Finance Score: 0

Governance Score: 6

Support Score: 7

Low unrestricted reserves: -2
Strong growth: +2

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

Grant maker support: +7

Overall GiG Score: 13

BRIGHTER LIVING PARTNERSHIP

The principal activity of the company continues to be that of the preservation, protection and promotion of good health of persons living in the Metropolitan Borough of Sefton and its surrounding areas.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Financial Data ?

Income & Spending ?

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		£502	£506	£-4	£0	£155	£121	2.9	14	59
31/03/22		£440	£401	£39	n/a	n/a	n/a	n/a	n/a	60
31/03/21		£378	£337	£42	n/a	n/a	n/a	n/a	n/a	50
31/03/20		£236	£219	£17	n/a	n/a	n/a	n/a	n/a	25
31/03/19		£111	£108	£3	n/a	n/a	n/a	n/a	n/a	15
31/03/18		£119	£111	£8	£0	£0	£0	n/a	0	0
31/03/17		£132	£148	£-16	£0	£0	£0	n/a	0	0
31/03/16	*	£135	£145	£-10	£0	£0	£0	n/a	0	0
31/03/15		£172	£164	£8	£0	£0	£0	n/a	0	0
31/03/14		£118	£145	£-26	£0	£0	£0	n/a	0	0
31/03/13		£108	£156	£-48	£0	£0	£0	n/a	0	0
31/03/12		£152	£160	£-9	£0	£0	£0	n/a	0	0
31/03/11		£192	£135	£57	£0	£0	£0	n/a	0	0
31/03/10		£97	£104	£-8	£0	£0	£0	n/a	0	0
31/03/09		£83	£72	£11	£0	£0	£0	n/a	0	0
31/03/08		£89	£103	£-14	£0	£0	£0	n/a	0	0
31/03/07		£78	£105	£-27	£0	£0	£0	n/a	0	0
31/03/06		£172	£145	£27	£0	£0	£0	n/a	0	0
31/03/05		£134	£112	£21	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 41%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 2.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.4

Asset Split ?

Established: 20 years
(24 years as a company)

www.brighterliving.org.uk

matty.smith@brighterliving.org.uk

01704517810

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Sefton,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

14 employees
59 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Steve Morgan Foundation	£84,750
DCMS	£12,259
Community Foundations for Lancashire & Merseyside	£8,796

Specific Donations

Amount	When Months	To be used for
Steve Morgan Foundation - Grant to Brighter Living Partnership
£84,750	17/03/2023	3 year grant funding for the Volunteering Development Officer's salary
Community Foundations for Lancashire & Merseyside - Grant to Brighter Living Partnership
£8,796	09/12/2022	To offer a monthly drop in session for patients of Churchtown Medical Centre where they can attend to access support and information from a range of health professionals, including Social Prescribers ....more To offer a monthly drop in session for patients of Churchtown Medical Centre where they can attend to access support and information from a range of health professionals, including Social Prescribers at a community venue near to the practice.
DCMS - Coronavirus Community Support Fund
£7,340	03/08/2020	"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 ....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."
DCMS - VSCE CMC Fund
£4,919	03/07/2020	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 ....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.
National Lottery Community Fund - High Park: Think Family, Think Community
£316,529	26/09/2018 60	This project aims to empower local people in Southport and Formby to make positive changes on issues that matter to them. It will run a community steering group and a community action group, bringing ....more This project aims to empower local people in Southport and Formby to make positive changes on issues that matter to them. It will run a community steering group and a community action group, bringing people together to utilise their skills and experiences. The funding will also support a training programme, a community facilitator role and a community bus to deliver drop in sessions for the community. These will include parenting advice, money management and healthy eating.
National Lottery Community Fund - Men's Health and Wellbeing Project - Doing it for Themselves
£9,110	28/02/2018 12	The organisation will provide weekly activities for men, including personal trainer sessions, archery, cooking and walking groups to support their physical and mental health.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-73

MARGARET OLLIVIER Appointed: 2021, Occupation: Chief Executive

RICHARD JAMES OWENS Appointed: 2021, Occupation: Ceo

ROBERT MORRICE JONES Appointed: 2024, Occupation: Retired

SUZANNE NING Appointed: 2023, Occupation: Director

ANDREW JOHN KITCHEN Appointed: 2012, Occupation: Manager Within A Further Education College

STEFAN MARTIN JANKOWSKI Appointed: 2004, Occupation: Retired

NIGEL EDMUND BELLAMY (Chair) Appointed: 2000, Occupation: Company Director, Other trusteeships: PARENTING 2000, INDEPENDENCE INITIATIVE LIMITED, HOME-START SOUTHPORT & FORMBY, SOUTH SEFTON DEVELOPMENT TRUST,

Legal constitution

Charitable company registered in England & Wales on 26/01/2004, number: 1101722
Registered at Companies House on 14/04/2000, number: 03973156

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
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

19 returns made; AR16: 1 days late,

Main office

Southport Community Centre
Norwood Road
Southport
PR8 6HQ

Objectives

1. THE PRESERVATION, PROTECTION AND PROMOTION OF GOOD HEALTH OF PERSONS LIVING IN THE SOUTHPORT AND FORMBY AREA OF THE METROPOLITAN BOROUGH OF SEFTON (THE AREA OF BENEFIT)

Defined Area of Benefit:

SOUTHPORT AND FORMBY

Data Sources