Finance Score: 0

Governance Score: 1

Support Score: 9

No PartB

No volunteer policy: -2
Gender balanced board: +3

Grant maker support: +9

Overall GiG Score: 10

INVICTUS WELLBEING FOUNDATION CIO

Provision of mental health and emotional wellbeing support for children and young people in the Yorkshire area.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers including the Government recently
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

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	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£480,167	£404,457	£75,710	15
31/03/22	*	£152,617	£79,952	£72,665	30

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 3 years

www.invictuswellbeing.com

enquiries@invictuswellbeing.com

01422730015

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Specialty hospitals (incl psychiatric and substance abuse)

How it operates

Acts as an umbrella or resource body
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies

Who works here?

Unknown number of employees
15 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.

Major supporters in last 5 years

Community Foundation for Calderdale	£232,332
National Lottery Community Fund	£10,000
Co-Op Foundation	£9,980
Sir George Martin Trust	£4,000

Specific Donations

Amount	When Months	To be used for
Community Foundation for Calderdale - Try High 2024
£30,654	01/12/2023	Grant to Invictus Wellbeing Foundation CIO
National Lottery Community Fund - Supporting Bradford Youth Mental Health
£10,000	04/08/2023	The funding will be used by the project to offer one-to-one support sessions and group sessions around mental health and wellbeing for young people between the ages of five-17. The project aims to ....more The funding will be used by the project to offer one-to-one support sessions and group sessions around mental health and wellbeing for young people between the ages of five-17. The project aims to bridge the gap between counselling and no support helping to reduce isolation and improve mental health and wellbeing.
Community Foundation for Calderdale - Try High Holiday Club - May & October
£7,140	28/04/2023	Grant to Invictus Wellbeing Foundation CIO
Community Foundation for Calderdale - Try High Holiday Club - 2023
£54,309	13/02/2023	Grant to Invictus Wellbeing Foundation CIO
Community Foundation for Calderdale - The BREW Project - Mixenden, Illingworth, Ovenden
£10,000	15/12/2022	Grant to Invictus Wellbeing Foundation CIO
Co-Op Foundation - COPE Bereavement Support Project
£9,980	07/12/2022	This project will support young people who have lost loved ones and friends (in sudden or traumatic circumstances) to deal with their grief and loss, feel empowered to discuss their experiences, and ....more This project will support young people who have lost loved ones and friends (in sudden or traumatic circumstances) to deal with their grief and loss, feel empowered to discuss their experiences, and help their peers to do the same.
Community Foundation for Calderdale - Community Support Workers x 2
£20,000	29/11/2022	Grant to Invictus Wellbeing Foundation CIO
Sir George Martin Trust - Grant to Invictus Wellbeing
£4,000	07/11/2022	Core costs for Youth Welfare & Education
Community Foundation for Calderdale - Try High Holiday Club
£8,000	08/09/2022	Grant to Invictus Wellbeing Foundation CIO
Community Foundation for Calderdale - Try High Holiday Club - 2022
£53,952	25/03/2022	Grant to Invictus Wellbeing Foundation CIO
Community Foundation for Calderdale - Try High Holiday Club
£9,702	04/02/2022	Grant to Invictus Wellbeing Foundation CIO
Community Foundation for Calderdale - Tag Talks
£3,757	07/12/2021	Tag talks (Age17-24) is a mixture of physical activity, emotional wellbeing support and cohesion building through recreational activity in the form of Tag Rugby. We will provide a weekly recreational ....more Tag talks (Age17-24) is a mixture of physical activity, emotional wellbeing support and cohesion building through recreational activity in the form of Tag Rugby. We will provide a weekly recreational session of Tag Rugby that will allow time before, during and after the session for participants to speak with emotional wellbeing professionals from Invictus Wellbeing. This can be about college, university, work, home life or any other topic that they would like to get off their chest. The aim of the project is to create a safe but active environment in which participants know that they can receive help.
Community Foundation for Calderdale - Try High - Winter Project
£6,350	18/11/2021	Grant to Invictus Wellbeing Foundation CIO
Community Foundation for Calderdale - Youth Wellbeing Ambassadors + Peer Support
£4,820	16/11/2021	Grant to Invictus Wellbeing Foundation CIO
Woodward Charitable Trust - Core costs
£1,000	10/11/2021	Core costs
Community Foundation for Calderdale - Try High Holiday Club
£5,000	30/09/2021	Grant to Invictus Wellbeing Foundation CIO
The Leathersellers' Company Charitable Fund - Grant to Invictus Wellbeing Foundation CIO
£1,000	16/09/2021	Small Grant Unrestricted Core Costs
Community Foundation for Calderdale - Try High Holiday Club
£18,648	12/07/2021	Grant to Invictus Wellbeing Foundation CIO

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ALEXANDER GERALD BERRY (Chair) Appointed: 2021

BENJAMIN JACK HEAVYSIDE Appointed: 2022

ELIZABETH LEE Appointed: 2023

JEREMY HALL Appointed: 2021

MARK CHRISTOPHER PEARSON Appointed: 2021

SOPHIE VARLEY Appointed: 2022

Legal constitution

Charity registered in England & Wales on 13/01/2021, number: 1193094

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
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

Filing Record

2 returns made; AR22: 1 days late,

Main office

Office Suite E323
EMill
Dean Clough
Halifax

Objectives

FOR THE PUBLIC BENEFIT, TO RELIEVE THE NEEDS OF YOUNG PEOPLE IN YORKSHIRE AFFECTED BY, OR AT RISK OF DEVELOPING, POOR MENTAL HEALTH, IN PARTICULAR, BUT NOT EXCLUSIVELY BY:A) WORKING WITH SPECIALIST AGENCIES AND MENTAL HEALTH PROFESSIONALS TO PROVIDE COUNSELLING AND RELATED MENTAL HEALTH SUPPORT;B) RAISING AWARENESS AND PROVIDING INFORMATION TO PEOPLE WITHIN THE COMMUNITY ABOUT MENTAL HEALTH ILLNESSES AND WAYS TO MAINTAIN GOOD MENTAL HEALTH.

Data Sources