Finance Score: 0

Governance Score: 6

Support Score: 4

No PartB

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +4

Overall GiG Score: 10

OUR WAY SELF ADVOCACY

A variety of projects which support vulnerable young people and adults with disabilities

Analysis by Giving is Great

Positives:

Spending has increased 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
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

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

Established: 22 years

www.ourwayselfadvocacy.org

office@ourway.org.uk

01562820262

Charity Commission for England and Wales

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		£131	£106	£26	n/a	n/a	n/a	n/a	n/a	12
31/03/22		£111	£100	£11	n/a	n/a	n/a	n/a	n/a	10
31/03/21		£107	£95	£12	n/a	n/a	n/a	n/a	n/a	12
31/03/20		£129	£102	£27	n/a	n/a	n/a	n/a	n/a	12
31/03/19		£62	£86	£-24	n/a	n/a	n/a	n/a	n/a	15
31/03/18		£108	£89	£20	£0	£0	£0	n/a	0	0
31/03/17		£104	£79	£25	£0	£0	£0	n/a	0	0
31/03/16		£73	£85	£-12	£0	£0	£0	n/a	0	0
31/03/15		£80	£96	£-16	£0	£0	£0	n/a	0	0
31/03/14		£86	£106	£-20	£0	£0	£0	n/a	0	0
31/03/13	*	£91	£128	£-37	£0	£0	£0	n/a	0	0
31/03/12		£155	£153	£3	£0	£0	£0	n/a	0	0
31/03/11		£156	£148	£8	£0	£0	£0	n/a	0	0
31/03/10	*	£139	£130	£8	£0	£0	£0	n/a	0	0
31/03/09		£134	£118	£16	£0	£0	£0	n/a	0	0
31/03/08	*	£168	£162	£6	£0	£0	£0	n/a	0	0
31/03/07		£161	£129	£31	£0	£0	£0	n/a	0	0
31/03/06	*	£102	£123	£-21	£0	£0	£0	n/a	0	0
31/03/05		£121	£113	£8	£0	£0	£0	n/a	0	0
31/03/04		£100	£82	£18	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

Disability
General Charitable Purposes

How it operates

Provides advocacy/advice/information

Where it operates

Worcestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
12 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
Lloyds Bank Foundation - One off gift towards cost of living crisis to Our Way Self Advocacy
£2,250	14/12/2022	One off gift to support with the cost of living crisis
National Lottery Community Fund - Jubilee Celebrations
£8,000	01/04/2022	The funding will be used to hold various social events throughout the year for people with learning disabilities and/or autism to celebrate the Queen's Jubilee. The project aims to reduce loneliness ....more The funding will be used to hold various social events throughout the year for people with learning disabilities and/or autism to celebrate the Queen's Jubilee. The project aims to reduce loneliness and isolation and improve self-esteem and wellbeing by bringing the community together at these events.
National Lottery Community Fund - Eat Well Our Way
£9,800	19/09/2019 12	The funding will be used to deliver healthy cooking and nutrition sessions for young people and adults with learning disabilities. They will gain a greater understanding of the benefits of healthy ....more The funding will be used to deliver healthy cooking and nutrition sessions for young people and adults with learning disabilities. They will gain a greater understanding of the benefits of healthy eating, with the aim of reducing obesity.
Lloyds Bank Foundation - Grant to Our Way Self Advocacy
£70,650	26/03/2019 36	Worcestershire based advocacy charity seeking to continue its Housing Project supporting adults with learning disabilities to find a place to live independently and someone to share with if that is ....more Worcestershire based advocacy charity seeking to continue its Housing Project supporting adults with learning disabilities to find a place to live independently and someone to share with if that is their wish.
BBC Children in Need - Grant to Our Way Self Advocacy
£87,399	28/02/2019 36	This project supports young people to have a voice through the use of self-advocacy. The project aims to improve mental health, reduce isolation and enable young people to influence decisions.
National Lottery Community Fund - Stars in the Sky
£110,790	14/12/2018 60	This funding is for a friendship and dating project for adults with learning disabilities. The platform currently has over 150 members, where people have the opportunity to meet new friends and ....more This funding is for a friendship and dating project for adults with learning disabilities. The platform currently has over 150 members, where people have the opportunity to meet new friends and create relationships. The members help to plan, organise and facilitate a programme of social activities including picnics, bowling, swimming, mini golf and meals out. Courses on sexual health and relationships will also be delivered and a mediation service will also be on offer.
National Lottery Community Fund - Our Way Men's Health and Wellbeing sessions
£8,124	05/07/2017 12	Workshops will be funded for men with learning issues, improving their health, wellbeing, confidence and self-esteem.
Lloyds Bank Foundation - Grant to Our Way Self Advocacy
£47,100	22/11/2016 24	Worcestershire charity providing advocacy for adults with learning disabilities. The grant provide capacity to establish a service for this client group who are seeking to leave home, find their own ....more Worcestershire charity providing advocacy for adults with learning disabilities. The grant provide capacity to establish a service for this client group who are seeking to leave home, find their own accommodation and successfully live independently.
Esmee Fairbairn - Grant to Our Way Self Advocacy
£26,514	18/05/2015 24	Towards a dual-approach project to help tackle mate/hate crime experienced by people with learning disabilities.
Lloyds Bank Foundation - Grant to Our Way Self Advocacy
£30,000	29/07/2013	This charity works across 4 different local authority areas in the West Midlands to support vulnerable adults who are isolated. It ensures that they have access to networks and groups for self ....more This charity works across 4 different local authority areas in the West Midlands to support vulnerable adults who are isolated. It ensures that they have access to networks and groups for self advocacy and events which broker positive relationships.
Esmee Fairbairn - Grant to Our Way Self Advocacy
£50,110	01/12/2011	Towards revenue costs of a sex and relationships and alcohol and drugs training programme for people with learning disabilities.
Esmee Fairbairn - Grant to Our Way Self Advocacy
£51,824	14/01/2009 24	Towards Project costs Towards the costs of establishing a friendship/dating project for young people with learning difficulties in rural areas.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 36-72

