Finance Score: 2
Governance Score: 9
Support Score: 9
  • Low unrestricted reserves: -2
  • Reasonable growth: +1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +9
Overall GiG Score: 20 ?

LAMBETH ELFRIDA RATHBONE SOCIETY

The provision of services to children, young people and adults with Learning Disabilities.
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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end

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£2,245£2,215£30£19£622£5312.97921
31/03/22£2,096£2,078£18£12£592£5363.17621
31/03/21£2,273£2,222£51£15£789£6833.77221
31/03/20£2,018£1,877£142£18£738£6053.96823
31/03/19£1,658£1,463£196£10£596£5494.55711
31/03/18*£1,448£1,487£-40£0£401£4013.2600
31/03/17£1,490£1,725£-235£1£440£4403.1800
31/03/16£1,668£1,609£59£1£675£6024.5730
31/03/15£1,656£1,577£79£22£616£5834.4530
31/03/14£1,475£1,485£-10£29£513£5074.1530
31/03/13£1,287£1,312£-24£26£523£5144.7480
31/03/12£1,198£1,232£-34£24£547£5315.2450
31/03/11£1,371£1,334£36£26£572£5695.1360
31/03/10£1,347£1,282£65£21£536£5284.9360
31/03/09£1,226£1,127£99£16£470£4675380
31/03/08*£906£873£33£11£371£3655350
31/03/07*£822£818£5£10£338£3385410
31/03/06*£714£704£10n/an/an/an/an/an/a
31/03/05*£526£568£-41n/an/an/an/an/an/a
31/03/04*£482£365£118n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.8%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 15%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 2.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.3
Asset Split ?
Balance Sheet History
Established: 22 years

