Finance Score: 1

Governance Score: 6

Support Score: 7

Reasonable growth: +1
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 14

ALLERDALE DISABILITY ASSOCIATION

Information service giving advice and support on any disability related issue to people with disabilities, their families and carers. A large proportion of the work involves assisting people to complete welfare benefit forms. Drop In Centre for physically disabled adults and their carers, providing social and learning opportunities.

Analysis by Giving is Great

Positives:

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
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 gender and dynamic in terms of composition

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£99	£87	£13	n/a	n/a	n/a	n/a	n/a	8
31/03/22		£56	£62	£-6	n/a	n/a	n/a	n/a	n/a	4
31/03/21		£62	£51	£11	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£34	£65	£-31	n/a	n/a	n/a	n/a	n/a	14
31/03/19		£68	£56	£11	n/a	n/a	n/a	n/a	n/a	8
31/03/18		£47	£51	£-4	£0	£0	£0	n/a	0	0
31/03/17		£38	£41	£-4	£0	£0	£0	n/a	0	0
31/03/16		£31	£33	£-2	£0	£0	£0	n/a	0	0
31/03/15		£46	£33	£13	£0	£0	£0	n/a	0	0
31/03/14		£48	£31	£16	£0	£0	£0	n/a	0	0
31/03/13		£60	£73	£-12	£0	£0	£0	n/a	0	0
31/03/12		£84	£88	£-3	£0	£0	£0	n/a	0	0
31/03/11		£77	£82	£-5	£0	£0	£0	n/a	0	0
31/03/10		£92	£85	£7	£0	£0	£0	n/a	0	0
31/03/09		£92	£85	£7	£0	£0	£0	n/a	0	0
31/03/08		£66	£88	£-22	£0	£0	£0	n/a	0	0
31/03/07		£85	£118	£-33	£0	£0	£0	n/a	0	0
31/03/06	*	£195	£183	£12	£0	£0	£0	n/a	0	0
31/03/05		£160	£138	£22	£0	£0	£0	n/a	0	0
31/03/04		£108	£111	£-3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 44 years

www.allerdaledisability.com

people@adanet.org.uk

0190061912

Charity Commission for England and Wales

Listed activities

Disability
The Prevention Or Relief Of Poverty

GiG Classification

Services for people with disabilities

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Cumbria,

Who it helps

Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
8 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

National Lottery Community Fund	£113,542
DCMS	£26,200
Cumbria Community Foundation	£15,431

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - ADA
£103,542	20/07/2022	The funding will be used over two years to deliver a welfare benefits advice service and drop in centre for disabled people in Allerdale and the West Coast in Cumbria.
National Lottery Community Fund - Building Works
£10,000	20/05/2022	The funding will be used for the refurbishment of the library building which had fallen into disrepair. This will enable the group which supports the disabled community to increase the number of ....more The funding will be used for the refurbishment of the library building which had fallen into disrepair. This will enable the group which supports the disabled community to increase the number of people that receives assistance and benefit from it social activities. This aims to reduce isolation and improve wellbeing.
Cumbria Community Foundation - Core costs
£8,615	31/03/2021	Core costs
DCMS - Coronavirus Community Support Fund
£26,200	17/07/2020	"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."
Cumbria Community Foundation - Staff and mobile phone costs
£6,816	22/04/2020	Staff and mobile phone costs
Cumbria Community Foundation - Community Inclusion Consultation
£4,380	14/12/2018	Community Inclusion Consultation
National Lottery Community Fund - The Inclusion Zone
£10,000	18/10/2018 12	The group will deliver a range of activities and events throughout the year which will include drop-in sessions for adults with disabilities. The project aims to reach more isolated disabled people ....more The group will deliver a range of activities and events throughout the year which will include drop-in sessions for adults with disabilities. The project aims to reach more isolated disabled people through increased promotion of the service in appropriate spaces.
National Lottery Community Fund - I. C. E. (Inclusive Community Engagement)
£99,755	12/05/2010 36	This project in Workington will be open to adults with disabilities across the Allerdale local authority area. It aims to reduce feelings of isolation for people with disabilities and to encourage ....more This project in Workington will be open to adults with disabilities across the Allerdale local authority area. It aims to reduce feelings of isolation for people with disabilities and to encourage them to actively engage with, and feel valued within their community.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

KONRAD JOSEPH HENRY HANSEN Appointed: 2015

MARGARET BEATTIE CRABTREE Appointed: 2014

MARGARET CAREY Appointed: 2021

MARION FITZGERALD MRS Appointed: 2023

ANTHONY JAMES MARKLEY Appointed: 2011, Other trusteeship: THE HOLME CULTRAM SEA DYKE CHARITY,

JOHN DAVID BROWN BSC, CPA (Chair), Other trusteeships: THE INCORPORATED BENEVOLENT ASSOCIATION OF THE CHARTERED INSTITUTE OF PATENT ATTORNEYS, THE BENEVOLENT FUND OF THE SOCIETY OF CHEMICAL INDUSTRY,

Legal constitution

Charity registered in England & Wales on 20/10/1980, number: 510656

Gift Aid

Registered with HMRC for Gift Aid

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR06: 18 days late,

Main office

Moorclose Community Centre
Needham Drive
WORKINGTON
CA14 3SE

Objectives

TO PROMOTE THE WELFARE OF DISABLED PEOPLE WITHIN ALLERDALE AND WEST COAST DISTRICT IN ANY MANNER WHICH NOW IS OR HEREAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE AND IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE AFOREGOING (1) TO CO-OPERATE WITH VOLUNTARY AND STATUTORY ORGANISATIONS IN ORDER TO CO-ORDINATE THEIR ACTIVITIES RELATING TO DISABLED PEOPLE (2) TO DISSEMINATE INFORMATION RELATING TO DISABLED PEOPLE.

Defined Area of Benefit:

ALLERDALE AND WEST COAST DISTRICT.

Data Sources