Finance Score: 2

Governance Score: -1

Support Score: 1

Strong growth: +2
No PartB

Only 3 Trustees: -2
Narrow trustee age band: -2
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 2

ALLIED SERVICES TRUST

AST offers professional services to empower people to prepare for lack of capacity and assisting them at times of vulnerability, we provide:Education: We raise awareness, demonstrating unbiased options available to prepare for lack of capacity.Assistance: We support individuals in the creation of documents.Administration: We will act for those who have no lay attorney or deputy to appoint.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board has little diversity in terms of age

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
31/05/23	£224	£139	£85	n/a	n/a	n/a	n/a	n/a
31/05/22	£135	£125	£10	n/a	n/a	n/a	n/a	n/a
31/05/21	£102	£101	£1	n/a	n/a	n/a	n/a	n/a
31/05/20	£74	£88	£-13	n/a	n/a	n/a	n/a	n/a
31/05/19	£100	£63	£37	n/a	n/a	n/a	n/a	n/a
31/05/18	£65	£46	£19	£0	£0	£0	n/a	0
31/05/17	£50	£32	£18	£0	£0	£0	n/a	0
31/05/16	£20	£16	£4	£0	£0	£0	n/a	0
31/05/15	£3	£8	£-5	£0	£0	£0	n/a	0
31/05/14	£13	£6	£7	£0	£0	£0	n/a	0
31/05/13	£20	£7	£13	£0	£0	£0	n/a	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 12 years

www.alliedservicestrust.org

enquiries@alliedservicestrust.org

01590644073

Charity Commission for England and Wales

Listed activities

Armed Forces/Emergency Service Efficiency
Education/Training
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities
The General Public/Mankind

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
CAF - Grant to Allied Services Trust
£4,500	02/07/2020 3	Grant to Allied Services Trust to support the organisation through COVID19

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-69

JAMES ANDREW BATEY Appointed: 2021, Occupation: Lawyer

HEATHER BURRELL Appointed: 2015, Occupation: Charity Consultant

PROFESSOR MARTIN JOHN BROAD (Chair) Appointed: 2015, Occupation: University Professor

Legal constitution

Charitable company registered in England & Wales on 18/07/2012, number: 1148194
Registered at Companies House on 01/02/2012, number: 07930954

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
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

11 returns made; all on time

Main office

The Granary
Newlands Manor Farm
Everton
LYMINGTON
Hampshire
SO41 0BG

Objectives

4.1 TO ADVANCE AND PROMOTE THE EDUCATION OF THE PUBLIC, MEMBERS OF THE ARMED FORCES OF THE CROWN AND MEMBERS OF THE UNIFORMED PUBLIC EMERGENCY SERVICES IN RELATION TO PERSONAL FINANCIAL AND WELFARE MATTERS. 4.2 TO RELIEVE FINANCIAL HARDSHIP AMONGST MEMBERS OF THE PUBLIC, MEMBERS OF THE ARMED FORCES OF THE CROWN AND MEMBERS OF THE UNIFORMED PUBLIC EMERGENCY SERVICES BY THE PROVISION OF SERVICES IN RELATION TO PERSONAL FINANCIAL AND WELFARE MATTERS. 4.3 SUCH OTHER PURPOSES THAT ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE. IN THESE OBJECTS, PERSONAL FINANCIAL AND WELFARE MATTERS MEANS POWERS OF ATTORNEY, ADMINISTRATION OF POWERS OF ATTORNEY, ADVANCE DECISIONS, DEPUTYSHIP APPLICATIONS, DEPUTYSHIP ADMINISTRATIONS AND ALL COURT OF PROTECTION RELATED MATTERS AND ANY OTHER RELATED NEEDS.

Data Sources