Finance Score: 5

Governance Score: 2

Support Score: 6

Strong growth: +2
Fundraising costs low: +3

Good trustee age range: +3
Mainly male board: -1

Grant maker support: +6

Overall GiG Score: 13

LEICESTER CHARITY ORGANISATION SOCIETY

Charity Link administers grants on behalf of other charities for individuals in need in Leicestershire, Rutland and Northamptonshire. People suffering poverty or hardship are referred to us for help. We seek out and apply to other charities on service users' behalf and distribute any grants raised. We also provide administration services to other grant making charities.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is predominantly male

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		£2,126	£1,891	£235	£84	£882	£522	3.3	22	1
31/03/22		£1,863	£1,960	£-97	£88	£649	£436	2.7	21	1
31/03/21		£1,578	£1,334	£244	£71	£650	£322	2.9	18	1
31/03/20		£903	£830	£73	£71	£475	£216	3.1	15	7
31/03/19	*	£872	£820	£52	£86	£411	£108	1.6	14	7
31/03/18		£762	£846	£-83	£71	£348	£102	1.4	12	0
31/03/17	*	£1,065	£895	£170	£70	£433	£73	1	13	0
31/03/16	*	£1,269	£1,303	£-34	£68	£637	£408	3.8	17	0
31/03/15		£1,468	£1,461	£8	£77	£475	£261	2.1	16	0
31/03/14		£1,254	£1,259	£-5	£52	£460	£300	2.9	13	0
31/03/13		£754	£721	£33	£51	£460	£301	5	10	0
31/03/12		£603	£611	£-8	£46	£400	£257	5	11	0
31/03/11	*	£663	£628	£36	£42	£407	£262	5	11	0
31/03/10	*	£694	£661	£34	£36	£363	£253	4.6	7	0
31/03/09		£717	£692	£25	£27	£292	£212	3.7	9	0
31/03/08		£692	£666	£26	£18	£296	£224	4	7	0
31/03/07	*	£722	£714	£8	£19	£250	£214	3.6	11	0
31/03/06	*	£1,446	£1,453	£-7	£0	£0	£0	n/a	0	0
31/03/05	*	£1,445	£1,440	£5	£0	£0	£0	n/a	0	0
31/03/04	*	£1,486	£1,522	£-36	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.2%
Fundraising Costs/Total Spending: 4.5%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 17%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 59%
Reserves/Spending: 3.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.5

Asset Split ?

Established: 24 years

www.charity-link.org

info@charity-link.org

01162222200

Charity Commission for England and Wales

Tweets

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Leicester City, Leicestershire, Northamptonshire, Rutland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

22 employees
1 volunteer

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	£53,500
DCMS	£33,852
Henry Smith Charity	£10,000

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Charity Link
£10,000	23/09/2021 12	towards one year's running costs of a Case Worker Service supporting vulnerable people in crisis to access services and funds in deprived areas of Leicestershire.
DCMS - VSCE CMC Fund
£5,000	29/09/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
DCMS - Coronavirus Community Support Fund
£28,852	09/09/2020	"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 "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 operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - COVID-19 running cost support
£53,500	15/05/2020 6	The funding will help the project deal with an increased demand and a fall in regular income due to Covid-19. The project works to help to improve the lives of local people facing hardship and crisis ....more The funding will help the project deal with an increased demand and a fall in regular income due to Covid-19. The project works to help to improve the lives of local people facing hardship and crisis including the elderly victims of domestic violence carers those with a chronic illness disability or mental health issues.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-76

ANTHONY HENRY JARVIS Appointed: 2003, Occupation: Chartered Accountant, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), THE WORSHIPFUL COMPANY OF FRAMEWORK KNITTERS EDUCATION CHARITY, R. DAPHNE PLUNKET CHARITABLE TRUST, THE CHILDREN'S HOSPITAL SCHOOL LEICESTER CHARITABLE TRUST,

CHERYL PHAROAH Appointed: 2012, Occupation: Retired, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), ALDERMAN NEWTON'S EDUCATIONAL FOUNDATION, R. DAPHNE PLUNKET CHARITABLE TRUST,

CHRISTOPHER THOMAS SAUL Appointed: 2017, Occupation: Solicitor, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), AGE UK LEICESTER SHIRE & RUTLAND HOME HELP LIMITED, R. DAPHNE PLUNKET CHARITABLE TRUST, AGE UK LEICESTER SHIRE AND RUTLAND LIMITED,

CLIVE EDMUND SMITH (Chair) Appointed: 2012, Occupation: Company Director, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), THE HARRY JAMES RIDDLESTON CHARITY OF LEICESTER, THE FRIENDS OF ST. WILFRID'S CHURCH,

CRAIG EWAN SHEVAS Appointed: 2017, Occupation: Chartered Accountant, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), R. DAPHNE PLUNKET CHARITABLE TRUST,

GEORGE OLIVER Appointed: 2019, Occupation: Journalist, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), R. DAPHNE PLUNKET CHARITABLE TRUST,

HARINDER KAUR SAHOTA Appointed: 2021, Occupation: Head Of Practice Management, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, THE MANSION TRUST (UK ), R. DAPHNE PLUNKET CHARITABLE TRUST,

PROFESSOR SURINDER MOHAN SHARMA DL Appointed: 2017, Other trusteeships: LEICESTER INDIGENT OLD AGE SOCIETY, LEICESTER CHARITY ORGANISATION SOCIETY, THE MANSION TRUST (UK ), LEICESTER ARTS CENTRE LIMITED, NATIONAL SPACE CENTRE, R. DAPHNE PLUNKET CHARITABLE TRUST,

Legal constitution

Charitable company registered in England & Wales on 18/11/1999, number: 1078271
Registered at Companies House on 28/04/1999, number: 03761954

Gift Aid

Registered with HMRC for Gift Aid

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
Investing charity funds policy and procedures
Investment
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

Filing Record

20 returns made; AR19: 252 days late, AR17: 1 days late, AR16: 2 days late, AR11: 2 days late, AR10: 2 days late, AR07: 6 days late, AR06: 2 days late, AR05: 72 days late, AR04: 25 days late,

Main office

20A MILLSTONE LANE
LEICESTER
LEICESTERSHIRE
LE1 5JN

Objectives

THE RELIEF OF POVERTY AND THE DISTRESS ARISING THEREFROM

Defined Area of Benefit:

NOT DEFINED

Data Sources