Finance Score: -4
Governance Score: 9
Support Score: 10
  • Low unrestricted reserves: -2
  • Multiple Deficits: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 15 ?

ALIVE ACTIVITIES LIMITED

Alive is dedicated to improving the quality of life of older people and their carers. We work to prioritise wellbeing into later life by engaging older people creatively through meaningful activity, training and supporting carers to enrich the lives of older people, reducing social isolation by connecting them to their local communities and speaking up for the rights of older people
Analysis by Giving is Great

Positives:

  • 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 issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end
  • There has been a change of accounting period recently, so trends may be hard to determine
  • On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?
N.B. data has been adjusted to reflect year end change
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£686£800£-114£71£386£1442.22950
31/03/22£812£522£290£64£499£1162.721100
31/03/21?£558£500£57£76£209£1212.9125
31/10/19£621£642£-22£117£152£841.63315
31/10/18£596£775£-179£135£174£861.32733
31/10/17£773£608£165£98£353£2645.2130
31/10/16£437£491£-54n/an/an/an/an/an/a
31/10/15£499£455£45n/an/an/an/an/an/a
31/10/14£440£359£81n/an/an/an/an/an/a
31/10/13£335£245£90n/an/an/an/an/an/a
31/10/12£156£168£-11n/an/an/an/an/an/a
31/10/11£104£87£16n/an/an/an/an/an/a
31/10/10£54£34£20n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 10.4%
Fundraising Costs/Total Spending: 8.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 37%
Reserves/Spending: 2.2 months
Net Current Assets/Spending: 6 months
Quick Ratio: 10.2
Asset Split ?
Balance Sheet History
Established: 15 years

