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Rating for AFFINITY TRUST

57/100 Clarity Score · 1 stars · Charity Commission filings · How we score

57/100

Clarity score

Poor

Donate
Oxford · UK-wide · OX9 3WT Reg 1139891 Registered charity Official website Charity Commission register

Mission

AFFINITY TRUST is a registered UK charity (1139891) working in older people across the United Kingdom. CharityCompare scores the organisation from public Charity Commission annual accounts — financial efficiency, transparency, and filing compliance — not programme outcomes.

In short: AFFINITY TRUST scores 57 out of 100 (1 star). 100% average program spend (3-year average). Review the pillar breakdown below.

Overview

AFFINITY TRUST has a Clarity Score of 57 out of 100 on CharityCompare (1 stars, Poor). Charity Commission registration number 1139891. Status: Registered. Primary cause area: Older people. Latest accounts year 2020: total income £57m, with 100% of expenditure on charitable activities. Accounts filing: late. Reserves: approximately 2 months of operating costs. 1 filing concern(s) noted on this profile. Scores are independent and based on official filings — not a donation recommendation.

Data from Charity Commission register, last updated .

Overall score

57/100

1★ · Poor

Cause spend

100%

3-yr avg · charitable activities

Accountability

75/100

Finance beacon

Income

£57m

Latest year 2020

Reserves

2 mo

Months of running costs

Accounts filing

Late

Check register

£2704.5 raised per £1 fundraising (3-yr avg) · 0% overhead · Website on register · Confidence: medium

Data & confidence

Source
Charity Commission (E&W)
Accounts year
2020
Filing date
2026-06-24 00:00:00.0000000
Profile reviewed
2026-06-24

Medium confidence — some data missing or late

Scores reflect the latest annual accounts on the register. Impact, leadership, and culture beacons require information beyond public filings.

Beacon report

Detailed accountability and finance metrics from Charity Commission filings — structured for transparency in our four-beacon report.

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

75/100

Accountability & Transparency metrics for AFFINITY TRUST
Metric Score Value
Filing history (5 years)

100% on-time over five years = 15 pts · one late filing = 5 pts · two or more = 0 pts.

33% 5/15 pts
Trustee oversight

Three or more trustees on the register = 15 pts · one or two = 0 pts (governance red flag).

100% 8 trustees · 15/15 pts
Declared policies

Safeguarding (4) · conflict of interest (3) · volunteer management (3) — from Charity Commission annual return.

100% 10/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

23/100

Financial Health metrics for AFFINITY TRUST
Metric Score Value
Reserves (months of cash)

3–24 months = 15 pts · 1–3 months = 7 pts · under 1 month or over 3 years (hoarding) = 0 pts.

47% 2 months · 7/15 pts
Income stability / growth

Positive or stable three-year revenue trend = 10 pts · sustained decline = 0 pts.

0% 0/10 pts · 3-year average
Liabilities to assets

Low debt (< 30% liabilities to assets) = 5 pts · high debt = 0 pts.

0% 31% · 0/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Financial Efficiency metrics for AFFINITY TRUST
Metric Score Value
Program expense ratio

≥ 75% on charitable activities = 10 pts · 60–75% = 5 pts · below 60% = 0 pts.

100% 100% · 10/10 pts (3-year average)
Fundraising efficiency

Spends ≤ £0.20 to raise £1 = 10 pts · £0.21–£0.35 = 5 pts · above £0.35 = 0 pts (fundraising cost ÷ income).

100% 0p per £1 income · 10/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

0/100

Community Support metrics for AFFINITY TRUST
Metric Score Value
Volunteer-to-staff ratio

More volunteers than paid staff = 10 pts · equal mix = 5 pts · no volunteers = 0 pts.

0% Not reported · 0/10 pts

How we calculate beacon scores →

Clarity Score

57/100 total · Poor · 1 of 4 stars

Four pillars (40 + 30 + 20 + 10 points) from Charity Commission filings — see methodology for full weightings.

75/100
Accountability & Transparency
23/100
Financial Health
100/100
Financial Efficiency
0/100
Community Support

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

75/100

Filing history (5 years)5/15 pts
Trustee oversight8 trustees · 15/15 pts
Declared policies10/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

23/100

Reserves (months of cash)2 months · 7/15 pts
Income stability / growth0/10 pts · 3-year average
Liabilities to assets31% · 0/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Program expense ratio100% · 10/10 pts (3-year average)
Fundraising efficiency0p per £1 income · 10/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

0/100

Volunteer-to-staff ratioNot reported · 0/10 pts

Revenue & expenses

Latest filed year 2020 · Source: Charity Commission annual accounts

AFFINITY TRUST revenue and expenses for 2020
Category Amount % of spend
Total income £57m
Total expenditure £57m
Charitable activities £57m 100%
Fundraising £11k 0%
Governance & admin £97k 0%
100%On charitable activities

Where the money goes

Latest accounts (2020) · £57m spent

  • Charitable activities100%
  • Fundraising0%
  • Governance0%

Trust indicators

Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.

