Finance Score: 2

Governance Score: 3

Support Score: 3

Poor Liquidity: -1
Deficit on trading: -1
Income diversified: +3
Reasonable growth: +1

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1
Multiple returns filed late: -2

Overall weighted support: +3

Overall GiG Score: 8

THE FERN PARTNERSHIP

5. The objects of the Charity are specifically restricted to the following: a. to advance the education of the pupils by raising funds for items and activities over and above these which the LEA provide for; b. in partnership with community organisations and businesses assist in developing the lives and well-being of the community;

Analysis by Giving is Great

Positives:

Income generation is well diversified
There has been reasonable growth in spending over the last 3 years relative to the previous period, despite a decline more recently
There have been no material income shortfalls in recent years
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

Regulatory & Governance issues to consider:

The Board is predominantly male
Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
The accounts in the latest year show a significant deficit from trading activities

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		£961	£955	£6	£0	£162	£157	2	60	10
31/03/22		£899	£881	£18	£0	£157	£157	2.1	58	6
31/03/21	*	£965	£878	£87	£0	£139	£137	1.9	44	6
31/03/20		£999	£988	£11	£0	£52	£43	0.5	68	0
31/03/19	*	£762	£742	£20	£0	£41	£21	0.3	71	2
31/03/18	*	£560	£587	£-27	£0	£21	£15	0.3	61	0
31/03/17		£158	£90	£68	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 47%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 4.1

Asset Split ?

Balance Sheet History

Established: 8 years

https://www.fernpartnership.co.uk/

01443755337

Charity Commission for England and Wales

Listed activities

Education/Training
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

How it operates

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

Where it operates

Throughout Wales,

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

National Lottery Community Fund	£357,356
Co-Operative Group	£1,008
Henry Smith Charity	£950

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to The Fern Partnership
£950	05/10/2023	towards the cost of a day trip to Vertigo Trampoline Park, Merthyr Tydfil for 30 children from disadvantaged communities in Ferndale, Wales.
Co-Operative Group - Grant to Little Ferns Cwmbach
£1,008	22/10/2022	We would like to provide opportunities for children and families in the area.
National Lottery Community Fund - Together as a Community - Rhondda Fach
£347,356	26/11/2020 60	The Fern Partnership will build on the organisation's current provision in Ferndale Rhondda Cynon Taf creating a community hub in the former Ferndale Infants School and providing additional community-based activities that will increase community ....more The Fern Partnership will build on the organisation's current provision in Ferndale Rhondda Cynon Taf creating a community hub in the former Ferndale Infants School and providing additional community-based activities that will increase community cohesion improve health and wellbeing learning and employability. £347356 over five years will fund staff project delivery and management costs. Bydd Partneriaeth Fern yn adeiladu ar ddarpariaeth bresennol y sefydliad yng Nglynrhedynog Rhondda Cynon Taf gan greu canolfan gymunedol yn hen Ysgol Fabanod Glynrhedynog a darparu gweithgareddau cymunedol ychwanegol a fydd yn cynyddu cydlyniant cymunedol yn gwella iechyd a lles dysgu a chyflogadwyedd. Bydd £347356 dros bum mlynedd yn ariannu costau staff prosiectau a rheoli.
National Lottery Community Fund - Connecting Communities
£10,000	04/03/2020 10	The Fern Partnership in Rhondda Cynon Taf will employ a Community Coordinator to act as a single point of contact within Ferndale and the wider Rhondda Fach community to allow the community to access good quality information and advice. £10,000 ....more The Fern Partnership in Rhondda Cynon Taf will employ a Community Coordinator to act as a single point of contact within Ferndale and the wider Rhondda Fach community to allow the community to access good quality information and advice. £10,000 will fund salary costs.
National Lottery Community Fund - The Ferns Children's Centre
£5,000	22/06/2017 12	Project Summary : The Fern Partnership in Rhondda Cynon Taf will use the grant to help transform a former infant school into a holistic centre to cater to the local childcare needs. What Money is for : This grant for £5,000 will fund two book ....more Project Summary : The Fern Partnership in Rhondda Cynon Taf will use the grant to help transform a former infant school into a holistic centre to cater to the local childcare needs. What Money is for : This grant for £5,000 will fund two book units, a mathematics balance unit, sorting and counting resources, writing and mark marking resources, ICT resources, outdoor cognitive resources, problem solving resources, and language and communication.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 44-75

DAVID OWEN DEAN Appointed: 2021, Occupation: Director

HOWARD BURGE Appointed: 2020, Occupation: Director Of An Organisation

KELVIN JONES Appointed: 2024, Occupation: Retired Solicitor

MICHELLE COBURN-HUGHES (Chair) Appointed: 2016

MICHAEL DAVIES Appointed: 2022, Occupation: Retired

NATHAN PRYGODZICZ Appointed: 2020, Occupation: Headteacher

R MADDOX Appointed: 2016, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 24/08/2016, number: 1168892
Registered at Companies House on 29/04/2016, number: 10156361

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Inspectorate Wales (CIW)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
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

7 returns made; AR21: 52 days late, AR19: 26 days late, AR18: 72 days late,

Main office

Ferndale Hwb
North Road
Ferndale
RCT
Cf43 4ps

Objectives

THE OBJECTS OF THE CHARITY ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:A. THE ADVANCEMENT OF EDUCATION OF THE PUPILS OF FERNDALE COMMUNITY SCHOOL BY RAISING FUNDS FOR ITEMS AND ACTIVITIES OVER AND ABOVE THESE WHICH THE LEA PROVIDE FOR;B. THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR IN THE UPPER RHONDDA FACH BY ALL OR ANY OF THE FOLLOWING MEANS:I. THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE;II. THE PROVISION OF ASSISTANCE, ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES; III. THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES IN RELATIONS TO CHARITY ASSETS;IV. THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES;V. THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT;VI. THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE;VII. THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME;VIII. SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES.

Data Sources

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