Overall GiG Score: 15 ?
Finance Score: 0
Governance Score: 9
Support Score: 6
    • Good trustee age range: +3
    • Dynamic board: +3
    • Gender balanced board: +3
    • Grant maker support: +6

    COMMUNITY FOUNDATIONS FOR LANCASHIRE AND MERSEYSIDE 

    We are part of a national movement of community foundations that undertakes strategic social investment, including grant-making, facilitates community philanthropy and contributes to achieving positive social change in communities.
    Analysis by Giving is Great

    Positives:

    • The charity has received backing from several prominent grant makers recently
    • This charity has an endowment fund which generates most of its income
    • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

    Regulatory & Governance issues to consider:

    • This charity only provides its support via other charities
    Established: 26 years

    www.cfmerseyside.org.uk

    info@cflm.email

    01512322420

    Charity Commission for England and WalesCompanies HouseFacebookX

    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£4,872£4,125£747£356£22,261£7832.3120
    31/03/22£4,050£4,200£-150£314£22,714£7632.2130
    31/03/21£7,410£6,886£524£312£21,589£6411.1120
    31/03/20£3,882£3,228£654£302£17,569£3631.4132
    31/03/19£3,867£4,474£-607£221£18,004£3661153
    31/03/18£5,408£3,031£2,377£168£17,649£2941.2140
    31/03/17£3,127£2,338£789£154£15,376£2711.4130
    31/03/16£2,933£2,764£169£121£12,461£2501.1110
    31/03/15£6,459£2,305£4,154£130£12,902£2561.3100
    31/03/14£2,199£1,835£364£159£7,942£2711.8100
    31/03/13£2,452£2,565£-113£140£7,489£2681.3130
    31/03/12£3,237£2,460£776£145£6,266£2311.1140
    31/03/11£6,475£4,255£2,220£162£5,511£2200.6160
    31/03/10£5,405£4,584£821£162£3,134£2260.6160
    31/03/09£4,196£4,298£-102£189£2,001£2890.8160
    31/03/08£6,824£5,782£1,041£144£2,136£3290.7220
    31/03/07£5,986£5,527£459£177£1,118£3010.7220
    31/03/06£6,189£6,229£-40£0£0£0n/a00
    31/03/05£6,828£6,686£143£0£0£0n/a00
    31/03/04£5,904£6,155£-251£0£0£0n/a00

    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Senior Staff Costs/Total Spending: 4%
    Highest pay band: £60,000-£70,000
    Liabilities/Assets: 2%
    Liabilities/Income: 9%
    Unrestricted Funds/Total Funds: 4%
    Reserves/Spending: 2.3 months
    Net Current Assets/Spending: 6 months
    Quick Ratio: 5.4
    Asset Split ?
    What it does
    • General Charitable Purposes
    Who works here?
    • 12 employees
    Who it helps
    • Other Charities Or Voluntary Bodies
    How it operates
    • Makes Grants to Individuals
    • Makes Grants to Organisations
    • Provides advocacy/advice/information
    • Provides other finance
    Where it operates
    • Blackburn With Darwen, Blackpool, Halton, Knowsley, Lancashire, Liverpool City, Sefton, St Helens, Warrington, Wirral,

    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
    Dulverton Trust£435,000
    National Lottery Community Fund£43,850
    Westminster Foundation£20,000
    Specific Donations
    Amount When
    Months
    To be used for
    National Lottery Community Fund - Community Foundations Merseyside CV19
    £43,850 11/06/2020
    6
    The organisation offers support to local grass root charities and operates across the UK. Community Foundations for Lancashire & Merseyside (CFfM) supports groups in Merseyside. Funding for the ....more
    Westminster Foundation - Covid 19 response Fund
    £20,000 09/06/2020
    6
    Liverpool City Region Cares COVID-19 Community Support Fund
    Dulverton Trust - Lancashire and Merseyside Dulverton Fund 2020-22 (Uplifted)
    £435,000 23/10/2019
    Lancashire and Merseyside Dulverton Fund 2020-22 (Uplifted)
    Dulverton Trust - Lancashire and Merseyside Dulverton Fund 2019-22
    £307,500 25/10/2018
    Lancashire and Merseyside Dulverton Fund 2019-22

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (8)
    Current Trustees appointed
    Gender Split
    Based on 7/8 persons

    Age Range of Trustees: 45-71
    • NEIL WELSH Appointed: 2022, Occupation: Financial Consultant
    Legal constitution
    • Charitable company registered in England & Wales on 26/03/1998, number: 1068887
    • Registered at Companies House on 20/08/1997, number: 03422207
    Gift Aid
    • Registered with HMRC for Gift Aid
    Event History
    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; all on time
    Main office

    Community Foundation for Merseyside
    43 Hanover Street
    Liverpool
    L1 3DN

    Objectives

    THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE UNITED KINGDOM BUT PRIMARILY WITHIN THE FOLLOWING AREAS: 1. THE FIVE METROPOLITAN BOROUGHS PRESENTLY CONSTITUTING THE AREA OF THE COUNTY OF MERSEYSIDE NAMELY THE CITY OF LIVERPOOL AND THE METROPOLITAN BOROUGHS OF WIRRAL, SEFTON, KNOWSLEY AND ST HELENS TOGETHER WITH THE AREA OF HALTON BOROUGH COUNCIL; 2. THE COUNTY OF LANCASHIRE AND THE BOROUGHS OF BLACKBURN WITH DARWEN AND BLACKPOOL.

    Defined Area of Benefit:

    1. THE FIVE METROPOLITAN BOROUGHS PRESENTLY CONSTITUTING THE AREA OF THE COUNTY OF MERSEYSIDE NAMELY THE CITY OF LIVERPOOL AND THE METROPOLITAN BOROUGHS OF WIRRAL, SEFTON, KNOWSLEY AND ST HELENS TOGETHER WITH THE AREA OF HALTON BOROUGH COUNCIL; 2. THE COUNTY OF LANCASHIRE AND THE BOROUGHS OF BLACKBURN WITH DARWEN AND BLACKPOOL.

    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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