Finance Score: -6

Governance Score: -1

Support Score: 8

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 1

OCTAVIA FOUNDATION

The Octavia Foundation works with people affected by unemployment, ill health, social isolation or low incomes to connect them with opportunities for positive personal change. We deliver services in five key areas: care and support for older and vulnerable people work with young people help with training and employment help with money and debt involving the community

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 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
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 26 years

www.octaviafoundation.org.uk

info@octaviafoundation.org.uk

02083545500

Charity Commission for England and Wales

Tweets

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		£247	£480	£-233	n/a	n/a	n/a	n/a	n/a	457
31/03/22		£395	£452	£-57	n/a	n/a	n/a	n/a	n/a	406
31/03/21		£421	£444	£-23	n/a	n/a	n/a	n/a	n/a	293
31/03/20		£493	£1,010	£-516	n/a	n/a	n/a	n/a	n/a	1,019
31/03/19		£948	£1,030	£-82	£50	£2,683	£1,952	22.7	12	406
31/03/18		£953	£1,079	£-126	£65	£2,603	£1,902	21.2	15	0
31/03/17		£993	£1,055	£-62	£97	£2,682	£1,996	22.7	19	0
31/03/16		£928	£931	£-3	£76	£2,490	£1,825	23.5	17	0
31/03/15		£897	£987	£-89	£105	£2,622	£1,945	23.6	13	0
31/03/14		£688	£862	£-173	£4	£2,551	£1,859	25.9	10	0
31/03/13		£776	£757	£19	£4	£2,561	£1,781	28.2	8	0
31/03/12		£487	£590	£-103	£0	£0	£0	n/a	0	0
31/03/11		£746	£603	£142	£89	£2,522	£1,734	34.5	6	0
31/03/10		£536	£594	£-58	£62	£2,325	£1,551	31.3	48	0
31/03/09		£467	£496	£-30	£0	£0	£0	n/a	0	0
31/03/08	*	£254	£332	£-78	£0	£0	£0	n/a	0	0
31/03/07	*	£15	£103	£-88	£0	£0	£0	n/a	0	0
31/03/06	*	£25	£31	£-7	£0	£0	£0	n/a	0	0
31/03/05		£149	£147	£2	£0	£0	£0	n/a	0	0
31/03/04	*	£11	£1	£10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Brent, City Of Westminster, Hammersmith And Fulham, Kensington And Chelsea,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
457 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

John Lyon's Charity	£80,300
DCMS	£10,000
National Lottery Community Fund	£10,000
City Bridge Trust	£8,000

Specific Donations

Amount	When Months	To be used for
John Lyon's Charity - SHAF grant to Octavia Foundation
£1,300	04/10/2021	'Plants Have Secrets' Digital Project
John Lyon's Charity - Main grant to Octavia Foundation
£75,000	18/11/2020 36	BASE @ The Reed: Future Development
DCMS - Coronavirus Community Support Fund
£10,000	16/09/2020	"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."
City Bridge Trust - Grant to Octavia Foundation
£5,000	15/05/2020	A grant of £5,000 to fund the essential and urgent costs outlined in the application, so that the organisation can carry on providing support to Londoners.
City Bridge Trust - Grant to Octavia Foundation
£3,000	04/05/2020	£3,000 for vouchers as described in your application, excluding £2,000 for emergency grants.
National Lottery Community Fund - Connect2Skills
£10,000	03/10/2019 12	Connect2Skills
John Lyon's Charity - SHAF grant to Octavia Foundation
£4,000	29/06/2019 12	Base@theReed
Co-Op Foundation - Youth Community Spaces offer
£9,950	20/12/2018	Co-designing improvements to a mixed age space
DCMS - Building Connections Fund - Community Spaces
£9,950	20/12/2018	Co-designing improvements to a mixed age space
National Lottery Heritage Fund - Grant to Octavia Foundation
£67,500	02/10/2018	Birth of Cool – a history of fashion and subculture groups from West London
National Lottery Heritage Fund - Grant to Octavia Foundation
£76,000	09/09/2015	Waking the Dead: Uncovering the Hidden Histories of Kensal Green Cemetery
National Lottery Heritage Fund - Grant to Octavia Foundation
£52,300	08/01/2014	History of the QPR football club and its local heritage - short-films, event and website

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees:

AHMED SALEH Appointed: 2023

CERYS SHEPHERD Appointed: 2023

HUGH THORNBERY (Chair) Appointed: 2019, Occupation: Consultant

SHEILA FITZSIMONS Appointed: 2023, Occupation: Board Member

Legal constitution

Charitable company registered in England & Wales on 14/11/1997, number: 1065817
Registered at Companies House on 19/09/1997, number: 03436993

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR08: 1 days late, AR07: 1 days late, AR06: 14 days late, AR04: 1 days late,

Main office

EMILY HOUSE
202-208 KENSAL ROAD
LONDON
W10 5BN

Objectives

THE FOUNDATION IS ESTABLISHED TO FURTHER THE CHARITABLE PURPOSES OF THE OCTAVIA HILL HOUSING TRUST PARTICULARLY BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING BY THE PROVISION OF HOUSING AND ASSOCIATED FACILITIES AMENITIES AND SERVICES FOR THE POOR, THE DISABLED AND THE AGED.

Defined Area of Benefit:

NOT DEFINED

Data Sources