Finance Score: 5

Governance Score: 3

Support Score: 6

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs low: +3

Good trustee age range: +3

Grant maker support: +6

Overall GiG Score: 14

THE FIFTH TRUST

The support of adults with learning difficulties and in particular the Trust provides training and employment at two day centres in East Kent.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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:

Liquidity appeared to be in excess of CC guidelines at the latest year end

Established: 14 years

www.fifthtrust.co.uk

garethowen-conway@fifthtrust.co.uk

01227832022

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
31/03/23	*	£1,908	£1,723	£185	£3	£2,645	£2,550	17.8	51	10
31/03/22		£2,397	£1,459	£939	£14	£2,460	£2,126	17.5	49	0
31/03/21		£1,599	£1,209	£390	£12	£1,527	£1,073	10.6	52	0
31/03/20		£1,587	£1,448	£139	£10	£1,131	£820	6.8	36	16
31/03/19		£1,664	£1,462	£201	£4	£992	£721	5.9	33	16
31/03/18?		£984	£985	£-1	£4	£791	£644	7.8	34	0
30/06/17		£1,253	£1,198	£56	£3	£792	£562	5.6	34	0
30/06/16		£1,171	£1,108	£62	£3	£736	£567	6.1	32	0
30/06/15		£1,052	£1,048	£4	£19	£674	£510	5.8	30	0
30/06/14		£986	£874	£113	£14	£670	£494	6.8	28	0
30/06/13		£736	£747	£-10	£12	£557	£441	7.1	36	0
30/06/12		£653	£662	£-9	£11	£568	£446	8.1	35	0
30/06/11		£604	£511	£93	£14	£576	£440	10.3	34	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 17.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 5.4

Asset Split ?

Listed activities

Disability
Education/Training
General Charitable Purposes

How it operates

Provides services

Where it operates

Kent,

Who it helps

People With Disabilities

Who works here?

51 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.

Major supporters in last 5 years

National Lottery Community Fund	£260,000
DCMS	£60,000
Garfield Weston Foundation	£30,000
Co-Operative Group	£2,284

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Fifth Trust
£2,284	22/10/2022	We aim to offer students the opportunity to experience the great outdoors and learn bushcraft skills such as campfire and shelter building in nearby woodland.
Garfield Weston Foundation - Main Grants award
£30,000	03/09/2021	Redevelopment of the Fifth Trust Skills Centre for adults with learning disabilities at Greenbanks, in Barham
DCMS - Coronavirus Community Support Fund
£60,000	05/10/2020	"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 - Redevelopment of the Greenbanks' Skills Centre for adults with learnin
£260,000	01/07/2019 60	The organisation supports adults with learning disabilities in Kent to achieve their full potential. The organisation will use funding to redevelop its Amenity Pavilion, which will provide disability ....more The organisation supports adults with learning disabilities in Kent to achieve their full potential. The organisation will use funding to redevelop its Amenity Pavilion, which will provide disability access and adult changing areas.
Lloyds Bank Foundation - Grant to The Fifth Trust
£28,000	29/01/2014	The charity supports adults with learning disabilities to find employment and volunteering through training, accreditation and meaningful work experience. The grant will strengthen their popular ....more The charity supports adults with learning disabilities to find employment and volunteering through training, accreditation and meaningful work experience. The grant will strengthen their popular woodwork project and allow them to do this.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-71

DANIEL LAWRENCE COWLEY Appointed: 2021, Occupation: Trustee

DR DAVID JOHN OLIVER Appointed: 2018, Occupation: Retired Consultant In Palliative Medicine, Other trusteeship: THE MORTIMER SOCIETY,

MR NEIL HOPE Appointed: 2018, Occupation: Retired

PAUL ANDREW GANNAWAY Appointed: 2018, Occupation: Chartered Quantity Surveyor

SUZANNE O'BRIEN Appointed: 2018, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 05/07/2010, number: 1136718
Registered at Companies House on 21/05/2010, number: 07262103

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
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
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; AR23: 5 days late,

Main office

Elham Valley Vineyard
Elham Valley Road
Barham
CANTERBURY
Kent
CT4 6LN

Objectives

THE RELIEF OF PERSONS WITH LEARNING AND PHYSICAL DISABILITIES, THEIR CARERS, PARENTS, SIBLINGS AND OTHER FAMILY MEMBERS ('THE BENEFICIARIES') WITHIN KENT AND THE SURROUNDING COUNTIES ('THE AREA OF BENEFIT') IN SUCH WAYS AS THE TRUSTEES AT THEIR ABSOLUTE DISCRETION FROM TIME TO TIME DECIDE

Defined Area of Benefit:

KENT AND THE SURROUNDING COUNTIES

Data Sources