Finance Score: -4

Governance Score: 9

Support Score: 7

Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
No PartB

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

Overall weighted support: +7

Overall GiG Score: 12

HASWELL AND DISTRICT MENCAP

Haswell & District Mencap operate from a purpose built building in the heart of the community. Our main target group are people with a learning disability, their carers and the wider community. Our services and activities include daycare, sport and social groups, carer support, advocacy, a catering and a furniture social enterprise. We are also a Gateway Beacon Club and have Gateway Active Status.

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

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	*	£321	£345	£-24	n/a	n/a	n/a	n/a	n/a	31
31/03/22	*	£208	£289	£-81	n/a	n/a	n/a	n/a	n/a	18
31/03/21	*	£443	£268	£175	n/a	n/a	n/a	n/a	n/a	92
31/03/20		£248	£281	£-33	n/a	n/a	n/a	n/a	n/a	92
31/03/19		£292	£294	£-1	n/a	n/a	n/a	n/a	n/a	87
31/03/18		£281	£286	£-5	£0	£0	£0	n/a	0	0
31/03/17		£276	£288	£-12	£0	£0	£0	n/a	0	0
31/03/16		£370	£323	£47	£0	£0	£0	n/a	0	0
31/03/15		£269	£300	£-32	£0	£0	£0	n/a	0	0
31/03/14		£226	£231	£-5	£0	£0	£0	n/a	0	0
31/03/13		£222	£206	£16	£0	£0	£0	n/a	0	0
31/03/12		£289	£307	£-19	£0	£0	£0	n/a	0	0
31/03/11		£255	£272	£-18	£0	£0	£0	n/a	0	0
31/03/10		£264	£294	£-30	£0	£0	£0	n/a	0	0
31/03/09		£471	£445	£26	£0	£0	£0	n/a	0	0
31/03/08		£305	£317	£-13	£0	£0	£0	n/a	0	0
31/03/07		£650	£701	£-51	£91	£194	£194	3.3	11	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 18 years

www.thelisadixoncentre.com

enquiries@haswellmencap.co.uk

01915260987

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes

GiG Classification

Emotional support, counselling or therapy

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Durham,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports 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

DCMS	£69,989
Wolfson Foundation	£45,000
County Durham Community Foundation	£6,000
The Clothworkers Foundation	£3,625

Specific Donations

Amount	When Months	To be used for
County Durham Community Foundation - Heart Warming Hub
£1,000	22/03/2023	To provide a warm hub.
Co-Operative Group - Grant to Haswell and District Mencap
£1,457	22/10/2022	We aim to develop an outdoor space to provide people with a learning disability the opportunity to grow produce to supply our community with home-grown low-cost meals, from our cafe.
Wolfson Foundation - Grant to Haswell & District Mencap
£45,000	09/12/2021	Horticulture training facilities for adults with learning disabilities
DCMS - Coronavirus Community Support Fund
£67,489	19/08/2020	"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."
The Clothworkers Foundation - Grant to Haswell & District Mencap
£3,625	26/06/2020	COVID19 : purchase IT equipment for a charity that support people with a learning disability, their carers and the wider community in Durham
BBC Children in Need - Grant to Haswell & District Mencap
£2,500	17/06/2020 6	COVID19 - This grant will fund staffing costs, activity costs and other costs to support 80 children and young people who are currently isolated due to Covid-19.
DCMS - VSCE CMC Fund
£2,500	03/06/2020	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.
County Durham Community Foundation - Community Support
£5,000	21/05/2020	To support families during Covid 19.
BBC Children in Need - Grant to Haswell & District Mencap
£30,000	08/05/2018 36	This project will deliver a holiday hunger programme for children and young people who may otherwise go without nutritious food, living in Durham. Children and young people will eat healthy, whilst ....more This project will deliver a holiday hunger programme for children and young people who may otherwise go without nutritious food, living in Durham. Children and young people will eat healthy, whilst being happy and safe.
County Durham Community Foundation - Summer Activity Programme
£5,000	26/04/2017	Towards a Summer Activity Programme.
National Lottery Community Fund - The Coffee Club (Confidence, Opportunity, Friendship, Fun, Engagement,
£7,444	01/03/2017 12	The project will develop a coffee club for women with learning difficulties. This will provide a peer support network and activities that will help the women develop their skills and access new ....more The project will develop a coffee club for women with learning difficulties. This will provide a peer support network and activities that will help the women develop their skills and access new activities and services to improve their wellbeing.
Lloyds Bank Foundation - Grant to Haswell and District Mencap
£16,000	28/02/2013	supporting this Branch of MENCAP which operates from the village of Haswell across the County of Durham helping adults with Learning Disabilities to participate in a range of stimulating activities

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: 35-70

CHERYL OVERTON Appointed: 2021, Occupation: Fraud Expert

DAVID JACKSON Appointed: 2018, Occupation: Managing Director, Other trusteeship: DURHAM UNION SOCIETY,

ELIZABETH WILLIS Appointed: 2018, Occupation: Operations Manager

KAREN BUCK Appointed: 2023, Occupation: Operations Manager

SOPHIE BROWN Appointed: 2018, Occupation: Tutor

WILLIAM ROBERT MCCAFFERTY Appointed: 2020, Occupation: Civil Engineer

Legal constitution

Charitable company registered in England & Wales on 23/03/2006, number: 1113417
Registered at Companies House on 20/06/2005, number: 05484495

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
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

17 returns made; AR23: 72 days late, AR22: 1 days late, AR21: 37 days late,

Main office

THE LISA DIXON CENTRE
BURT CLOSE
HASWELL
COUNTY DURHAM
DH6 2DA

Objectives

A. THE RELIEF OF PEOPLE WITH LEARNING DISABILITY IN PARTICULAR BY THE PROVISION OF HELP AND SUPPORT FOR THEM AND FOR THEIR FAMILIES, DEPENDANTS AND CARERS, AND TO PREVENT LEARNING DISABILITIES FOR THE PUBLIC BENEFIT;B. TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION FOR PEOPLE IN THE WIDER COMMUNITY AND THOSE WHO NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THE OBJECT OF IMPROVING THEIR CONDITION OF LIFE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE. COUNTY DURHAM AND BEYOND

Data Sources

HASWELL AND DISTRICT MENCAP

Analysis by Giving is Great

Positives: