Finance Score: -2

Governance Score: -10

Support Score: 3

Accounts filed more than 5 days late: -3 times
Reasonable growth: +1
No PartB

1 Trustee: -5
Very static board: -5

Gov Income
Grant maker support: +3

Overall GiG Score: -9

ALEX HOGG MEMORIAL TRUST LIMITED

The principal funding for the year was from property rental income

Analysis by Giving is Great

Positives:

The charity has received Government grants
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There is only 1 trustee
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Established: 19 years

www.ahmt.org.uk

hello@ahmt.org.uk

01904501599

Charity Commission for England and Wales

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		£441	£468	£-26	n/a	n/a	n/a	n/a	n/a
31/03/22		£379	£397	£-18	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£320	£355	£-35	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£307	£329	£-21	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£276	£313	£-37	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£219	£255	£-36	£0	£0	£0	n/a	0
31/03/17		£176	£150	£26	£0	£0	£0	n/a	0
31/03/16		£93	£94	£-2	£0	£0	£0	n/a	0
31/03/15	*	£104	£68	£36	£0	£0	£0	n/a	0
31/03/14		£39	£36	£3	£0	£0	£0	n/a	0
31/03/13	*	£16	£22	£-6	£0	£0	£0	n/a	0
31/03/12	*	£0	£16	£-15	£0	£0	£0	n/a	0
31/03/11	*	£2	£28	£-27	£0	£0	£0	n/a	0
31/03/10	*	£7	£18	£-11	£0	£0	£0	n/a	0
31/03/09		£22	£20	£2	£0	£0	£0	n/a	0
31/03/08	*	£17	£14	£2	£0	£0	£0	n/a	0
31/03/07	*	£17	£9	£8	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

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

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

City Of York, Derby City, Derbyshire, East Riding Of Yorkshire, Kingston Upon Hull City, North Yorkshire,

Who it helps

People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (1)

NEIL FRANKLIN Appointed: 2014, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 16/08/2005, number: 1110901
Registered at Companies House on 02/06/2005, number: 05469620

Gift Aid

NOT 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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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

Filing Record

17 returns made; AR21: 71 days late, AR20: 308 days late, AR19: 66 days late, AR18: 133 days late, AR15: 27 days late, AR13: 281 days late, AR12: 645 days late, AR11: 1011 days late, AR10: 1376 days late, AR08: 119 days late, AR07: 241 days late,

Main office

13 Museum Street
YORK
York
North Yorkshire
YO1 7DT

Objectives

TO RELIEVE THE NEEDS OF ADULTS IN THE AREA OF NORTH YORKSHIRE AND THE CITY OF YORK BY:3.1) ASSISTING IN THE SUPPORT AND CARE OF ADULTS WITH LEARNING DIFFICULTIES;3.2) THE PROVISION OF PREMISES FOR USE AS A RESIDENTIAL CARE HOME;3.3) THE PROVISION OF ADDITIONAL FACILITIES AT THE CARE HOME TO IMPROVE THE QUALITY OF CARE AVAILABLE TO RESIDENTS OF THE CARE HOME;3(4) THE PROVISION OF FACILITIES AND ACTIVITIES OUTSIDE THE CARE HOME FOR USE BY THE RESIDENTSOF THE CARE HOME TO IMPROVE THE QUALITY OF LIFE OF THOSE RESIDENTS;3(5) THE PROVISION OF ADDITIONAL EQUIPMENT TO THE CARE HOME FOR THE USE OR BENEFIT OF THERESIDENTS;3(6) MAKING THESE FACILITIES AVAILABLE TO OTHER ADULTS WITH LEARNING DIFFICULTIES IN THE AREA OFNORTH YORKSHIRE AND THE CITY OF YORK WHO ARE NOT RESIDENTS OF THE CARE HOME IN CO-OPERATIONWITH OTHER PROVIDERS OF CARE AND SUPPORT TO SUCH PEOPLE, PROVIDED THAT:A. THE FACILITIES, ACTIVITIES AND EQUIPMENT ARE AVAILABLE FOR USE AND ARE NOT BEING USEDBY THE RESIDENTS OF THE CARE HOME; ANDB. A FEE MAY BE CHARGED FOR THE USE OF THESE FACILITIES, ACTIVITIES AND EQUIPMENT BYPEOPLE WHO ARE NOT RESIDENTS OF THE CARE HOME;3(7) PROVIDING OTHER ACTIVITIES ANCILLARY TO THE ABOVE FOR THE BENEFIT OF THE RESIDENTS OF THECARE HOME WHICH CANNOT BE PROVIDED BY OTHER MEANS.

Defined Area of Benefit:

NORTH YORKSHIRE AND THE CITY OF YORK

Data Sources