Finance Score: 6

Governance Score: 5

Support Score: 6

Liabilities <10%: +3
Fundraising costs low: +3

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 17

THE ALDINGBOURNE TRUST

The Aldingbourne Trust provides support which helps people with learning and or physical disabilities and/or autism to develop and live the life they choose. We do this by providing opportunities to work, make friends, get good housing, make choices and follow their interests.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Established: 46 years

www.aldingbournetrust.org

centraloffice@aldingbourne.org

01243544607

Charity Commission for England and Wales

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		£8,932	£8,725	£207	£86	£9,065	£8,894	12.2	264	241
31/03/22		£7,409	£6,770	£639	£23	£8,874	£8,689	15.4	264	212
31/03/21		£7,215	£6,634	£581	£17	£8,236	£8,037	14.5	282	209
31/03/20		£7,152	£7,028	£125	£25	£7,641	£7,427	12.7	279	221
31/03/19		£7,153	£6,377	£776	£25	£7,525	£7,297	13.7	268	188
31/03/18		£9,600	£5,911	£3,689	£73	£6,818	£6,465	13.1	258	0
31/03/17		£6,300	£5,762	£538	£39	£3,131	£2,873	6	224	0
31/03/16		£5,383	£5,164	£219	£244	£2,659	£2,387	5.5	131	0
31/03/15		£4,944	£4,809	£135	£220	£2,449	£2,163	5.4	128	0
31/03/14		£4,573	£4,401	£172	£211	£2,304	£2,004	5.5	125	0
31/03/13		£4,561	£4,517	£44	£178	£2,130	£1,810	4.8	127	0
31/03/12	*	£5,071	£5,005	£66	£156	£2,074	£1,736	4.2	126	0
31/03/11		£4,568	£4,279	£289	£120	£2,011	£1,653	4.6	110	0
31/03/10	*	£3,465	£3,474	£-9	£446	£1,720	£1,342	4.6	100	0
31/03/09	*	£2,932	£3,015	£-83	£365	£1,713	£1,314	5.2	92	0
31/03/08		£2,803	£2,717	£86	£302	£1,801	£1,394	6.2	85	0
31/03/07		£2,568	£2,371	£197	£13	£1,725	£1,294	6.5	91	0
31/03/06		£2,005	£1,990	£15	£0	£0	£0	n/a	0	0
31/03/05		£1,886	£1,845	£42	£0	£0	£0	n/a	0	0
31/03/04		£1,810	£1,776	£33	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.1%
Fundraising Costs/Total Spending: 1%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 9%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 12.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.7

Asset Split ?

Listed activities

Accommodation/Housing
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

East Sussex, Portsmouth City, West Sussex,

Who it helps

People With Disabilities

Who works here?

264 employees
241 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

DCMS	£85,802
Garfield Weston Foundation	£25,000
Henry Smith Charity	£20,000
Sussex Community Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Aldingbourne Trust
£20,000	10/03/2022 24	towards two years' salary of a Specialist Benefit Advisor for a project supporting disabled people from disadvantaged communities in West Sussex.
DCMS - Coronavirus Community Support Fund
£85,802	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."
Sussex Community Foundation - Grant to Aldingbourne Trust
£5,000	26/05/2020	Aldingbourne Trust supports people with learning disabilities and / or autism to live independently. Funding will be for activity packs, a postal library and penpal scheme, provision of tablets and ....more Aldingbourne Trust supports people with learning disabilities and / or autism to live independently. Funding will be for activity packs, a postal library and penpal scheme, provision of tablets and telephones for members to stay in touch with their families and equipment to enable staff to work remotely. These activities will continue until September as most of the beneficiaries have underlying health issues.
Garfield Weston Foundation - Main Grants award - COVID19 response
£25,000	22/05/2020	Aldingbourne Country Centre - The Client Building
The Leathersellers' Company Charitable Fund - Grant to Aldingbourne Trust
£60,000	08/10/2018 48	Main Grant unrestricted core costs
National Lottery Community Fund - Bognor Regis Library Community Garden
£9,990	03/08/2018 12	The project will work with volunteers, some of whom have learning or physical disabilities to create a community garden within the grounds of a local library. The project aims to develop an underused ....more The project will work with volunteers, some of whom have learning or physical disabilities to create a community garden within the grounds of a local library. The project aims to develop an underused space for community usage and provide volunteering opportunities.
Garfield Weston Foundation - Major Grants award
£100,000	22/02/2018	The Quarry Building
The Clothworkers Foundation - Grant to Aldingbourne Trust
£110,000	06/12/2017	Construction of a building for a charity which works with disabled people in Chichester
Wolfson Foundation - Grant to Aldingbourne Trust
£100,000	16/06/2017	Visitor centre providing employment training for people with learning disabilities
Henry Smith Charity - Grant to Aldingbourne Trust
£150,000	03/12/2015 12	towards the building costs of a new visitor centre for a project supporting adults with learning disabilities in Chichester, West Sussex
Henry Smith Charity - Grant to Friends of The Aldingbourne Trust
£9,000	12/09/2013	towards one year's running costs of a project offering opportunities, education and employment for adults with learning disabilities in West Sussex
Henry Smith Charity - Grant to Friends of The Aldingbourne Trust
£9,500	12/09/2012	towards one year's running costs of an organisation providing activities for disabled adults in West Sussex

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-85

ALISTAIR BATH Appointed: 1993, Occupation: Retired

ANDREW JOHN PITTS Appointed: 2013, Occupation: Farmer

DAVID GODSMARK Appointed: 1997, Occupation: Horticulturalist

DAVID HILDITCH Appointed: 2009, Occupation: Retired Part Tme Property Manager, Other trusteeship: FRIENDS OF THE ALDINGBOURNE TRUST,

EMMA LOCHHEAD Appointed: 2020, Occupation: Hr Consultant

FRANCES RUSSELL (Chair) Appointed: 2003, Occupation: Retired

JACQUELINE MARY WILLISCROFT Appointed: 1999, Occupation: Secretary, Other trusteeship: CONCERN FOR LIFE,

JOHN DOUGLAS DIXON Appointed: 2010, Occupation: Social Care Director, Other trusteeship: Age UK West Sussex, Brighton & Hove,

JOHN HUGH SHIPSTONE SHIPPAM JP DL Appointed: 1995, Other trusteeships: THE BASSIL SHIPPAM AND ALSFORD TRUST, DONNINGTON HOUSE CARE HOME LIMITED, THE NEWELL CENTRE ASSOCIATION,

NICHOLAS ROWE Appointed: 2022, Occupation: Senior Investment Director At Investec Wealth And

PAULA CARYN JAMES Appointed: 2019, Occupation: Solicitor

RACHAEL DIANA TOUT Appointed: 2020, Occupation: Marketing Consultant

RICHARD DAVID CHARLES BUNKER Appointed: 2010, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 21/08/1978, number: 276484
Registered at Companies House on 21/08/1978, number: 01385053

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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

20 returns made; AR12: 2 days late, AR10: 2 days late, AR09: 1 days late,

Main office

THE ALDINGBOURNE TRUST
BLACKMILL LANE
NORTON
CHICHESTER
PO18 0JP

Objectives

THE RELIEF OF PERSONS WHO HAVE PHYSICAL OR LEARNING DISABILITIES, INCLUDING THOSE WHO ORIGINATE FROM SOCIALLY DISADVANTAGED BACKGROUNDS AND OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM WHICH IN THE OPINION OF THE TRUSTEES ARE BENEFICIAL TO THOSE IN THE AREA OF BENEFIT.

Defined Area of Benefit:

ALDINGBOURNE

Data Sources