Finance Score: 1
Governance Score: -1
Support Score: 9
  • Reasonable growth: +1
  • No PartB
  • Mainly male board: -1
  • Overall weighted support: +9
Overall GiG Score: 9 ?

INDEPENDENCE INITIATIVE LIMITED

We support the long term recovery and reintegration of the most socially excluded members of society across Merseyside. We provide individually tailored packages to assist with re-entry into mainstream activities such as employment, education, or voluntary work. This is all delivered on a one-to-one basis to ensure that every individual can achieve a positive outcome shaped by them.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

  • The Board is predominantly male

Financial issues to consider:

  • 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£402£375£27n/an/an/an/an/an/a
31/03/22£334£353£-19n/an/an/an/an/an/a
31/03/21£404£307£97n/an/an/an/an/an/a
31/03/20£231£257£-26n/an/an/an/an/an/a
31/03/19£298£272£26n/an/an/an/an/an/a
31/03/18*£227£204£23n/an/an/an/an/an/a
31/03/17£224£276£-53n/an/an/an/an/an/a
31/03/16*£267£300£-33n/an/an/an/an/an/a
31/03/15£305£285£20n/an/an/an/an/an/a
31/03/14£310£324£-14n/an/an/an/an/an/a
31/03/13£334£343£-9n/an/an/an/an/an/a
31/03/12£335£333£2n/an/an/an/an/an/a
31/03/11*£404£359£45n/an/an/an/an/an/a
31/03/10*£498£648£-150n/an/an/an/an/an/a
31/03/09*£498£648£-150n/an/an/an/an/an/a
31/03/08*£583£511£72£95£331£2866.7100
31/03/07*£506£483£23£93£259£2185.4310
31/03/06*£522£514£8n/an/an/an/an/an/a
31/03/05£711£841£-129n/an/an/an/an/an/a
31/03/04£792£807£-15n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 26 years

www.independenceinitiative.co.uk

jimbrett@independenceinitiative.co.uk

01513456639

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Education/Training
  • General Charitable Purposes
GiG Classification
  • Other education support
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Knowsley, Liverpool City, Sefton, St Helens, Wirral,
Who it helps
  • Other Defined Groups

