Finance Score: 3

Governance Score: 9

Support Score: 5

Fundraising costs low: +3

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

Overall weighted support: +5

Overall GiG Score: 17

THE STABLE FAMILY HOME TRUST

To provide a range of support services to adults with a learning disability, including the provision of: registered residential care; domiciliary support to people within their own homes; day services offering meaningful learning, sport and leisure activities; support for service users to find employment.

Analysis by Giving is Great

Positives:

Spending has increased 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		£5,123	£3,605	£1,518	£79	£5,073	£2,793	9.3	103	15
31/03/22		£3,554	£3,339	£215	£118	£3,555	£2,864	10.3	76	4
31/03/21		£3,548	£3,125	£422	£112	£3,341	£2,695	10.3	70	3
31/03/20		£3,195	£3,132	£63	£126	£2,918	£2,326	8.9	79	10
31/03/19		£3,230	£2,898	£332	£121	£2,855	£2,235	9.3	81	15
31/03/18		£2,610	£2,664	£-54	£62	£2,523	£2,350	10.6	79	0
31/03/17		£3,032	£2,519	£513	£101	£2,577	£2,503	11.9	72	0
31/03/16		£2,575	£2,453	£123	£50	£2,064	£1,974	9.7	70	0
31/03/15		£2,384	£2,273	£111	£62	£1,941	£1,857	9.8	72	0
31/03/14		£2,141	£2,211	£-70	£59	£1,830	£1,748	9.5	67	0
31/03/13		£2,113	£2,168	£-55	£33	£1,901	£1,799	10	67	0
31/03/12		£2,079	£2,102	£-22	£32	£1,956	£1,842	10.5	64	0
31/03/11		£2,079	£2,010	£69	£30	£1,978	£1,850	11	64	0
31/03/10		£1,963	£1,905	£59	£33	£1,909	£1,806	11.4	62	0
31/03/09		£1,773	£1,779	£-6	£34	£1,851	£1,824	12.3	58	0
31/03/08		£1,595	£1,459	£136	£27	£1,857	£1,847	15.2	44	0
31/03/07		£1,398	£1,409	£-11	£48	£1,720	£1,714	14.6	44	0
31/03/06	*	£1,353	£1,338	£14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£1,250	£1,186	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£1,208	£1,068	£141	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1.6%
Fundraising Costs/Total Spending: 2.2%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 13%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 55%
Reserves/Spending: 9.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.8

Asset Split ?

Balance Sheet History

Established: 22 years

www.sfht.org.uk

accounts@sfht.org.uk

01425478043

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training

GiG Classification

Services for people with disabilities

How it operates

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

Where it operates

Dorset, Hampshire,

Who it helps

Children/Young People
Elderly/Old People
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

Garfield Weston Foundation	£51,000
DCMS	£30,008
Co-Operative Group	£1,828
Masonic Trust	£500

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Stable Family Home Trust
£1,828	22/10/2022	We would like to extend the café at our garden centre shop Gifted to include outside seating. Our community gift shop is staffed by adults with learning disabilities.
Masonic Trust - MCF Matched Funding
£500	27/01/2022	Unrestricted matched funding in partnership with the local masonic province
DCMS - Coronavirus Community Support Fund
£30,008	08/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Garfield Weston Foundation - Main Grants award
£51,000	14/05/2020	Project to fund the purchase of a house for supported living accomodation for adults with learning disabilites
Wolfson Foundation - Grant to The Stable Family Home Trust
£35,000	05/12/2018	Refurbishment of supported living accommodation for adults with learning disabilities in Hampshire
The Clothworkers Foundation - Grant to Stable Family Home Trust
£50,000	11/07/2017	purchase of building for a charity which works with disabled people in Ringwood

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-71

DAWN CAROL BARKER Appointed: 2023, Occupation: Retired Hr Director

JOHN HATCHARD Appointed: 2014, Occupation: Solicitor

JOHN MASON Appointed: 2014, Occupation: Manager Of Forecourt Filling Station

JON PRITCHARD Appointed: 2024, Occupation: Associate Director Nhs Southern Health Trust

JULIE FINNIS Appointed: 2024, Occupation: Retired

MARK ROBERT DIXON Appointed: 2024, Occupation: Retired Charity Ceo

SIMON FREDERICK FARROW Appointed: 2013, Occupation: Businessman

SUE PERRY (Chair) Appointed: 2023, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 03/09/2002, number: 1093672
Registered at Companies House on 22/04/2002, number: 04421606

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
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
Volunteer management

Filing Record

20 returns made; AR06: 1 days late, AR05: 393 days late,

Main office

STABLES FAMILY HOME TRUST
THE STABLES
BISTERNE
RINGWOOD
BH24 3BN

Objectives

THE RELIEF OF SUFFERING BY PROVIDING FOR THE CARE, ACCOMMODATION, TRAINING, EDUCATION, FUTURE LIVING, EMPLOYMENT, OCCUPATION AND SUSTENANCE OF PHYSICALLY OR MENTALLY HANDICAPPED PERSONS (HEREINAFTER CALLED THE BENEFICIARIES) IN ORDER TO FOSTER AND ENCOURAGE A SENSE OF INDEPENDENCE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE DORSET AND HAMPSHIRE

Data Sources

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