Finance Score: 1

Governance Score: 3

Support Score: 7

Reasonable growth: +1
No PartB

Good trustee age range: +3

Grant maker support: +7

Overall GiG Score: 11

A4U

Activities to improve the quality of life for people with disabilities and/or long term conditions by provision of advice, information and advocacy services for disabled people, their families and carers in Shropshire and its borders, enabling people with disabilities to improve choice and control over their lives, assist independent living and maximise financial wellbeing.

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 and there are significant future grants due to be received
The Board appears to be well diversified in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 22 years

www.a4u.org.uk

advice@a4u.org.uk

01743539201

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	Volun- teers
30/06/23	£278	£221	£57	n/a	n/a	n/a	n/a	n/a	10
30/06/22	£185	£178	£6	n/a	n/a	n/a	n/a	n/a	5
30/06/21	£196	£182	£14	n/a	n/a	n/a	n/a	n/a	4
30/06/20	£187	£166	£20	n/a	n/a	n/a	n/a	n/a	25
30/06/19	£157	£148	£9	n/a	n/a	n/a	n/a	n/a	25
30/06/18	£140	£138	£2	£0	£0	£0	n/a	0	0
30/06/17	£148	£150	£-2	£0	£0	£0	n/a	0	0
30/06/16	£153	£156	£-3	£0	£0	£0	n/a	0	0
30/06/15	£184	£198	£-14	£0	£0	£0	n/a	0	0
30/06/14	£213	£204	£9	£0	£0	£0	n/a	0	0
30/06/13	£240	£231	£9	£0	£0	£0	n/a	0	0
30/06/12	£261	£258	£3	£0	£0	£0	n/a	0	0
30/06/11	£267	£284	£-17	£0	£0	£0	n/a	0	0
30/06/10	£267	£263	£4	£0	£0	£0	n/a	0	0
30/06/09	£253	£248	£5	£0	£0	£0	n/a	0	0
30/06/08	£217	£235	£-18	£0	£0	£0	n/a	0	0
30/06/07	£199	£215	£-16	£0	£0	£0	n/a	0	0
30/06/06	£180	£188	£-8	£0	£0	£0	n/a	0	0
30/06/05	£220	£188	£32	£0	£0	£0	n/a	0	0
30/06/04	£209	£209	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Shropshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
10 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.

Specific Donations

Amount	When Months	To be used for
Three Guineas Trust - Extra casework hours to increase availability of advice and representation.
£116,877	27/03/2024	Extra casework hours to increase availability of advice and representation to meet demand from disabled people who struggle to access specialist welfare rights provision.
Disability Action - NET Coronavirus Appeal Emergency Fund for Disabled People Organisations UK-wide
£17,950	01/11/2020	The project will provide staffing and IT costs to move services online
Masonic Trust - Core funding
£4,000	01/02/2017	Advice, advocacy, a wellbeing centre and social and life skills activities for people with disabilities.
Lloyds Bank Foundation - Grant to A4U: Action Advice Advocacy
£14,885	11/11/2015 12	Support to consult with adults living Autism and map journey to independent living. Plus record the patterns and trends of additional issues affecting them such as mental ill health. Leading to the ....more Support to consult with adults living Autism and map journey to independent living. Plus record the patterns and trends of additional issues affecting them such as mental ill health. Leading to the design and production of clear pathways of support
Lloyds Bank Foundation - Grant to A4U: Action Advice Advocacy
£22,800	24/02/2012	the salaries of the CEO, Business & Finance Advisor and the Operational Assistant

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 34-76

ALEXANDRA HIAM (Chair) Appointed: 2021, Occupation: Retired

CATHERINE SUSAN SHAW Appointed: 2022, Occupation: Retired

DAVID ALAN BELL Appointed: 2012, Occupation: Retired, Other trusteeship: AGE UK SHROPSHIRE TELFORD & WREKIN,

DAVID SCOTT FORSYTH Appointed: 2023, Occupation: Infrastructure Engineer

HELEN CLAIRE CRACKETT MBE DL, Occupation: It Consultant, Other trusteeships: ST CHAD'S AND ST ALKMUND'S CHARITY, SHREWSBURY HOMES FOR ALL,

Legal constitution

Charitable company registered in England & Wales on 17/05/2002, number: 1092083
Registered at Companies House on 26/02/2002, number: 04381722

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

A 4 U
Louise House
Roman Road
SHREWSBURY
SY3 9JN

Objectives

FOR THE PUBLIC BENEFIT, TO PROMOTE THE RELIEF OF PEOPLE WITH DISABILITIES BY THE PROVISION OF AN INFORMATION AND ADVICE SERVICE AND TO ASSIST THOSE PEOPLE EITHER DIRECTLY OR THROUGH THEIR CARERS, RELATIVES, FRIENDS AND ADVOCATES

Defined Area of Benefit:

NOT DEFINED

Data Sources

A4U