01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 15 March 1989
- Removed
- Not supplied
- Company number supplied
- 02357285
- Financial period
- 1 October 2023 – 31 March 2025
- Latest income
- £7,821,284
- Latest expenditure
- £7,824,618
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Expect Ltd, 151 Stanley Road, Bootle, L20 3DL
Website recorded by the regulator: www.expect.org.uk (displayed as text)
02 Activities
What the charity does
Support people with Mental Health and Learning disabilities
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 October 2023
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 19 January 2026
- Date Accounts Received
- 19 January 2026
- Total Gross Income
- £7,821,284
- Total Gross Expenditure
- £7,824,618
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 30 September 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 July 2024
- Date Annual Return Received
- 29 July 2024
- Date Accounts Received
- 29 July 2024
- Total Gross Income
- £5,051,181
- Total Gross Expenditure
- £5,491,995
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 July 2023
- Date Annual Return Received
- 29 September 2023
- Date Accounts Received
- 2 August 2023
- Total Gross Income
- £5,297,953
- Total Gross Expenditure
- £5,546,158
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 July 2022
- Date Annual Return Received
- 29 July 2022
- Date Accounts Received
- 29 July 2022
- Total Gross Income
- £5,627,323
- Total Gross Expenditure
- £5,925,100
- Fin Period Start Date
- 1 October 2019
- Fin Period End Date
- 30 September 2020
- Ar Cycle Reference
- AR20
- Reporting Due Date
- 30 July 2021
- Date Annual Return Received
- 30 July 2021
- Date Accounts Received
- 30 July 2021
- Total Gross Income
- £5,956,543
- Total Gross Expenditure
- £6,190,794
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 October 2023
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 19 January 2026
- Total Gross Income
- £7,821,284
- Total Gross Expenditure
- £7,824,618
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 11
- Count Govt Grants
- £1
- Income From Government Contracts
- 7752893
- Income From Government Grants
- £9,844
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 30 September 2023
- Ar Due Date
- 30 July 2024
- Ar Received Date
- 29 July 2024
- Total Gross Income
- £5,051,181
- Total Gross Expenditure
- £5,491,995
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 11
- Count Govt Grants
- £0
- Income From Government Contracts
- 5019862
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Due Date
- 30 July 2023
- Ar Received Date
- 29 September 2023
- Total Gross Income
- £5,297,953
- Total Gross Expenditure
- £5,546,158
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 10
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 5259118
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Due Date
- 30 July 2022
- Ar Received Date
- 29 July 2022
- Total Gross Income
- £5,627,323
- Total Gross Expenditure
- £5,925,100
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 11
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 5390997
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 October 2019
- Fin Period End Date
- 30 September 2020
- Ar Due Date
- 30 July 2021
- Ar Received Date
- 30 July 2021
- Total Gross Income
- £5,956,543
- Total Gross Expenditure
- £6,190,794
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 12
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 5100426
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 0
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 October 2023
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 19 January 2026
- Income Donations And Legacies
- 19521
- Income Other Trading Activities
- 1982887
- Income Charitable Activities
- 5770006
- Income Investments
- 2231
- Income Other
- 46639
- Income Total Income And Endowments
- 7821284
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,669,214
- Expenditure Charitable Expenditure
- £6,155,404
- Expenditure Other
- 0
- Expenditure Total
- 7824618
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 118799
- Expenditure Support Costs
- 1655307
- Expenditure Depreciation
- 84255
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,739,179
- Assets Total Fixed
- 1676781
- Assets Own Use
- 1676781
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £821,159
- Assets Total Liabilities
- £758,761
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,739,179
- Creditors One Year Total Current
- 392929
- Creditors Falling Due After One Year
- 365832
- Assets Cash
- £181,660
- Funds Endowment
- 0
- Funds Unrestricted
- 1739179
- Funds Restricted
- 0
- Funds Total
- 1739179
- Count Employees
- 138
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 30 September 2023
- Ar Due Date
- 30 July 2024
- Ar Received Date
- 29 July 2024
- Income Donations And Legacies
- 1592
- Income Other Trading Activities
- 1499160
- Income Charitable Activities
- 3520702
- Income Investments
- 2959
- Income Other
- 26768
- Income Total Income And Endowments
- 5051181
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,240,897
- Expenditure Charitable Expenditure
- £4,251,098
- Expenditure Other
- 0
- Expenditure Total
- 5491995
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 54038
- Expenditure Support Costs
- 1111752
- Expenditure Depreciation
- 132349
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,742,513
- Assets Total Fixed
- 1876123
- Assets Own Use
- 1876123
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £831,842
- Assets Total Liabilities
- £965,452
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,742,513
- Creditors One Year Total Current
- 449702
- Creditors Falling Due After One Year
- 515750
- Assets Cash
- £185,063
- Funds Endowment
- 0
- Funds Unrestricted
- 1742513
- Funds Restricted
- 0
- Funds Total
- 1742513
- Count Employees
- 154
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Due Date
- 30 July 2023
- Ar Received Date
