Overall GiG Score: 16 ?
Finance Score: 1
Governance Score: 9
Support Score: 6
  • Liabilities <10%: +3
  • Fundraising costs high: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +6

THE ESTUARY LEAGUE OF FRIENDS 

Estuary League of Friends has been supporting the community since 1987 and are based in Topsham Devon, serving the local area. Our aim is to work to improve the quality of life of those in need of care, comfort and support in our community. We support those who have been disadvantaged, through terminal illnesses, disablement, as well as the elderly, frail, and those with debilitating illnesses.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers, including a Community Foundation, recently
  • This charity has a robust balance sheet
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

  • Fundraising costs are high relative to funds raised
Established: 23 years

https://www.estuaryleague.org/

rachel.estuary@gmail.com

01392879009

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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£626£602£24£110£2,099£58311.62362
31/03/22£664£560£104£102£2,076£59212.72288
31/03/21£710£563£146£62£1,971£59112.622180
31/03/20£496£525£-30n/an/an/an/an/a245
31/03/19£549£651£-102£149£1,855£3306.128179
31/03/18£1,777£443£1,333£128£1,956£40010.8250
31/03/17£740£526£214£0£0£0n/a00
31/03/16£430£364£66£0£0£0n/a00
31/03/15£400£372£28£0£0£0n/a00
31/03/14£362£353£9£0£0£0n/a00
31/03/13£317£303£14£0£0£0n/a00
31/03/12£297£259£38£0£0£0n/a00
31/03/11£236£213£24£0£0£0n/a00
31/03/10£196£207£-10£0£0£0n/a00
31/03/09£202£180£22£0£0£0n/a00
31/03/08£168£166£2£0£0£0n/a00
31/03/07£162£156£6£0£0£0n/a00
31/03/06£140£151£-11£0£0£0n/a00
31/03/05*£139£154£-15£0£0£0n/a00
31/03/04*£132£138£-6£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 21.4%
Fundraising Costs/Total Spending: 18.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 28%
Reserves/Spending: 11.6 months
Net Current Assets/Spending: 11 months
Quick Ratio: 31.5
Asset Split ?
What it does
  • Education/Training
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 23 employees
  • 62 volunteers
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Devon,

