BritDB

CCEW Charity Commission profile

AFFINITY TRUST

Registered charity 1139891 · organisation 4044648

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
18 January 2011
Removed
Not supplied
Company number supplied
06893564
Financial period
1 April 2024 – 31 March 2025
Latest income
£72,359,541
Latest expenditure
£72,312,471
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: 1 ST. ANDREWS COURT, WELLINGTON STREET, THAME, OX9 3WT

Website recorded by the regulator: www.affinitytrust.org (displayed as text)

02 Activities

What the charity does

Affinity Trust supports people with learning disabilities. The main model of support is Supported Living but Day Opportunities and a small number of Residential places are also provided.Affinity Trust supports people with a wide range of support needs and has considerable experience of supporting people with complex support needs such as challenging behaviour.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
23 October 2025
Date Accounts Received
23 October 2025
Total Gross Income
£72,359,541
Total Gross Expenditure
£72,312,471
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
2 December 2024
Date Accounts Received
2 December 2024
Total Gross Income
£66,224,795
Total Gross Expenditure
£64,296,387
Fin Period Start Date
1 October 2021
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
29 January 2024
Date Accounts Received
29 January 2024
Total Gross Income
£93,979,932
Total Gross Expenditure
£96,378,240
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 July 2022
Date Annual Return Received
15 August 2022
Date Accounts Received
15 August 2022
Total Gross Income
£58,377,492
Total Gross Expenditure
£57,235,958
Fin Period Start Date
1 October 2019
Fin Period End Date
30 September 2020
Ar Cycle Reference
AR20
Reporting Due Date
30 July 2021
Date Annual Return Received
27 May 2021
Date Accounts Received
27 May 2021
Total Gross Income
£56,999,542
Total Gross Expenditure
£56,830,124

