Finance Score: -5

Governance Score: 5

Support Score: 2

Liabilities <10%: +3
Excess reserves: -3
Positive trading contribution: +2;Multiple Deficits: -2
Fundraising costs high: -5

Only 4 Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 2

ACTES TRUST

Actes? expertise lies in identifying the needs of the individual, genuine engagement and developing innovative solutions to achieve change. The Charity has a successful track record of developing and delivering both accredited and non-accredited programmes using a unique peer-led approach. Actes has also developed a successful life coaching model to enable clients to progress towards their goals.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,828,690 available, equivalent to 36 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Established: 16 years
(22 years as a company)

actes.co.uk

anne.davies@actes.co.uk

01642856030

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		£741	£940	£-199	£339	£4,543	£2,829	36.1	22	4
31/03/22		£741	£920	£-179	£285	£4,776	£2,970	38.8	23	1
31/03/21		£655	£928	£-273	£229	£5,468	£2,882	37.3	23	1
31/03/20		£844	£1,197	£-353	£380	£5,457	£2,813	28.2	27	6
31/03/19		£865	£1,361	£-497	£387	£5,998	£3,296	29.1	31	3
31/03/18		£984	£1,443	£-459	£389	£6,507	£3,748	31.2	36	0
31/03/17		£1,110	£1,459	£-349	£397	£7,021	£4,204	34.6	38	0
31/03/16	*	£905	£1,441	£-536	£372	£7,150	£4,275	35.6	35	0
31/03/15		£898	£1,278	£-381	£381	£7,801	£5,201	48.8	33	0
31/03/14		£764	£1,163	£-399	£437	£7,791	£3,543	36.6	27	0
31/03/13	*	£602	£1,019	£-417	£336	£8,019	£3,665	43.2	20	0
31/03/12	*	£519	£1,181	£-662	£268	£8,437	£3,967	40.3	15	0
31/03/11		£529	£1,404	£-874	£139	£9,098	£4,527	38.7	11	0
31/03/10	*	£1,403	£1,057	£346	£148	£7,152	£92	1	17	0
31/03/09		£2,794	£2,606	£188	£172	£6,898	£94	0.4	24	0

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Financial Ratios

Fundraising Costs/Relevant Income: 132.2%
Fundraising Costs/Total Spending: 37.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 62%
Reserves/Spending: 36.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2.9

Asset Split ?

Listed activities

Accommodation/Housing
Amateur Sport
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Darlington, Middlesbrough, Redcar And Cleveland, Stockton-on-tees,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

22 employees
4 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
National Lottery Community Fund - Past; Present and Your Future
£9,888	10/02/2023	The funding will be used to continue to deliver an employment programme for ex-offenders. This will be delivered in two groups and provide one to one classroom and advocacy support advice on applying ....more The funding will be used to continue to deliver an employment programme for ex-offenders. This will be delivered in two groups and provide one to one classroom and advocacy support advice on applying for jobs DBS checks understanding when and how to disclose a conviction and signposting to further training and specialist support services. The project aims to support participants integration back into society and improve their volunteering training and employment opportunities.
National Lottery Community Fund - Trending
£10,000	25/10/2018 12	The group will deliver volunteering opportunities within their clothing bank. This will provide local people with retail, customer service, warehouse and IT roles, to develop their confidence and ....more The group will deliver volunteering opportunities within their clothing bank. This will provide local people with retail, customer service, warehouse and IT roles, to develop their confidence and skills and improve employment opportunities, whilst providing access to free clothing for people facing financial hardship.
Virgin Money Foundation - Grant to Actes Trust
£24,159	14/09/2016 12	Grant to contribute towards the cost of developing an employability programme for young people seeking employment opportunties in Middlesbrough.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 44-69

DR HELEN DUDIAK Appointed: 2020, Occupation: Associate Dean (Enterprise & Business Engagement), Other trusteeship: CATALYST STOCKTON ON TEES LIMITED,

GEOFFREY DONALD PAYNE (Chair) Appointed: 2007, Occupation: Accountant

MICHAEL BARBER Appointed: 2021, Occupation: Senior Marketing Manager

SHARON STUTTARD Appointed: 2008, Occupation: School Administrator

Legal constitution

Charitable company registered in England & Wales on 08/01/2008, number: 1122223
Registered at Companies House on 24/12/2001, number: 04345294

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

15 returns made; AR16: 2 days late, AR13: 0 days late, AR12: 1 days late, AR10: 2 days late,

Main office

ACTES
99-101 ACKLAM ROAD
MIDDLESBROUGH
TS5 5HR

Objectives

3. THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN AND RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR WEST MIDDLESBROUGH).

Defined Area of Benefit:

IN PARTICULAR, WEST MIDDLESBROUGH.

Data Sources