Finance Score: -2
Governance Score: 6
Support Score: 8
  • Deficit latest year: -2
  • No PartB
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Overall weighted support: +8
Overall GiG Score: 12 ?

CHINESE WELLBEING

Our services help to keep Chinese Elders in independent living as long as possible. We provide Domiciliary Care and Respite Services , Personal Wellbeing Services, a pre and post diagnostic dementia support service. Our Evergreen Club provides health talks including Covid related and various activities which reduce social isolation, loneliness and help to improve physical and mental wellbeing.
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

  • Income was lower than spending in the latest year
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£423£489£-66n/an/an/an/an/an/a
31/03/22£505£486£19£0£282£2827331
31/03/21£528£501£27£0£262£2626.3331
31/03/20£447£459£-12n/an/an/an/an/an/a
31/03/19£417£442£-25n/an/an/an/an/an/a
31/03/18*£417£442£-25n/an/an/an/an/an/a
31/03/17*£406£436£-29n/an/an/an/an/an/a
31/03/16£379£421£-42n/an/an/an/an/an/a
31/03/15*£339£431£-92n/an/an/an/an/an/a
31/03/14*£422£469£-47n/an/an/an/an/an/a
31/03/13*£486£508£-22n/an/an/an/an/an/a
31/03/12£475£463£12n/an/an/an/an/an/a
31/03/11£392£387£5n/an/an/an/an/an/a
31/03/10£351£311£40n/an/an/an/an/an/a
31/03/09£405£331£74n/an/an/an/an/an/a
31/03/08£375£336£39n/an/an/an/an/an/a
31/03/07£310£285£26n/an/an/an/an/an/a
31/03/06£271£222£49n/an/an/an/an/an/a
31/03/05£304£236£68n/an/an/an/an/an/a
31/03/04£235£224£11n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Balance Sheet History
Established: 34 years

www.chinesewellbeing.co.uk

info@chinesewellbeing.co.uk

01517092643

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Knowsley, Liverpool City, Sefton, St Helens, Wirral,
Who it helps
  • Elderly/Old People
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Lloyds Bank Foundation£52,250
DCMS£48,738
Postcode Neighbourhood Trust£25,000
Power to Change£7,400
Specific Donations
Amount When
Months
To be used for
Postcode Neighbourhood Trust - Unrestricted Funding
£25,000 31/07/2023
Funding has helped to provide culture and language specific support services to ensure older people experience happy and healthy ageing.
Lloyds Bank Foundation - One off gift towards cost of living crisis to Chinese Wellbeing
£2,250 14/12/2022
One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Recovery grant to Chinese Wellbeing
£50,000 02/12/2020
24
Unrestricted grant over two years towards the core costs of Chinese Wellbeing, awarded under the Foundation's Racial Equity funding stream. Part of the Covid Recovery Fund to support charities to emerge from the pandemic.
Power to Change - C-19 CCLORS - Chinese Wellbeing
£7,400 25/09/2020
Grant to C-19 CCLORS - Chinese Wellbeing
DCMS - Coronavirus Community Support Fund
£48,738 11/08/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
Lloyds Bank Foundation - Grant to Chinese Wellbeing
£47,843 05/07/2017
24
supporting the community, in particular those of Chinese origin. The grant will fund the Personal Wellbeing Manager to provide one to one support aligned to the practical needs identified to enable service users to remain in independent living.
John Moores Foundation - Grant to Chinese Wellbeing (ex - Merseyside Chinese Community Development Association)
£4,000 01/06/2016
Towards the costs of activities
Lloyds Bank Foundation - Grant to Chinese Wellbeing
£47,843 16/12/2015
24
supporting the community, in particular those of Chinese origin. The grant will fund the Personal Wellbeing Manager to provide one to one support aligned to the practical needs identified to enable service users to remain in independent living.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Gender Split
Based on 8/9 persons

Age Range of Trustees: 36-74
  • ANDREW MICHAEL GREEN (Chair), Occupation: Community Centre Warden
  • DR SIMON SIU MAN KAN, Occupation: General Practitioner
  • HELEN OWEN Appointed: 1993, Occupation: Project Coordinator
  • JAMES CROOK Appointed: 2016, Occupation: Director
  • KAI KWONG SIMON WONG Appointed: 2016, Occupation: Director
  • OSCAR IP FCA, Occupation: Chartered Accountant
  • POLLY YEE-LING GREEN, Occupation: Community Centre Warden
  • STEPHEN WONG, Occupation: Director
  • XIAOXIAO HOU Appointed: 2024, Occupation: Trustee
Legal constitution
  • Charitable company registered in England & Wales on 14/12/1990, number: 1001288
  • Registered at Companies House on 27/11/1989, number: 02446695
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
Policies in force
  • 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
  • Volunteer management
Filing Record
20 returns made; AR18: 154 days late, AR17: 0 days late, AR15: 24 days late, AR14: 99 days late, AR13: 63 days late,
Main office

23 ARGYLE STREET
LIVERPOOL
L1 5BL

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF MERSEYSIDE IN PARTICULAR THOSE OF CHINESE ORIGINTO PROMOTE THE EDUCATION OF PEOPLE IN THE PRINCIPLES AND PRACTICE OF GOOD CITIZENSHIP AND SERVICE TO THE COMMUNITY; TO PROMOTE AND PROVIDE SOCIAL SERVICES OF A CHARITABLE NATURE FOR THE BENEFIT PRIMARILY BUT NO EXCLUSIVELY OF CHINESE PERSONS RESIDENT WITHIN THE AREA WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE OF THE PERSONS TO WHOM SUCH SERVICES ARE PROVIDED; TO ADVANCE THE EDUCATION OF UNEMPLOYED PERSONS, IN PARTICULAR THOSE OF CHINESE ORIGIN, WHO ARE IN NEED OF ASSISTANCE BY PROVIDING THEM WITH VOCATIONAL TRAINING.

Defined Area of Benefit:

MERSEYSIDE

Data Sources

Charity Commission for England and Wales
360 Giving

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