Finance Score: 3

Governance Score: 2

Support Score: 8

Fundraising costs low: +3

Only 4 Trustees: -1
Good trustee age range: +3

Grant maker support: +8

Overall GiG Score: 13

MERIDIAN WELLBEING

A Charity specialising in wellbeing and mental health services for all ethnicities. We work across the Greater London and have a strong local presence in the London Borough of Barnet.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are only 4 trustees

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		£696	£650	£45	£3	£317	£317	5.9	21	65
31/03/22		£527	£475	£52	£3	£272	£246	6.2	18	65
31/03/21		£484	£437	£47	n/a	n/a	n/a	n/a	n/a	60
31/03/20		£369	£346	£24	n/a	n/a	n/a	n/a	n/a	55
31/03/19		£401	£392	£8	n/a	n/a	n/a	n/a	n/a	55
31/03/18		£474	£451	£22	£0	£0	£0	n/a	0	0
31/03/17		£320	£286	£33	£0	£0	£0	n/a	0	0
31/03/16		£278	£261	£17	£0	£0	£0	n/a	0	0
31/03/15		£212	£207	£5	£0	£0	£0	n/a	0	0
31/03/14		£271	£258	£13	£0	£0	£0	n/a	0	0
31/03/13		£280	£314	£-34	£0	£0	£0	n/a	0	0
31/03/12		£254	£277	£-23	£0	£0	£0	n/a	0	0
31/03/11		£350	£299	£50	£0	£0	£0	n/a	0	0
31/03/10		£318	£315	£3	£0	£0	£0	n/a	0	0
31/03/09		£356	£380	£-23	£0	£0	£0	n/a	0	0
31/03/08		£331	£321	£10	£0	£0	£0	n/a	0	0
31/03/07		£366	£376	£-9	£0	£0	£0	n/a	0	0
31/03/06		£502	£446	£56	£0	£0	£0	n/a	0	0
31/03/05		£408	£410	£-2	£0	£0	£0	n/a	0	0
31/03/04	*	£375	£362	£12	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.4%
Fundraising Costs/Total Spending: 0.5%
Senior Staff Costs/Total Spending: 12%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 8%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 5.9 months
Net Current Assets/Spending: 6 months
Quick Ratio: 9.8

Asset Split ?

Established: 28 years

www.meridianwellbeing.com

info@meridianwellbeing.com

02076131008

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Mental health and addiction

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout London,

Who it helps

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

Who works here?

21 employees
65 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

City Bridge Trust	£309,357
DCMS	£48,393
Ministry for Housing, Communities and Local Government	£39,600
Indigo Trust	£20,000
The London Community Foundation	£19,640

Specific Donations

Amount	When Months	To be used for
Ministry for Housing, Communities and Local Government - Hong Kong British National Overseas (HKBNOs) Welcome Programme
£39,600	21/07/2021	Resettlement funding for Hong Kong British nationals (overseas)
The London Community Foundation - Grant to Chinese Mental Health Association
£9,900	11/12/2020 3	The funding is for the continuation of the weekly wellbeing activities LCRF funded under the Wave 2 grant to cover winter and spring 2021. The wellbeing activities will support 250 individuals from ....more The funding is for the continuation of the weekly wellbeing activities LCRF funded under the Wave 2 grant to cover winter and spring 2021. The wellbeing activities will support 250 individuals from London with poor mental health.
City Bridge Trust - Grant to Chinese Mental Health Association
£35,782	28/09/2020	towards the cost of advice and advocacy, hate crime and digital inclusion workers, wellbeing sessions, workshops and digital equipment to provide holistic support for disadvantaged and vulnerable ....more towards the cost of advice and advocacy, hate crime and digital inclusion workers, wellbeing sessions, workshops and digital equipment to provide holistic support for disadvantaged and vulnerable members of the Chinese community, as outlined in your application (please note that your organisation will be the host organisation responsible for the grant and that other partners will invoice you)
Indigo Trust - Mental health support service for chinese people
£10,000	14/09/2020	Core unrestricted funding to support its work during the Covid-19 crisis
Indigo Trust - Mental health support service for chinese people
£10,000	14/09/2020	Core unrestricted funding to support its work during the Covid-19 crisis
DCMS - Coronavirus Community Support Fund
£48,393	29/07/2020	"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."
The London Community Foundation - Grant to Chinese Mental Health Association
£9,740	04/05/2020	adapting our systems and services to help us meet the needs of the most vulnerable people in Barnet with mental health conditions during the lockdown period.
City Bridge Trust - Grant to Chinese Mental Health Association
£12,675	09/04/2020	A one-off, unrestricted grant of £12,675, equivalent to one regular quarterly payment for the organisations current grant.
City Bridge Trust - Grant to Chinese Mental Health Association
£260,900	26/03/2020	£260,900 over 5 years (£50,700; £51,600; £52,600; £52,500; £53,500) for a Co-ordinator (0.8FTE), Support Worker (0.2FTE), volunteer expenses and running costs for the Chinese Wellbeing Service.
National Lottery Community Fund - The Chinese Wellbeing Service
£467,815	16/12/2014 48	Not Available
Lloyds Bank Foundation - Grant to Chinese Mental Health Association
£40,178	29/01/2014	The charity offers a range of support to people with mental health issues from Chinese communities. Employment support will enable service users to become more employable and will give them skills to ....more The charity offers a range of support to people with mental health issues from Chinese communities. Employment support will enable service users to become more employable and will give them skills to help them cope in a work environment.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Age Range of Trustees: 45-68

SHUN AU OBE (Chair), Occupation: Health Services Management

DR STEPHEN CHEE-CHEUNG HIEW, Occupation: Doctor

JASON CHAN Appointed: 2005, Occupation: Clerk

LULU LANGTREE Appointed: 1996, Occupation: Freelance Interpreter And Translator

Legal constitution

Charitable company registered in England & Wales on 01/11/1996, number: 1058934
Registered at Companies House on 24/01/1996, number: 03150505

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
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR04: 1 days late,

Main office

Meridian Wellbeing
Meritage Centre
Church End
Hendon
London
NW4 4JT

Objectives

TO PROMOTE THE PRESERVATION AND THE SAFEGUARDING OF MENTAL HEALTH AND THE RELIEF OF PERSONS WHO ARE PRIMARILY BUT NOT EXCLUSIVELY OF CHINESE ORIGIN SUFFERING FROM MENTAL ILLNESS OR DISTRESS.

Defined Area of Benefit:

NOT DEFINED

Data Sources