Finance Score: 1

Governance Score: 6

Support Score: 10

Reasonable growth: +1
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 17

THE HELPFUL BUREAU

To help people live independently at home by providing a range of practical services, advice, information, signposting and social activities.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There has been reasonable growth in spending over the last 3 years relative to the previous period
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 and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£198	£216	£-18	n/a	n/a	n/a	n/a	n/a	56
31/03/22		£148	£169	£-21	n/a	n/a	n/a	n/a	n/a	50
31/03/21	*	£220	£151	£69	n/a	n/a	n/a	n/a	n/a	56
31/03/20		£139	£134	£4	n/a	n/a	n/a	n/a	n/a	30
31/03/19		£152	£131	£21	n/a	n/a	n/a	n/a	n/a	32
31/03/18		£106	£139	£-33	£0	£0	£0	n/a	0	0
31/03/17		£119	£138	£-19	£0	£0	£0	n/a	0	0
31/03/16		£143	£151	£-7	£0	£0	£0	n/a	0	0
31/03/15		£143	£151	£-7	£0	£0	£0	n/a	0	0
31/03/14		£143	£135	£8	£0	£0	£0	n/a	0	0
31/03/13		£192	£162	£30	£0	£0	£0	n/a	0	0
31/03/12	*	£187	£211	£-24	£0	£0	£0	n/a	0	0
31/03/11		£234	£241	£-7	£0	£0	£0	n/a	0	0
31/03/10		£236	£237	£-1	£0	£0	£0	n/a	0	0
31/03/09		£218	£221	£-3	£0	£0	£0	n/a	0	0
31/03/08	*	£236	£215	£21	£0	£0	£0	n/a	0	0
31/03/07		£225	£222	£2	£0	£0	£0	n/a	0	0
31/03/06		£178	£227	£-50	£0	£0	£0	n/a	0	0
31/03/05		£236	£196	£40	£0	£0	£0	n/a	0	0
31/03/04	*	£173	£172	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 23 years

www.thehelpfulbureau.org.uk

manager@thehelpfulbureau.org.uk

01159491175

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other individual and family services

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Derbyshire, Nottinghamshire,

Who it helps

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

Who works here?

Unknown number of employees
56 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	£136,100
Co-Operative Group	£8,273
DCMS	£7,677
Charles Hayward Foundation	£5,000
CAF	£4,485
Sport England	£3,075
Sir Jules Thorn Charitable Trust	£3,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Helpful Bureau
£1,120	21/10/2023	We would like to have a Reconnect Café for those who are particularly anxious about going out after Covid. Loneliness is reduced by meeting people, and other opportunities open up as a result.
National Lottery Community Fund - The Helpful Bureau Trips
£10,000	15/09/2023	The funding will be used to provide weekly trips and social groups for older people in the community. It will help with mobility promoting both physical and emotional health and connecting people to ....more The funding will be used to provide weekly trips and social groups for older people in the community. It will help with mobility promoting both physical and emotional health and connecting people to make new friendships. The project aims to build strong relationships by developing friendships and widening social circles.
National Lottery Community Fund - Mentoring and Befriending Service
£116,109	25/11/2022	The funding will provide older people with befriending mentoring and bereavement support plus additional social activities to help those struggling with isolation and anxiety.THB supports those aged ....more The funding will provide older people with befriending mentoring and bereavement support plus additional social activities to help those struggling with isolation and anxiety.THB supports those aged 55 plus with or without disabilities providing the following:• Weekly lunch club• Music to Movement classes• Grumpy Old Men’s club• Games group and craft clubs• Trips to garden centres and the coast in its minibus• Community transport: using volunteer drivers and its Wheelchair Access Vehicle (WAV) taking service users to social activities and medical appointments• Home Support: cleaning and general housekeeping support so people can stay in their own homes• Gardening and Handyman: lawn mowing and garden tidying and other small jobs • Befriending: this service began just prior to lockdown and pivoted to a phone service but has begun to face-to-face again• Opening as a warm space from end November 2022 to be promoted through a market stall social media and posters council and community noticeboards.
Co-Operative Group - Grant to The Helpful Bureau
£1,952	22/10/2022	We would like to provide meals for the older people in our community.
Sir Jules Thorn Charitable Trust - The Helpful Bureau - 24/05/22
£3,000	23/06/2022	Core Funding
National Lottery Community Fund - Voluntary Transport Scheme
£9,991	10/06/2022	The funding will be used to run a volunteer transport scheme with a wheelchair accessible vehicle. The project aims to enable older people and people living with disabilities to access appointments ....more The funding will be used to run a volunteer transport scheme with a wheelchair accessible vehicle. The project aims to enable older people and people living with disabilities to access appointments local services and activities and allow them to live independently.
Co-Operative Group - Grant to The Helpful Bureau
£2,420	23/10/2021	We would like to offer a free befriending service to benefit those isolated in our community.
Charles Hayward Foundation - Grant to Helpful Bureau
£5,000	21/12/2020	Practical services for older people
DCMS - Coronavirus Community Support Fund
£7,677	14/09/2020	"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."
Sport England - COVID-19 CEF
£3,075	20/05/2020 4	Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Sport participation and capacity ....more Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Sport participation and capacity building
CAF - Grant to The Helpful Bureau
£4,485	04/05/2020 3	Grant to The Helpful Bureau to support the organisation through COVID19
Co-Operative Group - Grant to The Helpful Bureau
£2,782	15/11/2019	We want to buy a wheelchair accessible minibus for use in our local community.
Lloyds Bank Foundation - Grant to The Helpful Bureau
£20,000	20/10/2011	the salary of the Practical Services Co-ordinator

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-75

MARGARET BOWEN Appointed: 2020, Occupation: Retired

MARTIN PETER LOWTHER Appointed: 2022

SUSAN PATERSON Appointed: 2023, Occupation: Homemaker

ELIZABETH NEWBY Appointed: 2020, Occupation: Business Finance Manager

JOHN FOX Appointed: 2001, Occupation: Retired

YVONNE PAYNE Appointed: 2019, Occupation: Volunteer

Legal constitution

Charitable company registered in England & Wales on 12/03/2001, number: 1085498
Registered at Companies House on 07/02/2001, number: 04155890

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
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; AR21: 4 days late, AR12: 11 days late, AR08: 3 days late, AR04: 30 days late,

Recent reorganisation events:

Asset transfer in from VOLUNTARY ACTION BROXTOWE on 31/08/2021

Main office

Carnegie Civic & Community Centre
Warren Avenue
Stapleford
NOTTINGHAM
NG9 8EY

Objectives

TO UNDERTAKE VOLUNTARY WORK IN PARTICULAR BUT NOT EXCLUSIVELY THE ADVANCEMENT OF EDUCATION, THE PROMOTION AND PROTECTION OF GOOD HEALTH, THE PROVISION OF FACILITIES FOR RECREATION AND LEISURE TIME ACTIVITIES IN THE INTERESTS OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THE COMMUNITY AND OTHER SIMILAR CHARITABLE ACTIVITIES AMONGST THOSE PEOPLE IN NEED THEREOF IN NOTTINGHAMSHIRE AND SURROUNDING AREAS (THE AREA OF BENEFIT)

Defined Area of Benefit:

NOTTINGHAMSHIRE AND SURROUNDING AREAS.

Data Sources