Finance Score: 4

Governance Score: 9

Support Score: 3

Good reserves management: +3
Reasonable growth: +1

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

Overall weighted support: +3

Overall GiG Score: 16

COQUET TRUST

Provision of quality domiciliary and day care for people with learning disabilities, enabling them to have, as far as possible, a good quality of life within the community.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no 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 and gender and dynamic in terms of composition

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	£8,122	£7,786	£336	£0	£4,181	£4,150	6.4	263	10
31/03/22	£7,347	£7,263	£83	£0	£3,845	£3,799	6.3	259	0
31/03/21	£6,544	£6,496	£48	£0	£3,762	£3,759	6.9	195	0
31/03/20	£5,951	£5,724	£227	£0	£3,714	£3,714	7.8	234	0
31/03/19	£5,489	£5,166	£323	£0	£3,498	£3,438	8	246	0
31/03/18	£5,282	£4,823	£459	£0	£3,186	£3,186	7.9	170	0
31/03/17	£4,992	£4,723	£269	£0	£2,737	£2,737	7	177	0
31/03/16	£4,881	£4,714	£168	£0	£2,564	£2,564	6.5	175	0
31/03/15	£4,612	£4,429	£182	£5	£2,405	£2,405	6.5	186	0
31/03/14	£4,618	£4,362	£256	£5	£2,223	£2,223	6.1	179	0
31/03/13	£4,758	£4,390	£369	£4	£1,967	£1,967	5.4	191	0
31/03/12	£4,681	£4,485	£196	£4	£1,598	£1,598	4.3	194	0
31/03/11	£4,688	£4,396	£292	£4	£1,402	£1,402	3.8	185	0
31/03/10	£3,974	£3,844	£130	£4	£1,110	£1,110	3.5	175	0
31/03/09	£3,768	£3,677	£90	£3	£980	£980	3.2	148	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 22%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 6.4 months
Net Current Assets/Spending: 6 months
Quick Ratio: 3.4

Asset Split ?

Balance Sheet History

Established: 17 years

www.coquettrust.org.uk

enquiries@coquettrust.org.uk

01912859270

Charity Commission for England and Wales

Listed activities

Disability

GiG Classification

Services for people with disabilities

How it operates

Provides human resources

Where it operates

Gateshead, Newcastle Upon Tyne City, North Tyneside, Northumberland, South Tyneside,

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
National Lottery Heritage Fund - Grant to Coquet Trust
£10,000	02/11/2023	Nature, Habitat and Heritage Project

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: 31-80

ANDREW TITMUS Appointed: 2022, Occupation: Director

DAVID IAN ROWLAND Appointed: 2021, Occupation: Director

DR PAUL SMITH

ELIZABETH CLARE ROGERSON Appointed: 2020, Occupation: Director

IAN GALE Appointed: 2015, Occupation: Director

KIERAN PORTER Appointed: 2022, Occupation: Director

SUSAN WELSH Appointed: 2008, Occupation: Secretary

SARAH TURNER Appointed: 2020, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 04/10/2007, number: 1121062
Registered at Companies House on 17/05/2007, number: 06251078

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

15 returns made; all on time

Main office

Coquet Trust
23-24 Lansdowne Terrace
NEWCASTLE UPON TYNE
NE3 1HP

Objectives

The only objects for which the Charity is established are for the public benefit to provide quality care and support for disabled people, enabling them to have a good quality life within the community (the Objects).

Defined Area of Benefit:

NORTHUMBERLAND, THE CITY OF NEWCASTLE UPON TYNE, TYNE WEAR AND NORTH TYNESIDE AREAS