Finance Score: -3

Governance Score: 8

Support Score: 9

Volatile income: -3
No PartB

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 14

PEOPLE FIRST MERSEYSIDE COMPANY LIMITED

A Self Advocacy organisation for adults with learning difficulties, working across Liverpool and Sefton. Supporting people to work together in a group to speak up for themselves to enable them to have more control over their own lives, create a supportive network to encourage more people to speak up, provides information and signpost people who may need a different type of advocacy service.

Analysis by Giving is Great

Positives:

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 and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

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

Established: 16 years
(18 years as a company)

http://peoplefirstmerseyside.co.uk

joannee@peoplefirst.uk.com

01513292137

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
31/03/23		£212	£236	£-24	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£249	£275	£-26	n/a	n/a	n/a	n/a	n/a	3
31/03/21		£308	£275	£33	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£381	£273	£108	n/a	n/a	n/a	n/a	n/a	3
31/03/19		£235	£215	£20	n/a	n/a	n/a	n/a	n/a	6
31/03/18		£152	£214	£-62	£0	£0	£0	n/a	0	0
31/03/17		£321	£261	£60	£0	£0	£0	n/a	0	0
31/03/16		£158	£155	£4	£0	£0	£0	n/a	0	0
31/03/15		£168	£138	£30	£0	£0	£0	n/a	0	0
31/03/14		£227	£228	£-1	£0	£0	£0	n/a	0	0
31/03/13		£249	£258	£-9	£0	£0	£0	n/a	0	0
31/03/12		£187	£235	£-47	£0	£0	£0	n/a	0	0
31/03/11		£258	£301	£-43	£0	£0	£0	n/a	0	0
31/03/10		£360	£268	£92	£0	£0	£0	n/a	0	0
31/03/09	*	£141	£140	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Provides advocacy/advice/information

Where it operates

Liverpool City, Sefton,

Who it helps

People With Disabilities

Who works here?

Unknown number of 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

Lloyds Bank Foundation	£72,186
DCMS	£26,162
National Lottery Community Fund	£20,000
John Moores Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - The Mind My Mind Project
£10,000	23/06/2023	The funding will be used to run weekly sessions to support the mental health and wellbeing of people with learning disabilities by providing the tools and resources to build resilience and share good ....more The funding will be used to run weekly sessions to support the mental health and wellbeing of people with learning disabilities by providing the tools and resources to build resilience and share good practice across the wider community whilst addressing health inequalities.
Lloyds Bank Foundation - One off gift towards cost of living crisis to People First Merseyside
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Grant to People First Merseyside
£50,000	08/09/2021 24	Unrestricted grant over two years towards the core costs of People First Merseyside
John Moores Foundation - Grant to People First Merseyside Ltd
£10,000	15/04/2021	Towards the Merseyside Live and Learn project
DCMS - Coronavirus Community Support Fund
£26,162	22/09/2020	"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."
Lloyds Bank Foundation - Variation grant to People First Merseyside
£8,458	24/07/2020	Grant to People First Merseyside meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
Lloyds Bank Foundation - Grant to People First Merseyside
£11,478	20/11/2019 12	People First Merseyside is requesting funding to develop a new website with service users to market their services effectively and increase the potential to generate more income.
National Lottery Community Fund - Don't Live Lonely Lives
£10,000	09/05/2019 12	The organisation will employ a part time development worker to facilitate a relationships training programme for people with learning disabilities, with the aim of increasing support and learning ....more The organisation will employ a part time development worker to facilitate a relationships training programme for people with learning disabilities, with the aim of increasing support and learning whilst getting peer support around a sensitive subject.
National Lottery Community Fund - Dignity And Voices In Dying (DAVID)
£401,939	25/03/2019 60	The aim of the project is to provide end of life support for people with learning difficulties. Funding will go towards workshops for beneficiaries to assess end of life choices.
National Lottery Community Fund - Merseyside Live and Learn
£93,308	18/02/2019 36	Merseyside Live and Learn
John Moores Foundation - Grant to People First Merseyside Ltd
£5,000	01/06/2018	Towards the Merseyside Live and Learn project
National Lottery Community Fund - BASH: be active stay healthy
£9,982	08/02/2017 12	The funding will be used to support a group of people with learning disabilities to organise a range of physical and cultural activities that will stimulate their interest and engage them in the ....more The funding will be used to support a group of people with learning disabilities to organise a range of physical and cultural activities that will stimulate their interest and engage them in the community. The project aims to raise their self-belief and increase their wellbeing through engagement in adventurous and positive activities.
National Lottery Heritage Fund - Grant to People First Merseyside Company Limited
£99,200	06/09/2016	The Advocacy Story
National Lottery Community Fund - The Road Ahead: training and skills for life
£274,188	17/05/2012 73	People First Merseyside Company Ltd is receiving Â£274,188 for a new project which aims to help young adults with learning disabilities have a 'mainstream' life by offering training, developing ....more People First Merseyside Company Ltd is receiving Â£274,188 for a new project which aims to help young adults with learning disabilities have a 'mainstream' life by offering training, developing self-awareness, confidence, skills and knowledge. The project will allow them to do some everyday activities unassisted such as going out and meeting young people. It will work with people aged 16 to 25, initially in Liverpool but will expand to include Sefton.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 25-72

ANDY PHILIP BOWSKILL Appointed: 2007, Occupation: Director First Initiatives

EMMA GRANGE Appointed: 2017, Occupation: Unemployed

GERALDINE BRIGID MCCONAGHY Appointed: 2022, Occupation: Retired

HANNAH LEAH SMART Appointed: 2023, Occupation: Unemployed

JADE MARTLEW Appointed: 2021, Occupation: Unemployed

MICHAEL HAROLD REID Appointed: 2023, Occupation: Unemployed

PATRICK BURKE Appointed: 2017, Occupation: Unemployed

PAUL BULLEN Appointed: 2023, Occupation: Unemployed

PHILIP HUME Appointed: 2017, Occupation: Unemployed

ROBERT HOLLAND Appointed: 2022, Occupation: Unemployed

SIOBHAN STOREY Appointed: 2018, Occupation: Unemployed

SUSAN ELIZABETH WILLIAMS Appointed: 2019, Occupation: Retired

WILHELMINA MULLEN Appointed: 2022, Occupation: Unemployed

Legal constitution

Charitable company registered in England & Wales on 02/07/2008, number: 1124792
Registered at Companies House on 22/06/2005, number: 05487998

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal risk management 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

15 returns made; AR09: 188 days late,

Main office

PEOPLE FIRST MERSEYSIDE
3RD FLOOR
THE INVESTMENT CENTRE
375 Stanley Road
Bootle
L20 3EF

Objectives

1 ADVANCE AND PROMOTE THE EDUCATION OF THOSE MEMBERS OF THE PUBLIC WITH LEARNING DISABILITIES OR LEARNING DIFFICULTIES IN PARTICULAR BY THE PROVISION OF TRAINING FACILITIES AND WORKSHOPS IN SELF ADVOCACY AND RELATED AREAS INCLUDING:I ENABLING AND ASSISTING PEOPLE WITH LEARNING DISABILITIES AND LEARNING DIFFICULTIES TO SPEAK UP FOR THEMSELVES, TO SHARE THE IDEAS AND VOICE OPINIONS WITH OTHERS;II ASSISTING AND ENABLING PEOPLE WITH LEARNING DISABILITIES AND LEARNING DIFFICULTIES TO ENJOY THE SAME RIGHTS AS EVERYONE ELSE, TO ATTAIN GREATER INDEPENDENCE, FREEDOM OF CHOICE AND PARTICIPATION IN THE COMMUNITY.2 TO ADVANCE PUBLIC EDUCATION ABOUT THE EDUCATIONAL, PHYSICAL, PSYCHOLOGICAL AND EMOTIONAL NEEDS OF PEOPLE WITH A LEARNING DIFFICULTY OR LEARNING DISABILITY.3 TO PROMOTE OR ASSIST IN PROMOTING RESEARCH INTO ALL ASPECTS OF SUCH NEEDS AND TO DISSEMINATE THE USEFUL RESULTS OF SUCH RESEARCH FOR THE BENEFIT OF THE PUBLIC.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, MERSEYSIDE.

Data Sources