INDEPENDENCE INITIATIVE LIMITED

Charity number: 1073291
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We support the long term recovery and reintegration of the most socially excluded members of society across Merseyside. We provide individually tailored packages to assist with re-entry into mainstream activities such as employment, education, or voluntary work. This is all delivered on a one-to-one basis to ensure that every individual can achieve a positive outcome shaped by them.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £357,239
Total expenditure: £394,558

People

7 Trustee(s)

8 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:
  • General Charitable Purposes
  • Education/training
  • Accommodation/housing
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Knowsley
  • Liverpool City
  • Sefton
  • St Helens
  • Wirral

Governance

Registration history:
  • 13 January 1999: Standard registration
Organisation type:
Charitable company
Other names:
  • INDEPENDENCE INITIATIVE (Working name)
Company number:
03525955 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
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sarah Greenwood Trustee 10 December 2024
None on record
Sharron McGuinness Trustee 10 October 2022
None on record
Simon Morris Trustee 04 October 2019
None on record
BARRY CANNING EATON Trustee 01 April 2016
None on record
STUART ANTON CREAK Trustee
None on record
NIGEL EDMUND BELLAMY Trustee
PARENTING 2000
Received: On time
BRIGHTER LIVING PARTNERSHIP
Received: On time
HOME-START SOUTHPORT & FORMBY
Received: On time
SOUTH SEFTON DEVELOPMENT TRUST
Received: On time
JON WILD Trustee
CARING CONNECTIONS LIMITED
Received: On time

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 £231.40k £403.57k £334.09k £401.91k £357.24k
Total expenditure £257.20k £306.77k £353.01k £374.70k £394.56k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 20 December 2024 On time
Accounts and TAR 31 March 2024 20 December 2024 On time Download Open in new window
Annual return 31 March 2023 06 November 2023 On time
Accounts and TAR 31 March 2023 06 November 2023 On time Download Open in new window
Annual return 31 March 2022 10 January 2023 On time
Accounts and TAR 31 March 2022 10 January 2023 On time Download Open in new window
Annual return 31 March 2021 20 January 2022 On time
Accounts and TAR 31 March 2021 20 January 2022 On time Download Open in new window
Annual return 31 March 2020 13 January 2021 On time
Accounts and TAR 31 March 2020 13 January 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 INCORPORATED 23/10/1998 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 24/11/2015

Charitable objects

THE OBJECTS OF THE CHARITY ARE: 1. TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BEING SOCIALLY EXCLUDED BY RELIEVING THEIR NEEDS AND ASSISTING THEM TO INTEGRATE INTO SOCIETY; 2. THE RELIEF OF POVERTY, THE PHYSICAL AND MENTAL SICKNESS AND DISTRESS OF PERSONS IN NEED BY REASON OF ADDICTION TO DRUGS, ALCOHOL AND OTHER SIMILAR SUBSTANCES AND THEIR FAMILIES, IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) BY THE PROVISION OF SERVICES DESIGNED TO FACILITATE THE LONG TERM REHABILITATION OF SUCH PERSONS AND THE PROVISION OF SUPPORT TO THEIR FAMILIES; 3. THE PREVENTION OF DEPENDENCE ON DRUGS, ALCOHOL AND OTHER SIMILAR SUBSTANCES; 4. THE EDUCATION AND TRAINING OF THE PUBLIC REGARDING THE DANGERS OF DRUGS, ALCOHOL AND OTHER SIMILAR SUBSTANCES AND CONSTRUCTIVE MEANS OF DEALING WITH SUCH DANGERS; FOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY. AS A RESULT OF ONE OR MORE OF THE FOLLOWING FACTORS: SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; ILL HEALTH (PHYSICAL OR MENTAL); RELATIONSHIP AND FAMILY BREAKDOWN; DOMESTIC VIOLENCE; UNEMPLOYMENT; FINANCIAL HARDSHIP; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS); CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY).

Area of benefit

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

NOT DEFINED

Contact information

Address:
64-68 BALLIOL ROAD
BOOTLE
MERSEYSIDE
L20 7EJ
Phone:
01513456639
Email:
jimbrett@independenceinitiative.co.uk
Website:

www.independenceinitiative.co.uk Open in new window