Finance Score: 3

Governance Score: 4

Support Score: 7

Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 14

ASSIST TRUST

AS DESCRIBED EARLIER

Analysis by Giving is Great

Positives:

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 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
The Board has little diversity in terms of age

Established: 28 years

www.assist-trust.co.uk

office@assist-trust.co.uk

01603230200

Charity Commission for England and Wales

Tweets

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	£1,098	£1,073	£24	£11	£1,068	£1,005	11.2	26	1
31/03/22	£1,042	£945	£97	£11	£1,044	£979	12.4	26	1
31/03/21	£1,096	£948	£149	£9	£947	£875	11.1	26	1
31/03/20	£1,016	£956	£60	£9	£798	£776	9.7	26	3
31/03/19	£999	£930	£69	£9	£738	£660	8.5	26	3
31/03/18	£1,001	£913	£88	£9	£669	£594	7.8	25	0
31/03/17	£972	£922	£50	£9	£581	£531	6.9	25	0
31/03/16	£979	£842	£136	£9	£532	£480	6.8	23	0
31/03/15	£841	£813	£28	£3	£395	£393	5.8	22	0
31/03/14	£855	£822	£34	£3	£367	£363	5.3	22	0
31/03/13	£840	£784	£55	£4	£333	£150	2.3	22	0
31/03/12	£655	£710	£-55	£12	£278	£93	1.6	21	0
31/03/11	£672	£654	£19	£12	£333	£139	2.5	24	0
31/03/10	£518	£625	£-106	£13	£314	£163	3.1	24	0
31/03/09	£610	£579	£31	£14	£421	£252	5.2	20	0
31/03/08	£513	£512	£0	£10	£371	£279	6.5	18	0
31/03/07	£446	£394	£52	£0	£0	£0	n/a	0	0
31/03/06	£362	£349	£13	£0	£0	£0	n/a	0	0
31/03/05	£415	£341	£74	£0	£0	£0	n/a	0	0
31/03/04	£293	£313	£-21	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1%
Fundraising Costs/Total Spending: 1%
Highest pay band: Less than £60,000
Liabilities/Assets: 26%
Liabilities/Income: 33%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 11.2 months
Net Current Assets/Spending: 8 months
Quick Ratio: 16.2

Asset Split ?

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

How it operates

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

Where it operates

Norfolk,

Who it helps

People With Disabilities

Who works here?

26 employees
1 volunteer

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	£40,000
Garfield Weston Foundation	£30,000
DCMS	£19,827
Lloyds Bank Foundation	£10,586

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Independence Support Scheme
£10,000	26/05/2023	The funding will be used to fund an adult learning disabilities project. The project aims to empower people to become more confident resilient and independent within their communities to make choices ....more The funding will be used to fund an adult learning disabilities project. The project aims to empower people to become more confident resilient and independent within their communities to make choices travel and find work/voluntary placements and develop life skills.
National Lottery Community Fund - Independence Support Scheme
£10,000	11/02/2022	The funding will be used to continue the group's delivery of their independence support scheme for adults living with learning disabilities. The project aims to develop their skills sets and provide ....more The funding will be used to continue the group's delivery of their independence support scheme for adults living with learning disabilities. The project aims to develop their skills sets and provide employment opportunities.
Sir Jules Thorn Charitable Trust - Assist Trust - 11/01/22
£1,500	27/01/2022	Core Funding
Garfield Weston Foundation - Main Grants award
£20,000	17/09/2021	Core costs
National Lottery Community Fund - Independence Support Scheme
£10,000	22/01/2021 11	The funding will be used to continue running their independence support scheme for adults living with learning disabilities. The project aims to develop their skills sets and provide employment ....more The funding will be used to continue running their independence support scheme for adults living with learning disabilities. The project aims to develop their skills sets and provide employment opportunities.
DCMS - Coronavirus Community Support Fund
£19,827	15/09/2020	"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."
Lloyds Bank Foundation - Variation grant to Assist Trust
£10,586	23/07/2020	Grant to Assist Trust meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
Garfield Weston Foundation - Main Grants award - COVID19 response
£10,000	01/05/2020	Independence Support Scheme costs
National Lottery Community Fund - Independence Support Scheme
£10,000	16/10/2019 12	Independence Support Scheme
Garfield Weston Foundation - Main Grants award
£10,000	26/11/2018	Independence Support Scheme
National Lottery Community Fund - Cafe Assistant Salary costs
£9,788	12/04/2018 12	This project will appoint a café assistant to help run skills training and work placements for adults with learning disabilities.
Lloyds Bank Foundation - Grant to Assist Trust
£74,093	22/03/2018 36	The charity supports people with learning disabilities using an holistic approach which enables them to become more independent and to move into independent living. Funding is sought so they can ....more The charity supports people with learning disabilities using an holistic approach which enables them to become more independent and to move into independent living. Funding is sought so they can develop more opportunities for move-on accommodation
Garfield Weston Foundation - Main Grants award
£10,000	13/07/2017	Independence Support Scheme costs
The Clothworkers Foundation - Grant to Assist Trust
£15,000	28/04/2017	kitchen renovation for a charity which works with disabled people in Norfolk
National Lottery Community Fund - IT Equipment to Assist those with Learning Difficulties
£10,000	30/09/2015 12	The organisation have identified that their current IT system is prohibiting them from meeting the demands of new and existing service users as it is not fit for purpose. This will be addressed by ....more The organisation have identified that their current IT system is prohibiting them from meeting the demands of new and existing service users as it is not fit for purpose. This will be addressed by providing new IT equipment, training and resources to meet the increased demand from their service users.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 52-60

JAMES TREMLETT Appointed: 2021, Occupation: Information Technology

MATTHEW NICHOLAS LANGLEY Appointed: 2017, Occupation: Clinical Specialist Physiotherapist

RACHAEL MORRIS Appointed: 2022, Occupation: Administrator

ROBERT HOLDERNESS Appointed: 2022, Occupation: Education

TRACEY CAROLINE HUGHES Appointed: 2016, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 27/08/1996, number: 1057772
Registered at Companies House on 31/05/1996, number: 03206320

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
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; all on time

Main office

20 COLEGATE
NORWICH
NORFOLK
NR3 1BQ

Objectives

TO TRAIN, ADVISE AND PROMOTE SOCIAL ACADEMIC AND EMPLOYEMENT SKILLS WHICH WILL LEAD TOWARDS THE INTERGRATION, INDEPENDENCE AND EMPLOYEMENT OF DISABLED PERSONS

Defined Area of Benefit:

NORWICH AND NORFOLK

Data Sources