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
23 October 2025
Total Gross Income
£72,359,541
Total Gross Expenditure
£72,312,471
Grant Making Is Main Activity
No
Count Govt Contracts
82
Count Govt Grants
£1
Income From Government Contracts
63588317
Income From Government Grants
£44,274
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
8
Count Salary Band 70001 80000
5
Count Salary Band 100001 110000
2
Count Salary Band 110001 120000
1
Count Salary Band 150001 200000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
2 December 2024
Total Gross Income
£66,224,795
Total Gross Expenditure
£64,296,387
Grant Making Is Main Activity
No
Count Govt Contracts
59
Count Govt Grants
£1
Income From Government Contracts
59239314
Income From Government Grants
£1,064,000
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
7
Count Salary Band 70001 80000
1
Count Salary Band 80001 90000
5
Count Salary Band 90001 100000
2
Count Salary Band 100001 110000
1
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
1
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
0
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2021
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
29 January 2024
Total Gross Income
£93,979,932
Total Gross Expenditure
£96,378,240
Grant Making Is Main Activity
No
Count Govt Contracts
47
Count Govt Grants
£0
Income From Government Contracts
91992654
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
55
Count Salary Band 70001 80000
18
Count Salary Band 80001 90000
7
Count Salary Band 90001 100000
9
Count Salary Band 100001 110000
1
Count Salary Band 110001 120000
0
Count Salary Band 120001 130000
0
Count Salary Band 130001 140000
2
Count Salary Band 140001 150000
0
Count Salary Band 150001 200000
2
Count Salary Band 200001 250000
0
Count Salary Band 250001 300000
0
Count Salary Band 300001 350000
0
Count Salary Band 350001 400000
0
Count Salary Band 400001 450000
0
Count Salary Band 450001 500000
0
Count Salary Band Over 500000
0
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Due Date
30 July 2022
Ar Received Date
15 August 2022
Total Gross Income
£58,377,492
Total Gross Expenditure
£57,235,958
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
50
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£13
Income From Government Contracts
56005387
Income From Government Grants
£301,976
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
5
Count Salary Band 70001 80000
1
Count Salary Band 80001 90000
3
Count Salary Band 90001 100000
2
Count Salary Band 120001 130000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 October 2019
Fin Period End Date
30 September 2020
Ar Due Date
30 July 2021
Ar Received Date
27 May 2021
Total Gross Income
£56,999,542
Total Gross Expenditure
£56,830,124
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
26
Charity Receives Govt Funding Grants
No
Income From Government Contracts
56108032
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
Yes
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
5
Count Salary Band 120001 130000
1
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
23 October 2025
Income Donations And Legacies
131986
Income Other Trading Activities
0
Income Charitable Activities
71856052
Income Investments
371503
Income Other
0
Income Total Income And Endowments
72359541
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£72,312,471
Expenditure Other
0
Expenditure Total
72312471
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
126741
Expenditure Support Costs
8636719
Expenditure Depreciation
345231
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£12,956,006
Assets Total Fixed
4201533
Assets Own Use
4201533
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£16,720,632
Assets Total Liabilities
£6,514,114
Assets Current Investment
5241584
Assets Total Assets And Liabilities
£14,408,051
Creditors One Year Total Current
6031956
Creditors Falling Due After One Year
482158
Assets Cash
£4,244,928
Funds Endowment
0
Funds Unrestricted
12956006
Funds Restricted
1452045
Funds Total
14408051
Count Employees
2162
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
2 December 2024
Income Donations And Legacies
1064000
Income Other Trading Activities
0
Income Charitable Activities
64840554
Income Investments
320241
Income Other
0
Income Total Income And Endowments
66224795
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£14,330
Expenditure Charitable Expenditure
£64,282,057
Expenditure Other
0
Expenditure Total
64296387
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
7264528
Expenditure Depreciation
43654
Gain Loss Investment
320241
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£14,744,876
Assets Total Fixed
4012439
Assets Own Use
4012439
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£16,637,216
Assets Total Liabilities
£6,288,674
Assets Current Investment
0
Assets Total Assets And Liabilities
£14,360,981
Creditors One Year Total Current
5806516
Creditors Falling Due After One Year
482158
Assets Cash
£5,364,916
Funds Endowment
0
Funds Unrestricted
12992808
Funds Restricted
1368173
Funds Total
14360981
Count Employees
2253
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2021
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
29 January 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
92963751
Income Investments
159758
Income Other
0
Income Total Income And Endowments
93123509
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£71,662
Expenditure Charitable Expenditure
£96,306,578
Expenditure Other
0
Expenditure Total
96378240
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
118343
Expenditure Support Costs
12873942
Expenditure Depreciation
553133
Gain Loss Investment
159758
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£12,037,950
Assets Total Fixed
8768607
Assets Own Use
4082923
Assets Long Term Investment
4685684
Defined Benefit Pension Scheme
0
Assets Other Assets
£10,547,380
Assets Total Liabilities
£6,972,980
Assets Current Investment
0
Assets Total Assets And Liabilities
£12,343,007
Creditors One Year Total Current
5381868
Creditors Falling Due After One Year
1591112
Assets Cash
£5,453,260
Funds Endowment
0
Funds Unrestricted
12037950
Funds Restricted
305057
Funds Total
12343007
Count Employees
2283
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 October 2020
Fin Period End Date
30 September 2021
Ar Due Date
30 July 2022
Ar Received Date
15 August 2022
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
58318362
Income Investments
59130
Income Other
0
Income Total Income And Endowments
58377492
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£16,957
Expenditure Charitable Expenditure
£57,219,001
Expenditure Other
0
Expenditure Total
57235958
Expenditure Investment Management
16957
Expenditure Grants Institution
0
Expenditure Governance
97548
Expenditure Support Costs
6872604
Expenditure Depreciation
49902
Gain Loss Investment
59130
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
413
Gain Loss Other
0
Reserves
£15,051,965
Assets Total Fixed
11189134
Assets Own Use
4863865
Assets Long Term Investment
6325269
Defined Benefit Pension Scheme
0
Assets Other Assets
£11,692,652
Assets Total Liabilities
£7,829,821
Assets Current Investment
0
Assets Total Assets And Liabilities
£15,051,965
Creditors One Year Total Current
5938219
Creditors Falling Due After One Year
1891602
Assets Cash
£4,991,472
Funds Endowment
0
Funds Unrestricted
14744876
Funds Restricted
307089
Funds Total
15051965
Count Employees
2285
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 October 2019
Fin Period End Date
30 September 2020
Ar Due Date
30 July 2021
Ar Received Date
27 May 2021
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
56964481
Income Investments
33779
Income Other
35061
Income Total Income And Endowments
57033321
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£10,706
Expenditure Charitable Expenditure
£56,819,418
Expenditure Other
0
Expenditure Total
56830124
Expenditure Investment Management
10706
Expenditure Grants Institution
0
Expenditure Governance
97458
Expenditure Support Costs
6872604
Expenditure Depreciation
131372
Gain Loss Investment
33779
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£13,071,426
Assets Total Fixed
7186531
Assets Own Use
4434513
Assets Long Term Investment
2752018
Defined Benefit Pension Scheme
0
Assets Other Assets
£14,011,935
Assets Total Liabilities
£7,819,951
Assets Current Investment
0
Assets Total Assets And Liabilities
£13,378,515
Creditors One Year Total Current
6190165
Creditors Falling Due After One Year
1629786
Assets Cash
£7,953,774
Funds Endowment
0
Funds Unrestricted
13071426
Funds Restricted
307089
Funds Total
13378515
Count Employees
2306
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Scotland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No
Geographic Area Type
Region
Geographic Area Description
Throughout England
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing

