THE SPINAL UNIT ACTION GROUP

Charity Number: 1101507
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Support patients and former patients of the Southport Regional Spinal Injuries Centre by provision of grants or equipment and to provide a hostel care facility at 6 Weld Road Southport

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£724,096

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Donations and legacies £15.90k
Charitable activities £673.86k
Other trading activities £1.93k
Investments £18.51k
Other £13.90k

Total expenditure:
£743,047

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Raising funds £6.41k
Charitable activities £736.63k
Other £0

£50,615 investments gains (losses)

Total income includes £673,855 from 1 government contract(s) and £9,698 from 1 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 £6.41k
Charitable expenditure £736.63k

People

29 Employee(s)

9 Trustee(s)

10 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
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Accommodation/housing
Who the charity helps:
  • People With Disabilities
How the charity helps:
  • Makes Grants To Individuals
  • Provides Human Resources
  • Provides Services
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Sefton

Governance

Registration history:
  • 14 January 2004: Standard registration
Organisation type:
Charitable company
Other names:
  • SUAG (Working name)
Company number:
04651429 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
  • Financial Conduct Authority
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints 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
  • 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
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ian James Lovelady Trustee 25 September 2024
None on record
Nicola Ivanovic Trustee 27 September 2023
None on record
Vivienne Boydell Trustee 29 September 2021
None on record
Julie Cheasman Jones Trustee 01 October 2014
None on record
ANITA HENDERSON Trustee 01 October 2014
None on record
SUSAN PAMELA CRILLY Trustee
None on record
MICHAEL ALBERT WREN Trustee
None on record
MARGARET RUTH MAULE Trustee
None on record
PRADIP KUMAR SETT Trustee
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 £504.17k £524.36k £539.34k £578.22k £724.10k
Total expenditure £480.13k £508.87k £558.10k £601.63k £743.05k
Income from government contracts £31.00k £450.26k £477.07k £521.13k £673.86k
Income from government grants N/A £30.18k £29.17k £13.21k £9.70k
Income - Donations and legacies £26.08k £24.91k £10.93k £20.80k £15.90k
Income - Other trading activities £0 £175 £787 £783 £1.93k
Income - Charitable activities £458.14k £450.26k £477.07k £521.13k £673.86k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £15.75k £14.64k £17.19k £18.09k £18.51k
Income - Other £4.20k £34.38k £33.37k £17.41k £13.90k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £473.85k £502.14k £527.75k £594.88k £736.63k
Expenditure - Raising funds £6.28k £6.73k £30.34k £6.76k £6.41k
Expenditure - Governance £0 £25.40k £26.34k £27.68k £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £6.73k £7.57k £6.76k £6.41k
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 £2.65k £2.12k £1.69k £4.42k £3.53k
Long-term investments £573.31k £731.94k £749.79k £685.28k £682.03k
Other assets £132.46k £150.58k £126.26k £123.01k £154.25k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £51.47k £45.17k £49.92k £50.70k £46.14k

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 02 December 2024 On Time
Accounts and TAR 31 March 2024 02 December 2024 On Time Download Open in new window
Annual return 31 March 2023 15 January 2024 On Time
Accounts and TAR 31 March 2023 15 January 2024 On Time Download Open in new window
Annual return 31 March 2022 31 October 2022 On Time
Accounts and TAR 31 March 2022 31 October 2022 On Time Download Open in new window
Annual return 31 March 2021 23 September 2021 On Time
Accounts and TAR 31 March 2021 23 September 2021 On Time Download Open in new window
Annual return 31 March 2020 10 February 2021 10 days late
Accounts and TAR 31 March 2020 10 February 2021 10 days late 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 29 JANUARY 2003

Charitable objects

TO ASSIST AND RELIEVE PATIENTS AND FORMER PATIENTS OF THE REGIONAL SPINAL INJURIES UNIT BASED AT THE DISTRICT HOSPITAL IN SOUTHPORT AND GENERALLY SUPPORT THE WORK OF THE CENTRE AND TO CARRY ON ANY OTHER CHARITABLE WORK WHATSOEVER WHICH CAN ADVANTAGEOUSLY BE CARRIED ON BY THE CHARITY IN CONJUNCTION WITH THE AFORESAID OBJECTS

Area of benefit

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

SOUTHPORT, MERSEYSIDE

Contact information

Address:
Spinal Unit Action Group
6 Weld Road
SOUTHPORT
Merseyside
PR8 2AZ
Phone:
07592 020648
Email:
spinalunitactiongroup@yahoo.co.uk
Website:

www.suag.co.uk Open in new window