SEFTON ADVOCACY

Charity Number: 1094825
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity provides advocacy and information services to vulnerable residents of Sefton. Its objects are to relieve these vulnerable residents from social exclusion empowering them to make informed decisions and choices about their lives to achieve change. The charity promotes confidence to speak out and where this is not possible will represent and speak on behalf of the service user.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £373,620
Total expenditure: £337,973

People

5 Trustee(s)

16 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
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Economic/community Development/employment
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Services
  • Provides Advocacy/advice/information
  • Other Charitable Activities
Where the charity operates:
  • Liverpool City
  • Sefton

Governance

Registration history:
  • 28 November 2002: Standard registration
  • 22 February 2020: Funds received from 1055951 SEFTON PENSIONERS ADVOCACY CENTRE
Organisation type:
Charitable company
Other names:

No other names

Company number:
04501827 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
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Susan Bell Trustee 20 September 2017
None on record
Ian Jones Trustee 20 September 2017
None on record
Lionel Johnson Trustee 20 September 2017
None on record
Helen Robins Trustee 20 September 2017
None on record
IAN PARKER Trustee 05 September 2013
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £355.89k £379.15k £374.21k £373.62k £373.62k
Total expenditure £388.58k £403.53k £372.08k £337.97k £337.97k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £351.73k £377.32k £372.24k £373.01k 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 23 September 2024 On Time
Accounts and TAR 31 March 2024 23 September 2024 On Time Download Open in new window
Annual return 31 March 2023 09 April 2024 69 days late
Accounts and TAR 31 March 2023 09 April 2024 69 days late Download Open in new window
Annual return 31 March 2022 29 November 2022 On Time
Accounts and TAR 31 March 2022 29 November 2022 On Time Download Open in new window
Annual return 31 March 2021 01 December 2021 On Time
Accounts and TAR 31 March 2021 01 December 2021 On Time Download Open in new window
Annual return 31 March 2020 23 December 2020 On Time
Accounts and TAR 31 March 2020 23 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 2 AUGUST 2002 AS AMENDED BY SPECIAL RESOLUTION DATED 6 NOVEMBER 2002.

Charitable objects

TO RELIEVE PEOPLE WITH LEARNING DISABILITIES OR PHYSICAL, SENSORY OR OTHER IMPAIRMENT, MENTAL ILL HEALTH OR WHO ARE VULNERABLE DUE TO SOCIAL OR ECONOMIC CIRCUMSTANCES AND WHO ARE LIVING OR HAVE FAMILY TIES IN THE METROPOLITAN BOROUGH OF SEFTON (HEREINAFTER CALLED THE BENEFICIARIES) THROUGH THE PROVISION OF ADVICE, INFORMATION AND SUPPORT IN ORDER TO GAIN ACCESS TO EDUCATIONAL, ECONOMIC, HEALTH, HOUSING , LEISURE, SOCIAL WELFARE AND OTHER SERVICES ON THE SAME BASIS AS OTHERS WITHOUT SUCH DISADVANTAGES THROUGH THE DEVELOPMENT OF ADVOCACY IN ALL ITS FORMS.

Area of benefit

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

SEFTON MBC, MERSEYSIDE.

Contact information

Address:
11 Hoghton Street
Southport
Merseyside
PR9 0NS
Phone:
01704500500
Email:
info@seftonadvocacy.org
Website:

www.seftonadvocacy.org Open in new window