Finance Score: -6

Governance Score: -3

Support Score: 5

Spending declining: -1
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Only 4 Trustees: -1
Static board: -3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: -4

THE ALDE & ORE ESTUARY TRUST

THE CHARITY HAS BEEN ESTABLISHED TO RAISE AND ADMINISTER FUNDS TO HELP PRESERVE IMPROVE AND MAINTAIN LOCAL FLOOD DEFENCES IN SO FAR AS GOVERNENT FUNDING IS NOT AVAILABLE.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are only 4 trustees
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile and on several occasions in recent years less than spending

Established: 10 years

aoetrust.org

FINANCE@AOETRUST.ORG

07796847470

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
31/12/22		£105	£100	£5	n/a	n/a	n/a	n/a	n/a	30
31/12/21		£119	£155	£-36	n/a	n/a	n/a	n/a	n/a	50
31/12/20		£62	£159	£-97	n/a	n/a	n/a	n/a	n/a	50
31/12/19		£633	£149	£484	£49	£829	£826	66.5	0	50
31/12/18		£452	£286	£166	£0	£0	£0	n/a	0	25
31/12/17		£188	£29	£159	£0	£0	£0	n/a	0	0
31/12/16		£11	£3	£9	£0	£0	£0	n/a	0	0
31/12/15	*	£10	£0	£10	£0	£0	£0	n/a	0	0
31/12/14		£5	£4	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Environment/Conservation/Heritage

How it operates

Makes Grants to Organisations
Provides other finance

Where it operates

Suffolk,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
30 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
Garfield Weston Foundation - Major Grants award
£100,000	13/03/2020	Alde and Ore Upper Estuary Core Costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

BRIAN WILLIAM ELLIS JOHNSON Appointed: 2015

ELIZABETH STANTON Appointed: 2016, Occupation: Retired, Other trusteeships: CRANLEIGH SCHOOL, THRIVE AT FIVE,

MICHAEL GUY HILLIARD HEALD Appointed: 2013, Other trusteeships: THE ST MARY ABBOTS SCHOOL TRUST, HEALD FAMILY TRUST,

PROF JANE ELIZABETH LISA MAXIM Appointed: 2017

Legal constitution

Charity registered in England & Wales on 23/12/2013, number: 1155115

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

9 returns made; AR15: 130 days late,

Main office

The Alde & Ore Estuary Trust
C/O The Administrator
The Crown & Castle, Market Hill
Orford
Suffolk
IP12 2LJ

Objectives

THE OBJECTS OF THE CIO ARE TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE PRESERVATION ANDPROTECTION OF HUMAN LIFE AND PROPERTY AND THE PROTECTION OF THE ENVIRONMENT BY PROVIDING,PRESERVING, MAINTAINING, RESTORING AND OR IMPROVING SEA DEFENCES AND FLOOD PROTECTIONMEASURES AND FLOOD DAMAGE REMEDIATION IN THE ALDE AND ORE ESTUARY AND THE IMMEDIATESURROUNDING AREA, PROVIDED ALWAYS THAT IN PROMOTING THIS PURPOSE THE CONSERVATION ANDPROTECTION OF THE PHYSICAL AND NATURAL ENVIRONMENT AND THE FLORA AND FAUNA AND FEATURES ANDLANDSCAPE OF BEAUTY AND HISTORIC INTEREST IN AND AROUND THE ALDE AND ORE ESTUARY ARE TAKENINTO ACCOUNT.

Data Sources