Finance Score: -1

Governance Score: 6

Support Score: 0

Poor Liquidity: -1
Strong growth: +2
Multiple Deficits: -2

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

No supporters identified

Overall GiG Score: 5

THE SURREY WELLBEING PARTNERSHIP

To enable young people to develop their skills, education, capacities and capabilities and to participate in societyas independent, mature and responsible individuals;To promote social inclusion by preventing people from becoming socially excluded,and assisting them to integrate into society;To enable Members to promote effective use of their resources to achieve their charitable purposes.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
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
31/03/23	*	£6,021	£5,600	£421	£0	£822	£822	1.8	4
31/03/22		£4,583	£4,194	£388	£0	£402	£402	1.1	4
31/03/21	*	£35	£33	£2	n/a	n/a	n/a	n/a	n/a
31/03/20		£0	£1	£-1	n/a	n/a	n/a	n/a	n/a
31/03/19		£0	£1	£-1	n/a	n/a	n/a	n/a	n/a
31/03/18		£0	£1	£-1	£0	£0	£0	n/a	0
31/03/17		£0	£1	£-1	£0	£0	£0	n/a	0
31/03/16		£0	£2	£-2	£0	£0	£0	n/a	0
31/03/15		£358	£352	£6	£0	£0	£0	n/a	0
31/03/14		£690	£693	£-3	£15	£11	£11	0.2	1
31/03/13		£966	£951	£15	£8	£15	£11	0.1	1
31/03/12		£45	£49	£-3	£0	£0	£0	n/a	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: 46%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 1.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.2

Asset Split ?

Established: 13 years

https://surreywellbeing.org

info@surreywellbeing.org

07770484940

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
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

Social clubs and similar

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Surrey,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

4 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-66

ANN MARGARET KENNEY (Chair) Appointed: 2021, Occupation: Ned/Independent Chair

CHRISTINA POWELL Appointed: 2021, Occupation: Clinical Supervisor

DANIEL SETTERFIELD Appointed: 2023, Occupation: Chief Executive Officer

IAN MALCOM SMITH Appointed: 2022, Occupation: Charity Worker

JENNIFER BISHOP Appointed: 2022, Occupation: Acting Assistant Director Of Children’S Services

KATHRYN ELIZABETH LYNN Appointed: 2021, Occupation: Deputy Ceo

KIRSTY TOWNSEND Appointed: 2022, Occupation: Lead Resource Centre Manager

MAE BOBBI PARTRIDGE Appointed: 2023, Occupation: Charity Senior Manager & Designated Safeguarding L

POLLY HUNT Appointed: 2023, Occupation: Strategy & Partnerships Director

RACHEL ELIZABETH MASTERS Appointed: 2024, Occupation: Charity Deputy Ceo

IAN WILLIAM BURKS Appointed: 2011, Occupation: Ceo Reigate And Redhill Ymca

JUDITH CROME Appointed: 2021, Occupation: Charity Chief Executive Officer, Other trusteeship: SURREY YOUTH FOCUS,

Legal constitution

Charitable company registered in England & Wales on 19/04/2011, number: 1141533
Registered at Companies House on 28/09/2009, number: 07032129

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
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

Filing Record

12 returns made; AR23: 1 days late, AR21: 7 days late,

Main office

Surrey Wellbeing Partnership
Astolat
Coniers Way
GUILDFORD
Surrey
GU4 7HL

Objectives

311 TO ADVANCE IN LIFE CHILDREN AND YOUNG PEOPLE BY DEVELOPING THEIR SKILLS,EDUCATION, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE INSOCIETY AS INDEPENDENT, MATURE AND RESPONSIBLE INDIVIDUALS,312 TO PROMOTE SOCIAL INCLUSION BY PREVENTING PEOPLE FROM BECOMING SOCIALLYEXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED, ANDASSISTING THEM TO INTEGRATE INTO SOCIETY, AND313 TO PROMOTE THE EFFICIENCY AND EFFECTIVENESS OF THE MEMBERS AND THEEFFECTIVE USE OF THEIR RESOURCES TO ACHIEVE THEIR CHARITABLE PURPOSES,BY ALL CHARITABLE MEANS ACCORDING TO THE LAWS OF ENGLAND AND WALES FOR THE BENEFIT OF THE PUBLIC

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources