Finance Score: 7
Governance Score: 9
Support Score: 7
  • Liabilities <10%: +3
  • Reasonable growth: +1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +7
Overall GiG Score: 23 ?

SUNNYSIDE RURAL TRUST LIMITED

The provision of vocational training, day and employment services in Hertfordshire for adults with learning disabilities. Sunnyside Rural Trust also runs a number of social enterprise initiatives.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£1,515£1,438£77£2£1,543£1,28710.75945
31/03/22£1,213£1,117£96£4£1,466£1,28813.85045
31/03/21£1,228£1,013£215£2£1,370£1,185144225
31/03/20£1,238£938£300£3£1,155£99212.74225
31/03/19£927£884£43£7£855£7059.64022
31/03/18£914£872£42£8£812£5978.2360
31/03/17£861£805£56£4£737£5978.9260
31/03/16*£748£714£34£9£681£5809.7250
31/03/15*£841£893£-51£234£729£5086.8220
31/03/14£810£842£-32£210£769£4626.6210
31/03/13£870£732£138£250£801£4868190
31/03/12£663£609£54£141£663£4458.8170
31/03/11£780£503£277£9£610£3528.4140
31/03/10£462£463£-1n/an/an/an/an/an/a
31/03/09?£396£415£-19n/an/an/an/an/an/a
30/04/08£412£417£-5n/an/an/an/an/an/a
30/04/07£402£361£40n/an/an/an/an/an/a
30/04/06£399£325£74n/an/an/an/an/an/a
30/04/05£364£284£80n/an/an/an/an/an/a
30/04/04£356£271£85n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 8%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 10.7 months
Net Current Assets/Spending: 9 months
Quick Ratio: 7.6
Asset Split ?
Balance Sheet History
Established: 33 years

www.sunnysideruraltrust.org.uk

keely@sunnysideruraltrust.org.uk

07545590939

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Other education support
How it operates
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Hertfordshire,
Who it helps
  • People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£391,171
Hertfordshire Community Foundation£63,723
Co-Operative Group£5,256
Specific Donations
Amount When
Months
To be used for
Hertfordshire Community Foundation - Hemel Food Garden Greenhouse
£2,000 18/11/2022
4
Grant to Sunnyside Rural Trust
Co-Operative Group - Grant to Sunnyside Rural Trust
£2,327 22/10/2022
We would like to employ a person with learning disabilities to run our community bakery, and train to teach others.
National Lottery Community Fund - Northchurch Growth Project
£382,693 04/07/2022
This funding will be used by Sunnyside Rural Trust to provide horticultural and rural skills-based training activity and real work experience to vulnerable adults. The funding will be used to develop existing services for 150 adults with learning ....more
National Lottery Community Fund - Old Town Peace garden
£8,478 10/06/2022
The funding will be used to create a community garden including a peace walk and a bug hotel. The project aims to engage young people people with learning disabilities and older people in an intergenerational project that provides opportunities to ....more
Hertfordshire Community Foundation - Northchurch community cafe
£4,980 25/05/2022
2
Grant to Sunnyside Rural Trust
Hertfordshire Community Foundation - Womens singing group for Afghan arrivals living in Hertfordshire
£9,200 07/03/2022
Grant to Sunnyside Rural Trust
Hertfordshire Community Foundation - Northchurch Community Land Regeneration
£4,999 04/03/2022
Grant to Sunnyside Rural Trust
Hertfordshire Community Foundation - Connecting people and places, a circle of support.
£20,544 12/01/2022
Grant to Sunnyside Rural Trust
Co-Operative Group - Grant to Sunnyside Rural Trust
£2,929 23/10/2021
We would create a training and employment facility where vulnerable young people and adults with learning disabilities could acquire horticulture and animal care skills.
Hertfordshire Community Foundation - Grant to Sunnyside Rural Trust
£10,000 29/03/2021
The key issues for our CEV trainees are loneliness/isolation and wellbeing (physical and mental). Whilst we have remained open, a large number of our trainees have had to stay home. We have been offering engagement activities and virtual support. It ....more
Hertfordshire Community Foundation - Managing anxiety and reconnecting through animal therapy.
£7,000 17/11/2020
Grant to Sunnyside Rural Trust
Hertfordshire Community Foundation - FOOD BANK AND KITS
£5,000 23/04/2020
Grant to Sunnyside Rural Trust
Hertfordshire Community Foundation - A Community Hub for People, Animals and the Environment
£5,000 03/06/2019
Grant to Sunnyside Rural Trust
National Lottery Community Fund - Cookery For All
£10,000 23/08/2018
12
The organisation will use the funding to upgrade their existing kitchen, including adaptations to improve access for wheelchair users. The project aims to develop and improve their facilities for adults and young people with learning disabilities ....more
Co-Operative Group - Grant to Sunnyside Rural Trust
£2,875 29/11/2017
We would like to buy a greenhouse to grow vegetables from seed to teach people with learning disabilities how to grow food to promote health
Co-Operative Group - Grant to Sunnyside Rural Trust
£2,589 29/11/2017
Help create a café for adults with learning disabilities and young adults in the care system to gain work experience and develop skills.
National Lottery Community Fund - HFG indoor and outdoor training programme
£10,000 18/06/2014
12
Not Available
National Lottery Community Fund - Sunnyside Allotment Project
£10,000 29/07/2010
12
This is a project by a registered charity in Hertfordshire. The group will use the funding to develop land into allotments that will be used by people with learning difficulties. Participants will learn basic horticultural skills and will build ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 37-77
  • ADAM CONNORS Appointed: 2019, Occupation: Software Engineer
  • CARL DUNCAN LUNDBERG Appointed: 2021, Occupation: Accountant
  • EMMA BRYAN Appointed: 2024, Occupation: Academy Lead Safeguarding Welfare & Attendance Man
  • JIM MARTIN Appointed: 2024, Occupation: Civil Engineer
  • MICHAEL RUSSELL (Chair) Appointed: 2019, Occupation: Defence Consultant
  • RACHEL DAVIS Appointed: 2024, Occupation: Social Value Advisor
  • SUSAN BRADSHAW Appointed: 2023, Occupation: Hr Consultant
Legal constitution
  • Charitable company registered in England & Wales on 21/10/1991, number: 1004264
  • Registered at Companies House on 12/04/1991, number: 02600844
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
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR16: 1 days late, AR15: 2 days late,
Main office

C/O CIVIC CENTRE
161-163 HIGH STREET
BERKHAMSTED
HERTFORDSHIRE
HP4 3HD

Objectives

THE RELIEF EITHER GENERALLY OR INDIVIDUALLY OF PERSONS WHO BY REASON OF THEIR PHYSICAL/MENTAL DISABILITIES ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS BY THE PROVISION OF SHELTERED EMPLOYMENT TO ENABLE THEM TO ACQUIRE AND DEVELOP THEIR SKILLS IN EMPLOYMENT OF AN AGRICULTURAL AND HORTICULTURAL NATURE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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