Finance Score: -2

Governance Score: -3

Support Score: 0

Excess liquidity: -1
Positive trading contribution: +2;Strong growth: +2
Fundraising costs high: -5

All female board: -3

No supporters identified

Overall GiG Score: -5

THE AIM FOUNDATION

This is a grant making charity, you can view its grants here

Grants are made only to registered charities or CICs that Trustees have proactively approached. AIM addresses the issues of improving well-being of young people & infants and restoring and protecting UK rivers and coastal waters and Oceans. Unsolicited applications are not processed.

Analysis by Giving is Great

Positives:

More than half of total income was derived from trading and fees in the latest year
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:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is completely female

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
Fundraising costs are extremely high relative to funds raised

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
31/08/22		£9,840	£9,191	£649	£8,050	£15,566	£15,566	20.3	49
31/08/21		£9,911	£8,602	£1,310	£7,817	£16,433	£16,433	22.9	48
31/08/20		£8,466	£7,963	£503	£7,098	£12,701	£11,791	17.8	51
31/08/19		£7,057	£6,928	£129	£6,161	£12,415	£11,505	19.9	51
31/08/18		£6,235	£5,854	£382	£5,361	£12,035	£11,125	22.8	47
31/08/17		£5,322	£5,294	£28	£4,812	£12,062	£11,152	25.3	42
31/08/16		£4,323	£4,333	£-10	£3,935	£11,162	£10,252	28.4	39
31/08/15		£3,775	£3,853	£-77	£3,431	£10,445	£9,535	29.7	32
31/08/14?		£447	£702	£-256	£0	£0	£0	n/a	0
05/04/13	*	£301	£438	£-137	£0	£0	£0	n/a	0
05/04/12	*	£300	£466	£-166	£0	£0	£0	n/a	0
05/04/11	*	£316	£510	£-194	£0	£0	£0	n/a	0
05/04/10	*	£1,059	£735	£324	£6	£9,509	£8,599	140.4	0
05/04/09	*	£384	£689	£-305	£0	£0	£0	n/a	0
05/04/08	*	£1,111	£632	£479	£10	£9,644	£8,734	165.8	0
05/04/07		£606	£455	£151	£7	£9,798	£9,075	239.3	0
05/04/06		£325	£436	£-111	£0	£0	£0	n/a	0
05/04/05		£363	£504	£-141	£0	£0	£0	n/a	0
05/04/04	*	£404	£563	£-159	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1192.3%
Fundraising Costs/Total Spending: 88.4%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 12%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 20.3 months
Net Current Assets/Spending: 8 months
Quick Ratio: 2.6

Asset Split ?

Established: 52 years

www.theaimfoundation.org.uk

collaborate@theaimfoundation.org.uk

01823 286096

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups

Who works here?

49 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

ALISON PROUT Appointed: 2022

JOANNA MURIEL PRITCHARD BARRETT

PHILIPPA GILLIAN BAILEY

SOPHIE JONES Appointed: 2022

CAROLINE DAPHNE MARKS (Chair), Other trusteeship: THE NUTRITIONAL WELLBEING FOUNDATION,

Legal constitution

Charity registered in England & Wales on 23/11/1971, number: 263294

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

19 returns made; AR13: 56 days late, AR12: 1 days late, AR11: 31 days late, AR10: 35 days late, AR09: 1 days late, AR08: 20 days late, AR04: 70 days late,

Recent reorganisation events:

Asset transfer in from THE SYLVIA ADAMS CHARITABLE TRUST on 16/03/2023

Main office

Albert Goodman Llp
Goodwood House
Blackbrook Park Avenue
TAUNTON
Somerset
TA1 2PX

Objectives

FOR SUCH CHARITABLE BODIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources