Finance Score: -2

Governance Score: 0

Support Score: 5

Liabilities <10%: +3
Excess liquidity: -1
Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2

Narrow trustee age band: -2
Dynamic board: +3
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 3

THE OUTLOOK FOUNDATION

The principal activities of the charity are; to deliver person-centred care, education and training in life skills, that promote social inclusion and community interaction, whilst providing a safe and comfortable home environment, for adults with learning disabilities aged 18+.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has a robust balance sheet
The Board appears to be 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
The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

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
31/03/23	*	£1,166	£1,237	£-71	£0	£1,911	£1,911	18.5	42
31/03/22	*	£1,115	£1,262	£-148	£0	£1,982	£1,982	18.8	41
31/03/21		£1,137	£1,245	£-108	£0	£2,129	£2,129	20.5	44
31/03/20	*	£1,258	£1,224	£34	£0	£2,238	£2,238	21.9	47
31/03/19		£1,245	£1,198	£46	£0	£2,204	£2,204	22.1	44
31/03/18		£1,025	£1,153	£-128	£0	£2,158	£2,158	22.5	40
31/03/17		£843	£950	£-107	£0	£2,286	£2,107	26.6	31
31/03/16		£853	£744	£109	£1	£2,393	£2,207	35.6	29
31/03/15	*	£929	£746	£183	£26	£2,284	£2,091	33.6	24
31/03/14		£975	£789	£186	£24	£2,101	£1,900	28.9	31
31/03/13		£914	£821	£93	£16	£1,915	£1,707	24.9	35
31/03/12	*	£957	£911	£46	£11	£1,822	£1,607	21.2	48
31/03/11	*	£1,039	£938	£101	£12	£1,777	£1,554	19.9	42
31/03/10	*	£1,193	£971	£222	£8	£1,676	£1,446	17.9	44
31/03/09		£1,221	£1,013	£208	£9	£1,453	£1,216	14.4	48
31/03/08		£1,199	£890	£309	£12	£1,246	£1,001	13.5	46
31/03/07	*	£882	£813	£69	£202	£937	£685	10.1	35
31/03/06	*	£758	£662	£95	£0	£0	£0	n/a	0
31/03/05		£640	£543	£97	£0	£0	£0	n/a	0
31/03/04		£534	£451	£83	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 18.5 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8

Asset Split ?

Established: 34 years

www.outlookfoundation.co.uk

rmew@outlookfoundation.co.uk

01273555252

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training

GiG Classification

Social & legal advocacy

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Brighton And Hove,

Who it helps

People With Disabilities

Who works here?

42 employees

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
Wolfson Foundation - Grant to The Outlook Foundation
£60,000	08/06/2023	Redevelopment of care home to create self-contained flats and supported living for adults with learning disabilities

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-68

ANGELO DE POL Appointed: 2021

DR ELIZABETH ANNE SCOTT-GLIBA Appointed: 2018, Occupation: Consultant Clinical Psychologist

RICHARD MARTIN MILES Appointed: 2021, Occupation: Management Consultant

SIMON BELL Appointed: 2022, Occupation: Management Consultant

STEPHEN MINALL (Chair) Appointed: 2015, Occupation: Director Owner

Legal constitution

Charitable company registered in England & Wales on 13/02/1990, number: 802682
Registered at Companies House on 31/10/1989, number: 02438015

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints 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
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

Filing Record

20 returns made; AR23: 20 days late, AR22: 3 days late, AR20: 8 days late, AR15: 275 days late, AR12: 285 days late, AR11: 71 days late, AR10: 436 days late, AR07: 31 days late, AR06: 29 days late,

Main office

Outlook Foundation
74 Redhill Drive
BRIGHTON
BN1 5FL

Objectives

THE PROMOTION OF CARE, TREATMENT AND EDUCATION OF PERSONS WHO ARE MILDLY AND MODERATELY MENTALLY HANDICAPPED AND WHO ARE THUS IN NEED OF HELP AND CARE IN ADULT LIFE BY THE PROVISION OF TRAINING SHELTERED ACCOMMODATION AND WORK OPPORTUNITIES.

Defined Area of Benefit:

NOT DEFINED

Data Sources