INDEPENDENCE INITIATIVE LIMITED
We support the long term recovery and reintegration of the most socially excluded members of society across Merseyside. We provide individually tailored packages to assist with re-entry into mainstream activities such as employment, education, or voluntary work. This is all delivered on a one-to-one basis to ensure that every individual can achieve a positive outcome shaped by them.
Objects
THE OBJECTS OF THE CHARITY ARE:1. TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BEING SOCIALLY EXCLUDED BY RELIEVING THEIR NEEDS AND ASSISTING THEM TO INTEGRATE INTO SOCIETY;2. THE RELIEF OF POVERTY, THE PHYSICAL AND MENTAL SICKNESS AND DISTRESS OF PERSONS IN NEED BY REASON OF ADDICTION TO DRUGS, ALCOHOL AND OTHER SIMILAR SUBSTANCES AND THEIR FAMILIES, IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) BY THE PROVISION OF SERVICES DESIGNED TO FACILITATE THE LONG TERM REHABILITATION OF SUCH PERSONS AND THE PROVISION OF SUPPORT TO THEIR FAMILIES;3. THE PREVENTION OF DEPENDENCE ON DRUGS, ALCOHOL AND OTHER SIMILAR SUBSTANCES;4. THE EDUCATION AND TRAINING OF THE PUBLIC REGARDING THE DANGERS OF DRUGS, ALCOHOL AND OTHER SIMILAR SUBSTANCES AND CONSTRUCTIVE MEANS OF DEALING WITH SUCH DANGERS;FOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY. AS A RESULT OF ONE OR MORE OF THE FOLLOWING FACTORS: SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; ILL HEALTH (PHYSICAL OR MENTAL); RELATIONSHIP AND FAMILY BREAKDOWN; DOMESTIC VIOLENCE; UNEMPLOYMENT; FINANCIAL HARDSHIP; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS); CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY).
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £2,246 for the year, resulting in total funds decreasing from £307,839 to £305,593. The trustees maintain that the charity remains in a position to meet its short-term liabilities as they fall due, with unrestricted funds of £288,768 held against a reserves policy target of 3 to 6 months of operating costs. The organization is funded primarily through grants and donations, with no material uncertainties identified regarding its going concern status.
What the accounts disclose
“the Board of Trustees believes that the Charity should be able to maintain free (unrestricted) reserves within a range that equates to between 3 and 6 months of operating costs for the organisation.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 14
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 8
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 7
Property (HM Land Registry)
Trustees
- Alison Shields
- BARRY CANNING EATON
- NIGEL EDMUND BELLAMY
- STUART ANTON CREAK
- Sarah Greenwood
- Simon Morris
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £402k | £404k |
| 31/03/2024 | £357k | £395k |
| 31/03/2023 | £402k | £375k |
| 31/03/2022 | £334k | £353k |
| 31/03/2021 | £404k | £307k |
Common questions
Is INDEPENDENCE INITIATIVE LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £2,246 for the year, resulting in total funds decreasing from £307,839 to £305,593. The trustees maintain that the charity remains in a position to meet its short-term liabilities as they fall due, with unrestricted funds of £288,768 held against a reserves policy target of 3 to 6 months of operating costs. The organization is funded primarily through grants and donations, with no material uncertainties identified regarding its going concern status. Its FY2025 accounts were independently examined.
Who funds INDEPENDENCE INITIATIVE LIMITED?
Funders whose own accounts filings name INDEPENDENCE INITIATIVE LIMITED as a grant recipient include SEFTON COUNCIL FOR VOLUNTARY SERVICE, THE HEMBY CHARITABLE TRUST, SIR HARRY PILKINGTON FUND.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| SEFTON COUNCIL FOR VOLUNTARY SERVICE | FY2025 | £8k | |
| SEFTON COUNCIL FOR VOLUNTARY SERVICE | FY2023 | £5k | Living Well Sefton / Health and Wellbeing |
| THE HEMBY CHARITABLE TRUST | FY2022 | £3k | |
| SEFTON COUNCIL FOR VOLUNTARY SERVICE | FY2024 | £2k | Community Development |
| SIR HARRY PILKINGTON FUND | FY2021 | £2k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 07/10/2022 | £9k | Reaching Out |
| The National Lottery Community Fund | 19/03/2021 | £258k | Recovery South Sefton - Re-Boot Crew |
| The National Lottery Community Fund | 11/05/2020 | £31k | The Independence Initiative |
| A B Charitable Trust | 23/04/2020 | £15k | A grant to Independence Initiative Limited |
| The National Lottery Community Fund | 16/09/2015 | £10k | Joining up the dots |
| The National Lottery Community Fund | 08/01/2014 | £3k | Independence Initiative - Printing and Copying |
| The National Lottery Community Fund | 23/06/2004 | £5k | 7 PC's |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE FIDELITY UK FOUNDATION | 2 | £506k |
| THE AMELIA CHADWICK TRUST | 2 | £9k |
| LONDON CATALYST | 2 | £4k |
| THE BURBERRY FOUNDATION | 1 | £957k |
| GARFIELD WESTON FOUNDATION | 1 | £500k |
| THE PRUDENCE TRUST | 1 | £417k |
| TRUST FOR LONDON | 1 | £161k |
| THE RAYNERS PENN FOUNDATION | 1 | £150k |
Charities like this
- MERSEYSIDE YOUTH ASSOCIATION LIMITED
- MRS Independent Living
- ONSIDE INDEPENDENT ADVOCACY
- INSPIRE PLUS
- THE INTEGRATION TRUST LIMITED
- AID INTERNATIONAL UK
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| INDEPENDENCE INITIATIVE LIMITED | £402k | — | 0 | within | — | no doubt |
| MERSEYSIDE YOUTH ASSOCIATION LIMITED | £5.1m | £70,001 - £80,000 | — | above | — | no doubt |
| MRS Independent Living | £478k | — | 0 | within | — | no doubt |
| ONSIDE INDEPENDENT ADVOCACY | £3.7m | — | — | unclear | — | no doubt |
| INSPIRE PLUS | £1.2m | £60,001 - £70,000 | 1 | below | — | no doubt |
| THE INTEGRATION TRUST LIMITED | £395k | — | 0 | above | — | no doubt |