Finance Score: 4

Governance Score: 4

Support Score: 6

Reasonable growth: +1
Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 14

THE CHARLOTTE STRAKER PROJECT

The provision of residential and nursing care to the residents of Charlotte Straker House along with the maintenance of accommodation in the form of bungalows/flats which provide independent living to the occupants.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

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		£2,020	£2,094	£-74	£12	£1,078	£1,045	6	62	7
31/03/22		£1,783	£1,851	£-68	£3	£1,171	£1,136	7.4	57	6
31/03/21		£1,451	£1,619	£-168	£2	£1,236	£1,225	9.1	63	10
31/03/20		£1,392	£1,395	£-3	£16	£1,344	£1,338	11.5	61	24
31/03/19		£1,363	£1,275	£89	£16	£1,372	£1,364	12.8	60	27
31/03/18		£1,428	£1,286	£142	£23	£1,280	£1,239	11.6	60	0
31/03/17		£1,390	£1,218	£172	£13	£1,136	£1,062	10.5	61	0
31/03/16		£1,152	£1,124	£28	£12	£936	£931	9.9	61	0
31/03/15		£1,046	£1,169	£-122	£20	£912	£907	9.3	64	0
31/03/14	*	£1,097	£1,075	£22	£11	£1,025	£1,018	11.4	64	0
31/03/13		£1,031	£1,023	£8	£13	£982	£978	11.5	59	0
31/03/12		£1,217	£1,097	£120	£10	£952	£948	10.4	64	0
31/03/11		£1,072	£996	£76	£13	£829	£825	9.9	81	0
31/03/10		£973	£934	£39	£10	£747	£721	9.3	65	0
31/03/09		£934	£844	£90	£5	£670	£666	9.5	65	0
31/03/08		£904	£797	£107	£5	£608	£604	9.1	59	0
31/03/07		£765	£703	£61	£2	£524	£520	8.9	34	0
31/03/06		£741	£665	£76	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£671	£622	£49	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£643	£589	£54	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.6%
Fundraising Costs/Total Spending: 0.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 14%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 6 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.1

Asset Split ?

Balance Sheet History

Established: 32 years

www.charlottestraker.org.uk

office@charlottestraker.org.uk

01434633999

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Northumberland,

Who it helps

Elderly/Old People

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

Community Foundation serving Tyne & Wear and Northumberland	£149,826
Community Foundation Tyne & Wear & Nthmbrlnd	£106,065
Garfield Weston Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Community Foundation serving Tyne & Wear and Northumberland - Grant to The Charlotte Straker Project
£32,804	23/02/2023	General charitable purposes
Community Foundation serving Tyne & Wear and Northumberland - Grant to The Charlotte Straker Project
£35,129	04/08/2022	General charitable purposes
Community Foundation serving Tyne & Wear and Northumberland - A grant to The Charlotte Straker Project
£38,684	03/02/2022	General charitable purposes of the organisation
Community Foundation serving Tyne & Wear and Northumberland - A grant to The Charlotte Straker Project
£5,000	06/01/2022	Core costs, providing respite care for people in Tynedale
Garfield Weston Foundation - Main Grants award
£5,000	12/11/2021	Community Respite Care Bed
Community Foundation serving Tyne & Wear and Northumberland - A grant to The Charlotte Straker Project
£37,194	29/07/2021	The organisation's charitable objects
Community Foundation serving Tyne & Wear and Northumberland - A grant to The Charlotte Straker Project
£1,015	15/04/2021	Running costs for the respite care service for 1 week
Community Foundation Tyne & Wear & Nthmbrlnd - providing counselling support to staff who have experienced significant emotional distress as a result of the recent outbreak of Covid-19 in Corbridge, Northumberland
£4,800	04/03/2021	providing counselling support to staff who have experienced significant emotional distress as a result of the recent outbreak of Covid-19 in Corbridge, Northumberland
Community Foundation Tyne & Wear & Nthmbrlnd - providing counselling support to staff who have experienced significant emotional distress as a result of the recent outbreak of Covid-19 in Corbridge, Northumberland
£4,800	04/03/2021	providing counselling support to staff who have experienced significant emotional distress as a result of the recent outbreak of Covid-19 in Corbridge, Northumberland
Community Foundation Tyne & Wear & Nthmbrlnd - the organisation's charitable objects
£35,581	28/01/2021	the organisation's charitable objects
Community Foundation Tyne & Wear & Nthmbrlnd - the charity's purposes
£32,432	30/07/2020	the charity's purposes
Community Foundation Tyne & Wear & Nthmbrlnd - additional costs arising from the COVID-19 pandemic
£10,000	30/04/2020	additional costs arising from the COVID-19 pandemic
Community Foundation Tyne & Wear & Nthmbrlnd - supporting the charity's purposes
£18,452	28/01/2020	supporting the charity's purposes
Community Foundation serving Tyne & Wear and Northumberland - supporting the charitys purposes
£18,234	17/10/2019	supporting the charitys purposes
Community Foundation serving Tyne & Wear and Northumberland - supporting the charity's purposes
£18,274	07/08/2019	supporting the charity's purposes
Community Foundation serving Tyne & Wear and Northumberland - general charitable purposes
£17,754	17/05/2019	general charitable purposes
Community Foundation serving Tyne & Wear and Northumberland - General charitable purposes
£16,732	31/01/2019	General charitable purposes
Community Foundation serving Tyne & Wear and Northumberland - General Charitable Purposes
£18,706	22/10/2018	General Charitable Purposes
Community Foundation serving Tyne & Wear and Northumberland - General charitable purposes
£17,993	05/08/2018	General charitable purposes
Community Foundation serving Tyne & Wear and Northumberland - General charitable purposes
£18,744	24/07/2018	General charitable purposes

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 57-75

BERENICE GROVES (Chair) Appointed: 2016, Occupation: Director Of Operations

DR WILLIAM FRANCIS CUNNINGHAM, Occupation: General Practitioner

ELIZABETH JANE HASTINGS Appointed: 2023, Occupation: Retired Solicitor

GAVIN MACFARLANE BLACK Appointed: 2005, Occupation: Chartered Surveyor

HUGH RITCHIE MCKENDRICK Appointed: 2024

JANE ILEY Appointed: 2023, Occupation: Retired Accountant

JANICE ELIZABETH LIGHTLEY Appointed: 2023, Occupation: Chartered Accountant

LESLEY WOODCOCK Appointed: 2013, Occupation: Director

MAUREEN ANNE GORDON Appointed: 2020, Occupation: Nurse

Legal constitution

Charitable company registered in England & Wales on 17/05/1993, number: 1021086
Registered at Companies House on 16/10/1992, number: 02756650

Gift Aid

Registered with HMRC for Gift Aid

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; AR14: 47 days late, AR04: 1 days late,

Main office

Mrs Berenice Groves
COOKSON CLOSE
CORBRIDGE
NORTHUMBERLAND
NE45 5HB

Objectives

3.1.1 THE RELIEF AND REHABILITATION OF AGED OR INFIRM PERSONS RESIDENT IN THE LOCAL AUTHORITY DISTRICT OF TYNEDALE OR SUCH OTHER AREAS OF THE COUNTY OF NORTHUMBERLAND AS THE COMPANY SHALL FROM TIME TO TIME DETERMINE (THE AREA OF BENEFIT) AS WELL AS THE RELIEF AND REHABILITATION OF AGED OR INFIRM PERSONS RESIDENT ELSEWHERE IN THE UNITED KINGDOM WHO HAVE CLOSE RELATIONS RESIDENT IN TYNEDALE AND IN PARTICULAR, BUT WITHOUT LIMITING THE FOREGOING, BY PROVIDING OR ASSISTING IN THE PROVISION OF SHELTERED ACCOMMODATION, AND OF NURSING AND OTHER FACILITIES TO ALLEVIATE THE NEEDS OF SUCH PERSONS. 3.1.2 THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC WITH RESPECT TO HEALTH, HOUSING AND WELFARE PROBLEMS AMONGST PERSONS IN THE AREA OF BENEFIT WHO ARE AGED OR INFIRM.

Defined Area of Benefit:

LOCAL AUTH.DIST.OF TYNEDALE OR OTHER AREAS OF NORTHUMBERLAND

Data Sources

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