SURREY WELFARE RIGHTS UNIT

Charity number: 1062826
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Specialist advice unit supporting organisations in legal areas of welfare rights and community care.

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £356,585
Total expenditure: £305,669

Total income includes £85,000 from 1 government contract(s) and £187,725 from 3 government grant(s)

People

8 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
Where the charity operates:
  • Hampshire
  • Surrey
  • West Sussex

Governance

Registration history:
  • 12 June 1997: Standard registration
  • 04 February 2022: Funds received from 1142319 CITIZENS ADVICE SURREY
Organisation type:
Charitable company
Other names:

No other names

Company number:
03335128 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • 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
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jane Vivien Bourgeois Chair
None on record
Melanie Bussicott Trustee 04 November 2024
None on record
Jan-Pieter Oosterom Trustee 24 July 2023
None on record
Patricia Louise Fisher Trustee 24 July 2023
None on record
Keith O'Neill Trustee 25 April 2022
None on record
Suja Sankarasubramanian Trustee 13 April 2020
None on record
Anne Mary Pirie Trustee 30 July 2018
None on record
Roger Stewart Hurcombe Trustee 10 October 2013
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £205.51k £195.57k £245.44k £293.45k £356.59k
Total expenditure £202.35k £210.74k £230.24k £247.30k £305.67k
Income from government contracts £50.00k £51.75k N/A N/A £85.00k
Income from government grants £88.24k £91.51k £198.87k £219.86k £187.73k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2025 30 December 2025 On time
Accounts and TAR 31 March 2025 30 December 2025 On time Download Open in new window
Annual return 31 March 2024 24 January 2025 On time
Accounts and TAR 31 March 2024 24 January 2025 On time Download Open in new window
Annual return 31 March 2023 23 January 2024 On time
Accounts and TAR 31 March 2023 23 January 2024 On time Download Open in new window
Annual return 31 March 2022 25 January 2023 On time
Accounts and TAR 31 March 2022 25 January 2023 On time Download Open in new window
Annual return 31 March 2021 17 December 2021 On time
Accounts and TAR 31 March 2021 17 December 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 18 MARCH 1997 as amended on 24 Nov 1999 as amended on 14 Oct 2005 as amended on 13 Dec 2010 as amended on 18 Feb 2019 as amended on 01 Aug 2019 as amended on 24 Sep 2019 as amended on 22 Jul 2024 as amended on 22 Jul 2024

Charitable objects

Objects 4. The charity’s objects (‘Objects’) are specifically: to promote any charitable purpose for the public benefit by the advancement of education, the protection and preservation of health and the relief of poverty, sickness and distress in particular, but without limitation, for the benefit of the community in Surrey and surrounding areas.

Area of benefit

The area the charity can operate in, as set out in its governing document.

SURREY

Contact information

Address:
UNIT 14A
MONUMENT WAY DEPOT
MONUMENT WAY EAST
WOKING
SURREY
GU21 5LY
Phone:
01483492929
Email:
bureau@swru.org
Website:

www.swru.org Open in new window