Finance Score: 1

Governance Score: 9

Support Score: 3

Deficit latest year: -2
Fundraising costs low: +3

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

Grant maker support: +3

Overall GiG Score: 13

CANTERBURY OAST TRUST

The provision of long term residential care services, supported living, life skills, training and supported occupation to enable people with a learning disability to lead a fulfilling and rewarding life.

Analysis by Giving is Great

Positives:

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 and dynamic in terms of composition

Financial issues to consider:

Income was lower than spending in the latest year

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		£6,610	£8,183	£-1,573	£72	£8,272	£6,804	10	204	60
31/03/22		£6,685	£6,517	£168	£61	£9,858	£8,342	15.4	197	70
31/03/21		£6,885	£5,879	£1,006	£52	£9,540	£8,007	16.3	211	0
31/03/20		£6,548	£6,541	£7	£44	£8,283	£6,728	12.3	237	160
31/03/19		£7,046	£6,273	£773	£60	£8,276	£6,735	12.9	246	124
31/03/18		£7,562	£6,109	£1,453	£54	£7,397	£6,319	12.4	235	0
31/03/17		£6,076	£5,903	£173	£50	£5,893	£4,962	10.1	177	0
31/03/16		£6,194	£5,853	£341	£55	£5,583	£4,705	9.6	180	0
31/03/15		£5,879	£5,596	£283	£129	£5,262	£4,407	9.5	179	0
31/03/14		£5,742	£5,427	£315	£132	£4,979	£4,168	9.2	0	0
31/03/13		£5,614	£5,689	£-76	£159	£4,664	£3,856	8.1	188	0
31/03/12	*	£5,684	£5,621	£63	£174	£4,739	£3,939	8.4	175	0
31/03/11		£5,540	£5,285	£254	£118	£4,677	£3,934	8.9	175	0
31/03/10		£5,474	£4,984	£490	£132	£4,422	£3,703	8.9	169	0
31/03/09		£5,339	£5,051	£288	£162	£3,917	£3,236	7.7	171	0
31/03/08		£5,474	£5,123	£351	£124	£3,644	£3,085	7.2	178	0
31/03/07		£5,392	£4,895	£497	£102	£3,293	£2,651	6.5	179	0
31/03/06		£4,641	£4,565	£76	£0	£0	£0	n/a	0	0
31/03/05		£4,610	£4,334	£276	£0	£0	£0	n/a	0	0
31/03/04		£4,243	£3,886	£356	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.1%
Fundraising Costs/Total Spending: 0.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 13%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 10 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.2

Asset Split ?

Established: 39 years

www.c-o-t.org.uk

hello@c-o-t.org.uk

01233861493

Charity Commission for England and Wales

Tweets

Listed activities

Disability

GiG Classification

Services for people with disabilities

How it operates

Provides services

Where it operates

East Sussex, Kent,

Who it helps

People With Disabilities

Who works here?

204 employees
60 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.

Specific Donations

Amount	When Months	To be used for
Mark Leonard Trust - To cover the gardener’s salary
£8,846	24/11/2022	To cover the gardener’s salary
Mark Leonard Trust - Employment of an additional gardener at the Rare Breeds Centre
£27,000	08/06/2018	Towards employment of part-time gardener at the Rare Breeds Centre
Garfield Weston Foundation - Main Grants award
£15,000	22/05/2018	Life Skills Academy for People with a Learning Disability.
Wolfson Foundation - Grant to Canterbury Oast Trust
£50,000	16/06/2017	Life skills academy
Henry Smith Charity - Grant to Canterbury Oast Trust
£75,000	05/12/2013 36	towards three years' salary of the Work and Employment Coordinator at a project supporting people with learning disabilities into work and employment in Kent and East Sussex

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 37-75

MICHELE ALLCHIN Appointed: 2022, Occupation: Retired

DANIEL GOWER-SMITH Appointed: 2023

FIONA ASH Appointed: 2023, Occupation: Consultant

JULIE READ Appointed: 2023, Occupation: Registered Learning Disability Nurse - Not Working

KEVIN ANDREW ERGIS Appointed: 2022, Occupation: Unemployed

SOPHY CATHERINE HAZEVOET Appointed: 2020, Occupation: Publishing Professional

JANE ELIZABETH ABBOT Appointed: 2018, Occupation: Hospital Director

KAREN CHRISTINA BLACKISTON Appointed: 2019, Occupation: Chartered Accountant

KENNETH JAMES HESKETH Appointed: 2016, Occupation: Retired

MICHAELA LOUISE TWEEDLEY Appointed: 2017, Occupation: Chartered Surveyor

TREVOR WILLIAM PEARCE Appointed: 2015, Occupation: Commissioner Gambling Commission

Legal constitution

Charitable company registered in England & Wales on 25/04/1985, number: 291662
Registered at Companies House on 19/03/1985, number: 01897198

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: 14 days late,

Recent reorganisation events:

Asset transfer in from THE LOCKHART FOUNDATION on 22/12/2020

Main office

Highlands Farm
Woodchurch
Ashford
Kent
TN26 3RJ

Objectives

TO PROVIDE FOR THE TRAINING, INSTRUCTION, EMPLOYMENT, FUTURE LIVING, OCCUPATION, ACCOMMODATION, SUSTENANCE, MAINTENANCE AND CARE OF PEOPLE WITH A LEARNING DISABILITY WHO HAVE DIFFICULTY IN ATTAINING, OR ARE UNABLE TO ATTAIN, A NORMAL STANDARD OF EDUCATION, TRAINING AND GENERAL ABILITY AND CAPACITY BY OR THROUGH ORDINARY METHODS OF EDUCATIONAL TRAINING AND WHO ARE IN NEED OF HELP AND CARE BY THE PROVISIONS OF SPECIAL TRAINING, DAY CARE OR ACCOMMODATION, OR OTHER APPROPRIATE MEANS, TO ENABLE THE BENEFICIARIES TO LIVE HAPPY AND USEFUL LIVES AND WITH THE INTENT THAT THE BENEFICIARIES MAY BE HELPED AND ENABLED TO CONTRIBUTE AS FAR AS POSSIBLE TO THE WELL BEING AND MAINTENANCE OF THEMSELVES INDIVIDUALLY, OR TO THE WELL BEING AND MAINTENANCE OF ANY GROUP OR COMMUNITY WHICH THEY MAY BELONG OF IN WHICH THEY MAY BE LIVING, AND WITH THE FURTHER INTENT THAT EACH BENEFICIARY WHILST BEING IN THE CARE OF THE TRUST AND LIVING AT ANY ESTABLISHMENT PROVIDED BY THE TRUST.

Defined Area of Benefit:

NOT DEFINED, IN PRACTICE UK AND OVERSEAS

Data Sources