Finance Score: 2

Governance Score: 9

Support Score: 7

Strong growth: +2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 18

THE APLASTIC ANAEMIA TRUST

The AAT is a charity dedicated to supporting sufferers of aplastic anaemia and allied disorders. Few people know about this disease despite the fact that it is as common as some types of leukaemia and just as devastating. The AAT is also dedicated to the provision of support for patients and their families in the form of our AA Support Group

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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		£474	£481	£-7	n/a	n/a	n/a	n/a	n/a	20
31/03/22		£233	£240	£-7	n/a	n/a	n/a	n/a	n/a	20
31/03/21		£223	£151	£71	n/a	n/a	n/a	n/a	n/a	10
31/03/20		£280	£341	£-61	n/a	n/a	n/a	n/a	n/a	30
31/03/19		£369	£255	£114	n/a	n/a	n/a	n/a	n/a	10
31/03/18		£165	£144	£21	£0	£0	£0	n/a	0	0
31/03/17		£156	£155	£1	£0	£0	£0	n/a	0	0
31/03/16	*	£181	£163	£18	£0	£0	£0	n/a	0	0
31/03/15	*	£137	£166	£-28	£0	£0	£0	n/a	0	0
31/03/14		£384	£214	£170	£0	£0	£0	n/a	0	0
31/03/13		£135	£219	£-84	£0	£0	£0	n/a	0	0
31/03/12		£186	£236	£-50	£0	£0	£0	n/a	0	0
31/03/11		£163	£164	£-1	£0	£0	£0	n/a	0	0
31/03/10		£199	£176	£23	£0	£0	£0	n/a	0	0
31/03/09		£199	£176	£23	£0	£0	£0	n/a	0	0
31/03/08	*	£328	£743	£-414	£0	£0	£0	n/a	0	0
31/03/07	*	£282	£168	£113	£0	£0	£0	n/a	0	0
31/03/06	*	£213	£145	£68	£0	£0	£0	n/a	0	0

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Senior Staff Costs/Total Spending: 16%
Highest pay band: £60,000-£70,000

Established: 19 years

www.theaat.org.uk

support@theaat.org.uk

07813857966

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Other individual and family services

How it operates

Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
20 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
National Lottery Community Fund - Winter Wellness
£9,944	11/11/2022	The funding will be used to support people affected by aplastic anaemia a rare bone marrow disease through the hardest months of the year when they face increased isolation heightened anxiety about ....more The funding will be used to support people affected by aplastic anaemia a rare bone marrow disease through the hardest months of the year when they face increased isolation heightened anxiety about Covid and flu and are disproportionately affected by increases in the cost of living. The project aims to build strong relationships in and across their growing community.
National Lottery Community Fund - Better Together for Healthy Bone Marrow
£579,707	18/07/2022	The funding will be used to deliver a partnership project that will support people in England who are affected by a range of related bone marrow failures that are not caused by cancer. The ....more The funding will be used to deliver a partnership project that will support people in England who are affected by a range of related bone marrow failures that are not caused by cancer. The partnership of seven organisations will deliver services to those affected by a number of different medical conditions alongside which they will also provide support to organisations in the partnership enabling them to become stronger and more resilient organisations. The Together for Healthy Marrow Alliance brings together seven small charities that support people living with related rare conditions that include bone marrow failure as a symptom.
Department for Business, Energy and Industrial Strategy - An innovative no-code platform for the creation of conversational AI powered chatbots for high quality customer support, resolving 80% of customer support queries more effectively
£213,475	01/04/2022	Full Grant details (including summaries) can be found on the Gateway to Research website: https://gtr.ukri.org/projects?ref=10029381
National Lottery Community Fund - Winter Wellness
£9,971	15/10/2021	The funding will be used to continue delivering a series of activities and online and telephone support information and advice for people living with Aplastic Anaemia. The project aims to build peer ....more The funding will be used to continue delivering a series of activities and online and telephone support information and advice for people living with Aplastic Anaemia. The project aims to build peer support networks and reduce the feeling of isolation.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 25-66

CALLUM TEMPEST Appointed: 2022, Occupation: Programme Manager

JENNY WILLIAMSON Appointed: 2023, Occupation: Chartered Accountant

JULIA BEART Appointed: 2022, Occupation: Director

SARAH GILBERT Appointed: 2022, Occupation: Senior Public Affairs Advisor

STEVE OLIVER Appointed: 2022, Occupation: Investment Manager

TRACY STEPHENSON Appointed: 2020, Occupation: None

AMANDA CONQUY (Chair) Appointed: 2020, Occupation: Management Consultant

JANE COZENS Appointed: 2018, Occupation: Marketing Consultant

Legal constitution

Charitable company registered in England & Wales on 10/01/2005, number: 1107539
Registered at Companies House on 08/07/2004, number: 05174065

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
Internal risk management policy and procedures
Investment
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

18 returns made; AR16: 2 days late, AR15: 39 days late, AR08: 118 days late, AR07: 119 days late, AR06: 52 days late,

Main office

C/O KM Chartered Accountants
Burnley Wharf
Manchester Road
BURNLEY
Lancashire
BB11 1JG

Objectives

TO RELIEVE THE SICKNESS OF THOSE PEOPLE SUFFERING FROM BONE MARROW DISEASE AND IMMUNE DEFECTS.

Defined Area of Benefit:

NATIONAL

Data Sources