Finance Score: 0

Governance Score: 9

Support Score: 11

No PartB

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

Large volunteers +3
Overall weighted support: +8

Overall GiG Score: 20

PROMISE INCLUSION LIMITED

Promise Inclusion Limited provides relief for people with learning disabilities in particular providing help and support for them and their families, dependants and carers.

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

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
31/12/22	£169	£178	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£144	£171	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£188	£160	£28	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£178	£147	£30	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£166	£181	£-15	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£168	£176	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£213	£205	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£218	£220	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£217	£221	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£215	£209	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£206	£187	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	£190	£172	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	£237	£187	£50	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	£112	£79	£33	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 17 years

www.promiseinclusion.org

admin@promiseinclusion.org

03007778539

Charity Commission for England and Wales

Listed activities

Disability

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Bracknell Forest, Wokingham,

Who it helps

People With Disabilities

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

Lloyds Bank Foundation	£72,274
BBC Children in Need	£59,804
Garfield Weston Foundation	£15,000
DCMS	£9,976
Co-Operative Group	£5,963

Specific Donations

Amount	When Months	To be used for
Lloyds Bank Foundation - One off gift towards cost of living crisis to Promise Inclusion Limited
£2,250	14/12/2022	One off gift to support with the cost of living crisis
BBC Children in Need - Grant to Mencap Wokingham, Bracknell & Districts
£500	20/10/2022 0	‘Cost of Living uplift: £500 to help projects meet their rising costs and respond to increased demand 31/10/2022’
Lloyds Bank Foundation - Grant to Promise Inclusion Limited
£50,000	08/12/2021 24	Unrestricted grant over two years towards the core costs of Promise Inclusion Limited
Co-Operative Group - Grant to Promise Inclusion Adult Social Groups
£5,963	23/10/2021	We wish to offer people with learning disabilities/autism access to social opportunities which will enrich their lives, include them within their local communities, and ensure they have fun.
Garfield Weston Foundation - Main Grants award
£15,000	30/07/2021	Making Promise Inclusion Thrive
Lloyds Bank Foundation - Variation grant to Promise Inclusion Limited
£5,024	23/07/2020	Grant to Promise Inclusion Limited meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
DCMS - Coronavirus Community Support Fund
£9,976	15/07/2020	"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."
BBC Children in Need - Grant to Mencap Wokingham, Bracknell & Districts
£59,304	24/04/2020 36	This project will provide weekly support sessions and activities for siblings of disabled children. Children and young people will have more fun, improve their confidence and develop new friendships.
Lloyds Bank Foundation - Grant to Promise Inclusion Ltd
£15,000	20/11/2019 12	Wokingham Bracknell & District Mencap is requesting a grant to provide outside consultancy in business planning, trustee recruitment and succession planning and employ a part time fundraiser to ....more Wokingham Bracknell & District Mencap is requesting a grant to provide outside consultancy in business planning, trustee recruitment and succession planning and employ a part time fundraiser to develop a fundraising strategy.
BBC Children in Need - Grant to Mencap Wokingham, Bracknell & Districts
£10,000	21/05/2019 12	This project will provide weekly support sessions and activities for siblings of disabled children. Children and young people will have improved confidence and self-esteem and develop new friendships.
True Colours Trust - Smiles for Sibs project
£5,000	21/03/2016	Smiles for Sibs project
National Lottery Community Fund - The Gateway Award Project
£10,000	03/09/2014 12	Not Available
Woodward Charitable Trust - Arts & crafts activities for disabled children
£1,000	22/07/2010	Towards arts and crafts activities for disabled children and their siblings.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 32-66

EMILY GRACE HYLAND Appointed: 2023, Occupation: Trustee

JENNIE KAREN GREEN Appointed: 2019, Occupation: Councillor

PAUL DEREK LOWERY Appointed: 2020, Occupation: Director

PHILLIP TIMM Appointed: 2024, Occupation: Director

SUSAN JANICE HALL Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 06/02/2008, number: 1122662
Registered at Companies House on 24/10/2007, number: 06407883

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

15 returns made; all on time

Main office

Waterford House
Erftstadt Court
Denmark Street
RG40 2YF

Objectives

3.1 THE RELIEF OF PEOPLE WITH A LEARNING DISABILITY AND/OR ASSOCIATED DISABILITIES 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 AND; 3.2 TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES FOR THE RECREATION OR OTHER LEISURE TIME OCCUPATION FOR PEOPLE WHO HAVE NEED THEREOF BY REASON OF LEARNING DISABILITY WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.LEARNING DISABILITY MEANS ANY DEVELOPMENTAL DISABILITY OF THE MIND AND ANY ASSOCIATION CONDITION HOWSOEVER CAUSED AND WHETHER MILD, MODERATE OR SEVERE.

Defined Area of Benefit:

WOKINGHAM, BRACKNELL AND DISTRICTS