Finance Score: -4

Governance Score: 9

Support Score: 7

Spending falling: -1
Volatile income: -3
No PartB

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

Overall weighted support: +7

Overall GiG Score: 12

HEALTHWATCH LAMBETH

HEALTHWATCH LAMBETH?S OBJECTS ARE TO ADVANCE THE HEALTH AND THE RELIEF OF THOSE IN NEED BYREASONS OF YOUTH, AGE, ILL-HEALTH, DISABILITY OR FINANCIAL HARDSHIP IN THE LONDON BOROUGH OFLAMBETH BY MAKING THE VIEWS AND EXPERIENCES OF THE CITIZENS OF LAMBETH KNOWN TO HEALTH AND SOCIALCARE PROVIDERS.

Analysis by Giving is Great

Positives:

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:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently
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
31/03/23	£366	£360	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£368	£367	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£897	£982	£-85	£0	£237	£218	2.7	11	35
31/03/20	£684	£641	£43	£641	£322	£240	4.5	8	40
31/03/19	£732	£654	£77	£0	£279	£201	3.7	7	40
31/03/18	£617	£663	£-47	£0	£201	£19	0.3	7	0
31/03/17	£399	£372	£27	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£374	£357	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£314	£234	£79	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£337	£213	£125	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: 11 years

www.healthwatchlambeth.org.uk

info@healthwatchlambeth.org.uk

02072748522

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Legal & financial advice

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Bromley, Lambeth, Lewisham, Southwark, Wandsworth,

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 supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Guy's and St Thomas' Charity	£438,600
Lankelly Chase Foundation	£366,400
The London Community Foundation	£8,500

Specific Donations

Amount	When Months	To be used for
Lankelly Chase Foundation - Grant to Healthwatch (Black Thrive Global CIC)
£328,000	26/07/2021	Healthwatch (Black Thrive Global CIC)
Lankelly Chase Foundation - Grant to Healthwatch (Black Thrive)
£21,000	08/07/2021	Healthwatch (Black Thrive)
The London Community Foundation - Grant to Lambeth Learning Disability Assembly
£8,500	29/07/2020	Providing support to enable isolated people with Learning Disabilities to maintain their friendships using social media ( especially smart phones, Zoom) to stay in touch with friends, run their own meetings and have access information and services, ....more Providing support to enable isolated people with Learning Disabilities to maintain their friendships using social media ( especially smart phones, Zoom) to stay in touch with friends, run their own meetings and have access information and services, by providing on loan pre-setup Tablets and 1 to 1 support.
Lankelly Chase Foundation - Grant to Healthwatch (Black Thrive)
£17,400	22/05/2020	Healthwatch (Black Thrive)
Guy's and St Thomas' Charity - Employment support
£438,600	27/01/2020	Improving systems to increase employment amongst black residents in Lambeth
Guy's and St Thomas' Charity - Black Thrive Evaluation
£498,100	28/02/2018	Evaluation of Black Thrive initiative
Guy's and St Thomas' Charity - Black Wellbeing
£162,884	29/11/2016	Black people in Lambeth experience significant inequalities in mental health and wellbeing. This well-documented issue has persisted for years, despite repeated efforts to address it, and there remains a lack of trust between the ‘system’ and ....more Black people in Lambeth experience significant inequalities in mental health and wellbeing. This well-documented issue has persisted for years, despite repeated efforts to address it, and there remains a lack of trust between the ‘system’ and the black communities. The Black Wellbeing Partnership (BWP) seeks to change that, bringing together community and system stakeholders to work collaboratively.
Lankelly Chase Foundation - Lambeth Wellbeing Partnership
£28,040	12/09/2016 8	To support the consolidation phase of the Lambeth Black Wellbeing Partnership addresing ethnic inequalities in the mental health system

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 27-80

ANDRE E BLACKMAN Appointed: 2020, Occupation: Head Of Quality

EILEEN MEREDITH PEMBRIDGE Appointed: 2020, Occupation: Solicitor

FRANCIS ARGO JAMES Appointed: 2022, Occupation: Civil Servant

MAX OTTAWAY Appointed: 2024, Occupation: Financial Consultant

PATRICK MITCHELL (Chair) Appointed: 2024

RUTH ATKINSON Appointed: 2022, Occupation: Research Manager - Evaluation Practice

TOM LEE Appointed: 2024

ZAHRA ABBAS Appointed: 2024, Occupation: Financial Controller

Legal constitution

Charitable company registered in England & Wales on 16/08/2013, number: 1153444
Registered at Companies House on 05/03/2013, number: 08430436

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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

10 returns made; all on time

Main office

Heathwatch Lambeth
Tripod- LB of Lambeth, PO Box 80771
Brixton
London
SW2 9QQ

Objectives

THE PURPOSES OF THE CHARITY ARE FOR THE ADVANCEMENT OF HEALTH AND THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY OR FINANCIAL HARDSHIP IN THE LONDON BOROUGH OF LAMBETH BY:1.PROVIDING INFORMATION AND SIGNPOSTING TO THE GENERAL PUBLIC ABOUT LOCAL HEALTH AND SOCIAL CARE SERVICES;2.MAKING THE VIEWS AND EXPERIENCES OF THE CITIZENS OF LAMBETH KNOWN TO HEALTH AND SOCIAL CARE PROVIDERS DRAWING ON CITIZENS’ NEEDS, INVOLVEMENT AND ASPIRATIONS WHETHER USERS OR NOT OF HEALTH AND SOCIAL CARE SERVICES3.ENABLING LOCAL PEOPLE TO HAVE A VOICE IN THE DEVELOPMENT, DELIVERY AND EQUALITY OF ACCESS TO LOCAL HEALTH AND CARE SERVICES AND FACILITIES AND;4.PROVIDING TRAINING AND THE DEVELOPMENT OF SKILLS FOR VOLUNTEERS AND THE WIDER COMMUNITY IN UNDERSTANDING, SCRUTINIZING, REVIEWING AND MONITORING LOCAL HEALTH AND CARE SERVICES AND FACILITIES.

Defined Area of Benefit:

LAMBETH

Data Sources

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