Finance Score: 0

Governance Score: 9

Support Score: 0

No PartB

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

Large volunteers +3

Overall GiG Score: 12

CAPITAL PROJECT TRUST

CAPITAL provides independent community and peer support for people experiencing mental health issues. We are completely led, managed and run by people with lived experience. We provide peer support workers within acute mental health hospitals, run patient forums, membership services & work together with commissioners and partners to change local mental health services through coproduction.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£304	£248	£55	n/a	n/a	n/a	n/a	n/a	175
31/03/22	£234	£231	£3	n/a	n/a	n/a	n/a	n/a	18
31/03/21?	£164	£109	£54	n/a	n/a	n/a	n/a	n/a	26
30/09/20	£230	£222	£8	n/a	n/a	n/a	n/a	n/a	24
30/09/19	£272	£318	£-46	n/a	n/a	n/a	n/a	n/a	36
30/09/18	£288	£292	£-4	£0	£0	£0	n/a	0	0
30/09/17	£296	£243	£53	£0	£0	£0	n/a	0	0
30/09/16	£230	£237	£-6	£0	£0	£0	n/a	0	0
30/09/15	£211	£219	£-8	£0	£0	£0	n/a	0	0
30/09/14	£209	£223	£-14	£0	£0	£0	n/a	0	0
30/09/13	£217	£228	£-12	£0	£0	£0	n/a	0	0
30/09/12	£178	£226	£-49	£0	£0	£0	n/a	0	0
30/09/11	£227	£175	£52	£0	£0	£0	n/a	0	0
30/09/10	£131	£155	£-25	£0	£0	£0	n/a	0	0
30/09/09	£189	£169	£20	£0	£0	£0	n/a	0	0
30/09/08	£228	£164	£64	£0	£0	£0	n/a	0	0
30/09/07	£119	£124	£-5	£0	£0	£0	n/a	0	0
30/09/06	£114	£118	£-4	£0	£0	£0	n/a	0	0
30/09/05	£124	£130	£-6	£0	£0	£0	n/a	0	0
30/09/04	£115	£140	£-25	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 23 years

www.capitalproject.org

enquiries@capitalproject.org

01243869662

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for young people

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

East Sussex, West Sussex,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
175 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-68

SUSANNA KATE WESTMORE Appointed: 2022, Occupation: Manager

TREVOR NICHOLAS LOCKYEAR Appointed: 2022, Occupation: Carer

CATHERINE MARY SNOOKS Appointed: 2019, Occupation: Retired

ROY RONALD DAVIES (Chair) Appointed: 2022, Occupation: None

SUSAN CAROLE MURRAY Appointed: 2012, Occupation: Retired, Other trusteeship: HOARDINGUK LTD,

Legal constitution

Charitable company registered in England & Wales on 09/07/2001, number: 1087420
Registered at Companies House on 09/02/2001, number: 04157375

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
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

Capital Project Trust
SAFE HAVEN
32 Sudley Road
BOGNOR REGIS
PO21 1ER

Objectives

(1) ADVANCE THE EDUCATION OF PERSONS SUFFERING, OR HAVING SUFFERED, FROM MENTAL PROBLEMS (THE SERVICE USERS) IN THE WEST SUSSEX AREA, IN PARTICULAR BUT NOT EXCLUSIVELY BY, THE PROVISION AND ASSISTANCE IN THE PROVISION OF TRAINING FACILITIES AND WORKSHOPS WITH THE AIM OF IMPROVING THEIR QUALITY OF LIFE. (11) ADVANCE THE EDUCATION OF THE PUBLIC IN MATTERS RELATING TO MENTAL HEALTH AND SERVICE USERS' NEEDS, THROUGH THOSE METHODS MENTIONED IN CLAUSE 3(1) ABOVE AND IN SUCH OTHER WAYS AS THE CHARITY MAY DETERMINE.

Defined Area of Benefit:

THE WEST SUSSEX AREA

Data Sources