Finance Score: 5

Governance Score: 6

Support Score: 6

Strong growth: +2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +6

Overall GiG Score: 17

FITZROY SUPPORT

Established in 1962, FitzRoy Support ,known as FitzRoy is a national charity that provides practical support for adults with learning and physical disabilities. The service we provide is totally tailored to the wants, needs and aspirations of the individual. Our vision, mission and principles reflect our total commitment to the people we support.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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 dynamic in terms of composition

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
31/03/24		£53,869	£52,996	£873	£135	£23,299	£22,707	5.1	1,619	1
31/03/23		£41,301	£42,694	£-1,393	£185	£22,428	£21,870	6.1	1,359	1
31/03/22		£41,035	£39,112	£1,923	£237	£23,823	£23,215	7.1	1,337	6
31/03/21		£40,123	£38,264	£1,859	£171	£21,897	£21,253	6.7	1,413	6
31/03/20?		£36,620	£36,069	£551	£180	£20,030	£6,266	2.1	1,425	50
31/03/18		£30,954	£29,956	£998	£131	£15,617	£4,466	1.8	1,294	0
31/03/17		£27,351	£26,996	£355	£137	£14,628	£3,416	1.5	1,160	0
31/03/16		£26,701	£25,164	£1,537	£199	£14,268	£2,336	1.1	1,028	0
31/03/15		£23,273	£22,917	£356	£264	£12,738	£1,385	0.7	805	0
31/03/14		£22,352	£22,334	£19	£277	£12,375	£1,430	0.8	744	0
31/03/13		£22,715	£21,148	£1,567	£336	£12,350	£1,308	0.7	657	0
31/03/12		£20,082	£19,348	£734	£252	£10,777	£1,240	0.8	607	0
31/03/11		£18,811	£18,491	£320	£257	£10,046	£1,296	0.8	690	0
31/03/10		£17,535	£17,553	£-18	£276	£9,722	£1,036	0.7	641	0
31/03/09		£18,329	£17,100	£1,229	£280	£9,729	£1,393	1	582	0
31/03/08		£16,901	£15,881	£1,019	£353	£8,522	£1,558	1.2	583	0
31/03/07		£15,740	£15,479	£261	£266	£7,517	£5,332	4.1	534	0
31/03/06		£15,092	£14,998	£93	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£13,801	£13,825	£-24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£13,165	£13,298	£-133	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 13%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 5.1 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3

Asset Split ?

Balance Sheet History

Established: 33 years

www.fitzroy.org

info@fitzroy.org

01730711111

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes

GiG Classification

Services for people with disabilities

How it operates

Provides services

Where it operates

Throughout England,

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	£226,730
The Blagrave Trust	£79,300
Herefordshire Community Foundation	£2,059
Masonic Trust	£1,500

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Matched Funding
£1,500	29/01/2024	Unrestricted matched funding in partnership with the local masonic province
The Blagrave Trust - Regional Partnership Grants
£40,300	30/04/2023	Love4Life
The Blagrave Trust - Love4Life
£39,000	16/05/2022	Love4Life is a dating and friendship service for people with disabilities. It provides a broad range of leisure time activities for people to have fun, learn, and connect
National Lottery Community Fund - Love4Life
£226,730	29/03/2021	This project provides a range of support activities advice services and workshops for adults with learning disabilities and autism. The aims of this scheme are to help reduce participants’ feelings of loneliness and isolation and to create safe ....more This project provides a range of support activities advice services and workshops for adults with learning disabilities and autism. The aims of this scheme are to help reduce participants’ feelings of loneliness and isolation and to create safe and supportive opportunities to make friends and build relationships.
Herefordshire Community Foundation - Covid 19 Grant to FitzRoy
£2,059	19/08/2020	Grant to FitzRoy
National Lottery Community Fund - Love4Life, Hampshire
£179,209	14/02/2018 36	This group will expand their project into rural areas, with the aim to support young people aged 16 plus, and adults with learning difficulties as well as those diagnosed with autism disorder. The project will focus on enabling those supported to ....more This group will expand their project into rural areas, with the aim to support young people aged 16 plus, and adults with learning difficulties as well as those diagnosed with autism disorder. The project will focus on enabling those supported to form friendships and relationships in a safe and supportive environment through the provision of social events and activities. The group will provide regular social events and will include quiz nights, discos, pub meals, sports, arts activities and outings.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 28-69

DAVID EVANS Appointed: 2016, Occupation: Company Director

DAWN CAROLINE JACOBS Appointed: 2019, Occupation: Bank Official

DERRICK MCCOURT Appointed: 2017, Occupation: General Manager

EDWINA JANE JOHNSTON Appointed: 2023, Occupation: Trustee And Non-Exec Director

JONATHON DERRICK ALTHAM Appointed: 2023, Occupation: Company Director

JULIE CAROL WHETTON Appointed: 2021, Occupation: Chartered Surveyor

MARK ANDREW SANDERSON Appointed: 2019, Occupation: Legal Director And Company Secretary

MARTIN KYNDT (Chair) Appointed: 2019, Occupation: Retired

MATTHEW DAVID MOTH Appointed: 2024, Occupation: Non Executive Director And Comms Professional

NEIL RAMSAY BLACKLEY Appointed: 2020, Occupation: Private Equity

SAAD SAMIR SAYEED Appointed: 2022, Occupation: Investment Professional

SARJU MISTRY Appointed: 2023, Occupation: It Professional

Legal constitution

Charitable company registered in England & Wales on 20/05/1992, number: 1011290
Registered at Companies House on 24/03/1992, number: 02699902

Gift Aid

Registered with HMRC for Gift Aid

Event History

13/12/2012 - Asset transfer in from SEARCHLIGHT WORKSHOPS
12/03/2014 - Asset transfer in from SEARCHLIGHT SUSSEX
22/05/2015 - Asset transfer in from THE LEO TRUST
19/06/2024 - Asset transfer in from THE PETERSFIELD SOCIETY FOR SPECIAL NEEDS

Other Regulators

Care Quality Commission

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; AR05: 64 days late,

Recent reorganisation events:

Asset transfer in from THE PETERSFIELD SOCIETY FOR SPECIAL NEEDS on 19/06/2024

Main office

FITZROY
FITZROY HOUSE
8 HYLTON ROAD
PETERSFIELD
GU32 3JY

Objectives

The objects for which the Company is established are to promote in any manner which is charitable by law the benefit of people from all walks of life who have a learning or physical disability, autism or any similar disability to autism ,and/or mental health needs including (but without prejudice to the generality of the foregoing) the provision and rental of residential homes.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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