Finance Score: -2

Governance Score: 6

Support Score: 6

Deficit latest year: -2
No PartB

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

Grant maker support: +6

Overall GiG Score: 10

CHINESE WELLBEING

Our services help to keep Chinese Elders in independent living as long as possible. We provide Domiciliary Care and Respite Services , Personal Wellbeing Services, a pre and post diagnostic dementia support service. Our Evergreen Club provides health talks including Covid related and various activities which reduce social isolation, loneliness and help to improve physical and mental wellbeing.

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was lower than spending in the latest year

Established: 33 years

www.chinesewellbeing.co.uk

info@chinesewellbeing.co.uk

01517092643

Charity Commission for England and Wales

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		£423	£489	£-66	n/a	n/a	n/a	n/a	n/a	3
31/03/22		£505	£486	£19	£0	£282	£282	7	33	1
31/03/21		£528	£501	£27	£0	£262	£262	6.3	33	1
31/03/20		£447	£459	£-12	n/a	n/a	n/a	n/a	n/a	1
31/03/19		£417	£442	£-25	n/a	n/a	n/a	n/a	n/a	5
31/03/18	*	£417	£442	£-25	£0	£0	£0	n/a	0	0
31/03/17	*	£406	£436	£-29	£0	£0	£0	n/a	0	0
31/03/16		£379	£421	£-42	£0	£0	£0	n/a	0	0
31/03/15	*	£339	£431	£-92	£0	£0	£0	n/a	0	0
31/03/14	*	£422	£469	£-47	£0	£0	£0	n/a	0	0
31/03/13	*	£486	£508	£-22	£0	£0	£0	n/a	0	0
31/03/12		£475	£463	£12	£0	£0	£0	n/a	0	0
31/03/11		£392	£387	£5	£0	£0	£0	n/a	0	0
31/03/10		£351	£311	£40	£0	£0	£0	n/a	0	0
31/03/09		£405	£331	£74	£0	£0	£0	n/a	0	0
31/03/08		£375	£336	£39	£0	£0	£0	n/a	0	0
31/03/07		£310	£285	£26	£0	£0	£0	n/a	0	0
31/03/06		£271	£222	£49	£0	£0	£0	n/a	0	0
31/03/05		£304	£236	£68	£0	£0	£0	n/a	0	0
31/03/04		£235	£224	£11	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Economic/Community Development/Employment
Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Knowsley, Liverpool City, Sefton, St Helens, Wirral,

Who it helps

Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

Unknown number of employees
3 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.

Major supporters in last 5 years

Lloyds Bank Foundation	£52,250
DCMS	£48,738
Power to Change	£7,400

Specific Donations

Amount	When Months	To be used for
Lloyds Bank Foundation - One off gift towards cost of living crisis to Chinese Wellbeing
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Recovery grant to Chinese Wellbeing
£50,000	02/12/2020 24	Unrestricted grant over two years towards the core costs of Chinese Wellbeing, awarded under the Foundation's Racial Equity funding stream. Part of the Covid Recovery Fund to support charities to ....more Unrestricted grant over two years towards the core costs of Chinese Wellbeing, awarded under the Foundation's Racial Equity funding stream. Part of the Covid Recovery Fund to support charities to emerge from the pandemic.
Power to Change - C-19 CCLORS - Chinese Wellbeing
£7,400	25/09/2020	Grant to C-19 CCLORS - Chinese Wellbeing
DCMS - Coronavirus Community Support Fund
£48,738	11/08/2020	"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 ....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."
Lloyds Bank Foundation - Grant to Chinese Wellbeing
£47,843	05/07/2017 24	supporting the community, in particular those of Chinese origin. The grant will fund the Personal Wellbeing Manager to provide one to one support aligned to the practical needs identified to enable ....more supporting the community, in particular those of Chinese origin. The grant will fund the Personal Wellbeing Manager to provide one to one support aligned to the practical needs identified to enable service users to remain in independent living.
John Moores Foundation - Grant to Chinese Wellbeing (ex - Merseyside Chinese Community Development Association)
£4,000	01/06/2016	Towards the costs of activities
Lloyds Bank Foundation - Grant to Chinese Wellbeing
£47,843	16/12/2015 24	supporting the community, in particular those of Chinese origin. The grant will fund the Personal Wellbeing Manager to provide one to one support aligned to the practical needs identified to enable ....more supporting the community, in particular those of Chinese origin. The grant will fund the Personal Wellbeing Manager to provide one to one support aligned to the practical needs identified to enable service users to remain in independent living.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Gender Split

Age Range of Trustees: 46-73

ANDREW MICHAEL GREEN (Chair), Occupation: Community Centre Warden

DR SIMON SIU MAN KAN, Occupation: General Practitioner, Other trusteeship: CHINESE HEALTH INFORMATION CENTRE,

HELEN OWEN Appointed: 1993, Occupation: Project Coordinator

JAMES CROOK Appointed: 2016, Occupation: Director

KAI KWONG SIMON WONG Appointed: 2016, Occupation: Director

OSCAR IP FCA, Occupation: Chartered Accountant

POLLY YEE-LING GREEN, Occupation: Community Centre Warden

STEPHEN WONG, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 14/12/1990, number: 1001288
Registered at Companies House on 27/11/1989, number: 02446695

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
Investment
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

20 returns made; AR18: 154 days late, AR17: 0 days late, AR15: 24 days late, AR14: 99 days late, AR13: 63 days late,

Main office

Staten Court
Tradewind Square
LIVERPOOL
L1 5BG

Objectives

TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF MERSEYSIDE IN PARTICULAR THOSE OF CHINESE ORIGINTO PROMOTE THE EDUCATION OF PEOPLE IN THE PRINCIPLES AND PRACTICE OF GOOD CITIZENSHIP AND SERVICE TO THE COMMUNITY; TO PROMOTE AND PROVIDE SOCIAL SERVICES OF A CHARITABLE NATURE FOR THE BENEFIT PRIMARILY BUT NO EXCLUSIVELY OF CHINESE PERSONS RESIDENT WITHIN THE AREA WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE OF THE PERSONS TO WHOM SUCH SERVICES ARE PROVIDED; TO ADVANCE THE EDUCATION OF UNEMPLOYED PERSONS, IN PARTICULAR THOSE OF CHINESE ORIGIN, WHO ARE IN NEED OF ASSISTANCE BY PROVIDING THEM WITH VOCATIONAL TRAINING.

Defined Area of Benefit:

MERSEYSIDE

Data Sources