FAMILY ACTION

Charity Number: 264713
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To preserve and protect the good health (in particular the mental health) of children and families, other individuals and groups within the community and to provide services, advice and grants to children, adults and families.

Income and expenditure

Data for financial year ending 31 March 2024

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.

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:
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales
  • Isle Of Man

Governance

Registration history:
  • 27 May 1963: Standard registration
Organisation type:
Charitable company
Other names:
  • FNA (Working name)
  • FAMILY WELFARE ASSOCIATION (Previous name)
  • FAMILY WELFARE ASSOCIATION LIMITED (Previous name)
Company number:
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
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
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Philippa Lisa Kramer Trustee 13 February 2025
None on record
Louise Turnbull Posocco Trustee 15 February 2024
None on record
Jennifer Anne Holly Trustee 06 July 2023
None on record
Katherine Marie Prince Trustee 06 July 2023
None on record
Caroline Walsh Trustee 04 May 2023
None on record
Charlotte Heiss Trustee 04 May 2023
None on record
Melanie Williams Browne Trustee 11 February 2021
None on record
Ayodele Arogundade Trustee 11 February 2021
None on record
Dez Holmes Trustee 22 March 2018
None on record
Ian Raymond Hargrave Trustee 22 March 2018
PORTSMOUTH ABUSE AND RAPE COUNSELLING SERVICE
Received: On time
FRIENDSHIP WORKS
Received: On time
PAC-UK LTD
Received: On time
BUILDING A NEW DIRECTION LIMITED
Received: On time
OLD EPSOMIAN CLUB 1952 TRUST FUND
Received: On time
Philippe Michael Broadhead Trustee 22 March 2018
None on record
Paul John Hayes Trustee 11 January 2016
None on record
ROBERT WILFRID TAPSFIELD Trustee 11 January 2016
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 £37.29m £41.07m £35.23m £39.00m £40.36m
Total expenditure £35.81m £38.11m £32.78m £36.91m £39.32m
Income from government contracts £30.46m £31.20m £24.92m £28.32m £30.75m
Income from government grants £1.47m £375.47k £818.99k £632.20k £697.75k
Income - Donations and legacies £1.30m £3.61m £2.62m £5.11m £3.32m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £35.63m £37.21m £32.10m £33.52m £36.44m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £364.00k £241.00k £288.00k £369.00k £610.00k
Income - Other £0 £0 £223.00k £0 £0
Income - Legacies £41.68k £9.90k £266.87k £840.49k £58.78k
Expenditure - Charitable activities £35.08m £37.58m £32.20m £36.30m £38.57m
Expenditure - Raising funds £732.00k £537.00k £581.00k £616.00k £753.00k
Expenditure - Governance £31.00k £32.00k £32.00k £40.00k £40.00k
Expenditure - Grants institution £300.00k £2.90m £0 £0 £0
Expenditure - Investment management £75.00k £80.00k £119.00k £95.00k £170.00k
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 £6.62m £4.59m £4.75m £4.59m £4.50m
Long-term investments £9.46m £11.06m £11.21m £10.08m £10.25m
Other assets £12.65m £13.72m £17.35m £18.01m £19.92m
Defined benefit pension scheme asset or liability -£5.46m -£13.97m -£12.48m -£9.68m -£10.86m
Total liabilities £6.17m £2.54m £3.95m £2.33m £3.00m

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 05 November 2024 On Time
Accounts and TAR 31 March 2024 05 November 2024 On Time Download Open in new window
Annual return 31 March 2023 18 January 2024 On Time
Accounts and TAR 31 March 2023 18 January 2024 On Time Download Open in new window
Annual return 31 March 2022 20 December 2022 On Time
Accounts and TAR 31 March 2022 20 December 2022 On Time Download Open in new window
Annual return 31 March 2021 09 December 2021 On Time
Accounts and TAR 31 March 2021 09 December 2021 On Time Download Open in new window
Annual return 31 March 2020 04 February 2021 4 days late
Accounts and TAR 31 March 2020 17 February 2021 17 days late Download Open in new window
Submit annual return Open in new window

Linked charities

Linked charities
Governing document
SCHEMES OF 14 APRIL 1950, 3 JANUARY 1957, 4 MAY 1962 AND 22 OCTOBER 1975
Charitable objects
FOR THE BENEFIT OF POOR BOYS AND GIRLS BY: 1) THE PROVISION OF ONE OR MORE SCHOLARSHIPS, EXHIBITIONS OR MAINTENANCE ALLOWANCES AT ANY RECOGNISED SECONDARY SCHOOL OR AT ANY INSTITUTION OF TECHNICAL, PROFESSIONAL OR INDUSTRIAL INSTRUCTION; 2) APPRENTICESHIP TO ANY SKILLED TRADES OR INDUSTRIAL EMPLOYMENT; 3) ASSISTANCE IN THE SHAPE OF GRANTS TO ENABLE CANDIDATES TO ATTEND ANY DAY OR EVENING COURSE OF INSTRUCTION RELATING TO TECHNICAL OR ANY FORM OF PROFESSIONAL OR INDUSTRIAL EDUCATION; 4) IN OTHERWISE PROMOTING THEIR EDUCATION, INCLUDING SOCIAL AND PHYSICAL TRAINING.
Area of benefit
METROPOLITAN BOROUGH OF BETHNAL GREEN
Registration history
  • 27 May 1963 : Standard registration

Contact information

Address:
Family Action
34 Wharf Road
LONDON
N1 7GR
Phone:
07917838573