BERKSHIRE HEALTH & WELL-BEING SOCIAL ENTERPRISES
The objectives are the preservation and protection of the physical and mental health of people who have a disability or are in need of rehabilitation as a result of illness by establishing, developing and operating facilities to assist int their treatment, care and rehabilitation including but not limited to the provision of appropriate exercise equipment.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £132,039, which the trustees consider satisfactory against a policy target of six months of running costs. The charity reported a surplus of £190,208 for the year, funded by £173,866 in incoming resources against £146,162 in charitable expenditure. The financial position is supported by cash and debtors totaling £54,972 with minimal current liabilities.
What the accounts disclose
“The trustees have determined that this amount should be approximately six months of running costs.”
Funders the charity credits
- Berkshire Nurses and Relief in Sickness
- Get Berkshire Active
- Greenham Trust and The Good Exchange
- Holybrook Parish Council
- MS Society, Newbury & District
- Parkinson’s UK Newbury & District
- Rotary Club of Newbury
- Thatcham Support and Welfare Society
- Thatcham Town Council
- The Albert Hunt Trust
- The February Foundation
- The Forrester Family Trust
Register events
- Received assets from another charity (27/03/2019)
Trustees
- NORMAN CASSON LLBchair
- Dale James Atkinson
- Evelyn Abayomi Pearl Cole
- Graham Patrick Spellman
- IRENE MARGARET WATERS
- JOHN MALCOLM HOLT
- Janet Susan Lister
- Philip Russell Shore
- STEPHEN ROBERT JONES
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £174k | £232k |
| 30/09/2024 | £178k | £146k |
| 30/09/2023 | £116k | £113k |
| 30/09/2022 | £145k | £110k |
| 30/09/2021 | £90k | £86k |
Common questions
Is BERKSHIRE HEALTH & WELL-BEING SOCIAL ENTERPRISES financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £132,039, which the trustees consider satisfactory against a policy target of six months of running costs. The charity reported a surplus of £190,208 for the year, funded by £173,866 in incoming resources against £146,162 in charitable expenditure. The financial position is supported by cash and debtors totaling £54,972 with minimal current liabilities. Its FY2025 accounts were independently examined.
Who funds BERKSHIRE HEALTH & WELL-BEING SOCIAL ENTERPRISES?
Funders whose own accounts filings name BERKSHIRE HEALTH & WELL-BEING SOCIAL ENTERPRISES as a grant recipient include THE FORRESTER FAMILY TRUST, GERALD PALMER ELING TRUST COMPANY, MISS W E LAWRENCE 1973 CHARITABLE SETTLEMENT, COLEFAX CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE FORRESTER FAMILY TRUST | FY2023 | £5k | Smaller Grants |
| GERALD PALMER ELING TRUST COMPANY | FY2024 | £5k | |
| MISS W E LAWRENCE 1973 CHARITABLE SETTLEMENT | FY2025 | £2k | |
| COLEFAX CHARITABLE TRUST | FY2024 | £2k | |
| MISS W E LAWRENCE 1973 CHARITABLE SETTLEMENT | FY2023 | £2k | |
| MISS W E LAWRENCE 1973 CHARITABLE SETTLEMENT | FY2024 | £2k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| MOTABILITY | 1 | £887k |
| THE STONE FAMILY FOUNDATION | 1 | £363k |
| BARNWOOD TRUST | 1 | £164k |
| THE EDWARD GOSTLING FOUNDATION | 1 | £125k |
| Jill and Norman Franklin Trust | 1 | £114k |
| CRIPPLEGATE FOUNDATION | 1 | £82k |
| THE ALBERT HUNT TRUST | 1 | £25k |
| E C GRAHAM BELFORD CHARITABLE SETTLEMENT | 1 | £15k |
Charities like this
- BLYTH STAR ENTERPRISES LIMITED
- HILLSIDE CLUBHOUSE
- OSEL ENTERPRISES LIMITED
- BIRMINGHAM INDUSTRIAL THERAPY ASSOCIATION LIMITED
- THE GLOUCESTERSHIRE ASSOCIATION FOR DISABILITY
- BETTER HEALTH PRODUCTS LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BERKSHIRE HEALTH & WELL-BEING SOCIAL ENTERPRISES | £174k | — | 0 | unclear | — | no doubt |
| BLYTH STAR ENTERPRISES LIMITED | £2.6m | — | 2 | above | — | no doubt |
| HILLSIDE CLUBHOUSE | £1.8m | — | 0 | below | — | no doubt |
| OSEL ENTERPRISES LIMITED | £1.4m | — | 0 | above | — | no doubt |
| BIRMINGHAM INDUSTRIAL THERAPY ASSOCIATION LIMITED | £1.4m | — | 0 | unclear | — | noted |
| THE GLOUCESTERSHIRE ASSOCIATION FOR DISABILITY | £248k | — | 0 | unclear | — | no doubt |