Finance Score: 0
Governance Score: -7
Support Score: 10
  • Strong growth: +2
  • Multiple Deficits: -2
  • No PartB
  • Only 3 Trustees: -2
  • Narrow trustee age band: -2
  • All female board: -3
  • Grant maker support: +10
Overall GiG Score: 3 ?

APEX CHARITABLE TRUST LIMITED 

provision of employment relate advice and support services through two projects, ACT 4 Women Project - Merseyside and A4M - St Helens, Merseyside
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • One or more trustees receive payments or benefits from the charity for providing services to the charity
  • There are only 3 trustees
  • The Board is completely female
  • The Board has little diversity in terms of age

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • On several occasions in recent years income has been less than spending
Established: 42 years

www.apextrust.com

sthelens@apextrust.com

01744612898

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£205£248£-43n/an/an/an/an/a8
31/03/22£163£197£-34n/an/an/an/an/a15
31/03/21£175£164£11n/an/an/an/an/a8
31/03/20£220£164£56n/an/an/an/an/a14
31/03/19£82£111£-29n/an/an/an/an/a12
31/03/18£218£169£49£0£0£0n/a00
31/03/17£181£177£4£0£0£0n/a00
31/03/16£154£161£-7£0£0£0n/a00
31/03/15£152£99£53£0£0£0n/a00
31/03/14£62£97£-35£0£0£0n/a00
31/03/13£143£176£-33£0£0£0n/a00
31/03/12£287£249£38£0£0£0n/a00
31/03/11£159£196£-37£0£0£0n/a00
31/03/10£181£145£36£0£0£0n/a00
31/03/09£249£365£-115£0£0£0n/a00
31/03/08£582£598£-15£27£138£390.8220
31/03/07£743£680£63£25£164£621.1250
31/03/06£779£706£74£0£0£0n/a00
31/03/05£841£884£-43£0£0£0n/a00
31/03/04£865£851£15£0£0£0n/a00

