INVICTUS WELLBEING FOUNDATION CIO
Provision of mental health and emotional wellbeing support for children and young people in the Yorkshire area.
Financial health, per its FY2025 accounts
The accounts state that the charity incurred a net expenditure of £27,395 for the year, resulting in free reserves of £1,004. The trustees identify this current reserve level as well below their stated minimum policy target of £83,000 and classify it as a significant risk and concern. Despite this, the trustees conclude there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“Charitable activities (3) 501,959 154,644 656,603 489,739” — page 9
“The current reserves are well below the minimum level and this has been identified as a significant risk and concern by the board.” — page 7
Funders the charity credits
- Arnold Clark
- Dean Clough Ltd
- Covea Insurance PLC
- Pearl Dental Queensbury
- Hargreaves Foundry
Public-sector contracts awarded
| Buyer | Contract | Awarded | Value |
|---|---|---|---|
| NHS West Yorkshire Integrated Care Board | BREW Project - NHS West Yorkshire Integrated Care Board (Bradford District and Craven Health and Care Partnership) | — | — |
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Alexander Gerald Berrychair
- Adam Gordon Jennings
- Elizabeth Lee
- Jeremy Hall
- Joseph Peter Hanney
- Keira Tynan
- Mark Christopher Pearson
- Mary Loiacono
- Sophie Varley
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £708k | £736k |
| 31/03/2024 | £560k | £655k |
| 31/03/2023 | £480k | £404k |
| 31/03/2022 | £153k | £80k |
Common questions
Is INVICTUS WELLBEING FOUNDATION CIO financially healthy?
Per its FY2025 accounts: The accounts state that the charity incurred a net expenditure of £27,395 for the year, resulting in free reserves of £1,004. The trustees identify this current reserve level as well below their stated minimum policy target of £83,000 and classify it as a significant risk and concern. Despite this, the trustees conclude there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.
Who funds INVICTUS WELLBEING FOUNDATION CIO?
Funders whose own accounts filings name INVICTUS WELLBEING FOUNDATION CIO as a grant recipient include COMMUNITY FOUNDATION FOR CALDERDALE, YORKSHIRE BUILDING SOCIETY CHARITABLE FOUNDATION, THE WOODWARD CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| COMMUNITY FOUNDATION FOR CALDERDALE | FY2022 | £70k | Healthy Holidays Fund |
| COMMUNITY FOUNDATION FOR CALDERDALE | FY2022 | £15k | Never Hungry Again |
| COMMUNITY FOUNDATION FOR CALDERDALE | FY2022 | £4k | GVC Fund |
| COMMUNITY FOUNDATION FOR CALDERDALE | FY2022 | £2k | General Flow Through Grants |
| YORKSHIRE BUILDING SOCIETY CHARITABLE FOUNDATION | FY2023 | £2k | |
| COMMUNITY FOUNDATION FOR CALDERDALE | FY2022 | £1k | Full Circle Funeral Fund |
| THE WOODWARD CHARITABLE TRUST | FY2022 | £1k | |
| COMMUNITY FOUNDATION FOR CALDERDALE | FY2022 | £250 | Grants from Foundation Funds |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 24/10/2024 | £20k | Wellbeing support for young people in Bradford |
| The National Lottery Community Fund | 04/08/2023 | £10k | Supporting Bradford Youth Mental Health |