LIVABILITY

Charity number: 1116530
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Livability is the disability charity committed to enabling children, young people and adults to live a life that adds up for them. Every day, we deliver a wide range of disability care, special education, and rehabilitation services to over 1,000 people who are at the heart of everything we do. Our Christian ethos is why we were founded in 1844 and it's why we still exist today.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£58,370,000

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Donations and legacies £6.03m
Charitable activities £50.91m
Other trading activities £1.26m
Investments £170.00k
Other £0

Total expenditure:
£58,839,000

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Raising funds £1.29m
Charitable activities £56.22m
Other £1.32m

£98,000 investments gains (losses)

Total income includes £48,482,142 from 117 government contract(s) and £7,551 from 2 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.

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Raising funds and other expenditure £2.62m
Charitable expenditure £56.22m

People

1029 Employee(s)

8 Trustee(s)

18 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 4
£70k to £80k 7
£90k to £100k 2
£100k to £110k 1
£150k to £200k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to 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
  • Accommodation/housing
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 11 October 2007: Standard registration
Organisation type:
Charitable company
Other names:
  • SHAFTESBURY (Working name)
  • GROOMS - SHAFTESBURY (Previous name)
  • JOHN GROOMS (Previous name)
  • LIVABILITY (Previous name)
Company number:
05967087 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
  • 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
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Lisa Quinlan-Rahman Trustee 22 June 2022
None on record
DUNCAN INGRAM Trustee 15 April 2022
WEST LONDON YMCA
Received: On time
YMCA St Paul's Group
Received: On time
ROYAL SOCIETY OF WILDLIFE TRUSTS
Received: On time
Rt Revd Richard Frith Trustee 15 April 2022
TWO RIDINGS COMMUNITY FOUNDATION
Received: On time
Tom O'Connor Trustee 15 April 2022
None on record
Canon Susan Johns Trustee 16 January 2020
None on record
John Weaving Trustee 16 January 2020
None on record
Peter Woodall Trustee 16 January 2020
BIRMINGHAM METHODIST CIRCUIT
Received: On time
THE CHURCH AT CARRS LANE
Received: On time
ANDREW WILSON Trustee 21 March 2018
THE WELLS CATHEDRAL CHORISTER TRUST
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 £44.28m £46.14m £53.52m £49.84m £60.42m
Total expenditure £47.02m £48.43m £50.29m £54.13m £58.84m
Income from government contracts £40.02m £2.56m £29.23m £38.39m £48.48m
Income from government grants £67.65k £2.56m £2.23m £248.48k £7.55k
Income - Donations and legacies £4.03m £6.56m £5.96m £3.51m £6.03m
Income - Other trading activities £161.00k £532.00k £2.78m £1.03m £1.26m
Income - Charitable activities £40.02m £38.99m £42.15m £43.82m £50.91m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £65.00k £55.00k £48.00k £190.00k £170.00k
Income - Other £0 £0 £2.58m £1.30m £0
Income - Legacies £1.56m £100.10k £2.29m £1.39m £4.49m
Expenditure - Charitable activities £44.68m £46.41m £45.92m £51.81m £56.22m
Expenditure - Raising funds £1.28m £997.00k £1.68m £1.26m £1.29m
Expenditure - Governance £89.00k £119.00k £70.00k £250.00k £356.11k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £74.00k £74.00k
Expenditure - Other £1.06m £1.02m £2.69m £1.06m £1.32m

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 £39.38m £38.58m £43.17m £42.59m £41.64m
Long-term investments £9.63m £8.55m £7.26m £5.85m £5.83m
Other assets £8.76m £8.25m £12.99m £9.44m £11.22m
Defined benefit pension scheme asset or liability -£748.00k -£3.63m -£37.00k -£24.00k -£1.84m
Total liabilities £17.22m £18.60m £16.10m £16.66m £15.78m

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 27 January 2025 On Time
Accounts and TAR 31 March 2024 27 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 08 February 2024 8 days late Download Open in new window
Annual return 31 March 2022 26 January 2023 On Time
Accounts and TAR 31 March 2022 26 January 2023 On Time Download Open in new window
Annual return 31 March 2021 31 January 2022 On Time
Accounts and TAR 31 March 2021 31 January 2022 On Time Download Open in new window
Annual return 31 March 2020 24 January 2021 On Time
Accounts and TAR 31 March 2020 24 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 16/10/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09/11/2006 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/01/2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 08/11/2013

Charitable objects

3.1 TO ASSIST OR EDUCATE ANY PERSON IN CHARITABLE NEED, AND IN PARTICULAR BUT WITHOUT LIMITATION ANY DISABLED PERSON AND THE PARENTS, GUARDIANS AND CARERS OF SUCH PEOPLE BY WHATEVER MEANS; AND 3.2 TO PROVIDE FACILITIES, SUPPORT, ADVICE AND ASSISTANCE FOR CHRISTIAN CONGREGATIONS, OTHER CHRISTIAN GROUPINGS AND COMMUNITY GROUPS SEEKING TO ALLEVIATE CHARITABLE NEEDS, IN EACH CASE IN A MANNER WHICH AUTHENTICATES THE CHRISTIAN FAITH AND ITS MORAL PRINCIPLES IN A SPIRIT OF LOVE AND PRACTICAL CHRISTIAN SERVICE. FOR THE PURPOSES OF THESE OBJECTS 'CHRISTIAN FAITH' MEANS THE CHRISTIAN FAITH AS REVEALED AND EXPRESSED IN THE HOLY SCRIPTURES BOTH OLD AND NEW TESTAMENTS.

Area of benefit

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

UNDEFINED. IN PRACTICE, NATIONAL.

Linked charities

Linked charities
Linked charity 1116530-3 CHISWICK MISSION
Governing document
TRUST DEED DATED 9 MARCH 1891, AMENDED BY SCHEME DATED 29 SEPT 1918, UNITING DIRECTION DATED 13 AUG 2004. UNITING DIRECTION MADE UNDER S.96 CHARITIES ACT 1993 AND DATED 29 JUNE 2007.
Charitable objects
FOR AN UNCONSECRATED MISSION HALL OR HOUSE FOR THE EXERCISE AND ADVANCEMENT OF PROTESTANT RELIGIOUS AND BENEVOLENT PURPOSES (AND NOT FOR ANY MEETING OF POLITICAL OR SOCIALISTIC OR TRADE UNION CHARACTER
Area of benefit
MIDDLESEX
Registration history
  • 11 October 2007 : Standard registration

Contact information

Address:
Coburg House
1 Coburg St
Gateshead
NE8 1NS
Phone:
0191 300 9970
Email:
info@shaftesburygroup.org
Website:

shaftesburygroup.org