Finance Score: -18

Governance Score: -13

Support Score: 1

Accounts overdue -5
Volatile income: -3
Dormant: -10
No PartB

Submission defaults: -10
No conflicts policy: -1
Very static board: -5
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: -30

FAZAKERLEY HEALTH AND WELLBEING FORUM

To promote the preservation and protection of the health and wellbeing of persons resident in Fazakerley and the surrounding area (L9/10) by advancing the education of the public in the promotion of health awareness, health issues and health problems, by the support, encouragement and delivery of fitness activities, and services relevant and available to meet these needs.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

There have been multiple defaults for filing returns
This charity does not have a Conflict of Interests policy
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently
This charity appears to be dormant

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
31/12/19		£5	£4	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/18	*	£9	£6	£4	£0	£0	£0	n/a	0	0
31/12/17		£12	£9	£3	£0	£0	£0	n/a	0	15
31/12/16		£19	£11	£8	£0	£0	£0	n/a	0	15
31/12/15		£20	£13	£6	£0	£0	£0	n/a	0	15
31/12/14		£3	£3	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

angela.rogers@talk21.com

01515231073

Charity Commission for England and Wales

This Charity appears to be dormant

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other specialist outpatient services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Liverpool City,

Who it helps

The General Public/Mankind

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.

Specific Donations

Amount	When Months	To be used for
John Moores Foundation - Grant to Fazakerley Health and Wellbeing Forum
£6,240	01/04/2018	Towards the Co-ordinator's salary
National Lottery Community Fund - Fazakerley Talking Movies
£10,000	25/08/2016 12	The organisation will use the funding to host a weekly film club. Members of the community will be invited to get together to watch Liverpool based films, to discuss and debate the social values of ....more The organisation will use the funding to host a weekly film club. Members of the community will be invited to get together to watch Liverpool based films, to discuss and debate the social values of the films contents, and to celebrate the diversity and history of their community. The events will be intergenerational and will facilitate social integration. Young people who have written and produced their own screenplays will also have the opportunity to present their voice through media.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

BRENDAN HOLLAND Appointed: 2013

DEBORAH MICHELLE HARPIN Appointed: 2014

EILEEN BUTLER Appointed: 2013

JOSEPHINE HOLLAND Appointed: 2014

MR GEORGE MOTHERS (Chair) Appointed: 2013

PATRICIA BROUGH Appointed: 2013, Occupation: Retired, Other trusteeship: FAZAKERLEY COMMUNITY FEDERATION,

Legal constitution

Charity registered in England & Wales on 02/08/2013, number: 1153224

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Safeguarding vulnerable beneficiaries

Filing Record

6 returns made; AR18: 130 days late,

Main office

FAZAKERLEY ADVICE INFORMATION
RESOURCE
THE COMMUNITY CENTRE
FORMOSA DRIVE
LIVERPOOL
L10 7LQ

Objectives

TO PROMOTE THE PRESERVATION AND PROTECTION OF THE HEALTH AND WELLBEING OF PERSONS RESIDENT IN FAZAKERLEY AND THE SURROUNDING AREA (L9/L10). IN PARTICULAR BY ADVANCING THE EDUCATION OF THE PUBLIC IN THE PROMOTION OF HEALTH AWARENESS, HEALTH ISSUES AND HEALTH PROBLEMS, BY THE SUPPORT, ENCOURAGEMENT AND DELIVERY OF FITNESS ACTIVITIES, AND SERVICES RELEVANT AND AVAILABLE TO MEET THESE NEEDS.

Data Sources