Finance Score: 8

Governance Score: 6

Support Score: 1

Liabilities <10%: +3
Strong growth: +2
Fundraising costs low: +3

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

Overall weighted support: +1

Overall GiG Score: 15

HORTICAP

Providing training and education for adults with learning disabilities

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
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

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		£979	£950	£29	£1	£1,279	£1,144	14.5	26	30
31/03/22		£733	£756	£-23	£2	£1,250	£1,104	17.5	25	30
31/03/21		£557	£502	£55	£1	£1,273	£1,116	26.7	12	30
31/03/20		£538	£486	£52	£2	£1,218	£1,055	26	12	30
31/03/19		£491	£447	£44	n/a	n/a	n/a	n/a	n/a	30
31/03/18		£937	£420	£517	£4	£1,122	£926	26.4	14	0
31/03/17		£471	£380	£92	£0	£0	£0	n/a	0	0
31/03/16		£432	£358	£74	£0	£0	£0	n/a	0	0
31/03/15		£376	£319	£57	£0	£0	£0	n/a	0	0
31/03/14		£368	£313	£55	£0	£0	£0	n/a	0	0
31/03/13		£319	£296	£23	£0	£0	£0	n/a	0	0
31/03/12		£297	£0	£296	£0	£0	£0	n/a	0	0
31/03/11		£265	£299	£-34	£0	£0	£0	n/a	0	0
31/03/10		£343	£270	£73	£0	£0	£0	n/a	0	0
31/03/09		£286	£275	£11	£0	£0	£0	n/a	0	0
31/03/08		£259	£261	£-2	£0	£0	£0	n/a	0	0
31/03/07		£264	£241	£23	£0	£0	£0	n/a	0	0
31/03/06	*	£324	£218	£106	£0	£0	£0	n/a	0	0
31/03/05		£230	£209	£21	£0	£0	£0	n/a	0	0
31/03/04		£247	£217	£30	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 14.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.4

Asset Split ?

Established: 38 years
(40 years as a company)

www.horticap.org

info@horticap.org

01423522876

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training

GiG Classification

Other education services

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

North Yorkshire,

Who it helps

People With Disabilities

Who supports 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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Horticap
£2,056	23/10/2021	We would like to buy some outdoor furniture for Horticap's nature trail for use by visitors from the wider community, including schools and other charities.
County Durham Community Foundation - Nature Trail Regeneration
£5,500	08/10/2020	Towards a Nature Trail Regeneration.
Lloyds Bank Foundation - Grant to Horticap
£16,000	29/06/2012	the salary of the General Assistant

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-71

ALISTAIR GARNETT Appointed: 2023, Occupation: Director

NICOLA DIANE HARRIS Appointed: 2017, Occupation: Director

PETER HORNBY (Chair) Appointed: 2017, Occupation: Director

ROBERT BATH Appointed: 2019, Occupation: Director

WENDY DONNAN Appointed: 2020, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 13/03/1986, number: 517234
Registered at Companies House on 12/01/1984, number: 01782339

Gift Aid

Registered with HMRC for Gift Aid

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
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; AR06: 2 days late,

Main office

BLUECOAT WOOD NURSERIES
OTLEY ROAD
BECKWITHSHAW
HARROGATE
HG3 1QL

Objectives

THE RELIEF OF PERSONS WHO ARE PHYSICALLY HANDICAPPED OR MENTALLY HANDICAPPED.

Defined Area of Benefit:

NORTH YORKSHIRE AND WEST YORKSHIRE

Data Sources

HORTICAP

Analysis by Giving is Great