  • Accounts filed on time

    Filing status: late

  • Trustee board size (3–12)

    8 trustees on the Charity Commission register

Fundraising Regulator

Not listed as member

Separate from our financial scores — shows whether the charity follows the Code of Fundraising Practice.

Check Fundraising Regulator →

Official register

Reg 1139891

Full trustee list, accounts, and regulatory history on the Charity Commission.

View on Charity Commission →

Trustees & officers

  • JENNIFER EDWARDS since 2018
  • Sian Rees since 2018
  • Tanya Barron since 2019
  • Hanah Burgess since 2020
  • Christopher Oseji Akpakwu since 2021
  • Caroline Tracey king since 2021
  • Richard David Parry since 2022
  • James Robert Greene since 2026
How we score charities +

The Clarity Score is a 100-point rating from UK Charity Commission data. Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10). A statutory inquiry sets the score to 0 automatically.

Full methodology →

Accountability & Transparency

Scored from filings

40 points — filing history (15), trustee oversight (15), declared policies (10).

Financial Health

Scored from filings

30 points — reserves (15), income stability (10), liabilities to assets (5).

Financial Efficiency

Scored from filings

20 points — program expense ratio (10), fundraising efficiency (10). Kept at 20% to avoid punishing legitimate infrastructure costs.

Community Support

Scored from filings

10 points — volunteer-to-staff ratio from Charity Commission workforce data.

Overall score

Sum of all pillar points. Translated to stars: 90–100 Exceptional (4★), 75–89 Good (3★), 60–74 Needs improvement (2★), below 60 Poor (1★).

Five-year trends

£0k £24100k £48200k £72300k £96400k 2020 2021 2023 2024 2025 Income 2020: £57,000k Spending 2020: £56,830k Cause spend 2020: £56,819k Income 2021: £58,377k Spending 2021: £57,236k Cause spend 2021: £57,219k Income 2023: £93,980k Spending 2023: £96,378k Cause spend 2023: £96,307k Income 2024: £66,225k Spending 2024: £64,296k Cause spend 2024: £64,282k Income 2025: £72,360k Spending 2025: £72,312k Cause spend 2025: £72,312k
  • Income
  • Spending
  • Cause spend

Values in £ thousands · Source: Charity Commission accounts

Key facts

Overall score
57/100 (1★)
Income
£57m
Cause spend
100% of expenditure
Reg number
1139891
Scope
UK-wide
Reserves
2 months
Trustees
8
Accounts year
2020
Filing
late

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Red flags

Frequently asked questions

Common questions about AFFINITY TRUST's rating, finances, and Charity Commission status.

What is AFFINITY TRUST's charity rating? +

AFFINITY TRUST scores 57 out of 100 on CharityCompare (1 stars — Poor). The Clarity Score V1 sums four pillars from Charity Commission filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10).

Is AFFINITY TRUST a legitimate UK charity? +

Yes — AFFINITY TRUST is registered with the Charity Commission for England and Wales under registration number 1139891. You can verify the entry on the official register.

What is AFFINITY TRUST's Charity Commission registration number? +

AFFINITY TRUST's registration number is 1139891. Official register: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1139891

How much income does AFFINITY TRUST receive? +

AFFINITY TRUST reported £57m total income in its 2020 accounts, based on Charity Commission filings. Five-year trend: declining.

What percentage of AFFINITY TRUST's spending goes to charitable activities? +

Approximately 100% of total expenditure went to charitable activities in the latest filed year. Fundraising was 0% and combined overhead (fundraising plus governance) was 0%.

Are AFFINITY TRUST's accounts up to date? +

Filing status: late (last filing 2026-06-24 00:00:00.0000000). CharityCompare flags late or missing accounts separately from the financial score.

Where is AFFINITY TRUST based? +

AFFINITY TRUST is listed at Oxford · UK-wide · OX9 3WT and operates UK-wide, focused on older people.

How does CharityCompare score AFFINITY TRUST? +

We analyse Charity Commission annual accounts using three-year averages for program expense, fundraising efficiency, and overhead; working capital from reserves vs average expenditure; liabilities-to-assets from the latest balance sheet when available. Impact, leadership, and culture beacons are not yet assessed from public data alone. See our methodology for weights and thresholds.

Does CharityCompare recommend donating to AFFINITY TRUST? +

No. CharityCompare provides independent scores and facts from official filings. We do not tell you where to donate or earn commission from charities.

How can I compare AFFINITY TRUST with other charities? +

Use our free compare tool to put AFFINITY TRUST side-by-side with other UK charities on scores, finances, and filing status.