Finance Score: -6

Governance Score: -3

Support Score: 4

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

All male board: -3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: -5

FAMILY TREE (WIRRAL)

Family Tree Wirral provides training, information, support groups, counselling, advocacy, newsletter, library and social events for family members of those experiencing mental ill-health. In addition, members of the charity bring the needs and views of carers to local decision making bodies and the charity seeks to work collaboratively with other agencies, both statutory and voluntary.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from a grant maker

Regulatory & Governance issues to consider:

The Board is completely male

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: 22 years

www.familytreewirral.co.uk

tony.lawrence1@nhs.net

01514888159

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
31/08/22		£16	£22	£-5	n/a	n/a	n/a	n/a	n/a	5
31/08/21		£18	£26	£-8	n/a	n/a	n/a	n/a	n/a	3
31/08/20		£54	£34	£20	n/a	n/a	n/a	n/a	n/a	4
31/08/19		£38	£70	£-32	n/a	n/a	n/a	n/a	n/a	5
31/08/18	*	£60	£57	£4	£0	£0	£0	n/a	0	20
31/08/17		£107	£87	£20	£0	£0	£0	n/a	0	0
31/08/16		£91	£70	£21	£0	£0	£0	n/a	0	0
31/08/15		£49	£71	£-21	£0	£0	£0	n/a	0	0
31/08/14		£57	£43	£14	£0	£0	£0	n/a	0	0
31/08/13		£31	£41	£-11	£0	£0	£0	n/a	0	0
31/08/12		£37	£33	£4	£0	£0	£0	n/a	0	0
31/08/11		£53	£55	£-2	£0	£0	£0	n/a	0	0
31/08/10		£33	£35	£-2	£0	£0	£0	n/a	0	0
31/08/09		£54	£28	£26	£0	£0	£0	n/a	0	0
31/08/08		£31	£40	£-8	£0	£0	£0	n/a	0	0
31/08/07		£33	£24	£9	£0	£0	£0	n/a	0	0
31/08/06		£37	£25	£12	£0	£0	£0	n/a	0	0
31/08/05		£17	£29	£-13	£0	£0	£0	n/a	0	0
31/08/04		£25	£8	£16	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Wirral,

Who it helps

Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
5 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.

Specific Donations

Amount	When Months	To be used for
People's Health Trust - Family Action
£17,720	28/02/2019	This project continues to provide a monthly support group for people with mental health issues and their unpaid carers, living in the Wirral. It builds on the existing monthly sessions by also ....more This project continues to provide a monthly support group for people with mental health issues and their unpaid carers, living in the Wirral. It builds on the existing monthly sessions by also introducing training events, social activities and a quarterly newsletter. The project increases participant’s awareness of the support that’s available to them in the community, and provides much needed peer support and friendships. Participants will shape ongoing delivery through focus groups and providing feedback to the trustees.
Co-Operative Group - Grant to Family Tree Wirral
£2,516	19/11/2018	We'd like to organise a programme of days out for family members in 2018, providing valuable respite from their day-to-day role as carers.
John Moores Foundation - Grant to Family Tree (Wirral)
£10,000	01/03/2017	Towards the salary of the Carers' Advocate and Benefits Adviser
Triangle Trust 1949 Fund - Family Tree Wirral - 2
£76,000	06/10/2016 36	To support the purchase and renovation of new premises, and implementation of a new staffing structure.
Lloyds Bank Foundation - Grant to Family Tree Wirral
£47,936	16/12/2015 24	supporting people suffering from mental health problems and their carers. The grant will fund the 'Care Well. Cope Well. Live Well' project including counselling sessions, clinical supervision, ....more supporting people suffering from mental health problems and their carers. The grant will fund the 'Care Well. Cope Well. Live Well' project including counselling sessions, clinical supervision, administrative support, management, insurances and promotion.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

FAISAL BUNNI Appointed: 2018

TONY HAYDN

THOMAS ROBINSON Appointed: 2018

TONY LAWRENCE Appointed: 2018

Legal constitution

Charity registered in England & Wales on 05/03/2002, number: 1090938

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR18: 40 days late,

Main office

THE STEIN CENTRE
ST CATHERINES HOSPITAL
DERBY ROAD
BIRKENHEAD
MERSEYSIDE
CH42 0LQ

Objectives

TO RELIEVE PARTICULARLY BUT NOT EXCLUSIVELY IN WIRRAL, THE CONDITIONS OF PERSONS WHO ARE SUFFERING FROM MENTAL HEALTH PROBLEMS AND THEIR CARERS BY THE PROVISION OF SUPPORT, ADVICE, INFORMATION AND ANY OTHER CHARITABLE PURPOSE AS THE EXECUTIVE COMMITTEE SHALL FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

WIRRAL

Data Sources