FAMILY TREE (WIRRAL) — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Overdue
Charity type: Other
Registered: 5 March 2002
Removed: Not supplied
Financial period: 1 September 2023 – 31 August 2024
Latest income: £15,211
Latest expenditure: £18,999
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: THE STEIN CENTRE, ST CATHERINES HOSPITAL, DERBY ROAD, BIRKENHEAD, MERSEYSIDE, CH42 0LQ

Website recorded by the regulator: www.familytreewirral.co.uk (displayed as text)

02 Activities

What the charity does

Family Tree Wirral provides training, information, support groups, counselling, advocacy, newsletter, library and social events for family members of those experiencing mental ill-health. In addition, members of the charity bring the needs and views of carers to local decision making bodies and the charity seeks to work collaboratively with other agencies, both statutory and voluntary.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 September 2024
Fin Period End Date: 31 August 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 June 2026

Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 June 2025
Date Annual Return Received: 30 June 2025
Total Gross Income: £15,211
Total Gross Expenditure: £18,999

Fin Period Start Date: 1 September 2022
Fin Period End Date: 31 August 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 June 2024
Date Annual Return Received: 30 June 2024
Total Gross Income: £476
Total Gross Expenditure: £19,586

Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 June 2023
Date Annual Return Received: 21 June 2023
Total Gross Income: £16,322
Total Gross Expenditure: £21,785

Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 June 2022
Date Annual Return Received: 30 June 2022
Total Gross Income: £17,808
Total Gross Expenditure: £25,649

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 1 September 2023
Fin Period End Date: 31 August 2024
Ar Due Date: 30 June 2025
Ar Received Date: 30 June 2025
Total Gross Income: £15,211
Total Gross Expenditure: £18,999
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 September 2021
Fin Period End Date: 31 August 2022
Ar Due Date: 30 June 2023
Ar Received Date: 21 June 2023
Total Gross Income: £16,322
Total Gross Expenditure: £21,785
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 September 2020
Fin Period End Date: 31 August 2021
Ar Due Date: 30 June 2022
Ar Received Date: 30 June 2022
Total Gross Income: £17,808
Total Gross Expenditure: £25,649
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 3

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 September 2019
Fin Period End Date: 31 August 2020
Ar Due Date: 30 June 2021
Ar Received Date: 5 June 2021
Total Gross Income: £54,141
Total Gross Expenditure: £33,778
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: Yes
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 4

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Wirral
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

07 Official extract

Charity Event History

Charity Name: FAMILY TREE (WIRRAL)
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2002-03-05T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CONSTITUTION ADOPTED 09/05/2001AS AMENDED ON 07/02/2002AS AMENDED ON 27/02/2004AS AMENDED BY SCHEME DATED 09/01/2006AS AMENDED ON 13/06/2008AS AMENDED ON 23/05/2013
Charitable Objects: TO RELIEVE PARTICULARLY BUT NOT EXCLUSIVELY IN WIRRAL, THE CONDITIONS OF PERSONS WHO ARE SUFFERING FROM MENTAL HEALTH PROBLEMS AND THEIR CARERS BY THE PROVISION OF SUPPORT, ADVICE, INFORMATION AND ANY OTHER CHARITABLE PURPOSE AS THE EXECUTIVE COMMITTEE SHALL FROM TIME TO TIME DETERMINE.
Area Of Benefit: WIRRAL

09 Official extract

Charity Policy

Policy Name: Safeguarding policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Internal risk management policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Risk management

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures