Finance Score: 5

Governance Score: -3

Support Score: 5

Future income +5
No PartB

Narrow trustee age band: -2
Mainly female board: -1

Grant maker support: +5

Overall GiG Score: 7

THE POSITIVITREE LTD

Support Groups;Peer Support;Awareness Events;Mental Health Support;Inclusion Assessments;Food provision;

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently and there are significant future grants due to be received

Regulatory & Governance issues to consider:

The Board is predominantly female
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23		£174,161	£136,801	£37,360	25

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Download accounts

Highest pay bracket: less than £60,000

Established: 3 years
(5 years as a company)

https://thepositivitree.com/

rachel@thepositivitree.com

07877782826

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes

GiG Classification

Emotional support, counselling or therapy

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Halton, Knowsley, Liverpool City, Sefton, Wirral,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Steve Morgan Foundation - Grant to The Positivitree LTD
£90,000	25/05/2023	3 year grant for the CEO's salary
National Lottery Community Fund - The Positivitree in the Park
£10,000	08/07/2022	The funding will be used to rent a space in the local park and run activities for the community including children with special educational needs. The project aims to support people's wellbeing ....more The funding will be used to rent a space in the local park and run activities for the community including children with special educational needs. The project aims to support people's wellbeing development and encourage stronger community ties.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-45

JOSHUA PELLED Appointed: 2022, Occupation: Chief Executive, Other trusteeship: JEWISH CHILD'S DAY,

KATHERINE LAURE CROPPER Appointed: 2021, Occupation: Psychologist, Hypnotherapist & Wellbeing Coach

LISA ELLEN ALLCOCK Appointed: 2021, Occupation: Account Manager

SIAN WILLIAMS Appointed: 2022, Occupation: Teacher

VANESSA MARGETTS Appointed: 2022, Occupation: Service Manager

Legal constitution

Charitable company registered in England & Wales on 09/12/2021, number: 1197016
Registered at Companies House on 26/03/2019, number: 11905483

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
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

Filing Record

1 returns made; all on time

Main office

Vale House Community Centre
Vale Park
WALLASEY
Merseyside
CH45 1LZ

Objectives

THE CHARITY’S OBJECTS (‘OBJECTS’) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:FOR THE PUBLIC BENEFIT, TO PRESERVE AND PROTECT THE PHYSICAL AND MENTAL HEALTH OF, AND RELIEVE THE NEEDS OF, CARERS RESIDENT IN HALTON, KNOWSLEY, LIVERPOOL CITY, SEFTON, WIRRAL AND THE SURROUNDING AREA WHO HAVE CARING RESPONSIBILITIES FOR CHILDREN FROM BIRTH INTO ADULTHOOD WHO ARE MEDICALLY ILL, MENTALLY ILL, DISABLED OR HAVE A SPECIAL EDUCATIONAL NEEDS OR ARE AWAITING DIAGNOSIS FOR ANY OF THE AFOREMENTIONED INPARTICULAR BY:A) THE PROVISION OF SERVICES, INFORMATION, ADVICE, PRACTICAL, EMOTIONAL AND PEER TO PEER SUPPORT;B) RAISING AWARENESS OF AND PROMOTING THE NEEDS OF CARERS WITH LOCAL AUTHORITIES, POLICY MAKERS AND SERVICE PROVIDERS.

Defined Area of Benefit:

LOCAL

Data Sources