Highest pay bracket: less than £60,000
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • Recreation
How it operates
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Halton, Knowsley, Liverpool City, Sefton, St Helens, Warrington, Wirral,
Who it helps
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • Unknown number of employees
  • 8 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£266,690
Lloyds Bank Foundation£57,554
Garfield Weston Foundation£25,000
Tudor Trust£9,600
DCMS£6,363
John Moores Foundation£5,000
Trusthouse Charitable Foundation£4,782
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Apex Community Groups
£7,773 07/07/2023
The funding will be set up a group for men who are struggling with their mental health and social isolation and this will include brunch social groups and sports activities with the aim of building ....more
Trusthouse Charitable Foundation - Grant to Apex Charitable Trust Limited
£4,782 23/05/2023
50% of the salary and running costs for a men's mental health group for ex-offenders or those who are 'at risk' of offending in St Helens, Merseyside.
National Lottery Community Fund - PLAN BEE
£240,162 24/01/2023
The funding will allow the organisation to continue the activities and training that they currently provide from the community café. Their weekly groups (over 60s women’s HUB) aim to reduce social ....more
Lloyds Bank Foundation - One off gift towards cost of living crisis to Apex Charitable Trust Ltd
£2,250 14/12/2022
One off gift to support with the cost of living crisis
John Moores Foundation - Grant to Apex Charitable Trust
£5,000 01/12/2022
Towards the salary of the CEO
Garfield Weston Foundation - Main Grants award
£25,000 09/09/2022
Plan Bee 5-step programme
Lloyds Bank Foundation - Grant to Apex Charitable Trust Ltd
£50,000 21/07/2022
24
Unrestricted grant over two years towards the core costs of Apex Charitable Trust Ltd
National Lottery Community Fund - The Women's Hub
£9,129 09/07/2021
The funding will be used to deliver activities for local women at the hub to include a clothes bank employability skills workshops and crafting to develop confidence improve social skills and promote ....more
Tudor Trust - Grant to Apex Charitable Trust Ltd
£2,000 05/01/2021
as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
Lloyds Bank Foundation - Variation grant to Apex Charitable Trust Ltd
£5,304 24/07/2020
Grant to Apex Charitable Trust Ltd meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
DCMS - Coronavirus Community Support Fund
£6,363 03/07/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
Tudor Trust - Grant to Apex Charitable Trust Ltd (COVID19 Grant)
£5,500 07/05/2020
4
as an additional grant towards the salary of the Information and Advice worker at an organisation supporting women in the criminal justice system in St. Helens during the Coronavirus crisis
National Lottery Community Fund - Women's Hub
£9,626 10/01/2020
12
The project will continue to establish a Hub for women in the community, especially ex-offenders. This will enable them to have access to a safe meeting place and activities as well as help to ....more
Woodward Charitable Trust - Training and work experience for ex-offenders
£1,000 19/11/2019
Towards the costs of accredited training and work experience for ex-offenders.
Tudor Trust - Grant to Apex Charitable Trust Ltd
£2,100 24/06/2019
as a development grant towards consultancy support to help this organisation in St Helens develop its approach as a women's centre
National Lottery Community Fund - The Women's Hub
£9,521 06/12/2018
12
The organisation will create a hub to deliver personal development activities targeting women ex-offenders in the local area, with the aim of engaging to address issues and improving confidence. ....more
John Moores Foundation - Grant to Apex Trust
£15,000 01/11/2018
Towards the salary of the Project Manager and IT equipment costs
Tudor Trust - Grant to Apex Charitable Trust Ltd
£75,000 03/08/2018
36
over three years as continuation funding towards salaries and running costs for an organisation working primarily with women offenders in St Helens and Merseyside
Co-Operative Group - Grant to Apex Charitable Trust
£2,950 29/11/2017
We want to secure costs for delivering the Level 2 award in Peer Mentoring within the community.
Lloyds Bank Foundation - Grant to Apex Charitable Trust Ltd
£73,079 28/11/2017
36
The grant will fund a part time Volunteer Coordinator to deliver accredited training to peer mentors who will support unemployed offenders/ex-offenders to prevent reoffending and assist them to enter ....more
Tudor Trust - Grant to Apex Charitable Trust Ltd
£4,000 08/11/2017
12
as a development grant towards consultancy support around developing their approach as a women's centre
Tudor Trust - Grant to Apex Charitable Trust Ltd
£25,000 03/11/2017
12
over one year towards salaries and running costs for an organisationworking primarily with women offenders in St Helens and across Merseyside
Garfield Weston Foundation - Main Grants award
£25,000 23/10/2017
Specialist support services for ex-offenders
National Lottery Community Fund - Apex Specialist Support Service for Ex/Offenders
£9,902 02/08/2017
12
The project will provide tailored training, development, peer mentoring opportunities and support for ex-offenders to help them improve their employment prospects and reach their potential.
National Lottery Community Fund - ACT 4 Women - Merseyside
£346,182 21/01/2014
36
This is a project that aims to reduce barriers to employment, training, education and voluntary work for female offenders who reside in Merseyside through tackling barriers created by having a ....more
Lloyds Bank Foundation - Grant to Apex Charitable Trust Ltd
£52,700 29/06/2011
the costs of the ACT4 Women Project in St Helens including salaries and running costs
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

Age Range of Trustees: 38-50
Legal constitution
  • Charitable company registered in England & Wales on 07/06/1982, number: 284736
  • Registered at Companies House on 13/04/1982, number: 01628566
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Ofsted (Office For Standards In Education)
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; all on time
Main office

Apex Charitable Trust Ltd
13-15 North Road
ST. HELENS
WA10 2TW

Objectives

A) The advancement of education, training and support to Offenders or those at risk of Offending (such term being defined in s2 herein) and the advancement of public education in all matters relating to Offenders and ex-Offenders.B) The relief of poverty of Offenders or those at risk of Offending and the spouses, children and dependents of such persons who are in need.The definition of offender being amended as follows; “offender or those at risk of offending” means any person who has committed or is accused or suspected of having committed any offence under the law and who is to be or has been subjected to any legal or administrative process in respect of such offence whether such process be before a court or other tribunal and whether it be punitive, remedial, a conditional discharge or otherwise. This definition also includes those at risk of offending or being a victim of an offence.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great