INDEPENDENCE INITIATIVE LIMITED

Registered charity 1073291 · accounts filings on the Charity Commission register · also known as INDEPENDENCE INITIATIVE

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).

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Education/training · Accommodation/housing · website · Get email alerts

Registered contact address: Sefton, North West, England (from the postcode on the register)

Latest income
£402k
Latest spending
£404k
Registered
1999
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: 3 and 6 months of operating costs (reserves figure: £289k)
“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.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Knowsley · Liverpool City · Sefton · St Helens · Wirral

Income and spending

Financial year endIncomeSpending
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

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
SEFTON COUNCIL FOR VOLUNTARY SERVICEFY2025£8k
SEFTON COUNCIL FOR VOLUNTARY SERVICEFY2023£5kLiving Well Sefton / Health and Wellbeing
THE HEMBY CHARITABLE TRUSTFY2022£3k
SEFTON COUNCIL FOR VOLUNTARY SERVICEFY2024£2kCommunity Development
SIR HARRY PILKINGTON FUNDFY2021£2k

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund07/10/2022£9kReaching Out
The National Lottery Community Fund19/03/2021£258kRecovery South Sefton - Re-Boot Crew
The National Lottery Community Fund11/05/2020£31kThe Independence Initiative
A B Charitable Trust23/04/2020£15kA grant to Independence Initiative Limited
The National Lottery Community Fund16/09/2015£10kJoining up the dots
The National Lottery Community Fund08/01/2014£3kIndependence Initiative - Printing and Copying
The National Lottery Community Fund23/06/2004£5k7 PC's

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MERSEYSIDE YOUTH ASSOCIATION LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
INDEPENDENCE INITIATIVE LIMITED£402k—0within—no doubt
MERSEYSIDE YOUTH ASSOCIATION LIMITED FY2025£5.1m£70,001 - £80,000—above—no doubt
MRS Independent Living FY2025£478k—0within—no doubt
ONSIDE INDEPENDENT ADVOCACY FY2025£3.7m——unclear—no doubt
INSPIRE PLUS FY2025£1.2m£60,001 - £70,0001below—no doubt
THE INTEGRATION TRUST LIMITED FY2025£395k—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.