Finance Score: -1

Governance Score: 9

Support Score: 4

Liabilities <10%: +3
Positive trading contribution: +2;Multiple Deficits: -2
Fundraising costs high: -4

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

Grant maker support: +4

Overall GiG Score: 12

THE BRITISH ALLERGY FOUNDATION

To provide information, advice and support to people suffering from allergic disease and their carers, to represent the views of people with allergic disease and to provide education for those working with people with allergy.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

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	£1,525	£1,673	£-148	£40	£950	£844	6.1	26	15
31/03/22	£1,651	£1,704	£-54	£458	£1,116	£1,101	7.7	23	0
31/03/21	£1,759	£1,428	£331	£658	£1,169	£1,083	9.1	23	0
31/03/20	£1,566	£1,899	£-334	£1,069	£838	£829	5.2	28	1
31/03/19	£1,603	£1,628	£-25	£863	£1,151	£1,115	8.2	27	1
31/03/18	£1,325	£1,401	£-76	£587	£1,197	£1,161	9.9	27	0
31/03/17	£1,476	£1,470	£6	£733	£1,273	£1,205	9.8	25	0
31/03/16	£1,395	£1,340	£55	£641	£1,304	£1,209	10.8	24	0
31/03/15	£1,265	£1,140	£125	£548	£1,249	£1,177	12.4	19	0
31/03/14	£1,485	£940	£545	£449	£1,124	£1,068	13.6	17	0
31/03/13	£1,142	£933	£210	£375	£579	£552	7.1	15	0
31/03/12	£921	£878	£43	£427	£369	£323	4.4	12	0
31/03/11	£790	£709	£82	£297	£326	£306	5.2	11	0
31/03/10	£829	£811	£17	£287	£244	£210	3.1	15	0
31/03/09	£913	£925	£-12	£336	£227	£227	2.9	18	0
31/03/08	£987	£965	£22	£363	£239	£239	3	17	0
31/03/07	£938	£921	£17	£391	£218	£214	2.8	17	0
31/03/06	£712	£768	£-57	£0	£0	£0	n/a	0	0
31/03/05	£818	£792	£27	£0	£0	£0	n/a	0	0
31/03/04	£442	£384	£58	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 38.2%
Fundraising Costs/Total Spending: 2.4%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 9%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 6.1 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.8

Asset Split ?

Established: 22 years

www.allergyuk.org

finance@allergyuk.org

01322470337

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for people with disabilities

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

26 employees
15 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

DCMS	£49,290
Garfield Weston Foundation	£25,000
Co-Operative Group	£1,599

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Allergy UK
£1,599	21/10/2023	We wish to offer young people a safe space to talk about how allergy affects them and services to support them so their voice can be heard and they are not discriminated against because of allergy.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£25,000	07/10/2022	Two-year funding towards the running costs of the Helpline service
DCMS - Coronavirus Community Support Fund
£49,290	05/10/2020	"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 - Connecting with our Customers - Allergy UK New Website Development
£9,900	11/01/2017 12	This project will redevelop the group's website which is no longer fit for purpose. This will enable the people to gain help and advice and improve their health and wellbeing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-78

ELIZABETH WITHERS Appointed: 2022, Occupation: Public Affairs

PETER LUIS FRAMPTON Appointed: 2022, Occupation: Hr Executive

RACHEL LOUISE CARTER OLDROYD Appointed: 2023, Occupation: It Manager

SARAH JANE DEVLIN Appointed: 2023, Occupation: Programme Director

ARCHNA THARANI Appointed: 2020, Occupation: Business And Finance Consultant

DR OYINDAMOLA STEPHANIE KAYODE Appointed: 2022, Occupation: Doctor, Other trusteeship: PERSONALISATION SUPPORT IN CAMDEN,

GARY STIEFEL Appointed: 2019, Occupation: Doctor

LYNNE PRITCHARD Appointed: 2013, Occupation: Management Consultant

ROY DABY Appointed: 2018, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 17/10/2002, number: 1094231
Registered at Companies House on 12/08/2002, number: 04509293

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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; all on time

Main office

London House Business Centre
Thames Road
Crayford
Dartford
DA1 4SL

Objectives

1. To raise public awareness around allergy and the causes of anaphylaxis. 2. To produce reliable information and education in the community for the management and prevention of all allergic reactions, including anaphylaxis.3. To provide support in the community to all those affected by allergy, covering all manifestations of allergy to reduce risk of serious allergic reaction (anaphylaxis). This support extends to bereaved families.4. To promote research into the cause and care for all allergic conditions, including those that cause anaphylaxis, in order to improve health and quality of life for people living with allergy and associated diseases.5. To increase the profile of and advocacy for all allergic conditions, including the seriousness of anaphylaxis, providing advice and representation to government, industry and other organisations, and being a conduit for information and research for a range of expert and patient stakeholders.6. To campaign for policy and legislative changes to improve the lives of all people living with allergy, including those who live with the risk of anaphylaxis.

Defined Area of Benefit:

NOT DEFINED

Data Sources