |
| The National Lottery Community Fund | 11/01/2017 | £209k | Weston Rough Sleeping Project |
| The National Lottery Community Fund | 07/09/2016 | £8k | Sedgemoor FM Community Volunteer and Training Project |
| The National Lottery Heritage Fund | 01/03/2006 | £25k | "Making Waves" |
| UK government | — | £125k | Youth Investment Fund |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| GARFIELD WESTON FOUNDATION | 2 | £700k |
| OPTIGENE FOUNDATION | 1 | £238k |
| LANDAID CHARITABLE TRUST LIMITED | 1 | £147k |
| THE BEATRICE LAING TRUST | 1 | £100k |
| THE JOHN APTHORP CHARITY | 1 | £93k |
| THE BLAGRAVE TRUST | 1 | £37k |
| THE GREIG TRUST | 1 | £27k |
| THE HOBSON CHARITY LIMITED | 1 | £22k |
Charities like this
- YMCA DOWNSLINK GROUP
- YMCA SOUTH DEVON
- YMCA BRUNEL GROUP
- YMCA LONDON CITY AND NORTH
- YMCA Walsall
- YMCA Chiltern Group
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| YMCA Dulverton Group | £15.8m | — | 4 | unclear | — | no doubt |
| YMCA DOWNSLINK GROUP | £16.3m | — | — | below | — | no doubt |
| YMCA SOUTH DEVON | £1.1m | — | 0 | unclear | — | no doubt |
| YMCA BRUNEL GROUP | £10.4m | £90,000 - £95,000 | 1 | below | — | no doubt |
| YMCA LONDON CITY AND NORTH | £9.5m | £103,490 | — | below | — | no doubt |
| YMCA Walsall | £887k | — | 0 | unclear | — | no doubt |