INVICTUS WELLBEING FOUNDATION CIO — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 13 January 2021
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £708,471
Latest expenditure: £735,866
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Office Suite E323, EMill, Dean Clough, Halifax

Website recorded by the regulator: www.invictuswellbeing.com (displayed as text)

02 Activities

What the charity does

Provision of mental health and emotional wellbeing support for children and young people in the Yorkshire area.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 3 December 2025
Date Accounts Received: 3 December 2025
Total Gross Income: £708,471
Total Gross Expenditure: £735,866

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 27 January 2025
Date Accounts Received: 27 January 2025
Total Gross Income: £560,395
Total Gross Expenditure: £655,484

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 29 November 2023
Date Accounts Received: 29 November 2023
Total Gross Income: £480,167
Total Gross Expenditure: £404,457

Fin Period Start Date: 13 January 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 1 February 2023
Date Accounts Received: 1 February 2023
Total Gross Income: £152,617
Total Gross Expenditure: £79,952

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 3 December 2025
Total Gross Income: £708,471
Total Gross Expenditure: £735,866
Grant Making Is Main Activity: No
Count Govt Contracts: 6
Count Govt Grants: £2
Income From Government Contracts: 379642
Income From Government Grants: £95,428
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
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: 36

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 27 January 2025
Total Gross Income: £560,395
Total Gross Expenditure: £655,484
Grant Making Is Main Activity: No
Count Govt Contracts: 4
Count Govt Grants: £4
Income From Government Contracts: 273510
Income From Government Grants: £95,848
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
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: 33

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 29 November 2023
Total Gross Income: £480,167
Total Gross Expenditure: £404,457
Grant Making Is Main Activity: No
Count Govt Contracts: 3
Count Govt Grants: £7
Income From Government Contracts: 258900
Income From Government Grants: £90,684
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: No
Does Trustee Receive Any Benefit: No
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: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 13 January 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 1 February 2023
Total Gross Income: £152,617
Total Gross Expenditure: £79,952
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: Yes
Trustee Also Director Of Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 30

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 3 December 2025
Income Donations And Legacies: 36423
Income Other Trading Activities: 0
Income Charitable Activities: 656603
Income Investments: 0
Income Other: 15445
Income Total Income And Endowments: 708471
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £735,866
Expenditure Other: 0
Expenditure Total: 735866
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 950
Expenditure Support Costs: 57240
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,004
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £66,343
Assets Total Liabilities: £25,576
Assets Current Investment: 0
Assets Total Assets And Liabilities: £40,767
Creditors One Year Total Current: 25576
Creditors Falling Due After One Year: 0
Assets Cash: £45,986
Funds Endowment: 0
Funds Unrestricted: 1004
Funds Restricted: 39763
Funds Total: 40767
Count Employees: 47
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 27 January 2025
Income Donations And Legacies: 60974
Income Other Trading Activities: 0
Income Charitable Activities: 489739
Income Investments: 0
Income Other: 9682
Income Total Income And Endowments: 560395
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £655,484
Expenditure Other: 0
Expenditure Total: 655484
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 42438
Expenditure Depreciation: 0
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £15,676
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £73,722
Assets Total Liabilities: £5,560
Assets Current Investment: 0
Assets Total Assets And Liabilities: £68,162
Creditors One Year Total Current: 5560
Creditors Falling Due After One Year: 0
Assets Cash: £45,956
Funds Endowment: 0
Funds Unrestricted: 15676
Funds Restricted: 52486
Funds Total: 68162
Count Employees: 42
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

07 Official extract

Charity Classification

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

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

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

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

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

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

08 Official extract

Charity Event History

Charity Name: INVICTUS WELLBEING FOUNDATION CIO
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2021-01-13T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 13 Jan 2021
Charitable Objects: FOR THE PUBLIC BENEFIT, TO RELIEVE THE NEEDS OF YOUNG PEOPLE IN YORKSHIRE AFFECTED BY, OR AT RISK OF DEVELOPING, POOR MENTAL HEALTH, IN PARTICULAR, BUT NOT EXCLUSIVELY BY:A) WORKING WITH SPECIALIST AGENCIES AND MENTAL HEALTH PROFESSIONALS TO PROVIDE COUNSELLING AND RELATED MENTAL HEALTH SUPPORT;B) RAISING AWARENESS AND PROVIDING INFORMATION TO PEOPLE WITHIN THE COMMUNITY ABOUT MENTAL HEALTH ILLNESSES AND WAYS TO MAINTAIN GOOD MENTAL HEALTH.

10 Official extract

Charity Other Names

Charity Name Id: 634613
Charity Name Type: Working name
Charity Name: INVICTUS WELLBEING

11 Official extract

Charity Policy

Policy Name: Bullying and harassment policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Paying staff

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures