Finance Score: -3

Governance Score: 2

Support Score: 5

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

Only 4 Trustees: -1
Gender balanced board: +3

Overall weighted support: +5

Overall GiG Score: 4

VETERANS IN SEFTON

Befriending and mentoring service for our beneficiaries; information, advice and guidance; earlyintervention psychological support; NAAFI style socialization service; deliver presentations and trainingsessions to the general public about the armed forces, servicemen, their experiences, the impact on theirwell being and the challenge they face when reorienting back into the civil community.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Why are there only 4 trustees?

Financial issues to consider:

Income has been volatile recently and was significantly lower than spending in the latest year
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£112	£1,414	£-1,302	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£164	£125	£39	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£164	£125	£39	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£111	£112	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£87	£77	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£44	£46	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	*	£56	£10	£46	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 8 years

veteransinsefton.org

info@veteransinsefton.org.uk

07545129569

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Philanthropic intermediaries and volunteering

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Sefton,

Who it helps

Other Defined Groups
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Ministry of Defence	£35,000
National Lottery Community Fund	£9,805
DCMS	£8,370

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Wellbeing Anabasis Retreat
£9,805	03/02/2023	The funding will be used to deliver a peer led programme of eight three day residential wellbeing courses and support from their well-being care team for veterans to support their mental health needs and personal development and address issues ....more The funding will be used to deliver a peer led programme of eight three day residential wellbeing courses and support from their well-being care team for veterans to support their mental health needs and personal development and address issues linked to trauma stress anxiety and PTSD.
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000	13/11/2020	The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.
DCMS - Coronavirus Community Support Fund
£8,370	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 operate, thereby reducing the burden on public ....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 - Veterans in Sefton
£315,604	26/06/2019 48	The organisation aids veterans, serving personnel and their families on a range of issues, including housing, employment, health related issues, family support, and general welfare needs, essential life-skills to help them ease back into to civilian ....more The organisation aids veterans, serving personnel and their families on a range of issues, including housing, employment, health related issues, family support, and general welfare needs, essential life-skills to help them ease back into to civilian society. Funding will be used for staff costs and rent.
National Lottery Community Fund - Veterans in Sefton Holistic Support Programme
£9,876	23/11/2018 12	The group will use the funding to develop a Holistic Support Programme for the ex-forces community, with the aim of raising self-esteem and mental well-being. Funding will go towards a psychotherapist, volunteer expenses, telephone and rent.
Ministry of Defence - ALB - Armed forces Covenant Fund Trust- Covenent Fund
£19,992	01/04/2018	Armed Forces Covenant Local Grants for local projects that support community integration or local delivery of services.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

JONATHAN ROBERT PRICE Appointed: 2016

PAULETTE LAPPIN Appointed: 2018

SHIRLEY ANN HUNTER (Chair) Appointed: 2022

STEPHEN CALDERBANK Appointed: 2018

Legal constitution

Charity registered in England & Wales on 08/07/2016, number: 1168128

Gift Aid

NOT 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 charity financial controls 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
Volunteer management

Filing Record

7 returns made; AR22: 235 days late, AR21: 2 days late, AR17: 2 days late,

Main office

Objectives

TO RELIEVE THE NEED OF PERSONS LIVING IN SEFTON, MERSEYSIDE AND SURROUNDING AREAS, WHO ARE CURRENTLY SERVING OR WHO HAVE SERVED IN THE ARMED FORCES, BOTH REGULAR AND RESERVISTS, THEIR FAMILIES AND DEPENDENTS, BY ADVANCING ANY LAWFUL CHARITABLE PURPOSE AT THE DISCRETION OF THE TRUSTEES AND IN PARTICULAR BUT NOT EXCLUSIVELY BY:-- PROVIDING OPPORTUNITIES TO PARTICIPATE IN ACTIVITIES WHICH PROMOTE THEIR SOCIAL INCLUSION; - PROVIDING COUNSELLING, ADVICE AND MENTORING SUPPORT;- PROMOTING AND PROTECTING THEIR HEALTH AND WELL BEING;- ADVANCING THE EDUCATION AND AWARENESS OF THE PUBLIC IN THE ARMED FORCES AND;TO PROMOTE AND ORGANISE COOPERATION IN THE ACHIEVEMENT OF THE ABOVE PURPOSES.

Data Sources

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