Finance Score: -4

Governance Score: 0

Support Score: 1

Good reserves management: +3
Accounts overdue -5
Accounts filed more than 5 days late: -2 times

Dynamic board: +3
Return overdue: -3

Grant maker support: +1

Overall GiG Score: -3

AVOCET TRUST

We purchase and commission domestic housing appropiate to our client needs.A range of normal life activities are offered to clients.Holiday facilities are also offered to our clients with financial support from the trust.We provide a range of community support services.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

Latest return is overdue

Financial issues to consider:

Latest accounts are overdue for filing and returns have been filed late on 2 occasions over the last 5 years

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
31/03/22	*	£6,438	£6,259	£179	£0	£4,174	£4,174	8	205
31/03/21		£6,419	£6,241	£178	£0	£4,007	£4,007	7.7	202
31/03/20	*	£6,639	£6,707	£-68	£0	£3,691	£3,691	6.6	267
31/03/19		£6,715	£6,623	£92	£0	£3,759	£3,743	6.8	267
31/03/18		£6,247	£5,921	£326	£0	£3,667	£3,651	7.4	267
31/03/17		£6,238	£6,147	£92	£0	£2,002	£1,987	3.9	277
31/03/16	*	£6,172	£6,083	£89	£8	£1,911	£1,896	3.7	277
31/03/15		£6,106	£5,935	£171	£85	£1,757	£1,742	3.5	275
31/03/14		£5,801	£5,733	£67	£51	£1,586	£1,572	3.3	272
31/03/13	*	£5,664	£5,428	£236	£37	£1,519	£1,504	3.3	242
31/03/12		£5,563	£5,405	£159	£72	£1,283	£1,268	2.8	231
31/03/11		£5,655	£5,647	£8	£59	£1,255	£1,240	2.6	270
31/03/10		£5,816	£5,648	£168	£62	£1,247	£1,229	2.6	250
31/03/09		£5,849	£5,485	£364	£73	£1,080	£1,062	2.3	265
31/03/08		£5,619	£5,604	£15	£89	£1,077	£1,005	2.2	291
31/03/07		£5,525	£5,406	£119	£55	£885	£784	1.7	276
31/03/06	*	£4,982	£4,880	£102	£0	£0	£0	n/a	0
31/03/05		£4,764	£4,596	£168	£0	£0	£0	n/a	0
31/03/04	*	£4,351	£4,161	£191	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 40%
Liabilities/Income: 43%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.7

Asset Split ?

Established: 33 years

avocettrust.co.uk

info@avocettrust.co.uk

01482329226

Charity Commission for England and Wales

Tweets

Listed activities

Disability

GiG Classification

Financial or material assistance

How it operates

Provides services

Where it operates

City Of York, East Riding Of Yorkshire, Kingston Upon Hull City,

Who it helps

People With Disabilities

Who supports 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
Co-Operative Group - Grant to Avocet Trust
£5,427	23/10/2021	Our project provides the village shop, which was lost to the local community, as well as a coffee shop, which includes training for vulnerable people to help them into the workplace.
Dunhill Medical Trust - Learning Disability Dementia Project
£115,323	10/09/2013	Pilot project to establish fully replicable model to be used as a template for the design and delivery of learning disability dementia services

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 57-86

ANDREW TEARLE Appointed: 2016, Occupation: Deputy Head Teach

CHRISTOPHER BROWN Appointed: 2006, Occupation: Director

CHRISTOPHER BOND LEFEVRE Appointed: 2022, Occupation: Retired

DANIEL BROWN Appointed: 2022

IVAN SPIBEY Appointed: 2022, Occupation: Hr Consultant

JACQUELINE COMERFORD Appointed: 2019, Occupation: Retired

JULIE GAYNOR HYAM Appointed: 2021, Occupation: Hr Officer

RICHARD DIBB Appointed: 2019, Occupation: Farmer

Legal constitution

Charitable company registered in England & Wales on 09/10/1991, number: 1004537
Registered at Companies House on 20/09/1991, number: 02647631

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR22: 30 days late, AR20: 11 days late, AR16: 2 days late, AR13: 0 days late, AR06: 1 days late, AR04: 100 days late,

Recent reorganisation events:

Asset transfer in from FIVE SENSES CHARITY on 19/08/2021

Main office

AVOCET TRUST
CLARENCE HOUSE
60-62 CLARENCE STREET
HULL
HU9 1DN

Objectives

1. THE RELIEF OF PERSONS WHO ARE HANDICAPPED DISABLED OR OTHERWISE DISADVANTAGED BY THE PROVISION OF FACILITIES INCLUDING HOUSING CALCULATED TO RELIEVE THEIR NEEDS. 2. THE RELIEF OF PERSONS PARTICULARLY YOUNG PERSONS WHO ARE HOMELESS OR THREATENED WITH HOMELESSNESS BY PROVIDING OR ASSISTING IN PROVIDING ACCOMMODATION AND SUPPORT FOR SUCH PERSONS.

Defined Area of Benefit:

EAST RIDING OF YORKSHIRE NORTH AND NORTH EAST LINCOLNSHIRE COUNTY AND CITY OF KIGSTON UPON HULL

Data Sources