Finance Score: 9

Governance Score: -2

Support Score: 5

Liabilities <10%: +3
Good reserves management: +3
Fundraising costs low: +3

Narrow trustee age band: -2

Grant maker support: +5

Overall GiG Score: 12

THE ROSE ROAD ASSOCIATION

Services for young disabled people and their families including: Oaks and Acorns Residential Short breaks Service children and adultsOutreach Community ServicesActivities in schools and communityParent advice independent support information and empowerment through Family Services Specialist sensory, Hydrotherapy and Soft Play facilities.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
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 low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Established: 54 years

www.roseroad.org.uk

askus@roseroad.org.uk

02380 721234

Charity Commission for England and Wales

Tweets

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
31/03/23	£5,101	£4,300	£801	£221	£4,941	£2,220	6.2	149	20
31/03/22	£3,772	£3,810	£-38	£292	£4,139	£2,271	7.2	153	20
31/03/21	£4,046	£3,568	£478	£155	£4,177	£2,285	7.7	140	20
31/03/20	£3,847	£3,584	£262	£191	£3,699	£1,784	6	138	30
31/03/19	£3,739	£3,323	£417	£305	£3,437	£1,498	5.4	152	30
31/03/18	£3,071	£3,051	£21	£308	£3,020	£1,058	4.2	156	0
31/03/17	£3,071	£3,243	£-172	£319	£2,999	£1,014	3.8	191	0
31/03/16	£3,061	£3,112	£-50	£388	£3,171	£1,163	4.5	213	0
31/03/15	£2,945	£2,920	£25	£553	£3,229	£1,197	4.9	203	0
31/03/14	£2,780	£2,714	£66	£543	£3,204	£1,149	5.1	79	0
31/03/13	£2,991	£4,871	£-1,880	£524	£3,138	£1,060	2.6	87	0
31/03/12	£3,152	£3,032	£120	£423	£5,018	£1,170	4.6	91	0
31/03/11	£2,940	£2,811	£129	£456	£4,898	£1,007	4.3	90	0
31/03/10	£2,754	£2,600	£154	£412	£4,769	£836	3.9	89	0
31/03/09	£2,363	£2,467	£-103	£428	£4,615	£640	3.1	75	0
31/03/08	£2,332	£2,511	£-179	£422	£4,718	£701	3.4	81	0
31/03/07	£2,356	£2,355	£1	£410	£4,897	£837	4.3	75	0
31/03/06	£1,794	£1,867	£-73	£0	£0	£0	n/a	0	0
31/03/05	£1,732	£1,789	£-56	£0	£0	£0	n/a	0	0
31/03/04	£1,671	£1,510	£161	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.6%
Fundraising Costs/Total Spending: 5.1%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 7%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 45%
Reserves/Spending: 6.2 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4.6

Asset Split ?

Listed activities

Disability

How it operates

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

Where it operates

Dorset, Hampshire, Poole, Portsmouth City, Southampton City, West Berkshire,

Who it helps

Children/Young People
People With Disabilities

Who works here?

149 employees
20 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.

Major supporters in last 5 years

Department for Education	£61,023
Garfield Weston Foundation	£50,000
Co-Operative Group	£3,050

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£50,000	06/11/2020	Rose Road Association - Core Costs
Co-Operative Group - Grant to Rose Road Association
£3,050	24/10/2020	We would like to take disabled children and young people out into the community to access activities and encourage independence.
Department for Education - Parent Carer Participation grant
£61,023	01/04/2020	To fund 152 Parent Carer Forums to represent and support their local area's SEND parents, carers and families.
Quartet Community Foundation - Grant to Rose Road Association
£5,860	04/12/2018	To purchase and install three new hoists at a centre providing overnight accommodation for disabled children and young people.
The Leathersellers' Company Charitable Fund - Grant to The Rose Road Association
£40,000	12/03/2018 48	Main Grant unrestricted core costs
BBC Children in Need - Grant to Rose Road Association
£29,970	13/11/2017 36	This project will provide a Saturday drop-in club for children and young people with complex disabilities. Children and young people will increase their confidence, develop life skills and have ....more This project will provide a Saturday drop-in club for children and young people with complex disabilities. Children and young people will increase their confidence, develop life skills and have improved family relationships.
Garfield Weston Foundation - Main Grants award
£40,000	09/10/2017	Rose Road Association - Core Costs
Masonic Trust - Emergency overnight short breaks for families in crisis
£65,250	19/10/2016	300 emergency overnight short breaks per year for severely disabled children and young people whose families are in crisis.
The Blagrave Trust - Residential for members of disabled Youth Forum
£4,000	09/08/2016	Feedback Fund 2016
Wolfson Foundation - Grant to Rose Road Association
£30,000	16/06/2016	Refurbishment of the Bradbury Centre

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 51-64

ANNE PROVAN Appointed: 2022, Occupation: Solicitor

CON ATTRIDGE, Occupation: Head Of Human Resources

CHRISTOPHER DAVID SIRL Appointed: 2021, Occupation: Retired

JANE LYON MARIS Appointed: 2012, Occupation: None

JULIE GOMER (Chair) Appointed: 2019, Occupation: Retired, Other trusteeship: ROMSEY DIVISION GIRL GUIDES ASSOCIATION,

PAUL BEST Appointed: 2020, Occupation: Landscape Architect

SAMANTHA CLOUGH Appointed: 2019, Occupation: Company Director

SHEILA STOKE WHITE Appointed: 2020

Legal constitution

Charitable company registered in England & Wales on 20/07/1970, number: 276172
Registered at Companies House on 04/05/1978, number: 01366534

Gift Aid

Registered with HMRC for Gift Aid

Event History

09/09/2022 - Asset transfer in from HAMPSHIRE PARENT CARER NETWORK
24/08/2023 - Asset transfer in from ADHARA AUTISM TRUST

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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; all on time

Recent reorganisation events:

Asset transfer in from HAMPSHIRE PARENT CARER NETWORK on 09/09/2022
Asset transfer in from ADHARA AUTISM TRUST on 24/08/2023

Main office

ROSE ROAD ASSOCIATION
300 ALDERMOOR ROAD
SOUTHAMPTON
SO16 5NA

Objectives

THE ASSOCIATION IS ESTABLISHED FOR CHARITABLE OBJECTIVES AND PURPOSES ONLY FOR THE CARE, WELL-BEING, TREATMENT, INTERESTS, EDUCATION, ACCOMMODATION, EMPLOYMENT AND ADVANCEMENT OF PEOPLE WITH DISABILITIES PRIMARILY IN HAMPSHIRE AND SURROUNDING COUNTIES.

Defined Area of Benefit:

HAMPSHIRE AND SURROUNDING DISTRICTS

Data Sources