Finance Score: 3

Governance Score: 3

Support Score: 4

Fundraising costs low: +3

Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 10

THE FORTUNE CENTRE OF RIDING THERAPY

The FCRT's mission is to enable horse-motivated students with special needs to relate more successfully to others and to have greater and more appropriate control over their own lives. This use of horses, to enable young people to learn and develop, is the core of our work.

Analysis by Giving is Great

Positives:

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 gender

Established: 29 years

www.fortunecentre.org

enquiries@fcrt.ac.uk

01425673297

Charity Commission for England and Wales

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
31/08/22		£3,366	£3,076	£290	£17	£2,405	£2,083	8.1	59	15
31/08/21		£2,605	£2,745	£-139	£4	£2,115	£2,092	9.1	72	38
31/08/20		£2,325	£2,342	£-17	£14	£2,254	£2,234	11.4	75	51
31/08/19		£2,777	£2,747	£30	£37	£2,271	£2,258	9.9	92	70
31/08/18		£2,598	£2,591	£7	£35	£2,239	£2,183	10.1	93	58
31/08/17		£2,605	£2,646	£-41	£64	£2,219	£2,134	9.7	95	0
31/08/16		£2,347	£2,494	£-147	£4	£2,240	£2,232	10.7	65	0
31/08/15		£2,376	£2,347	£29	£34	£2,372	£2,372	12.1	61	0
31/08/14		£2,156	£2,116	£40	£31	£2,357	£2,339	13.3	57	0
31/08/13	*	£2,042	£2,120	£-78	£29	£2,301	£2,301	13	57	0
31/08/12		£2,332	£2,567	£-236	£30	£2,355	£1,395	6.5	69	0
31/08/11		£2,618	£2,597	£21	£35	£2,586	£1,582	7.3	72	0
31/08/10		£2,651	£2,670	£-20	£33	£2,565	£1,515	6.8	81	0
31/08/09		£2,717	£2,501	£216	£47	£2,585	£1,496	7.2	86	0
31/08/08		£2,490	£2,298	£191	£36	£2,369	£1,276	6.7	77	0
31/08/07		£2,512	£2,250	£262	£82	£2,177	£1,083	5.8	74	0
31/08/06		£2,088	£2,137	£-48	£0	£0	£0	n/a	0	0
31/08/05		£1,974	£1,943	£31	£0	£0	£0	n/a	0	0
31/08/04		£1,719	£1,653	£66	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 0.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 21%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 8.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.2

Asset Split ?

Listed activities

Disability
Education/Training

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
People With Disabilities

Who works here?

59 employees
15 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
Dulverton Trust - Raise the Roof
£20,000	26/10/2023	Raise the Roof

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 52-73

DR KATE TREVELYAN THOMAS Appointed: 2018

LORD MANNERS (Chair) Appointed: 2013, Occupation: Solicitor

CHARLES ANTHONY FOSTER Appointed: 2017, Occupation: Company Director

LADY SWAYNE Appointed: 2015, Occupation: Parlimentary Assistant

ALISON FRANCES MOORE-GWYN Appointed: 2014, Occupation: Retired Solicitor, Other trusteeships: THE COUNTRYSIDE EDUCATION TRUST, ENDELIENTA ARTS, VINTAGE MUSIC, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF BEAULIEU,

FRANCIS VINCENT HUGH NEATE Appointed: 2022, Occupation: Accountant, Other trusteeship: KEEP BRITAIN TIDY,

Legal constitution

Charitable company registered in England & Wales on 31/03/1995, number: 1045352
Registered at Companies House on 10/03/1995, number: 03031713

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Estyn: Her Majesty's Inspectorate For Education And Training In Wales
Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR13: 19 days late,

Main office

The Fortune Centre of Riding Therap
Avon Tyrrell
Bransgore
CHRISTCHURCH
BH23 8EE

Objectives

THE RELIEF OF THOSE WITH LEARNING DIFFICULTIES, DISABILITIES AND OTHER PARTICULAR SPECIAL NEEDS BY THE PROVISION OF EDUCATION AND THERAPY THROUGH RIDING HORSES AND RELATED ACTIVITIES TO PROMOTE AND DEVELOP THEIR MENTAL AND PHYSICAL CAPABILITIES AND, WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING, WITH THE INTENTION THAT THE SKILLS LEARNED AROUND, ON AND WITH HORSES, ARE TRANSFERRED INTO THE UNDERSTANDING OF, AND AN ABILITY IN, SKILLS NECESSARY FOR DAILY LIFE AND WELLBEING.

Defined Area of Benefit:

IN PRACTICE, DORSET

Data Sources