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.
Objects
THE OBJECTS ARE THE PRESERVATION AND PROTECTION OF THE PHYSICAL AND MENTAL HEALTH OF PEOPLE WHO HAVE A DISABILITY OR WHO ARE SUFFERING FROM MENTAL OR PHYSICAL ILLNESS OR ARE IN NEED OF REHABILITATION AS A RESULT OF SUCH ILLNESS BY ESTABLISHING,DEVELOPING AND OPERATING FACILITIES TO ASSIST IN 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.”
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
- Investing charity funds policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting 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 30/09/2025
- Volunteers: 25
- Government income: £500 — grants £500 (1); under 1% of the £173,866 total gross income on the same return
Self-declared on the annual return for the financial year ending 30/09/2024
- Volunteers: 18
- Government income: £18,886 — grants £18,886 (1); 11% of the £177,544 total gross income on the same return
Self-declared on the annual return for the financial year ending 30/09/2023
- Volunteers: 18
- Government income: £1,000 — grants £1,000 (1); under 1% of the £116,003 total gross income on the same return
Corporate structure
- Registered company of the charity Companies House 06988472 · Financial health read from its filings
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
Company officers (Companies House)
- COLE, Evelyn Abayomi Pearl on trustee list
- ATKINSON, Dale James on trustee list
- SHORE, Philip Russell on trustee list
- SPELLMAN, Graham Patrick on trustee list
- JONES, Stephen Robert on trustee list
- WATERS, Irene Margaret on trustee list
- CASSON, Norman Steven David Hodnebo not on trustee list
- HOLT, John Malcolm on trustee list
- CASSON, Norman Steven David Hodnebo
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, BARCHESTER HEALTHCARE FOUNDATION, 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 | |
| BARCHESTER HEALTHCARE FOUNDATION | FY2025 | £3k | Replacement gym machines for this independent rehabilitation gym for people with mobility challenges. |
| MISS W E LAWRENCE 1973 CHARITABLE SETTLEMENT | FY2023 | £2k | |
| COLEFAX CHARITABLE TRUST | FY2024 | £2k | |
| MISS W E LAWRENCE 1973 CHARITABLE SETTLEMENT | FY2025 | £2k | |
| MISS W E LAWRENCE 1973 CHARITABLE SETTLEMENT | FY2024 | £2k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 17/09/2026 | £20k | Maintaining Free Access to Community Rehabilitation and Wellbeing |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| GREENHAM TRUST LTD | 1 | £432k |
| THE EDWARD GOSTLING FOUNDATION | 1 | £135k |
| Jill and Norman Franklin Trust | 1 | £114k |
| ASSOCIATION OF NHS CHARITIES | 1 | £108k |
| BERKSHIRE COMMUNITY FOUNDATION | 1 | £45k |
| THE HARGREAVES FOUNDATION | 1 | £28k |
| THE ALBERT HUNT TRUST | 1 | £25k |
| JOHNNIE JOHNSON TRUST | 1 | £16k |
Charities like this
- Berkshire Healthcare Charity
- ENRYCH BERKSHIRE
- PUDSEY WELLBEING CHARITY
- Berkshire Youth LTD
- BLYTH STAR ENTERPRISES LIMITED
- HEALTH THROUGH SPORT 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 |
| Berkshire Healthcare Charity | £641k | — | 0 | above | — | no doubt |
| ENRYCH BERKSHIRE | £14k | — | 0 | unclear | — | no doubt |
| PUDSEY WELLBEING CHARITY | £72k | — | 0 | above | — | no doubt |
| Berkshire Youth LTD | £1.4m | — | 0 | within | — | no doubt |
| BLYTH STAR ENTERPRISES LIMITED | £2.6m | — | 2 | above | — | no doubt |