R NATIONAL REALISATIONS (2024)
Charity overview
Activities - how the charity spends its money
Relate delivers via a national network a wide range of services to individuals and corporate bodies. Activities include: relationship counselling, sex therapy, family counselling, services for young people, mediation services, counselling in primary care settings, telephone counselling, Reveal online relationship assessment service, national email counselling service, education and learning, etc
Income and expenditure
Data for financial year ending 31 March 2023
Total income:
£7,583,000
| Donations and legacies | £759.00k | |
| Charitable activities | £5.99m | |
| Other trading activities | £0 | |
| Investments | £5.00k | |
| Other | £827.00k |
Total expenditure:
£7,295,000
| Raising funds | £0 | |
| Charitable activities | £6.68m | |
| Other | £614.00k |
£0 investments gains (losses)
Total income includes £338,000 from 1 government contract(s) and £673,000 from 8 government grant(s)
Charitable expenditure
Charitable expenditure with investment gains
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.
| Raising funds and other expenditure | £614.00k | |
| Charitable expenditure | £6.68m | |
| Retained for future use | £288.00k |
People
303 Employee(s)
14 Trustee(s)
130 Volunteer(s)
Employees with total benefits over £60,000
| Number of employees | |
|---|---|
| £130k to £140k | 1 |
Fundraising
Trading
Trustee payments
What, who, how, where
- General Charitable Purposes
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Children/young People
- Elderly/old People
- People With Disabilities
- Other Charities Or Voluntary Bodies
- The General Public/mankind
- Provides Services
- Provides Advocacy/advice/information
- Sponsors Or Undertakes Research
- Acts As An Umbrella Or Resource Body
- Throughout England And Wales
- Germany
Governance
- 22 September 1962: Standard registration
- 20 December 2019: Funds received from 1105903 RELATE WEST AND MID KENT
- 18 November 2020: Funds received from 1111473 RELATE EAST KENT LTD
- 29 January 2021: Funds received from 1096688 RELATE BEDFORDSHIRE AND LUTON
- 29 January 2021: Funds received from 1071567 RELATE OXFORDSHIRE
- 15 February 2021: Funds received from 1091414 RELATE, BRIGHTON, HOVE, EASTBOURNE, WORTHING AND D...
- 13 May 2021: Funds received from 1100697 RELATE BROMLEY
- 14 May 2021: Funds received from 1103163 RELATE PORTSMOUTH & DISTRICT
- 20 May 2021: Funds received from 1105561 RELATE CYMRU
- 13 July 2021: Funds received from 1067065 RELATE EXETER & DISTRICT
- 13 July 2021: Funds received from 1068906 RELATE NORFOLK AND SUFFOLK
- 13 July 2021: Funds received from 1080334 RELATE NORTH EAST
- 13 July 2021: Funds received from 1055953 RELATE NORTHUMBERLAND AND TYNESIDE
- 23 December 2021: Funds received from 1074509 RELATE BERKSHIRE LTD
- RELATE CENTRAL OFFICE (Working name)
- RELATE (Previous name)
- 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
- 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
- Trustee expenses policy and procedures
- Volunteer management
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
14 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Ffion Griffith | Chair | 13 June 2023 |
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| Jeremy Gershon Tobias-Tarsh | Trustee | 25 March 2024 |
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| Jayne Hall | Trustee | 01 November 2023 |
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| Mohammed Faizal Mead | Trustee | 01 November 2023 |
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| Ian David Pleace | Trustee | 09 June 2022 |
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| Mubeen Fazal Bhutta | Trustee | 08 March 2022 |
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| Debra Clark | Trustee | 09 November 2021 |
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| Daniel Peters | Trustee | 09 November 2021 |
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| Mauro Mortali | Trustee | 27 April 2020 |
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| Anthony Perryman | Trustee | 06 November 2019 |
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| Michele Grant | Trustee | 06 November 2019 |
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| Malcolm Pearson | Trustee | 06 November 2019 |
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| Matthew Robert Chaplin | Trustee | 12 September 2019 |
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| Patricia Whiteside | Trustee | 02 November 2017 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2019 | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | ||
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Total gross income | £10.15m | £8.16m | £8.42m | £7.28m | £7.58m | |
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Total expenditure | £9.65m | £9.36m | £8.36m | £7.24m | £7.30m | |
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Income from government contracts | £1.87m | £1.05m | £1.07m | £954.00k | £338.00k | |
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Income from government grants | N/A | N/A | £771.00k | £38.00k | £673.00k | |
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Income - Donations and legacies | £2.11m | £174.00k | £41.00k | £52.00k | £759.00k | |
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Income - Other trading activities | £619.00k | £616.00k | £206.00k | £647.00k | £0 | |
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Income - Charitable activities | £7.43m | £7.37m | £8.18m | £6.58m | £5.99m | |
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Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
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Income - Investment | £3.00k | £2.00k | £0 | £0 | £5.00k | |
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Income - Other | £0 | £0 | £0 | £0 | £827.00k | |
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Income - Legacies | £0 | £112.00k | £0 | £0 | £759.00k | |
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Expenditure - Charitable activities | £9.65m | £8.83m | £7.85m | £6.79m | £6.68m | |
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Expenditure - Raising funds | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Governance | £149.76k | £0 | £32.00k | £18.23k | £51.00k | |
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Expenditure - Grants institution | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Investment management | £0 | £0 | £0 | £0 | £0 | |
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Expenditure - Other | £0 | £521.00k | £514.00k | £454.00k | £614.00k |
Assets and liabilities
Definitions for assets and liabilities
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 InvestmentsInvestments 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.
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 liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese 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.
| Asset / Liability | 31/03/2019 | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | ||
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Own use assets | £1.06m | £1.12m | £752.00k | £802.00k | £1.17m | |
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Long-term investments | £0 | £0 | £0 | £0 | £0 | |
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Other assets | £2.24m | £1.02m | £1.98m | £1.55m | £1.39m | |
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Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
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Total liabilities | £932.00k | £962.00k | £1.49m | £1.07m | £990.00k |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
|---|---|---|---|---|
| Annual return | 31 March 2024 | |||
| Accounts and TAR | 31 March 2024 | |||
| Annual return | 31 March 2023 | |||
| Accounts and TAR | 31 March 2023 | |||
| Annual return | 31 March 2022 | |||
| Accounts and TAR | 31 March 2022 | |||
| Annual return | 31 March 2021 | 17 January 2022 | On Time | |
| Accounts and TAR | 31 March 2021 | 17 January 2022 | On Time | Download Open in new window |
| Annual return | 31 March 2020 | 27 January 2021 | On Time | |
| Accounts and TAR | 31 March 2020 | 27 January 2021 | On Time | Download Open in new window |