08 Official extract

Charity Event History

Charity Name
AFFINITY TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2011-01-18T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 30/04/2009AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/01/2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 14/02/2013AS AMENDED BY SPECIAL RESOLUTION(S) DATED 18/06/2014AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 01 MAR 2019
Charitable Objects
THE CHARITY'S OBJECTS ("THE OBJECTS") ARE THE RELIEF OF PERSONS WITH LEARNINGDIFFICULTIES OR DISABILITIES, MENTAL OR PHYSICAL DIFFICULTIES OR DISABILITIES, THE ELDERLY,THOSE WHO ARE CHRONICALLY SICK AND PERSONS WHO ARE SOCIALLY, MENTALLY AND PHYSICALLYVULNERABLE BY:(A) THE MANAGEMENT AND PROVISION EITHER DIRECTLY OR INDIRECTLY BY ARRANGEMENTSUBCONTRACT OR OTHERWISE WITH OTHER PERSONS FIRMS BODIES TRUSTS NI-IS TRUSTSAGENCIES, LOCAL AUTHORITIES PUBLIC AUTHORITIES OR GOVERNMENT DEPARTMENTS OFSUCH COMPREHENSIVE SUPPORT SERVICES AND BENEFITS OF HIGH QUALITY AS MAY BEREQUIRED BY THE BENEFICIARIES;(B) THE MANAGEMENT AND PROVIS ON AND OWNERSHIP (INCLUDING CO-OWNERSHIP) FORSUCH PERSONS AS AFORESAID IN NEED THEREOF OF HOUSES, HOSTELS, HOSPITALS OR OTHERESTABLISHMENTS OR FACILITIES OR ACCOMMODATION AND ANY ASSOCIATED AMENITIESSPECIALLY DESIGNED OR ADAPTED TO MEET THE HANDICAPS AND DISABILITIES ANDREQUIREMENTS OF THE BENEFICIARIES;(C) THE MANAGEMENT AND PROVISION OF SERVICES, ADVICE OR ASSISTANCE UPON TERMSAPPROPRIATE TO THEIR MEANS TO SUCH PERSONS AS AFORESAID IN NEED THEREOF INARRANGING OR CARRYING OUT WORKS OF IMPROVEMENT, REPAIR OR MAINTENANCE TOHOUSES OCCUPIED BY THEM, AND PROVIDING ANY ASSOCIATED AMENITIES SPECIALLYDESIGNED OR ADAPTED TO MEET THE HANDICAPS DISABILITIES AND REQUIREMENTS OF THEBENEFICIARIES.
Area Of Benefit
UNDEFINED. IN PRACTICE, NATIONAL

10 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

11 Official extract

Charity Policy

Policy Name
Complaints handling
Policy Name
Complaints policy and procedures
Policy Name
Risk management
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Volunteer management
Policy Name
Social media policy and procedures
Policy Name
Investment
Policy Name
Conflicting interests
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Paying staff
Policy Name
Internal risk management policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Safeguarding policy and procedures
Policy Name
Serious incident reporting policy and procedures