Finance Score: 0

Governance Score: 2

Support Score: 5

No PartB

Only 4 Trustees: -1
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 7

SOUTH ESSEX ADVOCACY SERVICES

Provision of Advocacy services for all eligible persons age over 18 who are a resident of Southend on Sea. Advocacy services provided: Care Act, IMCA, PRPR, IMHA, NHS Complaints, Child Protection(parent) and Citizen/General.

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

Regulatory & Governance issues to consider:

There are only 4 trustees
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£389	£344	£45	n/a	n/a	n/a	n/a	n/a	5
31/03/22	£422	£352	£70	n/a	n/a	n/a	n/a	n/a	6
31/03/21	£333	£351	£-19	n/a	n/a	n/a	n/a	n/a	6
31/03/20	£327	£355	£-28	n/a	n/a	n/a	n/a	n/a	10
31/03/19	£279	£236	£44	n/a	n/a	n/a	n/a	n/a	12
31/03/18	£185	£172	£13	£0	£0	£0	n/a	0	0
31/03/17	£134	£214	£-79	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 9 years

www.southessexadvocacy.org

paula.blundell@southessexadvocacy.org

01702340566

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Services for people with disabilities

How it operates

Other charitable activities
Provides advocacy/advice/information

Where it operates

Essex, Southend-on-sea,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
5 volunteers

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
Essex Community Foundation - Grant to South Essex Advocacy Services
£5,000	25/05/2023	towards volunteer expenses and training costs of a Westcliff-on-Sea based charity which provides an advocacy service for vulnerable and disadvantaged people across South East Essex
Essex Community Foundation - Grant to South Essex Advocacy Services
£5,000	16/02/2023	to help continue support and awareness of financial abuse for those who have been a victim of this crime in Southend
Essex Community Foundation - Grant to South Essex Advocacy Services
£4,310	12/05/2022	towards the costs of advocacy training and qualifications for three volunteers
Essex Community Foundation - Grant to South Essex Advocacy Services
£5,000	03/02/2022	to increase awareness of financial abuse and support those who have been a victim of this crime in Southend
Sir Jules Thorn Charitable Trust - South Essex Advocacy Services - 09/09/21
£1,000	14/10/2021	Core Funding
Essex Community Foundation - Grant to South Essex Advocacy Services
£60,000	02/08/2021 24	to fund the extension for the 'Hospital to Home' service over two years for people who are isolated, including older people with significant support needs in Basildon, Rochford and Southend
Essex Community Foundation - Grant to South Essex Advocacy Services
£10,000	18/03/2021	to support salary and other operating costs of an advocacy service for vulnerable adults across South East Essex
Essex Community Foundation - Grant to South Essex Advocacy Services
£13,140	14/04/2020	towards the staff costs of an organisation providing advocacy and emergency response provision to older people and those with a disability in Southend, Rayleigh and Rochford during COVID19
Essex Community Foundation - Advocacy for Victims of Financial Abuse
£11,560	27/02/2020 6	To extend operational hours of an advocacy service for victims of financial abuse covering Basildon, Rochford and Rayleigh districts
Essex Community Foundation - Advocate salary costs
£9,081	16/12/2019 11	towards the salary and on costs of an Advocate
National Lottery Community Fund - Prevention and Reduction of Loneliness and Social Isolation in Older P
£241,963	31/10/2018 36	The organisation will use funding to continue providing a range of advice and practical help to older residents to help reduce poverty and social isolation. The project will deliver monthly workshop ....more The organisation will use funding to continue providing a range of advice and practical help to older residents to help reduce poverty and social isolation. The project will deliver monthly workshop sessions at a variety of community locations, provide practical IT classes and offer detailed information and practical support to empower older people to reintegrate into local community life.
Essex Community Foundation - Combating Financial Abuse
£5,000	24/04/2018 11	To support a Debt and Finance Advocate project to prevent financial abuse of elderly people in Southend
Essex Community Foundation - Identifying and Combating the Financial Abuse of Older People
£10,000	26/01/2018 20	To provide awareness training to financial institutions to assist in the identifying and combating of the financial abuse of older people
Garfield Weston Foundation - Main Grants award
£10,000	18/07/2017	Keeping Older People Independent in the Community
Essex Community Foundation - Advocacy for Older People
£3,600	18/04/2017 11	To support the costs associated with providing advocacy to older people in Southend
Essex Community Foundation - Financial Abuse of the elderly
£10,000	21/02/2017 11	To support a Debt and Finance Advocate project to prevent financial abuse of the elderly

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

KEITH DAVIDSON Appointed: 2022

MARCIA CARR Appointed: 2022

NIRMAL GUPTA MBE Appointed: 2022, Other trusteeship: ESSEX ASIAN WOMENS ASSOCIATION,

PAULA WHITTLE (Chair) Appointed: 2022, Occupation: Retired, Other trusteeships: SOUTHEND ON SEA GUILD OF HELP AND CITIZENS ADVICE BUREAU, CITIZENS ADVICE ESSEX LIMITED,

Legal constitution

Charity registered in England & Wales on 23/10/2015, number: 1164092

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Investing charity funds 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

7 returns made; all on time

Main office

UNIT 2
225-235 WEST ROAD
WESTCLIFFE-ON-SEA
ESSEX
SS0 9DE

Objectives

TO PROMOTE THE RELIEF OF PEOPLE IN NEED, INCLUDING THE ELDERLY, WITHIN THE SOUTH EAST ESSEX AREA BY THE PROVISION OF AN ADVOCACY SERVICE, GOODS OR SERVICES.

Data Sources