Finance Score: -4

Governance Score: 0

Support Score: 1

Spending falling: -1
Volatile income: -3

Overall weighted support: +1

Overall GiG Score: -3

INDEPENDENCE TRUST

To advance health, especially in relation to people at risk because of alcohol and substance misuse or behaviours, mental health or cognitive conditions.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£1,160	£915	£246	£0	£739	£738	9.7	32	15
31/03/22		£957	£826	£131	£0	£493	£492	7.2	32	15
31/03/21		£937	£929	£9	£0	£362	£361	4.7	32	0
31/03/20		£1,475	£1,383	£91	£0	£353	£353	3.1	44	0
31/03/19		£2,065	£2,132	£-66	£0	£262	£262	1.5	100	16
31/03/18		£2,038	£1,980	£58	£0	£328	£328	2	105	0
31/03/17	*	£2,590	£2,508	£82	£0	£270	£270	1.3	131	0
31/03/16		£2,729	£2,798	£-69	£0	£196	£196	0.8	130	0
31/03/15		£2,048	£2,272	£-225	£31	£265	£265	1.4	108	0
31/03/14		£1,735	£1,879	£-145	£8	£485	£453	2.9	56	0
31/03/13		£3,316	£3,165	£151	£9	£558	£550	2.1	86	0
31/03/12	*	£2,741	£2,623	£118	£9	£402	£265	1.2	71	0
31/03/11		£2,861	£2,815	£46	£5	£283	£146	0.6	78	0
31/03/10		£3,164	£3,268	£-105	£21	£235	£98	0.4	101	0
31/03/09		£3,021	£3,098	£-77	£34	£334	£197	0.8	97	0
31/03/08		£2,875	£2,917	£-43	£40	£417	£281	1.2	97	0
31/03/07		£2,726	£2,664	£61	£26	£687	£424	1.9	101	0
31/03/06		£2,213	£2,137	£76	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£1,927	£1,895	£32	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£1,598	£1,618	£-19	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 18%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 9.7 months
Net Current Assets/Spending: 10 months
Quick Ratio: 4.9

Asset Split ?

Balance Sheet History

Established: 24 years

www.independencetrust.co.uk

info@independencetrust.co.uk

0345 8638323

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Emotional support, counselling or therapy

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Gloucestershire, Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Herefordshire Community Foundation - Fridge and Cooker needed
£500	02/10/2023	Grant to Connexus Younger Persons Outreach Service
Herefordshire Community Foundation - Household energy support
£500	08/09/2023	Grant to Connexus Younger Persons Outreach Service
Herefordshire Community Foundation - Application for white goods and flooring for vulnerable young person
£681	01/08/2023	Grant to Connexus Younger Persons Outreach Service
Herefordshire Community Foundation - Application for cooker, fridge-freezer
£555	28/06/2023	Grant to Connexus Younger Persons Outreach Service
Herefordshire Community Foundation - Grant to Connexus Younger Persons Outreach Service
£500	20/06/2023	Grant to Connexus Younger Persons Outreach Service
Herefordshire Community Foundation - Application for cooker and microwave for young person with baby
£579	24/05/2023	Grant to Connexus Younger Persons Outreach Service
Herefordshire Community Foundation - Fuel
£500	01/03/2023	Grant to Connexus Younger Persons Outreach Service
Herefordshire Community Foundation - Application for fridge-freezer and electric cooked for young person
£520	14/02/2023	Grant to Connexus Younger Persons Outreach Service
Barnwood Trust - Organisational and Groups Funding
£10,000	14/12/2020	Individual grants for disabled people

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 58-77

CHARLES COATS (Chair) Appointed: 2020, Occupation: Director

DUNCAN MCGAW Appointed: 2020, Occupation: Retired

JASNEET SETHI Appointed: 2020, Occupation: Consultant

ROBERT LLOYD-SMITH Appointed: 2022, Occupation: Director

SALLY LEWIS Appointed: 2020, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 22/11/2000, number: 1083593
Registered at Companies House on 10/05/2000, number: 03989442

Gift Aid

NOT 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; AR23: 47 days late, AR17: 1 days late, AR12: 2 days late,

Main office

c/o Glos Rural Community Council
Community House
15 College Green
GLOUCESTER
GL1 2LZ

Objectives

TO ADVANCE HEALTH, ESPECIALLY IN RELATION TO PEOPLE AT RISK BECAUSE OF ALCOHOL AND SUBSTANCE MISUSE OR BEHAVIOURS, MENTAL HEALTH OR COGNITIVE CONDITIONS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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