Finance Score: -4

Governance Score: 6

Support Score: 9

Spending falling: -1
Volatile income: -3
No PartB

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

Grant maker support: +9

Overall GiG Score: 11

APPROACH SUPPORTING YOUR LIFE YOUR WAY

To promote the welfare of people affected by dementia, and associated conditions, in the North Staffordshire and surrounding areas.

Analysis by Giving is Great

Positives:

There have been no material 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 dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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	£355	£326	£28	n/a	n/a	n/a	n/a	n/a	8
31/03/22	£336	£264	£72	n/a	n/a	n/a	n/a	n/a	10
31/03/21	£407	£375	£33	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£736	£765	£-29	£0	£138	£138	2.2	47	37
31/03/19	£1,007	£987	£20	£0	£166	£166	2	57	44
31/03/18	£1,048	£1,058	£-10	£0	£147	£142	1.6	58	0
31/03/17	£1,000	£979	£22	£0	£156	£153	1.9	58	0
31/03/16	£966	£959	£7	£1	£135	£133	1.7	51	0
31/03/15	£950	£978	£-28	£43	£141	£141	1.7	34	0
31/03/14	£856	£854	£2	£62	£174	£174	2.4	32	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

www.approachstaffordshire.co.uk

enquiries@approachstaffordshire.co.uk

01782214999

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes

GiG Classification

Other specialist outpatient services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Cheshire East, Cheshire West & Chester, Derbyshire, Staffordshire, Stoke-on-trent City,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
8 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	£292,143
DCMS	£93,693
Garfield Weston Foundation	£25,000
Masonic Trust	£15,000
Co-Operative Group	£6,916
Sport England	£6,887

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Small Grant
£15,000	10/10/2023	Unrestricted core funding for small charities
National Lottery Community Fund - Approach Dementia Support Groups
£292,143	30/06/2022	The funding will be used to employ a Dementia Support Manager a Volunteer Coordinator and groups run by Approach over a period of 3 years with the project intended to 'kick start and embed' ....more The funding will be used to employ a Dementia Support Manager a Volunteer Coordinator and groups run by Approach over a period of 3 years with the project intended to 'kick start and embed' sustainable group support in Stoke-on-Trent Newcastle-under-Lyme and Staffordshire Moorlands for people with dementia (PWD) and their carers. The project is expected to reach 704 PWD per year or 2112 across three years.
Garfield Weston Foundation - Main Grants award
£25,000	04/03/2022	Approach Dementia Support
Co-Operative Group - Grant to Approach Dementia Support
£1,523	23/10/2021	We want to provide dementia carers training sessions, to allow them to gain a deeper understanding of dementia, support them in their role as a carer and help to plan for their future.
Sport England - COVID19 Return to Play
£6,887	19/07/2021 9	Funding under Sport England's Return to Play - Small Grants funding programme for a Revenue project titled COVID19 Return to Play. This project lists its main activity as Adapted Sport
Co-Operative Group - Grant to Approach – For Positive Dementia Support
£5,394	24/10/2020	We aim to build on our successful dementia cafés to enable carers to socialise, share information and feel more confident in their role.
DCMS - Coronavirus Community Support Fund
£93,693	17/07/2020	"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."
Co-Operative Group - Grant to Approach Staffordshire
£5,434	19/11/2018	We want to set up a disability friendly allotment for disabled children, young adults and elderly people with a diagnosis of dementia.
Lloyds Bank Foundation - Grant to Approach
£24,050	29/04/2014	Establishing new 'Saturday Cafe's across North Staffordshire for carers who are isolated. Service includes an informal drop in based in community venues with access to professionals, opportunities ....more Establishing new 'Saturday Cafe's across North Staffordshire for carers who are isolated. Service includes an informal drop in based in community venues with access to professionals, opportunities for respite and peer support from other carers.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-81

DAVID PLATT Appointed: 2023, Occupation: Retired

JOANNE WATT Appointed: 2023, Occupation: Retired

WENDY MOUNTFORD Appointed: 2023, Occupation: Admiral Nurse Clinical Lead

DEBORAH SEATON Appointed: 2019, Occupation: Retired

JAYNE WEMYSS Appointed: 2013, Occupation: None

JOAN CECELIA GRATTY Appointed: 2013, Occupation: Self Employed Project Manageme

LOUISE EAGLE Appointed: 2022, Occupation: Head Of Wellbeing, Douglas Macmillan Hospice, Other trusteeship: NEWCASTLE-UNDER-LYME SCHOOL PARENTS' ASSOCIATION (JUNIORS),

MIRIAM DARBYSHIRE Appointed: 2013, Occupation: Retired

PAUL DOBSON Appointed: 2017, Occupation: Lecturer

DR EDWARD FRANCIS SLADE (Chair) Appointed: 2013, Occupation: Retired, Other trusteeship: DOUGLAS MACMILLAN HOSPICE,

Legal constitution

Charitable company registered in England & Wales on 01/03/2013, number: 1151038
Registered at Companies House on 20/11/2012, number: 08300439

Gift Aid

Registered with HMRC for Gift Aid

Event History

10/02/2015 - Asset transfer in from APPROACH
19/06/2017 - Asset transfer in from THE NORTH STAFFS SPECIAL ADVENTURE PLAYGROUND
07/12/2018 - Asset transfer in from BANK HOUSE DAY CENTRE
04/10/2021 - Asset transfer in from HAND (STAFFS)

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

10 returns made; all on time

Recent reorganisation events:

Asset transfer in from HAND (STAFFS) on 04/10/2021

Main office

DOUGLAS MACMILLAN HOSPICE
BARLASTON ROAD
STOKE-ON-TRENT
ST3 3NZ

Objectives

The object of the charity shall be to promote the welfare of people affected by dementia, and associated conditions, in the North Staffordshire and surrounding areas.

Data Sources