UPS AND DOWNS SOUTH WEST
The relief of families and carers of children who have Down Syndrome exclusively, by providing face to face support as well as any information necessary to enable these children to reach their full potential both educationally and socially and so that their conditions of life may be improved.
Objects
THE ASSOCIATION IS ESTABLISHED FOR THE FOLLOWING EXCLUSIVELY CHARITABLE PURPOSE:THE RELIEF OF FAMILIES AND CARERS OF CHILDREN* WHO HAVE DOWN SYNDROME IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING FACE TO FACE SUPPORT AS WELL AS ANY INFORMATION NECESSARY TO ENABLE THESE CHILDREN TO REACH THEIR FULL POTENTIAL BOTH EDUCATIONALLY AND SOCIALLY AND SO THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED. *(THESE PEOPLE ARE HEREINAFTER REFERRED TO AS THE 'CLIENTS').
Financial health, per its FY2026 accounts
The accounts state that the charity ended the year with total funds of £124,753 and free unrestricted reserves of £43,952, which meets the stated policy of three months of unrestricted spending. Although income decreased and costs increased, the trustees report a strong financial position supported by prudent stewardship and multiple grants.
What the accounts disclose
“The reserves policy of three months unrestricted spending is therefore currently being met.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/01/2026
- Volunteers: 11
Self-declared on the annual return for the financial year ending 31/01/2025
- Volunteers: 11
Self-declared on the annual return for the financial year ending 31/01/2024
- Volunteers: 12
Register events
- Received assets from another charity (04/02/2025)
Trustees
- Gillian Dohertychair
- Emma Hildesley
- James Foyle
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2026 | £309k | £326k |
| 31/01/2025 | £335k | £288k |
| 31/01/2024 | £273k | £293k |
| 31/01/2023 | £119k | £266k |
| 31/01/2022 | £229k | £195k |
Common questions
Is UPS AND DOWNS SOUTH WEST financially healthy?
Per its FY2026 accounts: The accounts state that the charity ended the year with total funds of £124,753 and free unrestricted reserves of £43,952, which meets the stated policy of three months of unrestricted spending. Although income decreased and costs increased, the trustees report a strong financial position supported by prudent stewardship and multiple grants. Its FY2026 accounts were independently examined.
Who funds UPS AND DOWNS SOUTH WEST?
Funders whose own accounts filings name UPS AND DOWNS SOUTH WEST as a grant recipient include THE FAIRFIELD CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE FAIRFIELD CHARITABLE TRUST | FY2022 | £10k | |
| THE FAIRFIELD CHARITABLE TRUST | FY2023 | amount not stated |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Somerset Community Foundation | 19/03/2026 | £5k | Ups and Downs Southwest |
| Somerset Community Foundation | 03/10/2025 | £47k | Ups and Downs Southwest |
| The National Lottery Community Fund | 29/01/2025 | £495k | Bristol Down Syndrome Support Services |
| Somerset Community Foundation | 15/05/2024 | £5k | Supporting Somerset families with a child with Down Syndrome |
| Postcode Lottery | 29/03/2024 | £20k | Unrestricted Funding |
| Somerset Community Foundation | 23/11/2023 | £400 | To provide a wellbeing session for a group of parent carers |
| The National Lottery Community Fund | 07/07/2023 | £10k | Volunteer Befriender Program |
| Somerset Community Foundation | 03/03/2023 | £5k | Intensive support for families with a Downs Syndrome child aged 12 months to 4 years |
| Somerset Community Foundation | 12/12/2022 | £3k | Peer support sessions for families who have a child or young person with Down Syndrome |
| Somerset Community Foundation | 24/05/2022 | £5k | Business development, including a training programme to help the charity support families with a child with Down Syndrome |
| The National Lottery Community Fund | 20/08/2021 | £10k | Down Syndrome Support |
| Somerset Community Foundation | 24/11/2020 | £250 | Christmas gifts for families with children with Down Syndrome |
| Somerset Community Foundation | 14/09/2020 | £10k | COVID19 Staff costs to support families with children with Down Syndrome and schools supporting children with Down Syndrome across Somerset |
| Somerset Community Foundation | 08/06/2020 | £10k | COVID19 Remote support for families of children with Down's Syndrome |
| UK government | 02/06/2020 | £3k | VSCE CMC Fund |
| The National Lottery Community Fund | 06/01/2020 | £471k | Bristol Down Syndrome Support Services |
| Somerset Community Foundation | 14/10/2019 | £798 | Assertiveness Workshop for Parent/Carers |
| The National Lottery Community Fund | 07/06/2019 | £8k | Volunteer Befriender Program |
| Somerset Community Foundation | 04/02/2019 | £99k | Family Support Stress Reduction Support and School Liaison Project |
| Somerset Community Foundation | 19/12/2018 | £1k | Family Support |
| Somerset Community Foundation | 19/12/2018 | £1k | Outreach Support |
| Somerset Community Foundation | 21/09/2018 | £2k | Total Communication Course |
| Somerset Community Foundation | 24/10/2017 | £3k | Family Support Clinic |
| Somerset Community Foundation | 31/08/2016 | £3k | Ups and Downs Southwest Home Visits for New Babies |
| The National Lottery Community Fund | 03/08/2016 | £9k | Ups and Downs Southwest Volunteer Befriending Scheme |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| JOFFE CHARITABLE TRUST CIO | 1 | £400k |
| THE NATIONAL FOUNDATION FOR YOUTH MUSIC | 1 | £27k |
| THE GEOFF & FIONA SQUIRE FOUNDATION | 1 | £20k |
| THE HARGREAVES FOUNDATION | 1 | £13k |
| THE SAVOY EDUCATIONAL TRUST | 1 | £10k |
| FONTHILL FOUNDATION | 1 | £7k |
| SOUTHOVER MANOR GENERAL EDUCATIONAL TRUST LIMITED | 1 | £6k |
| JOHNNIE JOHNSON TRUST | 1 | £6k |
Charities like this
- THE UPS OF DOWNS
- UP & DOWNS
- PSDS - PROVIDING SUPPORT FOR INDIVIDUALS WITH DOWN SYNDROME AND THEIR FAMILIES
- DOWN SYNDROME UK
- DOWN SYNDROME INTERNATIONAL
- UPS AND DOWNS
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| UPS AND DOWNS SOUTH WEST | £309k | — | 0 | above | — | no doubt |
| THE UPS OF DOWNS | £41k | — | 0 | unclear | — | no doubt |
| UP & DOWNS | £28k | — | 0 | above | — | no doubt |
| PSDS - PROVIDING SUPPORT FOR INDIVIDUALS WITH DOWN SYNDROME AND THEIR FAMILIES | £206k | — | 0 | unclear | 27.7% | no doubt |
| DOWN SYNDROME UK | £455k | — | 0 | unclear | — | no doubt |
| DOWN SYNDROME INTERNATIONAL | £389k | — | 1 | below | — | no doubt |