Finance Score: 0
Governance Score: 1
Support Score: 10
  • No PartB
  • No volunteer policy: -2
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 11 ?

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£404£76n/a
31/03/22*£153£80£73n/a
Highest pay bracket: less than £60,000
Established: 4 years

www.invictuswellbeing.com

enquiries@invictuswellbeing.com

01422730015

Charity Commission for England and WalesFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • General Charitable Purposes
  • Other Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Specialty hospitals (incl psychiatric)
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 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
Community Foundation for Calderdale£232,332
National Lottery Community Fund£10,000
Co-Op Foundation£9,980
Sir George Martin Trust£7,333
Specific Donations
Amount When
Months
To be used for
Leeds Community Foundation - Invictus Rocks
£3,970 24/06/2024
Grant to Invictus Wellbeing
Sir George Martin Trust - Grant to Invictus Wellbeing
£3,333 15/03/2024
Core costs for Youth Welfare & Education
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 bridge the gap between counselling and no support ....more
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 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 session of Tag Rugby that will allow time before, ....more
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
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

  • ALEXANDER GERALD BERRY (Chair) Appointed: 2021
  • BENJAMIN JACK HEAVYSIDE Appointed: 2022
  • ELIZABETH LEE Appointed: 2023
  • JEREMY HALL Appointed: 2021
  • KEIRA TYNAN Appointed: 2024
  • MARK CHRISTOPHER PEARSON Appointed: 2021
  • MARY LOIACONO Appointed: 2024
  • 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

Charity Commission for England and Wales
360 Giving

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great