VOLITION - LEEDS

Charity number: 1092126
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Volition is an alliance of voluntary sector organisations that either provide mental and/or physical health services for, or work with, people in Leeds who have mental health issues and/or physical and/or sensory impairments, and/or long-term health conditions

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£807,642

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Donations and legacies £0
Charitable activities £758.16k
Other trading activities £49.48k
Investments £0
Other £0

Total expenditure:
£1,081,600

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Raising funds £0
Charitable activities £1.08m
Other £0

£0 investments gains (losses)

Total income includes £255,622 from 1 government contract(s) and £490,868 from 12 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £0
Charitable expenditure £1.08m

People

22 Employee(s)

10 Trustee(s)

2 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:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Leeds City

Governance

Registration history:
  • 21 May 2002: Standard registration
  • 20 December 2018: Funds received from 1165885 PHYSICAL AND SENSORY IMPAIRMENT NETWORK CIO
  • 26 March 2021: Funds received from 1061315 LEEDS VOLUNTARY SECTOR LEARNING DISABILITIES FORUM
Organisation type:
Charitable company
Other names:
  • VOLITION (Working name)
  • LEEDS VOLUNTARY SECTOR MENTAL HEALTH FORUM (Previous name)
  • PSI VOLITION (Previous name)
Company number:
04046674 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Investing charity funds policy and procedures
  • Investment
  • 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
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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ruth Amanda Kettle Chair 08 January 2015
None on record
Rob Wilson Trustee 17 August 2023
None on record
Mark Sidney Law Trustee 17 August 2023
None on record
Stephen Michael Hoey Trustee 17 August 2023
None on record
Karl Julian Mark Proud Trustee 10 November 2022
None on record
Parmjit Kaur Bhupal Trustee 09 December 2021
None on record
Afran Hanif Trustee 09 December 2021
None on record
Adrian Curtis Trustee 01 February 2021
None on record
Zoe Bawn Trustee 04 February 2020
None on record
James Hill Trustee 04 February 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £691.54k £1.39m £1.07m £1.31m £807.64k
Total expenditure £542.39k £967.17k £804.12k £1.20m £1.08m
Income from government contracts £218.97k £744.97k £302.30k £255.62k £255.62k
Income from government grants £395.00k £559.30k £746.52k £999.95k £490.87k
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £41.14k £56.57k £21.56k £29.51k £49.48k
Income - Charitable activities £619.94k £1.33m £1.05m £1.28m £758.16k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £0 £0 £0
Income - Other £30.45k £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £542.39k £967.17k £804.12k £1.20m £1.08m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £3.95k £3.95k £4.50k £3.25k
Expenditure - Grants institution £0 £620.57k £110.43k £331.08k £197.73k
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £3.75k £5.61k £6.11k £9.23k £863
Long-term investments £0 £0 £0 £0 £0
Other assets £441.54k £841.16k £1.07m £1.17m £910.98k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £87.02k £69.61k £35.56k £34.63k £40.12k

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 2024 22 January 2025 On Time
Accounts and TAR 31 March 2024 22 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 23 January 2023 On Time
Accounts and TAR 31 March 2022 23 January 2023 On Time Download Open in new window
Annual return 31 March 2021 07 December 2021 On Time
Accounts and TAR 31 March 2021 21 December 2021 On Time Download Open in new window
Annual return 31 March 2020 04 December 2020 On Time
Accounts and TAR 31 March 2020 04 December 2020 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 3 AUGUST 2000 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 22 JAN 2018 as amended on 22 Aug 2019

Charitable objects

For the public benefit to promote the preservation of mental and physical health, the relief of persons suffering from mental health illness or from physical and sensory impairments and the relief of those with learning disabilities, in Leeds and the surrounding area ("the area of benefit") and to raise public awareness of such needs.

Area of benefit

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

LEEDS AND THE SURROUNDING AREA

Contact information

Address:
E1 Joseph's Well
Hanover Walk
Westgate
Leeds
West Yorkshire
LS3 1AB
Phone:
01132421321
Email:
hello@forumcentral.org.uk
Website:

www.forumcentral.org.uk Open in new window