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£107,076
Devon Community Foundation£44,484
Garfield Weston Foundation£40,000
CAF£5,000
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to The Estuary League of Friends
£1,833 21/10/2023
We wish to provide social activities for older people experiencing loneliness and isolation in our community, through our ladies group, men's club, sing-a-longs and special bereavement group.
Devon Community Foundation - Grant to The Estuary League of Friends
£810 13/02/2023
Application to offer mentoring, meaningful gifts and a spa day for all those involved in the organisation.
National Lottery Community Fund - Supporting the Vulnerable through Cost-of-Living Increases
£7,076 13/01/2023
The project will support the provision of a warm room meals food parcels and cafe project for vulnerable families impacted by the cost of living crisis.
Co-Operative Group - Grant to The Estuary League of Friends
£2,301 22/10/2022
We support older people coping with dementia and memory loss, and their carers, to build friendships, stay connected and access support through our Friendship Group.
Devon Community Foundation - Estuary Mobility Services
£4,950 15/08/2022
Community transport for those impacted by mobility limitations.
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£4,417 05/12/2020
2
COMMUNITY CONNECTORS: GP SURGERIES ACROSS THE CITY CAN INTRODUCE A PERSON THEY BELIEVE WOULD BENEFIT FROM BEING BETTER CONNECTED TO THEIR COMMUNITY TO A COMMUNITY CONNECTOR. CONNECTORS TAKE TIME TO ....more
Garfield Weston Foundation - Main Grants award - COVID19 response
£40,000 31/07/2020
Protecting the vulnerable in our community during COVID-19 outbreak and beyond
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£4,417 20/06/2020
4
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
National Lottery Community Fund - Protecting Vulnerable during Coronavirus Outbreak
£100,000 15/05/2020
6
The funding will be used to deliver a programme of support activities for residents including home deliveries of groceries and essentials remote befriending and help with home maintenance. The ....more
CAF - Grant to The Estuary League of Friends
£5,000 17/04/2020
3
Grant to The Estuary League of Friends to support the organisation through COVID19
Devon Community Foundation - COVID19 Protecting the Vulnerable in our Community
£8,016 07/04/2020
1
Grant to The Estuary League of Friends
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£6,149 10/12/2019
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£5,695 10/12/2019
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£5,695 15/05/2019
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£4,335 03/04/2019
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£4,335 19/12/2018
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Co-Operative Group - Grant to The Estuary League of Friends
£2,749 19/11/2018
We will provide hot, nutritious lunches in a social setting all year round for 50 elderly people living alone or caring for a loved one.
Masonic Trust - MCF Large Grant
£37,184 23/10/2018
A grant to fund a Volunteer Coordinator to enable isolated older people to volunteer in their local community.
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£4,335 02/10/2018
12
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£4,335 28/06/2018
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£4,335 09/04/2018
3
to support the Wellbeing Exeter social prescribing project enabling people to live more fulfilled lives in their community thereby reducing isolation, increasing preventive measures and improved ....more
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£11,700 31/10/2017
2
Grant to The Estuary League of Friends
Garfield Weston Foundation - Major Grants award
£150,000 23/05/2017
The Estuary Community Hub
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£11,700 11/04/2017
2
Grant to The Estuary League of Friends
Dunhill Medical Trust - New Community Hub
£25,000 03/03/2017
12
Building grant: new community hub for vulneralble and disadvantaged people in the community, particularly vulnerable older people
The Clothworkers Foundation - Grant to The Estuary League of Friends
£50,000 02/03/2017
construction of community hub for a charity which works with older people in Devon
Devon Community Foundation - Intregrated Care for Exeter - Wellbeing Exeter
£5,850 10/01/2017
2
Grant to The Estuary League of Friends
Wolfson Foundation - Grant to Estuary League of Friends
£50,000 08/12/2016
Community Hub
National Lottery Community Fund - Estuary Community Hub
£778,100 16/11/2016
24
The project brings together older and disabled people and their carers to a hub where their health, learning and social needs can be met. Activities include lunch clubs, a memory café for ....more
National Lottery Community Fund - Estuary Community Hub
£36,900 09/02/2016
12
A project to build a new multifunctional health and community hub to provide holistic social and health related activities for vulnerable and isolated older people. The centre will provide activities ....more
National Lottery Community Fund - Estuary Men’s Activity & Social Club
£10,000 20/01/2016
12
The group will use the funding to deliver a pilot support project to older men including those that are caring for partners with complex needs. This will enable the beneficiaries to gain respite and ....more
Lloyds Bank Foundation - Grant to Estuary League of Friends
£14,240 09/09/2015
24
supporting vulnerable older people with a focus on a new Community Hub providing integrated services. The grant will fund the salaries of the Deputy CEO and the Co-ordinator, fundraising training and ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

Age Range of Trustees: 35-78
Legal constitution
  • Charitable company registered in England & Wales on 29/08/2001, number: 1088242
  • Registered at Companies House on 21/06/2001, number: 04238939
Gift Aid
  • 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
  • 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; AR05: 18 days late, AR04: 26 days late,
Recent reorganisation events:
  • Asset transfer in from THE NANCY POTTER TRUST on 01/05/2019
Main office

The Estuary League of Friends
Nancy Potter House
Nelson Close
Topsham
EXETER
EX3 0DX

Objectives

(A) THE ADVANCEMENT OF HEALTH BY RELIEVING SICKNESS AND PRESERVING HEALTH AMONGST THE PEOPLE LIVING PERMANENTLY OR TEMPORARILY IN EXETER AND EAST DEVON; (B) THE ADVANCEMENT OF EDUCATION TO RESIDENTS OF EXETER AND EAST DEVON BY THE PROVISION OF A LIBRARY; (C) TO PROVIDE OR ASSIST IN THE PROVISIONS OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS LIVING PERMANENTLY OR TEMPORARILY IN EXETER AND EAST DEVON WHO HAVE NEED OF SUCH FACILITIES BY REASON OF YOUTH , AGE INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITION OF LIFE. IN FURTHERANCE OF THESE OBJECTS BUT NOT OTHERWISE THE TRUSTEES SHALL HAVE POWER TO ESTABLISH OR SECURE THE ESTABLISHMENT OF A COMMUNITY CENTRE AND LIBRARY AT TOPSHAM IN DEVON AND TO MAINTAIN AND MANAGE SUCH A BUILDING FOR THE ACTIVITIES PROMOTED BY THE CHARITY IN FURTHERANCE OF THE ABOVE OBJECTS.

Defined Area of Benefit:

PERSONS PERMANENTLY OR TEMPORARILY RESIDING IN TOPSHAM, COUNTESS WEIR, CLYST ST GEORGE, CLYST ST MARY EBFORD AND EXTON IN DEVON

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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