- 29 September 2023
- Income Donations And Legacies
- 16462
- Income Other Trading Activities
- 1317291
- Income Charitable Activities
- 3941827
- Income Investments
- 278
- Income Other
- 22095
- Income Total Income And Endowments
- 5297953
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,151,006
- Expenditure Charitable Expenditure
- £4,395,152
- Expenditure Other
- 0
- Expenditure Total
- 5546158
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 72410
- Expenditure Support Costs
- 1273706
- Expenditure Depreciation
- 211469
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £2,467,027
- Assets Total Fixed
- 1966769
- Assets Own Use
- 1966769
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,394,258
- Assets Total Liabilities
- £894,000
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,467,027
- Creditors One Year Total Current
- 319779
- Creditors Falling Due After One Year
- 574221
- Assets Cash
- £285,098
- Funds Endowment
- 0
- Funds Unrestricted
- 2467027
- Funds Restricted
- 0
- Funds Total
- 2467027
- Count Employees
- 169
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Due Date
- 30 July 2022
- Ar Received Date
- 29 July 2022
- Income Donations And Legacies
- 25300
- Income Other Trading Activities
- 1457460
- Income Charitable Activities
- 4120320
- Income Investments
- 197
- Income Other
- 24046
- Income Total Income And Endowments
- 5627323
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,388,139
- Expenditure Charitable Expenditure
- £4,535,243
- Expenditure Other
- 1718
- Expenditure Total
- 5925100
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 62439
- Expenditure Support Costs
- 1372817
- Expenditure Depreciation
- 224431
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,181,442
- Assets Total Fixed
- 2167416
- Assets Own Use
- 2167416
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,594,075
- Assets Total Liabilities
- £1,046,259
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £2,715,232
- Creditors One Year Total Current
- 420258
- Creditors Falling Due After One Year
- 626001
- Assets Cash
- £455,387
- Funds Endowment
- 0
- Funds Unrestricted
- 2715232
- Funds Restricted
- 0
- Funds Total
- 2715232
- Count Employees
- 192
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 October 2019
- Fin Period End Date
- 30 September 2020
- Ar Due Date
- 30 July 2021
- Ar Received Date
- 30 July 2021
- Income Donations And Legacies
- 7017
- Income Other Trading Activities
- 1668577
- Income Charitable Activities
- 4276407
- Income Investments
- 2697
- Income Other
- 1845
- Income Total Income And Endowments
- 5956543
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £1,474,141
- Expenditure Charitable Expenditure
- £4,716,653
- Expenditure Other
- 0
- Expenditure Total
- 6190794
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 74145
- Expenditure Support Costs
- 1375512
- Expenditure Depreciation
- 194362
- Gain Loss Investment
- 177
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £619,443
- Assets Total Fixed
- 2393566
- Assets Own Use
- 2393566
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,681,904
- Assets Total Liabilities
- £1,062,461
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £3,013,009
- Creditors One Year Total Current
- 431955
- Creditors Falling Due After One Year
- 630506
- Assets Cash
- £446,035
- Funds Endowment
- 0
- Funds Unrestricted
- 3013009
- Funds Restricted
- 0
- Funds Total
- 3013009
- Count Employees
- 233
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Sefton
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Bolton
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Greater Manchester
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Denbighshire
- Welsh Ind
- Yes
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Liverpool City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- Merseyside
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Conwy
- Welsh Ind
- Yes
07 Official extract
Charity Classification
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 113
- Classification Type
- What
- Classification Description
- Economic/community Development/employment
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
08 Official extract
Charity Event History
- Charity Name
- EXPECT LTD
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1989-03-15T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 8 MARCH 1989 AS AMENDED BY SPECIAL RESOLUTION AND CERTIFICATE OF INCORPORATION UPON CHANGE OF NAME DATED 01 MARCH 2005.
- Charitable Objects
- TO PROMOTE THE VALUE OF ORDINARY LIVING OPPORTUNITIES AND TO ELIMINATE THE SEGREGATION AND STIGMATISATION OF PEOPLE WHO CONSIDER THEMSELVES TO BE DISADVANTAGED BY REASON OF THEIR PHYSICAL ILL HEALTH, MENTAL ILL HEALTH OR LEARNING DISABILITY.TO PROVIDE SUPPORT SERVICES WITH THE AIM OF PRESERVING AND PROTECTING THE HEALTH AND WELLBEING OF PEOPLE WITH PHYSICAL HEALTH NEEDS, MENTAL HEALTH NEEDS AND/OR LEARNING DISABILITIES.TO UNDERTAKE THE MANAGEMENT OF HOUSING PROJECTS, INCLUDING THE RESPONSIBILITIES OF A MANAGEMENT AGENT, WHICH PROVIDE AN ALTERNATIVE TO INSTITUTIONALISED CARE FOR PEOPLE WITH PHYSICAL HEALTH NEEDS, MENTAL HEALTH NEEDS AND/OR LEARNING DISABILITIES.
- Area Of Benefit
- NOT DEFINED.
10 Official extract
Charity Other Names
- Charity Name Id
- 19677
- Charity Name Type
- Previous name
- Charity Name
- SOUTH SEFTON MENTAL HEALTH HOUSING GROUP LIMITED
- Charity Name Id
- 19675
- Charity Name Type
- Previous name
- Charity Name
- SEFTON SUPPORT SERVICES LIMITED
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
- Regulator Order
- 2
- Regulator Name
- Care Inspectorate Wales (CIW)
12 Official extract
Charity Policy
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Paying staff
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Investment
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Risk management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Internal charity financial controls policy and procedures