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home >> charity search >> affinity trust
Finance Score: 2
Governance Score: 9
Support Score: 0
  • Poor Liquidity: -1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: 11 ?

AFFINITY TRUST 

Affinity Trust supports people with learning disabilities. The main model of support is Supported Living but Day Opportunities and a small number of Residential places are also provided.Affinity Trust supports people with a wide range of support needs and has considerable experience of supporting people with complex support needs such as challenging behaviour.
Analysis by Giving is Great

Positives:

  • 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 and gender and dynamic in terms of composition

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
  • There has been a change of accounting period recently, so trends may be hard to determine
miles

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		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/03/23?£93,980£96,378£-2,398£72£12,343£12,0381.52,2830
30/09/21*£58,377£57,236£1,142£0£15,052£14,7453.12,2850
30/09/20£57,000£56,830£169£0£13,379£13,0712.82,3060
30/09/19£57,376£57,117£259£9£13,224£12,9162.72,0360
30/09/18£55,201£54,682£519£0£12,941£12,6342.81,9850
30/09/17£50,579£49,151£1,428£18£12,381£12,0762.92,0740
30/09/16£45,238£45,016£222£0£10,735£10,4312.81,9040
30/09/15£42,726£40,997£1,729£118£10,174£9,8612.91,4160
30/09/14£37,960£37,311£649£109£8,610£8,5922.81,5150
30/09/13£35,426£34,486£940£96£7,964£7,9522.81,2300
30/09/12£30,695£30,217£477£99£7,023£6,9962.81,0340
30/09/11£25,341£25,064£277£81£6,546£6,5153.18360
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 9%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 36%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 1.5 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1
Asset Split ?
Established: 13 years

www.affinitytrust.org

info@affinitytrust.org

01844267800

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
GiG Classification
  • Services for people with disabilities
How it operates
  • Provides services
Where it operates
  • Scotland, Throughout England,
Who it helps
  • People With Disabilities
Who works here?
  • 2,283 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

Age Range of Trustees: 36-69
  • SIAN REES Appointed: 2018, Occupation: Consultant
Legal constitution
  • Charitable company registered in England & Wales on 18/01/2011, number: 1139891
  • Registered at Companies House on 30/04/2009, number: 06893564
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
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
  • 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
12 returns made; AR21: 16 days late,
Main office

1 ST. ANDREWS COURT
WELLINGTON STREET
THAME
OX9 3WT

Objectives

THE CHARITY'S OBJECTS (THE OBJECTS) ARE THE RELIEF OF PERSONS WITH LEARNINGDIFFICULTIES OR DISABILITIES, MENTAL OR PHYSICAL DIFFICULTIES OR DISABILITIES, THE ELDERLY,THOSE WHO ARE CHRONICALLY SICK AND PERSONS WHO ARE SOCIALLY, MENTALLY AND PHYSICALLYVULNERABLE BY:(A) THE MANAGEMENT AND PROVISION EITHER DIRECTLY OR INDIRECTLY BY ARRANGEMENTSUBCONTRACT OR OTHERWISE WITH OTHER PERSONS FIRMS BODIES TRUSTS NI-IS TRUSTSAGENCIES, LOCAL AUTHORITIES PUBLIC AUTHORITIES OR GOVERNMENT DEPARTMENTS OFSUCH COMPREHENSIVE SUPPORT SERVICES AND BENEFITS OF HIGH QUALITY AS MAY BEREQUIRED BY THE BENEFICIARIES;(B) THE MANAGEMENT AND PROVIS ON AND OWNERSHIP (INCLUDING CO-OWNERSHIP) FORSUCH PERSONS AS AFORESAID IN NEED THEREOF OF HOUSES, HOSTELS, HOSPITALS OR OTHERESTABLISHMENTS OR FACILITIES OR ACCOMMODATION AND ANY ASSOCIATED AMENITIESSPECIALLY DESIGNED OR ADAPTED TO MEET THE HANDICAPS AND DISABILITIES ANDREQUIREMENTS OF THE BENEFICIARIES;(C) THE MANAGEMENT AND PROVISION OF SERVICES, ADVICE OR ASSISTANCE UPON TERMSAPPROPRIATE TO THEIR MEANS TO SUCH PERSONS AS AFORESAID IN NEED THEREOF INARRANGING OR CARRYING OUT WORKS OF IMPROVEMENT, REPAIR OR MAINTENANCE TOHOUSES OCCUPIED BY THEM, AND PROVIDING ANY ASSOCIATED AMENITIES SPECIALLYDESIGNED OR ADAPTED TO MEET THE HANDICAPS DISABILITIES AND REQUIREMENTS OF THEBENEFICIARIES.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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