Finance Score: 0

Governance Score: 9

Support Score: 5

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +5

Overall GiG Score: 14

COMMUNITY FOUNDATIONS FOR LANCASHIRE AND MERSEYSIDE

We are part of a national movement of community foundations that undertakes strategic social investment, including grant-making, facilitates community philanthropy and contributes to achieving positive social change in communities.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates much of its income. Its latest spending amounts to 18.5% of total funds
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
Over half the Board have joined recently

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	£4,872	£4,125	£747	£356	£22,261	£783	2.3	12	0
31/03/22	£4,050	£4,200	£-150	£314	£22,714	£763	2.2	13	0
31/03/21	£7,410	£6,886	£524	£312	£21,589	£641	1.1	12	0
31/03/20	£3,882	£3,228	£654	£302	£17,569	£363	1.4	13	2
31/03/19	£3,867	£4,474	£-607	£221	£18,004	£366	1	15	3
31/03/18	£5,408	£3,031	£2,377	£168	£17,649	£294	1.2	14	0
31/03/17	£3,127	£2,338	£789	£154	£15,376	£271	1.4	13	0
31/03/16	£2,933	£2,764	£169	£121	£12,461	£250	1.1	11	0
31/03/15	£6,459	£2,305	£4,154	£130	£12,902	£256	1.3	10	0
31/03/14	£2,199	£1,835	£364	£159	£7,942	£271	1.8	10	0
31/03/13	£2,452	£2,565	£-113	£140	£7,489	£268	1.3	13	0
31/03/12	£3,237	£2,460	£776	£145	£6,266	£231	1.1	14	0
31/03/11	£6,475	£4,255	£2,220	£162	£5,511	£220	0.6	16	0
31/03/10	£5,405	£4,584	£821	£162	£3,134	£226	0.6	16	0
31/03/09	£4,196	£4,298	£-102	£189	£2,001	£289	0.8	16	0
31/03/08	£6,824	£5,782	£1,041	£144	£2,136	£329	0.7	22	0
31/03/07	£5,986	£5,527	£459	£177	£1,118	£301	0.7	22	0
31/03/06	£6,189	£6,229	£-40	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£6,828	£6,686	£143	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£5,904	£6,155	£-251	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 4%
Reserves/Spending: 2.3 months
Net Current Assets/Spending: 6 months
Quick Ratio: 5.4

Asset Split ?

Balance Sheet History

Established: 27 years

www.cfmerseyside.org.uk

info@cflm.email

01512322420

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes grants to individuals
Makes grants to organisations
Provides advocacy/advice/information
Provides other finance

Where it operates

Blackburn With Darwen, Blackpool, Halton, Knowsley, Lancashire, Liverpool City, Sefton, St Helens, Warrington, Wirral,

Who it helps

Other Charities Or Voluntary Bodies

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Community Foundations Merseyside CV19
£43,850	11/06/2020 6	The organisation offers support to local grass root charities and operates across the UK. Community Foundations for Lancashire & Merseyside (CFfM) supports groups in Merseyside. Funding for the group will enable them to continue to look for ....more The organisation offers support to local grass root charities and operates across the UK. Community Foundations for Lancashire & Merseyside (CFfM) supports groups in Merseyside. Funding for the group will enable them to continue to look for local support and donations for grass roots charities as well as cover staff costs.
Westminster Foundation - Covid 19 response Fund
£20,000	09/06/2020 6	Liverpool City Region Cares COVID-19 Community Support Fund
Dulverton Trust - Lancashire and Merseyside Dulverton Fund 2020-22 (Uplifted)
£435,000	23/10/2019	Lancashire and Merseyside Dulverton Fund 2020-22 (Uplifted)
Dulverton Trust - Lancashire and Merseyside Dulverton Fund 2019-22
£307,500	25/10/2018	Lancashire and Merseyside Dulverton Fund 2019-22

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 46-70

DONNA LOUISE HOWITT Appointed: 2020, Occupation: Marketing Director

GEORGE MENDOROS Appointed: 2018, Occupation: Company Director

NASIMA BAHADUR ZAMAN Appointed: 2020, Occupation: Ceo

NEIL WELSH Appointed: 2022, Occupation: Financial Consultant

RAJNI DEV Appointed: 2023, Occupation: Cfo

SARAH PICKERILL Appointed: 2023, Occupation: Director

WILLIAM WAREING (Chair) Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 26/03/1998, number: 1068887
Registered at Companies House on 20/08/1997, number: 03422207

Gift Aid

Registered with HMRC for Gift Aid

Event History

03/03/2015 - Asset transfer in from ALFRED SHAW TRUSTS
02/05/2017 - Asset transfer in from THE ABLE CLUB (ACTIVE BLIND LEISURE ENTHUSIASTS)
16/06/2017 - Asset transfer in from KNIGHTS HOUSE CHARITY
20/06/2017 - Asset transfer in from WIDNES EDUCATIONAL FOUNDATION
20/06/2017 - Asset transfer in from RUNCORN GENERAL WAR RELIEF FUND
26/06/2018 - Asset transfer in from HUYTON-WITH-ROBY WAR DISTRESS FUND
26/06/2018 - Asset transfer in from HUYTON-WITH-ROBY WAR DISTRESS FUND
12/11/2018 - Asset transfer in from COTTAGE HOSPITAL (CITIZEN'S HOMES)
26/03/2020 - Asset transfer in from THE WINDLE UNITED CHARITY
03/11/2020 - Asset transfer in from HUNTLEY AND PALMERS BENEVOLENT FUND
03/06/2021 - Asset transfer in from TURNER'S CHARITY
15/03/2024 - Asset transfer in from ST CHRISTOPHER'S TRUST
Linked charity: COMMUNITY FOUNDATIONS FOR LANCASHIRE AND MERSEYSIDE TRUST

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; all on time

Main office

Community Foundation for Merseyside
43 Hanover Street
Liverpool
L1 3DN

Objectives

THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE UNITED KINGDOM BUT PRIMARILY WITHIN THE FOLLOWING AREAS: 1. THE FIVE METROPOLITAN BOROUGHS PRESENTLY CONSTITUTING THE AREA OF THE COUNTY OF MERSEYSIDE NAMELY THE CITY OF LIVERPOOL AND THE METROPOLITAN BOROUGHS OF WIRRAL, SEFTON, KNOWSLEY AND ST HELENS TOGETHER WITH THE AREA OF HALTON BOROUGH COUNCIL; 2. THE COUNTY OF LANCASHIRE AND THE BOROUGHS OF BLACKBURN WITH DARWEN AND BLACKPOOL.

Defined Area of Benefit:

1. THE FIVE METROPOLITAN BOROUGHS PRESENTLY CONSTITUTING THE AREA OF THE COUNTY OF MERSEYSIDE NAMELY THE CITY OF LIVERPOOL AND THE METROPOLITAN BOROUGHS OF WIRRAL, SEFTON, KNOWSLEY AND ST HELENS TOGETHER WITH THE AREA OF HALTON BOROUGH COUNCIL; 2. THE COUNTY OF LANCASHIRE AND THE BOROUGHS OF BLACKBURN WITH DARWEN AND BLACKPOOL.

Data Sources

Watch Inspiring Videos

Save the upside down forest

Change the ending - the pain of Alzheimers

Help Dads in prison stay in touch with their children