Finance Score: -5

Governance Score: -3

Support Score: 7

Volatile income & significant deficit in latest year: -5
No PartB

Only 4 Trustees: -1
Narrow trustee age band: -2

Large volunteers +3
Grant maker support: +4

Overall GiG Score: -1

ROTHER VALLEY TOGETHER

We are a day care charity supporting older people experiencing the effects of social isolation and loneliness. We offer lively and fun activities,and provide a cooked lunch. Transport is available. We promote members' health, wellbeing, and independence. Working with other community organisations we promote members' improved access to a wider range of other local community activities and services

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
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
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

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	£44	£78	£-34	n/a	n/a	n/a	n/a	n/a	16
31/03/22	£70	£69	£1	n/a	n/a	n/a	n/a	n/a	8
31/03/21	£55	£52	£3	n/a	n/a	n/a	n/a	n/a	11
31/03/20	£84	£84	£-1	n/a	n/a	n/a	n/a	n/a	12
31/03/19	£78	£81	£-3	n/a	n/a	n/a	n/a	n/a	10
31/03/18	£83	£80	£3	£0	£0	£0	n/a	0	0
31/03/17	£79	£80	£-1	£0	£0	£0	n/a	0	0
31/03/16?	£110	£87	£23	£0	£0	£0	n/a	0	0
31/10/14	£76	£56	£21	£0	£0	£0	n/a	0	0
31/10/13	£63	£56	£8	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 12 years

www.rothervalleytogether.org

rothervalleytogether@gmail.com

07957 405 959

Charity Commission for England and Wales

Listed activities

Disability
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for females

How it operates

Acts as an umbrella or resource body
Provides services

Where it operates

West Sussex,

Who it helps

Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
16 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
Sussex Community Foundation - Grant to Rother Valley Together
£11,000	11/11/2022	Funding was provided for core costs.
Sussex Community Foundation - Grant to Rother Valley Together
£5,000	17/11/2021 8	Funding was provided towards core costs.
National Lottery Community Fund - Improved activities for older people in rural areas
£10,000	10/02/2020 11	The project will use funding to purchase IT, exercise, games, arts and crafts equipment to improve the range of activities/classes at its club for older people. They will also promote the activities ....more The project will use funding to purchase IT, exercise, games, arts and crafts equipment to improve the range of activities/classes at its club for older people. They will also promote the activities to more rural villages and hamlets, and continue to provide lunch, trips, social and recreational activities to reduce social isolation.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 74-78

CHRIS BOXLEY Appointed: 2011, Occupation: Minister Of Religion

MARGARET RHONA GUEST Appointed: 2011, Occupation: None

PATRICIA WATTS Appointed: 2018, Occupation: Retired

RODNEY JOHN MAGUIRE Appointed: 2021, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 16/05/2012, number: 1147272
Registered at Companies House on 21/10/2011, number: 07818979

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

10 returns made; all on time

Main office

The Grange
Bepton Road
Midhurst
West Sussex
GU29 9HD

Objectives

TO FURTHER SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE IN PARTICULAR BUT NOT EXCLUSIVELY BY:1.THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH,AGE,INFIRMITY OR DISABLEMENT,FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS.SOCIAL INCLUSION AND EQUALITY AND DIVERSITY WITH THE AIM OF PROMOTING COMMUNITY COHESION FOR THE PUBLIC BENEFIT.2.PROMOTING SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED,RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY. FOR THE PURPOSE OF THIS CLAUSE ‘SOCIALLY EXCLUDED’ MEANS BEING EXCLUDED FROM SOCIETY,OR PARTS OF SOCIETY,AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS:UNEMPLOYMENT;FINANCIAL HARDSHIP;YOUTH OR OLD AGE;ILL HEALTH(PHYSICAL OR MENTAL)SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS;DISCRIMINATION ON THE GROUNDS OF SEX,RACE,DISABILITY,ETHNIC ORIGIN,RELIGION,BELIEF,CREED,SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT;POOR EDUCATIONAL OR SKILLS ATTAINMENT;RELATIONSHIP AND FAMILY BREAKDOWN;POOR HOUSING(THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS;CRIME(EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY)” 3.THE PROMOTION OF EQUALITY AND DIVERSITY FOR THE PUBLIC BENEFIT BY FOR EXAMPLE: (A)THE ELIMINATION OF DISCRIMINATION ON THE GROUNDS OF RACE,GENDER,DISABILITY,SEXUAL ORIENTATION OR RELIGION;(B)ADVANCING EDUCATION AND RAISING AWARENESS IN EQUALITY AND DIVERSITY; (C)PROMOTING ACTIVITIES TO FOSTER UNDERSTANDING BETWEEN PEOPLE FROM DIVERSE BACKGROUNDS;(D)CONDUCTING OR COMMISSIONING RESEARCH ON EQUALITY AND DIVERSITY ISSUES AND PUBLISHING THE RESULTS TO THE PUBLIC;(E)CULTIVATING A SENTIMENT IN FAVOUR OF EQUALITY AND DIVERSITYWITH THE AIM OF PROMOTING COMMUNITY COHESION FOR THE PUBLIC BENEFIT.BY COMMUNITY COHESION WE MEAN WORKING TOWARDS A SOCIETY IN WHICH:1.THERE IS A COMMON VISION AND SENSE OF BELONGING BY ALL COMMUNITIES 2.THE DIVERSITY OF PEOPLE'S BACKGROUNDS AND CIRCUMSTANCES IS APPRECIATED AND VALUED 3.SIMILAR LIFE OPPORTUNITIES ARE AVAILABLE TO ALL,AND 4.STRONG AND POSITIVE RELATIONSHIPS EXIST AND CONTINUE TO BE DEVELOPED IN THE WORKPLACE,IN SCHOOLS AND IN THE WIDER COMMUNITY.

Data Sources