Finance Score: 0

Governance Score: 6

Support Score: 6

Strong growth: +2
Deficit latest year: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteer base +5
Overall weighted support: +1

Overall GiG Score: 12

ALDER TRUST

Alder Trust aim is to enable the community to thrive. We do this by reaching out and enabling more services to be accessible to the highly deprived areas within Southampton. We enable a collaborative environment for those in the third sector and the private sector to work together and use one another's resources to save on funding and make services more sustainable.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Income was significantly lower than spending in the latest year
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
29/02/24	£216	£278	£-62	n/a	n/a	n/a	n/a	n/a	n/a
28/02/23	£376	£289	£87	n/a	n/a	n/a	n/a	n/a	n/a
28/02/22	£225	£235	£-10	n/a	n/a	n/a	n/a	n/a	n/a
28/02/21	£155	£148	£7	n/a	n/a	n/a	n/a	n/a	n/a
29/02/20?	£104	£92	£13	n/a	n/a	n/a	n/a	n/a	n/a
28/02/18	£210	£12	£199	n/a	n/a	n/a	n/a	n/a	n/a
28/02/17	£18	£24	£-6	n/a	n/a	n/a	n/a	n/a	n/a
28/02/16	£19	£14	£5	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 10 years

www.aldertrust.org.uk

admin@aldertrust.org.uk

02380 783134

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Cheshire Community Foundation - Firgrove
£5,002	04/11/2020	Firgrove offers free support and information for those facing an unintended pregnancy as well as pre and post abortion, miscarriage and baby loss counselling. We need support to finance more counsellors for evening sessions to be accessible to more ....more Firgrove offers free support and information for those facing an unintended pregnancy as well as pre and post abortion, miscarriage and baby loss counselling. We need support to finance more counsellors for evening sessions to be accessible to more people. We will spend the money on two additional part-time counsellors, 4 hours each per week at 9.25 per hour which is £3848 plus supervision and training for 12 months is £1,154. The difference this will make is to be able to offer 250 additional sessions over 12 months, including some that are suitable for clients whose work schedules mean they are unable to come to the Centre during usual opening times as this is something that we currently cannot offer.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-71

ANTHONY ANDREW ARTHUR Appointed: 2022, Occupation: Business Owner

DAVID BARCLAY Appointed: 2022, Occupation: Management Consultant

PHILIP JAMES CLARKE Appointed: 2016, Occupation: Locum Gp

RUTH BROWN Appointed: 2023

SHEELAGH CLARKE Appointed: 2019, Occupation: Retired

STEPHEN HULL Appointed: 2022, Occupation: Marine Consultant

Legal constitution

Charitable company registered in England & Wales on 09/02/2015, number: 1160393
Registered at Companies House on 19/12/2013, number: 08821484

Gift Aid

Registered with HMRC for Gift Aid

Event History

13/11/2019 - Asset transfer in from THE LILIES PREGNANCY COUNSELLING CENTRE
30/05/2022 - Asset transfer in from FIRGROVE FAMILY TRUST

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management 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
Volunteer management

Filing Record

8 returns made; all on time

Recent reorganisation events:

Asset transfer in from FIRGROVE FAMILY TRUST on 30/05/2022

Main office

107 FIRGROVE ROAD
SOUTHAMPTON
SO15 3ET

Objectives

THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT, BY ANY CHARITABLE MEANS AS THE TRUSTEES FROM TIME TO TIME DECIDE:1. TO RELIEVE POVERTY, TO ADVANCE EDUCATION, AND TO RELIEVE NEED IN INDIVIDUALS ARISING FROM THEIR YOUTH, AGE INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES; 2. TO DEVELOP THE CAPACITY AND SKILLS OF MEMBERS OF DISADVANTAGED COMMUNITIES IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY; AND3. FOR ANY OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF COMMUNITIES AS THE TRUSTEES FROM TIME TO TIME DECIDE.

Data Sources

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