Finance Score: -4

Governance Score: 3

Support Score: 8

Spending falling: -1
Volatile income: -3
No PartB

Good trustee age range: +3

Overall weighted support: +8

Overall GiG Score: 7

THE O'CONNOR GATEWAY TRUST

The company's objectives are the advancement of education and training of individuals who have undergone drug and or alcohol rehabilitation in order to enable them to more fully participate in society.

Analysis by Giving is Great

Positives:

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 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
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
31/03/23	*	£232	£229	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£192	£204	£-12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£297	£288	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£340	£317	£23	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19		£389	£365	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£365	£354	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£268	£253	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£247	£231	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£374	£380	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£368	£342	£26	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£156	£172	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£447	£88	£359	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£40	£22	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£12	£2	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£1	£1	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£2	£0	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£1	£6	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£6	£0	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 20 years

info@oconnorgateway.org

01283537280

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Education/Training

GiG Classification

Provides financial or material assistance

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Staffordshire,

Who it helps

Other Defined Groups

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.

Major supporters in last 5 years

National Lottery Community Fund	£261,935
DCMS	£113,280
Lloyds Bank Foundation	£52,250
Masonic Trust	£500

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Festival
£500	25/09/2023	Core Funding
Lloyds Bank Foundation - One off gift towards cost of living crisis to The O'Connor Gateway Trust
£2,250	14/12/2022	One off gift to support with the cost of living crisis
National Lottery Community Fund - Community Recovery Academy
£251,935	25/08/2022	The funding will help people in recovery from addiction to get their lives back and to stay clean to gain skills qualifications and employment and secure a roof over their heads. The money is for ....more The funding will help people in recovery from addiction to get their lives back and to stay clean to gain skills qualifications and employment and secure a roof over their heads. The money is for salaries rent travel and IT costs.
National Lottery Community Fund - Jubilee Join-In
£10,000	08/04/2022	The funding will be used to stage an event celebrating the Queen's Platinum Jubilee. The project aims to bring people together including care home residents and people who have experienced addiction ....more The funding will be used to stage an event celebrating the Queen's Platinum Jubilee. The project aims to bring people together including care home residents and people who have experienced addiction so that they can reduce their feelings of social isolation.
Lloyds Bank Foundation - Recovery grant to The O'Connor Gateway Trust
£50,000	02/12/2020 24	Unrestricted grant over two years towards the core costs of The O'Connor Gateway Trust, awarded under the Foundation's Addiction and Dependency funding stream. Part of the Covid Recovery Fund to ....more Unrestricted grant over two years towards the core costs of The O'Connor Gateway Trust, awarded under the Foundation's Addiction and Dependency funding stream. Part of the Covid Recovery Fund to support charities to emerge from the pandemic.
DCMS - DCMS VSCE CMC Covid Funding
£29,480	02/12/2020	The Community Match Challenge is an £85M fund aimed at supporting the Voluntary Community and Social Enterprise (VCSE) in their COVID response. Awards were made to philanthropists, foundations and ....more The Community Match Challenge is an £85M fund aimed at supporting the Voluntary Community and Social Enterprise (VCSE) in their COVID response. Awards were made to philanthropists, foundations and grant making organisations to match funds raised on a pound for pound basis, to increase the support to the sector.
DCMS - Coronavirus Community Support Fund
£83,800	08/07/2020	"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."
National Lottery Community Fund - Stepping stones to success
£449,297	09/03/2016 48	A project to improve the life and employability skills of people affected by drug and alcohol misuse. It will provide voluntary opportunities to gain skills including catering, finance, customer ....more A project to improve the life and employability skills of people affected by drug and alcohol misuse. It will provide voluntary opportunities to gain skills including catering, finance, customer service, IT, advertising, marketing, business experience, and NVQ qualifications. Working with local radio it will also provide skills such as interviewing, analysing, negotiation and decision making, as well as audio editing, creativity and problem solving. The project aims to support 400 beneficiaries.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 36-87

AMIEE THOMAS Appointed: 2019, Occupation: Solicitor

CLARENCE BENNIE ROBINSON Appointed: 2013, Occupation: Company Director And Financial Adviser

DARREN MARK EDWARDS Appointed: 2016, Occupation: Information Manager

DAVID GEOFFREY MATTHEWS Appointed: 2018, Occupation: Chartered Accountant

EMMA TURTON Appointed: 2016, Occupation: Editor

FREDERICK WILLIAM SAUNDERS (Chair) Appointed: 2013, Occupation: Company Director

GARETH BRIAN MOSS Appointed: 2023

KENDRA MARTINE GRAY Appointed: 2024, Occupation: Director

REV MICHAEL JONATHAN REDSHAW Appointed: 2016, Occupation: Clergyman

Legal constitution

Charitable company registered in England & Wales on 07/12/2004, number: 1107156
Registered at Companies House on 05/05/2004, number: 05119548

Gift Aid

NOT registered with HMRC for Gift Aid

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

19 returns made; AR23: 44 days late,

Main office

BAC O'Connor
126 STATION STREET
BURTON-ON-TRENT
STAFFORDSHIRE
DE14 1BX

Objectives

THE COMPANY'S OBJECTS ARE THE ADVANCEMENT OF EDUCATION AND TRAINING OF INDIVIDUALS WHO HAVE UNDERGONE DRUG AND ALCOHOL REHABILITATION IN ORDER TO ENABLE THEM TO MORE FULLY PARTICIPATE IN SOCIETY.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE LOCALLY IN ALL PARTS OF THE COUNTY OF STAFFORDSHIRE.