www.aliveactivities.org

info@aliveactivities.org

0117 377 4756

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • Amateur Sport
  • Arts/Culture/Heritage/Science
  • Disability
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides services
Where it operates
  • Bristol City, Gloucestershire, North Somerset, Somerset, South Gloucestershire,
Who it helps
  • Elderly/Old People
  • People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Quartet Community Foundation£183,949
The Rayne Foundation£60,000
Masonic Trust£57,892
Garfield Weston Foundation£55,000
Dunhill Medical Trust£30,962
National Lottery Community Fund£20,000
The Leathersellers' Company Charitable Fund£10,000
CAF£7,500
Specific Donations
Amount When
Months
To be used for
Tudor Trust - Grant to Alive Activities Limited (COVID19 Grant)
£2,000 20/04/2020
2
as emergency funding towards the running costs of telephone and on line memory groups and activity sessions for isolated older people in Bristol, during the Coronavirus crisis
Quartet Community Foundation - Grant to Alive Activities Ltd
£9,980 13/12/2023
11
Community-based 'Wellbeing in Nature' sessions for older people recently diagnosed with dementia and their carers, aimed at reducing social isolation and improving their quality of life.
Quartet Community Foundation - Grant to Alive Activities Ltd
£19,980 13/12/2023
11
To improve the wellbeing of disadvantaged older adults through 'Wellbeing in Nature' sessions and build the capacity/sustainability of Stanley's Garden - an accessible, volunteer-managed, dementia-friendly, community wellbeing garden in Worle.
Quartet Community Foundation - Grant to Alive Activities Ltd
£5,000 20/06/2023
For a monthly walking group and social activities for people living with young onset dementia in North Somerset, improving wellbeing, reducing social isolation and facilitating the creation of peer support networks.
Quartet Community Foundation - Grant to Alive Activities Ltd
£10,000 06/04/2023
For engagement activities at local memory cafes, older people's groups and day centres in Bristol to reduce loneliness/isolation for older people and those living with dementia.
Quartet Community Foundation - Grant to Alive Activities Ltd
£32,061 07/03/2023
Towards a project improving the health and wellbeing of older people from Black and minoritised communities in Bristol, through the provision of social support, activities and help accessing services.
Masonic Trust - MCF Large Grant
£57,892 27/01/2023
Activation of a dementia friendly allotment and garden, supporting the wellbeing and community integration of elderly people and their carers.
Garfield Weston Foundation - Main Grants award
£20,000 06/01/2023
Improving Older People's Wellbeing
Quartet Community Foundation - Grant to Alive Activities Ltd
£500 03/01/2023
As requested by the fund holder for the Penny Johnstone Award, in recognition of the charity's work of improving the quality of life of older people and their carers.
Quartet Community Foundation - Grant to Alive Activities Ltd
£2,995 09/12/2022
To deliver weekly social and therapeutic horticulture community gardening sessions to improve the lives of people living in a deprived inner city area and help to build a stronger community.
The Rayne Foundation - Grant to Alive Activities Limited
£60,000 05/12/2022
Towards core costs while Alive consolidates its digital and meeting centre programmes, reaching more older people and their carers.
Quartet Community Foundation - Grant to Alive Activities Ltd
£500 09/11/2022
As requested by the fund holder for the Penny Johnstone Award, in recognition of the charity's work of improving the quality of life of older people and their carers.
Co-Operative Group - Grant to Alive Activities
£1,801 22/10/2022
We would like to support older people living with dementia and their carers, and reduce social isolation, by running gardening sessions at our dementia-friendly community allotment in Brentry.
National Lottery Community Fund - Older People's Community Gardening Group
£10,000 22/07/2022
The funding will be used to continue to run a community gardening project for older people. The project aims to bring older people together with the wider community reduce isolation improve well-being and boost their skills and confidence.
Quartet Community Foundation - Grant to Alive Activities Ltd
£10,000 17/03/2022
3
Build the capacity of the organisation's IT infrastructure with a new CRM system to help improve their service delivery.
Quartet Community Foundation - Grant to Alive Activities Ltd
£500 17/03/2022
As requested by the fund holder, towards the charity's work of improving the quality of life of older people and their carers.
Sir Jules Thorn Charitable Trust - Alive Activities Ltd - 31/01/22
£2,000 17/02/2022
Core Funding
Garfield Weston Foundation - Main Grants award
£35,000 03/09/2021
Improving Older People's Lives
Quartet Community Foundation - North Somerset Dementia Meeting Centre
£20,000 08/07/2021
11
A community-based Meeting Centre in North Somerset offering friendly, ongoing, expert support to people with mild/moderate dementia, helping them to live at home longer and enjoy better quality of life.
Quartet Community Foundation - Bristol Dementia Meeting Centre
£39,035 21/06/2021
23
Toward the set-up of a community-based Meeting Centre in Bristol offering friendly, ongoing, expert support to people with mild to moderate dementia, helping them to live at home for longer and with a better quality of life.
National Lottery Community Fund - Older People's Community Gardening Group
£10,000 14/05/2021
The funding will be used to continue a community gardening group for older people. The project aims to improve the wellbeing of people who were isolated during the COVID-19 pandemic by providing opportunities to meet with new friends and learn new ....more
Quartet Community Foundation - Alive Clubs
£5,000 12/05/2021
11
Reduce isolation through Alive Clubs, bringing together older people in care homes and those living in the community, to enjoy meaningful activities and increased social connections.
Quartet Community Foundation - Grant to Alive Activities Ltd
£1,000 23/03/2021
As requested by the fund holder.
Quartet Community Foundation - Alive's Dementia Friendly Allotment - Brentry, North Bristol
£2,500 21/01/2021
3
A part-time facilitator to launch a dementia-friendly community allotment in Brentry, North Bristol and train volunteers to support the participation of older people living with dementia.
Tudor Trust - Grant to Alive Activities Limited
£2,000 15/01/2021
as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
The Leathersellers' Company Charitable Fund - Grant to Alive Activities Ltd
£10,000 02/12/2020
12
Main Grant unrestricted core costs
Quartet Community Foundation - GALLOP - Gaining An on-Line Life for Older People
£19,999 02/11/2020
We'll support older people living in care homes or in rural communities to use technology to access digital activities, support and services which will enrich their lives and reduce isolation.
Co-Operative Group - Grant to Alive
£4,668 24/10/2020
We would like to run a community gardening group to connect older people in care with the wider community and reduce loneliness.
Quartet Community Foundation - Grant to Alive Activities Ltd
£4,899 25/06/2020
To provide online activity sessions to older people in care homes, to bring them happiness and connection with the outside world and reduce loneliness and isolation.
Dunhill Medical Trust - Intergenerational Linking project - Bristol
£30,962 28/05/2020
18
Promoting young people’s engagement with care homes for older people through the care Home Friends & Neighbours framework - Bristol
CAF - Grant to ALIVE ACTIVITIES LIMITED
£7,500 17/04/2020
3
Grant to ALIVE ACTIVITIES LIMITED to support the organisation through COVID19
Quartet Community Foundation - Meaningful Engagement for Loved Ones
£2,000 31/10/2019
11
For training in Meaningful Engagement for Loved Ones to support unpaid carers, family and friends of older people living with dementia, whether living in the community or in care homes.
Tudor Trust - Grant to Alive Activities Limited
£60,000 20/08/2019
24
over two years as continuation funding on an unrestricted basis for an organisation working to improve the quality of life for older people living in residential care across the South West and South of England
National Lottery Community Fund - Older People's Community Gardening Group
£9,995 07/06/2019
12
The funding will be used to deliver a community gardening club for older people. The project aims to bring local people together, improve outside spaces and reduce social isolation.
Garfield Weston Foundation - Main Grants award
£30,000 08/05/2019
Transforming Care
DCMS - Building Connections Fund
£17,123 01/04/2019
Development and expansion of existing service in Greater Bristol to also rach Hampshire, Wiltshire and Gloucestershire delivering an intergenerational activity programme, partnering care settings with local schools to support older people in care. ....more
DCMS - Building Connections Fund
£17,123 02/01/2019
Development and expansion of existing service in Greater Bristol to also rach Hampshire, Wiltshire and Gloucestershire delivering an intergenerational activity programme, partnering care settings with local schools to support older people in care. ....more
National Lottery Community Fund - Access All Ages
£43,586 26/11/2018
36
Access All Ages
Quartet Community Foundation - Intergenerational Gardening Groups
£9,918 01/10/2018
9
For an intergenertional gardening project every fortnight for 8 months involving older people and children from care homes and schools in North Somerset.
The Rayne Foundation - Grant to Alive Activities Limited
£45,000 07/12/2017
36
Towards Alive's coaching programme for 240 care staff in 60 care homes, providing on-the-job training for care staff in developing meaningful activities and relationships with their residents.
Quartet Community Foundation - Alive! Coaching Programme
£8,652 09/11/2016
11
Towards activity costs in 12 care homes in North Somerset, primarily in Weston super Mare.
Tudor Trust - Grant to Alive Activities Limited
£90,000 24/06/2016
36
over three years as unrestricted funding for an organisation working to improve the quality of life for older people living in residential care homes in the South West, Hampshire and West Sussex
Henry Smith Charity - Grant to Alive Activities Limited
£175,900 08/10/2015
36
towards three years' running costs of a project providing a community engagement initiative for care homes to support older people in Bristol
Dunhill Medical Trust - Activity workshop presenters fees
£60,000 08/09/2014
The delivery of activity workshops for older people in 375 care homes
Lloyds Bank Foundation - Grant to Alive Activities Ltd
£30,000 28/08/2013
Alive Activities provides meaningful and stimulating activities to older people living in care homes. This grant will help fund the Support and Projects Manager to manage the office and projects.
Tudor Trust - Grant to Alive Activities Limited
£75,000 23/08/2013
36
over three years towards the running costs of an organisation providing activities for older people in residential homes, alongside training to care home staff, in the South West, Hampshire and West Sussex
Henry Smith Charity - Grant to Alive Activities Limited
£75,000 13/06/2013
36
towards three years' salary of the Director at a project providing activities for older people in residential care in south-west England
Show more rows

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: 27-78
  • ANDREW SIMON WOOD Appointed: 2014, Occupation: Director
  • ANISAH MAHMOOD Appointed: 2023, Occupation: Occupational Therapist
  • CATHERINE SMITH Appointed: 2010, Occupation: None
  • DR KEVIN WOODROW Appointed: 2023, Occupation: Retired
  • PATRICIA JAYNE BARLOW Appointed: 2020, Occupation: Director
  • PETER LIPPETT Appointed: 2023, Occupation: Retired
  • RICHARD CROCKER Appointed: 2020, Occupation: Chief Executive
  • SUZY WEBSTER Appointed: 2015, Occupation: Charity Worker
Legal constitution
  • Charitable company registered in England & Wales on 16/11/2009, number: 1132708
  • Registered at Companies House on 12/08/2009, number: 06989308
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • 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
13 returns made; all on time
Main office

THE CREATE CENTRE
SMEATON ROAD
BRISTOL
BS1 6XN

Objectives

THE COMPANY'S OBJECTS ARE TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL

Data Sources

Charity Commission for England and Wales
360 Giving

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