Finance Score: 0
Governance Score: 3
Support Score: 9
    • Gender balanced board: +3
    • Grant maker support: +9
    Overall GiG Score: 12 ?

    UNITY (SOUTHERN) LTD 

    TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY, PARTICULARLY ADVANCEMENT OF EDUCATION, PROTECTION OF HEALTH AND RELIEF OF POVERTY, DISTRESS AND SICKNESS
    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 gender

    Regulatory & Governance issues to consider:

    • This charity is not recognised by HMRC for Gift Aid according to its latest published return
    Established: 27 years

    www.unityonline.org.uk

    info@unityonline.org.uk

    03304004116

    Charity Commission for England and WalesCompanies HouseFacebookInstagramX
    UN SDGs
    ?

    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£635£675£-40£114£434£2634.72625
    31/03/22£546£539£7£82£474£3407.62525
    31/03/21£629£509£120£72£467£2395.62214,000
    31/03/20£568£538£30£83£347£1312.92475
    31/03/19£510£531£-22£76£317£13532475
    31/03/18£568£533£35£85£338£1152.6260
    31/03/17*£453£505£-52£0£0£0n/a00
    31/03/16£489£476£13£0£0£0n/a00
    31/03/15£352£393£-42£0£0£0n/a00
    31/03/14£416£427£-10£0£0£0n/a00
    31/03/13*£332£347£-15£0£0£0n/a00
    31/03/12£368£336£32£0£0£0n/a00
    31/03/11£425£398£27£0£0£0n/a00
    31/03/10£340£385£-45£0£0£0n/a00
    31/03/09£459£359£100£0£0£0n/a00
    31/03/08£381£375£6£0£0£0n/a00
    31/03/07*£740£677£63£8£290£671.280
    31/03/06£803£692£111£0£0£0n/a00
    31/03/05£670£580£90£0£0£0n/a00
    31/03/04£580£578£2£0£0£0n/a00

    Financial Ratios
    Fundraising Costs/Relevant Income: 18.1%
    Fundraising Costs/Total Spending: 16.9%
    Highest pay band: Less than £60,000
    Liabilities/Assets: 23%
    Liabilities/Income: 21%
    Unrestricted Funds/Total Funds: 61%
    Reserves/Spending: 4.7 months
    Net Current Assets/Spending: 7 months
    Quick Ratio: 3.4
    Asset Split ?
    Listed activities
    • Disability
    • Economic/Community Development/Employment
    • Education/Training
    • General Charitable Purposes
    • The Advancement Of Health Or Saving Of Lives
    • The Prevention Or Relief Of Poverty
    How it operates
    • Acts as an umbrella or resource body
    • Provides advocacy/advice/information
    • Provides services
    Where it operates
    • Hampshire,
    Who it helps
    • Children/Young People
    • Elderly/Old People
    • Other Charities Or Voluntary Bodies
    • People With Disabilities
    Who works here?
    • 26 employees
    • 25 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
    National Lottery Community Fund£264,714
    The Clothworkers Foundation£25,000
    Ministry of Defence£23,135
    Specific Donations
    Amount When
    Months
    To be used for
    The Clothworkers Foundation - Grant to UNITY
    £25,000 18/10/2023
    Development of a new, secure website for a charity which works with people with health and social care needs in Hampshire
    National Lottery Community Fund - Test Valley befriending
    £9,414 27/01/2023
    This project will offer a befriending service to support people with loneliness and increasing confidence as well as to foster open-ended relationships and support to access services and interests. ....more
    National Lottery Community Fund - Developing Digital Literacy
    £179,840 25/02/2022
    The funding will support a programme to help improve digital literacy for older and vulnerable people living in rural areas of the Test Valley. Unity is the infrastructure organisation for the ....more
    National Lottery Community Fund - Creating an environmental network for Hampshire's voluntary sector
    £9,890 11/11/2021
    The group will use the funding to undertake a piece of community-led research on how the voluntary community and social enterprise [VCSE] sector in Hampshire can reduce the carbon footprint of their ....more
    Ministry of Defence - Covenant Fund
    £9,462 15/10/2021
    For local projects that reduce isolation and promote integration
    Ministry of Defence - Covenant Fund
    £13,673 12/02/2021
    For community projects that reduce isolation and promote integration
    National Lottery Community Fund - Test Valley community covid support
    £45,648 14/08/2020
    6
    The funding will provide an online service to support existing social prescribing work. In addition to providing resources such as self-help webinars and signposting to appropriate activities this ....more
    National Lottery Community Fund - Covid-19 helpline for Test Valley
    £10,000 07/05/2020
    7
    The funding will be used for the organisation to coordinate volunteer-led support for the community during COVID 19. The project aims to support those most in need of support at this time.
    National Lottery Community Fund - Supported Volunteering
    £9,922 22/08/2019
    12
    Supported Volunteering
    Department for Work and Pensions - Journey to Employment (J2E) payments to DPULOs and VSOs (2018)
    £8,580 01/04/2018
    Creating peer support Job Clubs to help disabled claimants get back into employment
    Sport England - Opportunity Fund
    £137,417 18/10/2017
    36
    Funding under Sport England's Opportunity Fund funding programme for a Revenue project titled 'Opportunity Fund'. This project lists its main activity as Sports Development.
    Sport England - Opportunity Fund
    £137,417 18/10/2017
    35
    Funding under Sport England's Opportunity Fund funding programme for a Revenue project titled Opportunity Fund. This project lists its main activity as Sports development
    National Lottery Community Fund - Social prescription for good health
    £9,578 26/07/2017
    12
    This project will improve the networks and services between primary care and community organisations. It will bring together health and social care and improve the mental and social wellbeing of ....more
    Lloyds Bank Foundation - Grant to Test Valley Community Services
    £14,925 17/05/2017
    12
    Test Valley Community Services is seeking funding to undergo a full rebranding exercise in order to develop a new image and brand which is more representative of its work and vision.
    Department for Work and Pensions - Jobs to Employment (J2E) payments to DPULOs and VSOs)
    £60,519 01/04/2017
    Creating peer support Job Clubs to help disabled claimants get back into employment
    Ministry of Defence - Families in Stress
    £149,319 01/04/2017
    To support families in stress
    National Lottery Community Fund - Streets Project
    £10,000 16/09/2015
    12
    The organisation will use the funding to take young people on a residential and run other workshops and activities, including drug and alcohol awareness and CV writing and interview techniques. This ....more
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (10)
    Current Trustees appointed
    Gender Split
    Based on 9/10 persons

    Age Range of Trustees: 51-85
    • ANGELA MOON Appointed: 2016, Occupation: Chief Executive
    • CLIVE DALEY Appointed: 2019, Occupation: Business Consultant
    Legal constitution
    • Charitable company registered in England & Wales on 02/04/1997, number: 1061655
    • Registered at Companies House on 12/03/1997, number: 03332003
    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
    • 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; AR17: 133 days late, AR13: 1 days late, AR07: 1 days late,
    Main office

    Bus Station
    West Street
    Andover
    Hampshire
    SP10 1QP

    Objectives

    TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY, PARTICULARLY ADVANCEMENT OF EDUCATION, PROTECTION OF HEALTH AND RELIEF OF POVERTY, DISTRESS AND SICKNESS

    Defined Area of Benefit:

    HISTORIC COUNTY OF HAMPSHIRE

    Data Sources

    Charity Commission for England and Wales
    360 Giving
    CharityBase
    Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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