Finance Score: 0

Governance Score: 6

Support Score: 0

Strong growth: +2
Multiple Deficits: -2

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

No supporters identified

Overall GiG Score: 6

CATHERINE GRACE TRUST

To advance the education and to preserve the health of individuals by providing therapeutic support, education and care in accordance with the principles, methods and philosophy of Rudolf Steiner.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

On several occasions in recent years income has been less than spending

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
31/08/23		£2,288	£2,181	£107	£0	£1,700	£1,683	9.3	40	0
31/08/22		£1,896	£1,263	£633	£0	£1,594	£1,577	15	24	7
31/08/21		£59	£651	£-593	n/a	n/a	n/a	n/a	n/a	0
31/08/20		£11	£23	£-12	n/a	n/a	n/a	n/a	n/a	0
31/08/19	*	£4	£8	£-4	n/a	n/a	n/a	n/a	n/a	0
31/08/18	*	£18	£155	£-138	£0	£0	£0	n/a	0	0
31/08/17		£281	£88	£193	£0	£0	£0	n/a	0	0
31/08/16		£5,428	£8,778	£-3,349	£0	£2,105	£2,087	2.9	242	0
31/08/15	*	£9,678	£10,660	£-982	£106	£5,451	£5,432	6.1	338	0
31/08/14		£8,539	£8,879	£-340	£45	£11,743	£11,727	15.9	334	0
31/08/13		£8,809	£9,073	£-264	£60	£12,083	£12,068	16	369	0
31/08/12		£9,274	£9,221	£54	£79	£12,334	£12,318	16	418	0
31/08/11		£8,979	£8,523	£456	£176	£12,264	£12,251	17.2	385	0
31/08/10?		£9,806	£9,702	£104	£97	£10,250	£10,243	12.7	374	0
30/06/09		£7,771	£7,868	£-97	£61	£10,088	£10,087	15.4	336	0
30/06/08		£7,499	£7,390	£109	£39	£10,248	£10,247	16.6	324	0
30/06/07		£7,248	£7,262	£-14	£28	£10,175	£10,175	16.8	312	0
30/06/06		£7,462	£7,262	£200	£0	£0	£0	n/a	0	0
30/06/05	*	£6,903	£6,582	£321	£0	£0	£0	n/a	0	0
30/06/04		£5,821	£5,633	£189	£0	£0	£0	n/a	0	0

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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: 36%
Liabilities/Income: 42%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 9.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.7

Asset Split ?

Established: 58 years
(75 years as a company)

info@rmt.org

01453837500

Charity Commission for England and Wales

Listed activities

Disability
Education/Training

GiG Classification

Other education services

How it operates

Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
People With Disabilities

Who works here?

40 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 48-74

DAVID CHRISTOPHER WRAGG Appointed: 2021, Occupation: Retired

AONGHUS GORDON Appointed: 2019, Occupation: Chief Executive, Other trusteeships: EURYTHMY UK LTD, WALDORF SCHOOL (BRISTOL) LIMITED, THE WEST MIDLANDS EURYTHMY ASSOCIATION LIMITED, THE HIRAM TRUST, HELIOS TRUST, RUSKIN MILL TRUST LIMITED,

HELEN KIPPAX (Chair) Appointed: 2019, Occupation: Director, Other trusteeships: THE RESPONSIVE EARTH TRUST, SUNFIELD CHILDREN'S HOMES LIMITED, CLERVAUX TRUST HOLDINGS, THE LIVING EARTH LAND TRUST, RUSKIN MILL TRUST LIMITED, CLERVAUX TRUST LTD,

SUSAN MARIA GARNER Appointed: 2016, Occupation: None

CONSTANTIN COURT Appointed: 2019, Occupation: Director, Other trusteeships: SUNFIELD CHILDREN'S HOMES LIMITED, RUSKIN MILL TRUST LIMITED, CLERVAUX GARDEN SCHOOL,

TARA GRATTON Appointed: 2019, Occupation: Director, Other trusteeship: WALDORF SCHOOL (BRISTOL) LIMITED,

Legal constitution

Charitable company registered in England & Wales on 19/08/1966, number: 311740
Registered at Companies House on 30/12/1948, number: 00462901

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
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

20 returns made; AR19: 13 days late, AR18: 30 days late, AR15: 32 days late, AR05: 2 days late,

Main office

Ruskin Mill
Millbottom
Nailsworth
STROUD
Gloucestershire
GL6 0LA

Objectives

2.1 THE TRUSTS OBJECTS ARE RESTRICTED, FOR THE PUBLIC BENEFIT, TO ADVANCE THE EDUCATION AND TO PRESERVE THE HEALTH OF INDIVIDUALS BY PROVIDING THERAPEUTIC SUPPORT, EDUCATION AND CARE IN ACCORDANCE WITH THE PRINCIPLES, METHODS AND PHILOSOPHY OF RUDOLF STEINER. 2.2 NOTHING IN THESE ARTICLES SHALL AUTHORISE AN APPLICATION OF THE PROPERTY OF THE TRUST FOR PURPOSES WHICH ARE NOT CHARITABLE IN ACCORDANCE WITH ANY STATUTORY PROVISION REGARDING THE MEANING OF THE WORD CHARITABLE OR THE WORDS CHARITABLE PURPOSES IN FORCE IN ANY PART OF THE UNITED KINGDOM.

Defined Area of Benefit:

NOT DEFINED

Data Sources