WELFARE BENEFITS UNIT

Charity Number: 1164225
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Welfare Benefits Unit offers specialist welfare benefits advice to those who work with members of the public. We provide independent support through our advice line (North Yorkshire and York), publications, training, consultancy, campaigns and projects.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £190,525
Total expenditure: £218,147

Total income includes £101,995 from 1 government contract(s) and £49,997 from 4 government grant(s)

People

7 Trustee(s)

1 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
  • Disability
  • The Prevention Or Relief Of Poverty
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:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 02 November 2015: CIO registration
  • 26 October 2016: Funds received from 519099 NORTH YORKSHIRE WELFARE BENEFITS UNIT
Organisation type:
CIO
Other names:
  • WBU (Working name)
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
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
PAUL MURPHY Chair 01 January 2016
None on record
David Braithwaite Trustee 01 January 2025
None on record
Dr Katie Pybus Trustee 23 January 2023
None on record
Mark Taylor Trustee 20 January 2020
None on record
Helen Marie Edwards Trustee 05 September 2016
1ST YORK (POPPLETON) SCOUT GROUP
Received: On time
DR Charlotte O'Brien Trustee 01 August 2016
None on record
Nicola Welch Trustee 04 July 2016
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 £171.90k £177.09k £181.92k £201.47k £190.53k
Total expenditure £179.59k £194.67k £188.92k £191.17k £218.15k
Income from government contracts £102.00k £102.00k £102.00k £102.00k £102.00k
Income from government grants £33.61k £25.20k £36.60k £52.75k £50.00k

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 12 September 2024 On Time
Accounts and TAR 31 March 2024 12 September 2024 On Time Download Open in new window
Annual return 31 March 2023 05 October 2023 On Time
Accounts and TAR 31 March 2023 05 October 2023 On Time Download Open in new window
Annual return 31 March 2022 14 July 2022 On Time
Accounts and TAR 31 March 2022 14 July 2022 On Time Download Open in new window
Annual return 31 March 2021 21 July 2021 On Time
Accounts and TAR 31 March 2021 21 July 2021 On Time Download Open in new window
Annual return 31 March 2020 14 September 2020 On Time
Accounts and TAR 31 March 2020 14 September 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.

CIO - Foundation Registered 02 Nov 2015

Charitable objects

FOR THE PUBLIC BENEFIT, THE PREVENTION OR RELIEF OF POVERTY AND FINANCIAL HARDSHIP, THE ADVANCEMENT OF EDUCATION AND THE PROTECTION OF HEALTH IN PARTICULAR, BUT NOT LIMITED TO, THE PEOPLE OF YORK AND NORTH YORKSHIRE. THESE PURPOSES WILL BE ADVANCED IN PARTICULAR BUT NOT EXCLUSIVELY BY: THE PROVISION OF ADVICE AND ASSISTANCE ON WELFARE BENEFITS, AND OTHER SOCIAL WELFARE MATTERS. THE PROVISION OF TRAINING, MEETINGS, LECTURES AND EVENTS IN PARTICULAR BUT NOT EXCLUSIVELY FOR PERSONS WORKING OR ENGAGED IN THE PROVISION OF SOCIAL WELFARE. RAISING PUBLIC AWARENESS OF WELFARE BENEFITS AND SOCIAL WELFARE PROVISION. PROVIDING WRITTEN INFORMATION, IN PRINT, ONLINE OR OTHERWISE. PROMOTING, CONTRIBUTING TO OR UNDERTAKING ORGANISED RESEARCH AND EXPERIMENTAL WORK, AND DISSEMINATING THE RESULTS THEREOF. PROVIDING CONSULTANCY FOR PERSONS INTERESTED IN WELFARE BENEFIT PROVISION, AND RELATED MATTERS.

Contact information

Address:
Welfare Benefits Unit
17 Priory Street
YORK
YO1 6ET
Phone:
01904646058
Email:
admin@welfare-benefits-unit.org.uk
Website:

www.welfare-benefits-unit.org.uk Open in new window