Finance Score: 2
Governance Score: 6
Support Score: 2
  • Excess liquidity: -1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +2
Overall GiG Score: 10 ?

AIM UP 

The principal activity of the charity is to provide accommodation, care and support and social inclusion for people in need of such facilities by reason of their mental or physical/learning disability or family background.
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • Fundraising costs are 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 and dynamic in terms of composition

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
31/01/23£2,186£2,000£186£163£2,851£2,55915.4710
31/01/22£1,933£1,865£68£132£2,673£2,38415.3710
31/01/21£1,961£1,925£36£40£2,594£2,29114.3790
31/01/20£1,918£1,922£-4£12£2,529£2,22013.9782
31/01/19£1,817£1,839£-22£15£2,516£2,11513.8801
31/01/18£1,801£1,784£17£0£2,545£2,13614.4790
31/01/17£1,461£1,480£-19£0£2,515£1,59012.9740
31/01/16£1,710£1,362£348£2£2,508£1,45312.8700
31/01/15£1,625£1,382£243£6£2,168£1,43312.4620
31/01/14£1,351£1,425£-74£12£1,912£1,28810.8620
31/01/13£1,658£1,353£306£26£1,986£1,28711.4420
31/01/12£1,183£1,183£-1£2£1,667£1,26412.8680
31/01/11£1,252£1,060£192£2£1,666£1,18713.4660
31/01/10£1,102£1,129£-27£2£1,465£1,03411390
31/01/09£834£773£61£0£923£89814330
31/01/08£581£557£24£65£896£87218.8310
31/01/07£451£429£23£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 8.2%
Fundraising Costs/Total Spending: 8.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 20%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 90%
Reserves/Spending: 15.4 months
Net Current Assets/Spending: 5 months
Quick Ratio: 5.9
Asset Split ?
Established: 19 years
(23 years as a company)

www.aimup.co.uk

enquiries@aimup.co.uk

01242546960

Charity Commission for England and WalesCompanies HouseFacebook
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Services for people with disabilities
How it operates
  • Makes Grants to Individuals
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Gloucestershire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
Who works here?
  • 71 employees

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.

Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - ACE - Accessible Festival
£9,745 01/04/2022
The funding will be used to deliver an accessible and inclusive music festival for people living with disabilities and the wider community. The project aims to support community engagement the ....more
National Lottery Community Fund - Well Close Community Accessible Garden
£10,000 12/03/2014
12
This is a project by a charity in Cheltenham, Gloucestershire. The group will use the funding to provide local school children and people with disabilities with a substantial area to grow their own ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed

Age Range of Trustees: 29-79
  • SAMUEL LUCY Appointed: 2023, Occupation: Mortgage Consultant
Legal constitution
  • Charitable company registered in England & Wales on 21/09/2005, number: 1111403
  • Registered at Companies House on 11/05/2001, number: 04214557
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
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
17 returns made; all on time
Main office

WELL CLOSE
LANSDOWN PARADE
CHELTENHAM
GLOUCESTERSHIRE
GL50 2LH

Objectives

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE TO BE EXERCISED WITHIN THE UNITED KINGDOM WITH PARTICULAR REFERENCE TO THE COUNTY OF GLOUCESTER AND ITS SURROUNDING AREAS (THE AREA OF BENEFIT) AND ARE AS FOLLOWS:TO PROVIDE AND PROMOTE THE CARE WELFARE ACCOMMODATION TREATMENT EDUCATION TRAINING AND ADVANCEMENT OF VULNERABLE PEOPLE AND /OR ANYONE WITH LEARNING AND /OR PHYSICAL DISABILITIES INCLUDING THEIR FAMILIES AND CARERS.

Defined Area of Benefit:

UNITED KINGDOM WITH PARTICULAR REFERENCE TO THE COUNTY OF GLOUCESTER AND ITS SURROUNDING AREAS

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

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