Finance Score: 1

Governance Score: 9

Support Score: 0

Liabilities <10%: +3
Multiple Deficits: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 10

AMICA CARE TRUST

Caring for the Elderly and Disabled

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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 and gender and dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been less than spending

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
31/03/23		£9,248	£10,138	£-890	£0	£12,517	£12,517	14.8	275
31/03/22		£9,864	£10,248	£-384	£0	£13,406	£13,406	15.7	335
31/03/21		£9,376	£9,416	£-40	£0	£14,239	£14,239	18.1	335
31/03/20		£8,908	£8,919	£-10	£0	£14,279	£14,279	19.2	337
31/03/19		£8,555	£8,734	£-179	£0	£13,379	£13,379	18.4	329
31/03/18		£8,745	£8,578	£167	£0	£13,559	£13,559	19	392
31/03/17		£8,279	£7,864	£415	£0	£13,392	£13,386	20.4	382
31/03/16		£10,633	£10,551	£82	£0	£12,976	£12,967	14.7	369
31/03/15		£11,181	£11,177	£4	£69	£13,589	£13,577	14.6	320
31/03/14		£8,481	£9,073	£-593	£70	£13,584	£13,584	18	303
31/03/13	*	£6,027	£6,668	£-641	£55	£15,091	£15,091	27.2	279
31/03/12		£5,610	£5,934	£-324	£66	£16,502	£16,502	33.4	246
31/03/11		£5,930	£6,142	£-211	£72	£16,826	£16,826	32.9	260
31/03/10		£6,385	£7,074	£-689	£66	£18,537	£18,537	31.4	269
31/03/09		£6,880	£7,215	£-335	£59	£19,225	£13,518	22.5	292
31/03/08		£9,348	£9,071	£277	£53	£19,930	£12,553	16.6	302
31/03/07		£5,249	£5,080	£169	£46	£18,838	£13,253	31.3	278
31/03/06	*	£4,946	£4,493	£454	£0	£0	£0	n/a	0
31/03/05		£4,668	£4,470	£197	£0	£0	£0	n/a	0
31/03/04		£4,303	£4,210	£94	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 6%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 14.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.8

Asset Split ?

Established: 23 years

www.amicacare.co.uk

info@amicacare.co.uk

01823270694

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for people with disabilities

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Devon, Dorset, Somerset, Worcestershire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

275 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-81

ANNA WARMAN Appointed: 2022, Occupation: Facilities Manager

CAROLINE MORTIMER Appointed: 2024, Occupation: Solicitor

GARY GEORGE Appointed: 2022, Occupation: Hr Independent Consultant

JACQUELINE LACEY Appointed: 2021, Occupation: Bookkeeper

WILLIAM DALTON Appointed: 2021, Occupation: Trustee / Chartered Accountant

GRAHAM BRISCOE Appointed: 2019, Occupation: Retired, Other trusteeships: REDCLIFFE PARISH CHARITY, KENNETH ALLSOP MEMORIAL TRUST LIMITED, MARJON STUDENT UNION, UNIVERSITY OF YORK GRADUATE STUDENTS' ASSOCIATION, WAY WIDOWED AND YOUNG,

JOHN WHITTAKER (Chair) Appointed: 2016, Occupation: Retired

ALAN LADD Appointed: 2018, Occupation: Retired, Other trusteeship: TAUNTON MINSTER (THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY MAGDALENE, TAUNTON),

VANDA CROW Appointed: 2018, Occupation: Retired, Other trusteeship: THE HUB AT BRIDGWATER,

Legal constitution

Charitable company registered in England & Wales on 11/12/2000, number: 1084054
Registered at Companies House on 11/09/2000, number: 04071304

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
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

Filing Record

20 returns made; AR13: 0 days late, AR06: 1 days late,

Main office

Gatchell House
Gatchell Oaks
Taunton
Somerset
TA3 7EG

Objectives

TO PROMOTE THE RELIEF OF PEOPLE LIVING IN THE UK WHO ARE DISADVANTAGED BY VIRTUE OF OLD AGE OR BY PHYSICAL OR MENTAL DISABILITY AND IN PARTICULAR TO PROVIDE AND MANAGE HOMES FOR THEM TO LIVE IN AND TO PROMOTE AND SUPPORT SCHEMES WHEREBY SUCH PERSONS MAY RECEIVE SUPPORT AND FACILITIES

Defined Area of Benefit:

PEOPLE LIVING IN THE UK

Data Sources