Finance Score: -2

Governance Score: 6

Support Score: 7

Deficit latest year: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteer base +3
Overall weighted support: +4

Overall GiG Score: 11

FAVERSHAM UMBRELLA

Faversham Umbrella is a community organisation that supports and enhances the mental health and emotional wellbeing of all vulnerable people of Faversham and surrounding villages. We aim to provide facilities for all in need but in particular vulnerable people, in a safe and non judgemental environment, for recreation, education, companionship, friendship and support.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

Income was lower than spending in the latest year
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	Spending	Surplus/ Deficit	Volun- teers
31/03/23	£74	£83	£-9	n/a
31/03/22	£40	£44	£-4	n/a
31/03/21	£54	£38	£16	n/a
31/03/20	£85	£44	£41	n/a

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

https://favershamumbrella.org/

becky@favershamumbrella.org

01795 229143

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Emotional support, counselling or therapy

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Kent,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
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

National Lottery Community Fund	£55,000
DCMS	£9,999
Allen Lane Foundation	£2,500
Co-Operative Group	£2,256

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Faversham Umbrella Centre
£2,256	22/10/2022	We'd like the chance to offer families an opportunity to come together and socially interact with others; to experience fun and learning together and improve mental health and wellbeing.
National Lottery Community Fund - Faversham Umbrella Community Support
£55,000	04/11/2021	The funding will be used to contribute towards a community café that will offer low cost (and for some people free) healthy nutritious meals in a warm and caring environment where people can meet talk and eat in the hope of building social ....more The funding will be used to contribute towards a community café that will offer low cost (and for some people free) healthy nutritious meals in a warm and caring environment where people can meet talk and eat in the hope of building social relationships for the elderly and families with young children.
Allen Lane Foundation - Grant to Faversham Umbrella
£2,500	11/03/2021	£2,500 single grant towards running costs of this mental health drop-in and support service
DCMS - Coronavirus Community Support Fund
£9,999	03/08/2020	"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 operate, thereby reducing the burden on public ....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."

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

HILARY JANET ADAMS Appointed: 2018, Occupation: Chartered Accountant

JAMES MATTHEWS Appointed: 2019

LISA MARY NISSEN Appointed: 2021

LOUISE ELLEN GRANSDEN (Chair) Appointed: 2021

MARGARET MARY CHIPPENDALE Appointed: 2019

SAMUEL JOHN IRWIN Appointed: 2020

Legal constitution

Charity registered in England & Wales on 16/11/2018, number: 1180736

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
Volunteer management

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from FAVERSHAM UMBRELLA on 10/02/2020

Main office

Faversham Umbrella Charity
Court Street
FAVERSHAM
Kent
ME13 7AT

Objectives

TO PROMOTE WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF FAVERSHAM KENT AND THE NEIGHBOURING VILLAGES AND NEIGHBOURHOOD AND WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING IN PARTICULAR 1) TO RELIEVE MENTAL OR PHYSICAL SICKNESS DISABILITY OR DISORDER AND TO RELIEVE THE AGED. 2) TO PROTECT AND PRESERVE MENTAL HEALTH.

Data Sources

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