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£298,318
Lloyds Bank Foundation£52,250
AB Charitable Trust£15,000
Ministry for Housing, Communities and Local Government£11,002
CAF£7,914
Community Foundations for Lancashire & Merseyside£5,000
Crisis UK£4,200
Specific Donations
Amount When
Months
To be used for
Community Foundations for Lancashire & Merseyside - Hand up not a Handout
£5,000 26/09/2023
To continue providing wraparound support for residents (prison leavers) by offering training, link up services with GPs, benefits access etc. Funding would cover the costs of the client support team staff.
Lloyds Bank Foundation - One off gift towards cost of living crisis to Independence Initiative
£2,250 14/12/2022
One off gift to support with the cost of living crisis
National Lottery Community Fund - Reaching Out
£9,326 07/10/2022
The funding will be used to deliver various activities including digital skills learning healthy eating and exercise and community events and outings for local residents particularly single parents single males and older people. The project aims to ....more
Lloyds Bank Foundation - Grant to Independence Initiative
£50,000 21/06/2022
24
Unrestricted grant over two years towards the core costs of Independence Initiative
National Lottery Community Fund - Recovery South Sefton - Re-Boot Crew
£257,654 19/03/2021
48
The organisation provides specialist support for people affected by drug addiction issues their family members as well as deliver education and training to the wider community. Funding for the group will go towards staff costs in order to continue ....more
CAF - Grant to Independence Initiative
£7,914 21/05/2020
3
Grant to Independence Initiative to support the organisation through COVID19
National Lottery Community Fund - The Independence Initiative
£31,338 11/05/2020
5
This is a project to support street based drug and alcohol users and those that are in recovery. Intervention during this time is important to avoid possible impacts of the crisis including falling into conflict relapse crime unhealthy activity and ....more
Ministry for Housing, Communities and Local Government - MHCLG Homelessness Fund
£11,002 07/05/2020
Organisations supporting homelessness
AB Charitable Trust - A grant to Independence Initiative Limited
£15,000 23/04/2020
An unrestricted grant of £15,000. Independence Initiative Limited provides specialist housing and 1-1 support for people with addictions, to support a move towards independent living.
Crisis UK - Grant to Independence Initiative
£4,200 09/04/2020
Due to reduction in income from bedspaces - funds to provide income to continue supporting move on accommodation
Woodward Charitable Trust - Pre-employability programme for ex-offenders in recovery
£500 19/11/2019
Towards the pre-employability programme for ex-offenders in recovery.
DCMS - Women Side by Side
£9,980 04/02/2019
We aim to improve the support that women in our community receive from their peers, in turn, strengthening their journeys to recovery. We will recruit women with lived experience of mental ill-health, trauma, criminal justice system and substance ....more
John Moores Foundation - Grant to Independence Initiative Ltd
£4,000 31/12/2018
Towards the salaries of 4 part-time tutor/mentor posts
National Lottery Community Fund - Beyond the Gate to The Key
£10,000 27/03/2018
12
The project will offer support, structured advice and information for people recently released from the criminal justice system to support their re-entry into the local community.
Lloyds Bank Foundation - Grant to Independence Initiative
£67,691 20/03/2018
36
funding will provide additional capacity to the charity in order to reach more vulnerable women, it will also enable the training of 5 new Recovery Coaches each year of the grant
Lloyds Bank Foundation - Invest grant to Independence Initiative
£22,150 20/03/2018
12
Continutation grant over one year to Independence Initiative under the Invest funding programme
John Moores Foundation - Grant to Independence Initiative Ltd
£4,000 01/05/2017
Towards the salaries of 4 part-time tutor/mentor posts
Lloyds Bank Foundation - Grant to Independence Initiative
£15,000 29/06/2016
12
A pilot project to test a model of supported accommodation and follow on support for those in recovery.
The Clothworkers Foundation - Grant to Independence Initiative
£10,000 26/05/2016
Refurbishment of rooms for a charity working in Bootle
Lloyds Bank Foundation - Grant to Independence Initiative
£35,000 28/08/2013
The organisation supports the long-term rehabilitation of people with a history of substance abuse. The grant will support the development of a detox unit which will provide a "safe house" for clients to stay and the provision of a day ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 57-82
  • BARRY CANNING EATON Appointed: 2016, Occupation: Sculptor
  • JON WILD Appointed: 2008, Occupation: Self Employed
  • NIGEL EDMUND BELLAMY Appointed: 1998, Occupation: Company Director
  • STUART ANTON CREAK Appointed: 2007, Occupation: Retired
  • SHARRON MCGUINNESS Appointed: 2022
  • SIMON MORRIS Appointed: 2019, Occupation: Consultant
Legal constitution
  • Charitable company registered in England & Wales on 13/01/1999, number: 1073291
  • Registered at Companies House on 12/03/1998, number: 03525955
Gift Aid
  • NOT 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
  • 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; AR18: 12 days late, AR16: 33 days late, AR11: 14 days late, AR10: 24 days late, AR09: 17 days late, AR08: 12 days late, AR07: 1 days late, AR06: 324 days late,
Main office

64-68 BALLIOL ROAD
BOOTLE
MERSEYSIDE
L20 7EJ

Objectives

THE OBJECTS OF THE CHARITY ARE:1. TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BEING SOCIALLY EXCLUDED BY RELIEVING THEIR NEEDS AND ASSISTING THEM TO INTEGRATE INTO SOCIETY;2. THE RELIEF OF POVERTY, THE PHYSICAL AND MENTAL SICKNESS AND DISTRESS OF PERSONS IN NEED BY REASON OF ADDICTION TO DRUGS, ALCOHOL AND OTHER SIMILAR SUBSTANCES AND THEIR FAMILIES, IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) BY THE PROVISION OF SERVICES DESIGNED TO FACILITATE THE LONG TERM REHABILITATION OF SUCH PERSONS AND THE PROVISION OF SUPPORT TO THEIR FAMILIES;3. THE PREVENTION OF DEPENDENCE ON DRUGS, ALCOHOL AND OTHER SIMILAR SUBSTANCES;4. THE EDUCATION AND TRAINING OF THE PUBLIC REGARDING THE DANGERS OF DRUGS, ALCOHOL AND OTHER SIMILAR SUBSTANCES AND CONSTRUCTIVE MEANS OF DEALING WITH SUCH DANGERS;FOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY. AS A RESULT OF ONE OR MORE OF THE FOLLOWING FACTORS: SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; ILL HEALTH (PHYSICAL OR MENTAL); RELATIONSHIP AND FAMILY BREAKDOWN; DOMESTIC VIOLENCE; UNEMPLOYMENT; FINANCIAL HARDSHIP; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS); CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY).

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great