Overall GiG Score: 11 ?
Finance Score: -2
Governance Score: 6
Support Score: 7
  • Liabilities <10%: +3
  • Multiple Deficits and declines: -5
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +7

AYLSHAM AND DISTRICT CARE TRUST 

Luncheon clubs, community transport scheme, voluntary emergency drivers scheme, various social care activities, social events, shopping trips and various outings, dementia day services and support groups, counselling,hosts community groups, activities and a variety of other services
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • 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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

  • Liquidity appeared to be considerably in excess of CC guidelines at the latest year end but spending has been increasing rapidly
  • There has been a change of accounting period recently, so trends may be hard to determine
  • Income has been volatile and on several occasions in recent years less than spending
Established: 37 years

www.aylshamcaretrust.com

jenny@jennymanser.com

01263731713

Charity Commission for England and WalesFacebookX
UN SDGs
?

Financial Data ?

Income & Spending ?
N.B. data has been adjusted to reflect year end change
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?£622£741£-119£0£1,265£1,26520.51549
30/09/21£557£289£268£0£1,384£1,38257.31078
30/09/20£350£399£-49n/an/an/an/an/a78
30/09/19£544£531£13£0£1,164£1,12725.518130
30/09/18£487£502£-15£0£0£0n/a0130
30/09/17£564£494£70£0£1,166£1,13327.5280
30/09/16*£190£235£-44£0£0£0n/a00
30/09/15£189£265£-76£0£0£0n/a00
30/09/14£188£243£-55£0£0£0n/a00
30/09/13£261£204£57£0£0£0n/a00
30/09/12£354£172£182£0£0£0n/a00
30/09/11*£147£86£61£0£0£0n/a00
30/09/10*£60£75£-16£0£0£0n/a00
30/09/09£65£64£0£0£0£0n/a00
30/09/08£80£63£17£0£0£0n/a00
30/09/07*£65£55£10£0£0£0n/a00
30/09/06£50£90£-40£0£0£0n/a00
30/09/05£53£57£-3£0£0£0n/a00
30/09/04£59£5£54£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 20.5 months
Net Current Assets/Spending: 6 months
Quick Ratio: 9.9
Asset Split ?
What it does
  • Disability
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 15 employees
  • 49 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Norfolk,

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£210,434
Garfield Weston Foundation£50,000
DCMS£10,000
CAF£5,000
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Aylsham and District Care Trust
£1,023 21/10/2023
We would like to provide a weekly lunch club, where people can come to the centre and enjoy a hot, two-course nutritional meal whilst developing friendships with like-minded people.
National Lottery Community Fund - ACT Volunteer car scheme
£10,000 12/05/2023
This project will improve the health and wellbeing of the community by connecting older people with each other and offer support needed to live well. The project aims to bring people together and ....more
Masonic Trust - MCF Matched Funding
£500 09/01/2023
Unrestricted matched funding in partnership with the local masonic province
National Lottery Community Fund - A volunteer-led model for community connection in Aylsham
£181,092 16/12/2022
Funding will be used to develop and strengthen a volunteering model to connect people in Aylsham. This will support residents to improve their mental and physical health through increased social ....more
Co-Operative Group - Grant to Aylsham & District Care Trust
£1,483 22/10/2022
We would like to help older people to regain their confidence, by helping them get out and about safely in the company of others. We would use our minibus to take them to new places of interest.
Garfield Weston Foundation - Main Grants award
£20,000 03/06/2022
Core costs
National Lottery Community Fund - ACT Volunteer car scheme
£9,342 18/02/2022
The funding will be used to hire a service coordinator for a voluntary car scheme. The project aims to ensure the service continues to support members of the community that have limited access to ....more
Sir Jules Thorn Charitable Trust - Aylsham & District Care Trust - 14/01/22
£1,500 27/01/2022
Core Funding
Garfield Weston Foundation - Main Grants award
£20,000 19/02/2021
Core costs
National Lottery Community Fund - ACT Supported Dementia Lunch Group
£10,000 12/01/2021
12
The funding will be used to start a lunch club for older people with dementia and their carers. The project aims to support people's physical and mental wellbeing during the Covid-19 pandemic.
DCMS - Coronavirus Community Support Fund
£10,000 05/08/2020
"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
CAF - Grant to Aylsham & District Care Trust
£5,000 26/05/2020
3
Grant to Aylsham & District Care Trust to support the organisation through COVID19
Garfield Weston Foundation - Main Grants award
£10,000 15/07/2019
Core costs
National Lottery Community Fund - Flooring for The ADCT Centre
£10,000 06/12/2018
12
The project will install new flooring to the café, main hall and communal areas. This will provide a safer environment for older people with physical and mental health issues and who are socially ....more
Garfield Weston Foundation - Main Grants award
£15,000 05/03/2018
Core costs
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 10/04/1987, number: 296411
Gift Aid
  • NOT registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • 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
19 returns made; AR16: 21 days late, AR11: 101 days late, AR10: 38 days late, AR07: 27 days late,
Main office

19 GOULDER DRIVE
AYLSHAM
NORWICH
NR11 6WG

Objectives

PROVIDING WITHIN THE PARISH OF AYLSHAM AND THE SURROUNDING DISTRICT WITHOUT DEFINED BOUNDARIES FOR THE RELIEF OF NEED DUE TO SICKNESS DISABILITY AGE OR POVERTY AND THE PROTECTION AND PRESERVATION OF MENTAL AND EMOTIONAL HEALTH AND STABILITY AND FOR SUCH OTHER CHARITABLE PURPOSES AS MAY FROM TIME TO TIME BE AGREED BY THE TRUSTEES.

Defined Area of Benefit:

PARISH OF AYLSHAM AND THE SURROUNDING DISTRICT

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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