DEVELOPING HEALTH AND INDEPENDENCE

Charity number: 1078154
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Developing Health and Independence is a charity that aims to assist people who are socially excluded as a result of drug or alcohol use, physical or mental ill health, poor housing, lack of employable skills or other means. DHI helps people to lead healthier more integrated lifestyles and helps to create safer more sustainable communities.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£11,083,876

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Donations and legacies £47.65k
Charitable activities £10.98m
Other trading activities £0
Investments £12.68k
Other £38.83k

Total expenditure:
£11,287,456

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Raising funds £30.20k
Charitable activities £11.26m
Other £0

£15,281 investments gains (losses)

Total income includes £6,702,918 from 24 government contract(s) and £1,875,144 from 8 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £30.20k
Charitable expenditure £11.26m

People

211 Employee(s)

7 Trustee(s)

41 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 3
£100k to £110k 1

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 Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • Somerset
  • South Gloucestershire
  • Wiltshire

Governance

Registration history:
  • 10 November 1999: Standard registration
  • 06 March 2014: Funds received from 1049603 PETER'S HOUSE PROJECTS
Organisation type:
Charitable company
Other names:
  • D H I (Working name)
  • DRUGS + HOMELESS INITIATIVE (Working name)
  • THE DRUGS AND HOMELESS INITIATIVE (Previous name)
Company number:
03830311 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Myriam Kniveton Chair 09 March 2021
None on record
Catherine Smith Trustee 09 December 2025
None on record
Natalie Rachel Giles Trustee 23 September 2025
None on record
Joanna Hill Trustee 06 December 2022
None on record
Oliver Charles Hiller Trustee 06 December 2022
None on record
Robert Goodman Trustee 10 September 2019
COMBE DOWN HERITAGE SOCIETY
Received: On time
Tim Marvell Trustee 20 November 2018
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 £6.05m £6.37m £6.67m £7.74m £11.08m
Total expenditure £5.56m £6.06m £6.50m £7.58m £11.29m
Income from government contracts £3.44m £4.99m £5.76m £5.33m £6.70m
Income from government grants £15.55k N/A N/A £1.26m £1.88m
Income - Donations and legacies £6.90k £19.43k £73.50k £42.78k £47.65k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £6.02m £6.34m £6.60m £7.67m £10.98m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £16.40k £9.07k £149 £4.25k £12.68k
Income - Other £0 £0 £0 £28.01k £38.83k
Income - Legacies £0 £0 £0 £10.00k £0
Expenditure - Charitable activities £4.90m £6.00m £6.45m £7.54m £11.26m
Expenditure - Raising funds £654.52k £51.84k £59.12k £41.57k £30.20k
Expenditure - Governance £20.24k £17.88k £18.96k £25.92k £25.92k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £646.88k £1.04k £1.15k £0 £927
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 £3.33m £3.78m £3.57m £3.38m £3.31m
Long-term investments £602.68k £706.06k £729.64k £701.07k £716.67k
Other assets £2.07m £1.72m £2.30m £2.94m £2.37m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.69m £1.50m £1.69m £1.96m £1.52m

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 28 January 2025 On time
Accounts and TAR 31 March 2024 28 January 2025 On time Download Open in new window
Annual return 31 March 2023 11 January 2024 On time
Accounts and TAR 31 March 2023 11 January 2024 On time Download Open in new window
Annual return 31 March 2022 27 January 2023 On time
Accounts and TAR 31 March 2022 27 January 2023 On time Download Open in new window
Annual return 31 March 2021 27 January 2022 On time
Accounts and TAR 31 March 2021 27 January 2022 On time Download Open in new window
Annual return 31 March 2020 27 November 2020 On time
Accounts and TAR 31 March 2020 27 November 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 INCORPORATED 23/08/1999 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 07/09/2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/10/2012 as amended on 18 Sep 2018 as amended on 20 Oct 2021

Charitable objects

3.1 To relieve poverty, sickness and distress, in particular but without limitation amongst persons suffering as a result of drug and alcohol abuse and housing need, through the provision of practical assistance and advice of all kinds including, without limitation, rehabilitation and resettlement and provision of social housing to the homeless and those at risk of homelessness, and educational, legal and medical advice, counselling and assistance. 3.2 To educate the public in the effect of drug and alcohol abuse and housing need. 3.3 To pursue any other charitable purpose of which the Board of Management of the Charity thinks fit to pursue in conjunction with any of the charitable purposes mentioned above.

Area of benefit

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

NOT DEFINED

Contact information

Address:
14 St. James's Parade
BATH
BA1 1UL
Phone:
01225478730
Email:
info@dhi-online.org.uk
Website:

www.dhi-online.org.uk Open in new window