Finance Score: 3

Governance Score: 6

Support Score: 5

Liabilities <10%: +3

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 14

DEMENTIA ADVENTURE TRUST

THE DEMENTIA ADVENTURE TRUST (DAT) WAS REGISTERED AS A CHARITY IN 2013 TO RELIEVE THE NEEDS OF PEOPLE LIVING WITH DEMENTIA, AND THEIR CARERS, BY:PROVIDING OR ASSISTING IN THE PROVISION OF HOLIDAYS, OUTDOOR ACTIVITIES OR OTHER SUPPORT AND,PROMOTING RESEARCH INTO THE BENEFITS OF ACTIVITIES WHICH ASSIST IN FURTHERING THE OBJECTS AND PUBLISHING THE RESULTS OF THAT RESEARCH

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Established: 9 years

https://dementiaadventure.org

trust@dementiaadventure.co.uk

01245237548

Charity Commission for England and Wales

Tweets

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
30/11/22	£916	£939	£-23	£140	£861	£842	10.8	13	65
30/11/21	£817	£624	£192	£75	£891	£835	16	12	69
30/11/20	£739	£565	£174	£110	£676	£618	13.1	18	80
30/11/19	£1,019	£879	£139	£11	£491	£368	5	19	118
30/11/18	£931	£844	£87	£63	£335	£201	2.9	18	90
30/11/17	£860	£653	£207	£37	£241	£121	2.2	15	0
30/11/16	£185	£151	£34	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 15.4%
Fundraising Costs/Total Spending: 14.9%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 7%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 10.8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 9.1

Asset Split ?

Listed activities

Human Rights/Religious Or Racial Harmony/Equality Or Diversity
The Advancement Of Health Or Saving Of Lives

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

13 employees
65 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

Mercer's Charitable Foundation	£97,577
DCMS	£10,000
Essex Community Foundation	£8,969

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£10,000	16/06/2020	"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."
Essex Community Foundation - Grant to Dementia Adventure Trust
£4,000	01/05/2020	to run online dementia support sessions for carers across Essex during COVID19
Essex Community Foundation - Thinking Differently About Dementia Family Carer Events
£4,969	09/12/2019 11	Towards delivery of Thinking Differently About Dementia Family Carer Events
Mercer's Charitable Foundation - Grant to Dementia Adventure
£97,577	18/09/2019 36	A programme of ‘Thinking Differently about Dementia’ support events for informal (unpaid) carers looking after somebody with dementia delivered face-to-face and via online webinars
Essex Community Foundation - Grant to Dementia Adventure Trust
£20,000	12/03/2018	To run Thinking Differently about Dementia training workshops for carers of people with dementia
Dunhill Medical Trust - Dementia Adventure Respite Breaks
£75,000	21/06/2017 36	Contribution to the supported short breaks they offer for people living with dementia and their carers
The Rayne Foundation - Grant to The Dementia Adventure Trust
£30,000	09/06/2016 24	Towards Thinking Differently About Dementia Workshops to help carers find out how to enable a person living with dementia to keep active and enjoy nature-based activities.
John Ellerman Foundation - Core costs towards salary
£84,000	28/01/2016 36	Towards core costs, specifically the salary of a Volunteer Coordinator to develop volunteering opportunities so directly supporting people and families living with dementia.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ALASTAIR PAUL HENRY SHANKS Appointed: 2022

ANNELIESE HOLAH Appointed: 2022

DEBORAH JEAN MARSHALL (Chair) Appointed: 2019

KIM HOLLIS KC Appointed: 2021

RICHARD HARVEY Appointed: 2018

SARAH JOANNE WEBSTER Appointed: 2022

Legal constitution

Charity registered in England & Wales on 17/08/2015, number: 1163163

Gift Aid

Registered with HMRC for Gift Aid

Event History

04/10/2016 - Asset transfer in from THE DEMENTIA ADVENTURE TRUST
18/12/2023 - Asset transfer in from AGE CONCERN ESSEX

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

7 returns made; all on time

Recent reorganisation events:

Asset transfer in from AGE CONCERN ESSEX on 18/12/2023

Main office

UNIT 11, OLD PARK FARM,
MAIN ROAD
FORD END
ESSEX
CM3 1LN

Objectives

TO RELIEVE THE NEEDS OF PEOPLE LIVING WITH DEMENTIA, AND THEIR CARERS, BY:1. PROVIDING OR ASSISTING IN THE PROVISION OF HOLIDAYS, OUTDOOR ACTIVITIES AND OTHER SUPPORT2. PROMOTING RESEARCH INTO THE BENEFITS OF ACTIVITIES WHICH ASSIST IN FURTHERING THE OBJECTS, AND PUBLISHING THE RESULTS OF THAT RESEARCH.

Data Sources