Finance Score: 0

Governance Score: 3

Support Score: 8

Low unrestricted reserves: -2
Strong growth: +2

Good trustee age range: +3

Grant maker support: +8

Overall GiG Score: 11

KNOWSLEY DISABILITY CONCERN

Provision of, and accessibility to, information, advice and support services for disabled people, those people with mental health illness and those living with long term conditions, their families and carers to enable independence, choice and control, inc Support for Direct Payments including payroll and managed accounts, Self-advocacy service, Community Education Services and projects

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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 age

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Established: 20 years

www.kdc.org.uk

johanne.ross@kdc.org.uk

01514804090

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		£647	£606	£41	£0	£261	£44	0.9	17	1
31/03/22		£625	£603	£22	£0	£220	£23	0.5	20	5
31/03/21		£527	£460	£67	£0	£198	£197	5.1	15	6
31/03/20		£437	£396	£41	n/a	n/a	n/a	n/a	n/a	6
31/03/19	*	£298	£269	£28	n/a	n/a	n/a	n/a	n/a	9
31/03/18		£243	£245	£-2	£0	£0	£0	n/a	0	0
31/03/17		£262	£298	£-36	£0	£0	£0	n/a	0	0
31/03/16		£313	£314	£-1	£0	£0	£0	n/a	0	0
31/03/15		£328	£296	£32	£0	£0	£0	n/a	0	0
31/03/14		£249	£311	£-62	£0	£0	£0	n/a	0	0
31/03/13		£280	£290	£-10	£0	£0	£0	n/a	0	0
31/03/12		£308	£262	£46	£0	£0	£0	n/a	0	0
31/03/11		£224	£250	£-26	£0	£0	£0	n/a	0	0
31/03/10		£289	£251	£38	£0	£0	£0	n/a	0	0
31/03/09?		£268	£235	£34	£0	£0	£0	n/a	0	0
31/12/04	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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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: 8%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 17%
Reserves/Spending: 0.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 7.7

Asset Split ?

Listed activities

Disability

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Knowsley,

Who it helps

Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

17 employees
1 volunteer

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	£805,523
Wolfson Foundation	£40,000
DCMS	£33,770
Sir Jules Thorn Charitable Trust	£2,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - A Good Life 2
£418,233	16/11/2022	The funding will be used to continue to support people living in Knowsley. Residents will be able to use a single entry advice and advocacy service for support with benefits services rights and ....more The funding will be used to continue to support people living in Knowsley. Residents will be able to use a single entry advice and advocacy service for support with benefits services rights and entitlements. The partnership works with the most vulnerable people with long term needs to prevent the ‘pillar to post’ experience of many and provide 1:1 expertise from start to finish in a streamlined community connector service. Beneficiaries will be better informed experience bespoke support for a more efficient consistent and less stressful journey for access to vital services and support. The service is delivered at each partner agency by phone and online across Knowsley.
Sir Jules Thorn Charitable Trust - Knowsley Disability Concern - 12/04/22
£2,000	01/05/2022	Core Funding
National Lottery Community Fund - Someone to Talk To
£9,512	24/09/2021	The funding will be used to provide a confidential listening ear with emotional and wellbeing support to people coping with isolation. The project aims to reduce anxiety depression and loneliness by ....more The funding will be used to provide a confidential listening ear with emotional and wellbeing support to people coping with isolation. The project aims to reduce anxiety depression and loneliness by bringing people together in a supported way.
DCMS - Coronavirus Community Support Fund
£33,770	05/08/2020	"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."
National Lottery Community Fund - A Good Life
£377,778	30/09/2019 5	A Good Life Partnership
Wolfson Foundation - Grant to Knowsley Disability Concern
£40,000	13/06/2019	Internal and external renovation of building serving adults with disabilities on Merseyside
Henry Smith Charity - Grant to Knowsley Disability Concern
£173,600	12/09/2018 36	towards three years' running costs of a project providing community-based learning and development programmes and a peer support network for adults with learning disabilities in Merseyside
National Lottery Community Fund - Tackling Disability Hate Crime in Knowsley
£9,005	22/03/2017 12	The funding will be used to train people with learning difficulties to be ambassadors, to promote awareness of and provide peer support to others who have experienced hate crime. The project aims to ....more The funding will be used to train people with learning difficulties to be ambassadors, to promote awareness of and provide peer support to others who have experienced hate crime. The project aims to strengthen the community by helping people recognise the signs and impact of hate crime, in order to encourage reporting of such incidents.
John Moores Foundation - Grant to Knowsley Disability Concern
£15,000	01/11/2016	Towards a delivery of welfare rights advice and support
Lloyds Bank Foundation - Grant to Knowsley Disability Concern
£30,000	28/02/2014	The charity provides a range of services to help disabled people have choice, control and have more independence. The crisis advocacy service helps people who are facing situations they need support ....more The charity provides a range of services to help disabled people have choice, control and have more independence. The crisis advocacy service helps people who are facing situations they need support to understand and have their views and wishes heard.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 43-78

ALMA LUNT Appointed: 2015, Occupation: Retired

AMANDA JANE FELSTEAD Appointed: 2018, Occupation: Head Of Marketing

ANDY DUNBAR Appointed: 2018, Occupation: Director

HILARY LAIDLER Appointed: 2019, Occupation: Teacher (Retired)

IRINA VLADIMIROVNA RODKINA Appointed: 2020, Occupation: Chartered Accountant

JO PARKES-NEWTON Appointed: 2019, Occupation: Managing Director

NICOLA PHEASANT Appointed: 2019, Occupation: Financial Accountant

PAMELA SPALL Appointed: 2018, Occupation: Retired Lecturer

PATRICIA ANNE CLEWETT Appointed: 2019, Occupation: Company Director

RICHARD MURPHY Appointed: 2003, Occupation: Unemployed

STEVEN JOHN HARDING Appointed: 2008, Occupation: Area Manager

STACIA PETTERSEN Appointed: 2019

Legal constitution

Charitable company registered in England & Wales on 28/04/2004, number: 1103477
Registered at Companies House on 23/12/2003, number: 05002948

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
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

16 returns made; AR19: 26 days late, AR04: 22 days late,

Main office

KNOWSLEY DISABILITY CONCERN
263A TARBOCK ROAD
HUYTON
LIVERPOOL
L36 0SD

Objectives

TO RELIEVE THE NEEDS OF DISABLED PEOPLE, THEIR FAMILIES AND CARERS PRINCIPALLY WITHIN THE METROPOLITAN BOROUGH OF KNOWSLEY AND SURROUNDING AREAS BY ANY CHARITABLE MEANS AND IN PARTICULAR BY (I) PROVIDING EDUCATION SERVICES (II) PROVIDING ADVISORY AND SUPPORT SERVICES.

Defined Area of Benefit:

FOR DISABLED RESIDENTS IN THE BOROUGH OF KNOWSLEY, MERSEYSIDE.

Data Sources