Finance Score: -1

Governance Score: 3

Support Score: 7

Spending falling: -1
but now stabilising: +1
Volatile income -1
No PartB

Good trustee age range: +3

Overall weighted support: +7

Overall GiG Score: 9

DISABILITY INITIATIVE

DI provides support to people with physical disabilities and acquired brain injuries, enabling them to develop their abilities and to increase their participation, involvement and independence. DI works to build a person's confidence and self-esteem and develops strategies to prevent further disability or deterioration. This is achieved through a range services delivered from its centre in Surrey.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
The Board appears to be well diversified in terms of age

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile recently but spending has been maintained
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
31/12/23		£359	£296	£63	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£236	£247	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£692	£691	£2	£45	£1,024	£929	16.1	13	12
31/12/20	*	£305	£56	£249	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£591	£597	£-6	£36	£936	£832	16.7	19	25
31/12/18		£641	£659	£-18	£44	£925	£817	14.9	18	0
31/12/17		£649	£575	£74	£39	£960	£845	17.6	19	0
31/12/16		£617	£613	£4	£36	£886	£768	15	19	0
31/12/15		£655	£645	£10	£55	£883	£755	14	14	0
31/12/14		£589	£580	£9	£47	£873	£751	15.6	12	0
31/12/13		£565	£550	£14	£55	£864	£733	16	12	0
31/12/12		£521	£524	£-3	£76	£849	£560	12.8	13	0
31/12/11		£53	£98	£-45	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£92	£96	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£43	£71	£-28	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£38	£58	£-20	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£77	£79	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£65	£47	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£64	£76	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£128	£81	£47	n/a	n/a	n/a	n/a	n/a	n/a

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Download accounts

Highest pay bracket: less than £60,000

Balance Sheet History

Established: 29 years

www.disabilityinitiative.org.uk

info@disabilityinitiative.org.uk

01276676302

Charity Commission for England and Wales

Tweets

Listed activities

Disability

GiG Classification

Services for people with disabilities

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Bracknell Forest, Hampshire, Surrey, Windsor And Maidenhead, Wokingham,

Who it helps

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

National Lottery Community Fund	£150,000
DCMS	£109,420
Community Foundation for Surrey	£30,000

Specific Donations

Amount	When Months	To be used for
Community Foundation for Surrey - Carers' Evenings
£5,000	12/01/2023	Funding for a monthly group for carers
National Lottery Community Fund - DI Adept
£150,000	20/06/2022	The project is using funding to deliver specialist support to rebuild the lives of people with disabilities benefitting those in the West Surrey & North East Hampshire. The aim is to support those adults of working age with tailored specialist ....more The project is using funding to deliver specialist support to rebuild the lives of people with disabilities benefitting those in the West Surrey & North East Hampshire. The aim is to support those adults of working age with tailored specialist support which will impact positively upon their quality of life.
Community Foundation for Surrey - COVID19 - People with Disabilities
£25,000	03/09/2020 6	Funding toward an innovative care project for people with physical and cognitive disabilities, and their carers, to prevent crisis and to promote holistic well-being
DCMS - VSCE CMC Fund
£10,000	03/09/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
DCMS - Coronavirus Community Support Fund
£99,420	25/06/2020	"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 "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Community Foundation for Surrey - Non Contact Boxing
£5,000	19/04/2016 12	Non-contact Boxing for adults with complex physical disabilities and/ or acquired brain injuries

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-78

ANDREW COCHRANE Appointed: 2024, Occupation: General Practitioner

DOMINIC WHITTLE Appointed: 2022, Occupation: Retired

ELIZABETH KENNEDY Appointed: 2016, Occupation: Company Director

GEOFF BIGNELL Appointed: 2015, Occupation: Retired Solicitor

JOHN SCOTT Appointed: 2016, Occupation: Chief Risk Officer

MARIANNE CAULDER Appointed: 2016, Occupation: Company Director

ROBERT NIGEL RICKETTS Appointed: 2016, Occupation: Director Nhs Engand

SIR ANDREW VALENTINO MORRIS SIR (Chair) Appointed: 2019

Legal constitution

Charitable company registered in England & Wales on 04/09/1995, number: 1049002
Registered at Companies House on 03/03/1995, number: 03029077

Gift Aid

Registered with HMRC for Gift Aid

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
Investing charity funds 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

Filing Record

20 returns made; AR21: 102 days late, AR20: 3 days late,

Main office

RESOURCE CENTRE
KNOLL ROAD
CAMBERLEY
SURREY
GU15 3SY

Objectives

THE CHARITY’S OBJECTS ARE RESTRICTED SPECIFICALLY IN EACH CASE ONLY FOR THE PUBLIC BENEFIT FOR:(1) THE PROMOTION OF RELIEF OF THOSE IN NEED BY REASON OF DISABILITY, HOWEVER CAUSED, OR OTHER DISADVANTAGE, AND THEIR INTEGRATION INTO THE COMMUNITY;(2) THE MAINTENANCE AND ADVANCEMENT OF THE HEALTH AND WELLBEING OF DISABLED PEOPLE.

Defined Area of Benefit:

NATIONAL

Data Sources

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