www.rathbonesociety.org.uk

enquiries@rathbonesociety.org.uk

02086704039

Charity Commission for England and WalesCompanies HouseInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Academic support
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Throughout London,
Who it helps
  • Children/Young 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
Greater London Authority£549,827
City Bridge Trust£234,700
Walcot Foundation£170,000
DCMS£59,983
London Marathon Charitable Trust£47,600
BBC Children in Need£31,011
Specific Donations
Amount When
Months
To be used for
Greater London Authority - New Deal for Young People Grants
£400,000 01/01/2024
The Norwood Consortium (six youth organisation delivery partners) will enhance existing and create an additional 249 informal/structured 1:1 and group mentoring opportunities for the most marginalised young people across their locality, working ....more
City Bridge Trust - Grant to Rathbone Society
£83,000 21/03/2023
24
£83,000 over two further and final years (£40,000; £43,000) to cover salary costs of the Transitions Worker, additional youth work hours, youth committee costs and project activities.
London Marathon Charitable Trust - Active Central
£47,600 21/03/2023
towards improving a community MUGA to increase access to physical activities for local young people, to deliver a school holiday sports programme and create a community ball bank
Co-Operative Group - Grant to Rathbone Youth Hub
£1,408 22/10/2022
We wish to pay for skills-based workshops and outings that raise the aspirations of young people and enable them to be better prepared for further education and the jobs market.
BBC Children in Need - Grant to Lambeth Elfrida Rathbone Society Ltd
£31,011 02/09/2022
This grant will empower children and young people from Lambeth to deliver Social Action in their community.
Walcot Foundation - Rathbone Education and Employment Programme
£100,000 26/07/2021
24
This project will provide intensive casework support, small group sessions and employment brokerage to young people aged 18-30 who need additional help to access the jobs market. The project will work alongside the Rathbone Youth Hub and offer a ....more
Walcot Foundation - Inspiring Learning
£60,000 25/05/2021
The Inspiring Learning Project engages pupils from at least 5 local secondary schools (Norwood School, Elmgreen School, Kingsdale, Bishop Thomas Grant School and Park Campus Academy (PRU)) in weekly supported learning/tutoring sessions, termly 1:1 ....more
Sir Jules Thorn Charitable Trust - Lambeth Elfrida Rathbone Society (Rathbone) - 11/05/21
£1,000 21/05/2021
Coburg Cafe and Community Space
City Bridge Trust - Grant to Lambeth Elfrida Rathbone Society
£50,000 01/03/2021
£50,000 over one year towards core costs including salaries, travel costs, space rental, promotional costs and overheads.
DCMS - Coronavirus Community Support Fund
£59,983 22/09/2020
"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
Walcot Foundation - COVID19 - Crisis Support
£10,000 28/04/2020
12
This grant will allow Rathbone to provide a fast response wrap-around mobile support service to an additional 35 of their vulnerable service users each week, providing food, utility top up and IT access to those whose needs are not currently being ....more
Greater London Authority - Rathbone
£149,827 01/01/2020
Positive activities for young people involved in crime or at risk of crime or exclusion
City Bridge Trust - Grant to Lambeth Elfrida Rathbone Society
£101,700 28/11/2019
36
£101,700 over 3 years (£33,500, £33,700, £34,500) to cover salary costs of the Transitions worker, additional youth work hours, youth committee costs and project activities.
National Lottery Community Fund - Come Dine with Us
£9,783 26/09/2019
12
Come Dine with Us
Walcot Foundation - Rathbone Inspiring Learning Project
£18,833 16/07/2019
12
Rathbone Inspiring Learning Project
Co-Op Foundation - Co-design offer
£8,984 20/12/2018
Consulting with young people with disabilities on how they could tackle loneliness and extending their reach to consult young people in schools as well as their own clubs.
Co-Op Foundation - Youth Community Spaces offer
£9,810 20/12/2018
Developing a quieter youth environment for young people who might struggle with the noise at open access provision, including disabled young people. This takes place at an old library space.
DCMS - Building Connections Fund - Codesign
£8,984 20/12/2018
Consulting with young people with disabilities on how they could tackle loneliness and extending their reach to consult young people in schools as well as their own clubs.
DCMS - Building Connections Fund - Community Spaces
£9,810 20/12/2018
Developing a quieter youth environment for young people who might struggle with the noise at open access provision, including disabled young people. This takes place at an old library space.
Home Office - Knife Crime Community Fund 18-19
£18,767 03/09/2018
The fund was set up in 2017/18 to support community projects which reduce knife crime and have a positive impact on young people at risk of carrying a knife and committing crime. The fund was open to voluntary and community sector groups and the ....more
Co-Operative Group - Grant to Lambeth Elfrida Rathbone Society
£4,526 29/11/2017
We want to fund our Come Dine With Us Project, an education programme on healthy eating for adults with learning disabilities.
Garfield Weston Foundation - Main Grants award
£10,000 10/05/2017
Old Library and Rathbone Integrated Youth Service
BBC Children in Need - Grant to Lambeth Elfrida Rathbone Society Ltd
£81,969 09/02/2017
36
This grant will help to fund a youth group for disabled young people in Lambeth at risk of social exclusion. They will develop skills in managing health, decision-making, communication, and they will experience improved academic achievement.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 29-66
  • DANIEL WALSH Appointed: 2024, Occupation: Project Manager
  • DAVID MINAHAN Appointed: 2018, Occupation: Project Manager
  • EMILY CANNON Appointed: 2018, Occupation: Nhs Manager
  • JILLIAN KAY Appointed: 2018, Occupation: Civil Servant
  • LAURA WALTON Appointed: 2017, Occupation: School Administrator
  • RICHARD SHEAHAN Appointed: 2023, Occupation: Marketing Consultant
  • ROBERT INGRAM Appointed: 2023, Occupation: Business Director
  • ROBERT INNES Appointed: 2024, Occupation: Company Director
  • SIAN SINCLAIR Appointed: 2022, Occupation: None
  • WILL HOLMES Appointed: 2024, Occupation: Senior Manager
Legal constitution
  • Charitable company registered in England & Wales on 27/03/2003, number: 1096727
  • Registered at Companies House on 14/11/2002, number: 04590396
Gift Aid
  • NOT 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
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR18: 14 days late, AR08: 55 days late, AR07: 27 days late, AR06: 23 days late, AR05: 9 days late, AR04: 1 days late,
Main office

8 CHATSWORTH WAY
LONDON
SE27 9HR

Objectives

THE OBJECT FOR WHICH THE COMPANY IS FORMED IS FOR THE RELIEF OF CHILDREN, YOUNG PEOPLE AND ADULTS WITH A LEARNING DISABILITY BY: 3.1 THE PROVISION OF SOCIAL, EDUCATIONAL, RECREATIONAL AND WELFARE SERVICES 3.2 THE PROVISION OF RESIDENTIAL CARE, COMMUNITY SUPPORT, SUPPORTED LIVING AND OUTREACH SERVICES 3.3 THE PROVISION OF ADVICE, EDUCATION AND SUPPORT TO FAMILIES, CARERS AND PROFESSIONALS AND THOSE LIVING OR WORKING WITH CHILDREN, YOUNG PEOPLE AND ADULTS WITH A LEARNING DISABILITY.

Defined Area of Benefit:

GREATER LONDON

Data Sources

Charity Commission for England and Wales
360 Giving

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