CAROLYN AYRES Appointed: 2022, Occupation: Family Carer

JOHN LAWLEY (Chair) Appointed: 2012, Occupation: N/A

JANET JONES Appointed: 2022, Occupation: Shared Lives Carer

LINDA BULLOCK Appointed: 2005, Occupation: Secretary

MARSHA WHITE Appointed: 2023, Occupation: Foster Carer

MURRAY ROY Appointed: 2022, Occupation: Solicitor

NATALIE DIXON Appointed: 2023, Occupation: Unemployed

RAY GALLIER Appointed: 2010, Occupation: Trustee

SUE HOUGHTON Appointed: 2014, Occupation: Family Carer

TRACEY JAMES Appointed: 2023, Occupation: Shop Assistant

VIKKI VINCENT Appointed: 2022, Occupation: Teacher

Legal constitution

Charitable company registered in England & Wales on 09/05/2002, number: 1091939
Registered at Companies House on 23/01/2002, number: 04358553

Gift Aid

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; AR13: 54 days late, AR10: 16 days late, AR08: 19 days late, AR06: 1 days late,

Main office

YOUTH HOUSE
BROMSGROVE STREET
KIDDERMINSTER
WORCS
DY10 1PF

Objectives

3 THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE TO BE EFFECTED WITHIN THE COUNTY OF WORCESTERSHIRE (THE AREA OF BENEFIT).3.1 TO PROMOTE ALL OR ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY WITHIN THE AREA OF BENEFIT AND IN PARTICULAR TO PROMOTE THE RELIEF OF PERSONS RESIDING IN THE AREA OF BENEFIT BEING PERSONS IN NEED OF SUCH RELIEF BY REASON OF AGE, ILLNESS, PHYSICAL SENSORY DISABILITY, MENTAL DISTRESS, LEARNING DISABILITIES OR OTHER DISADVANTAGES BY DEVELOPING SUPPORTING PROMOTING AND PROVIDING A VARIETY OF ADVOCACY SKILLS FOR SUCH PEOPLE AND TO PROMOTE SUCH OTHER CHARITABLE PURPOSES AS MAY BE BENEFICIAL TO SUCH PERSONS.

Defined Area of Benefit:

WITHIN THE COUNTY OF WORCESTERSHIRE

Data Sources