Finance Score: 1

Governance Score: 6

Support Score: 4

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2
Fundraising costs low: +3

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

Grant maker support: +4

Overall GiG Score: 11

CHAILEY HERITAGE FOUNDATION

Chailey Heritage Foundation, based in Sussex, provides education and care services for children and young people with complex disabilities and health needs. The Charity has a special school, residential and community services for both children and young adults, as well as a range of day services for young adults.

Analysis by Giving is Great

Positives:

Spending has increased 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

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
On several occasions in recent years income has been less than spending

Established: 25 years

www.chf.org.uk

fduff@chf.org.uk

01825724444

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
31/08/22	£14,238	£14,244	£-6	£205	£17,666	£17,513	14.8	410	41
31/08/21	£13,104	£13,735	£-631	£172	£18,020	£14,643	12.8	458	67
31/08/20	£12,721	£13,284	£-563	£226	£17,945	£14,082	12.7	447	64
31/08/19	£13,635	£12,616	£1,019	£212	£18,523	£14,773	14.1	430	66
31/08/18	£13,085	£12,063	£1,022	£218	£17,533	£14,963	14.9	428	111
31/08/17	£11,063	£10,105	£958	£162	£16,405	£15,053	17.9	393	0
31/08/16	£9,357	£9,267	£90	£130	£15,085	£14,551	18.8	338	0
31/08/15	£7,319	£8,109	£-790	£105	£14,591	£14,465	21.4	230	0
31/08/14	£7,048	£7,630	£-582	£177	£15,381	£15,211	23.9	216	0
31/08/13	£6,536	£6,632	£-96	£195	£15,861	£13,609	24.6	184	0
31/08/12	£7,262	£6,159	£1,103	£233	£15,741	£14,049	27.4	172	0
31/08/11	£5,521	£5,460	£61	£158	£14,497	£13,680	30.1	154	0
31/08/10	£6,162	£5,192	£970	£135	£14,359	£13,746	31.8	143	0
31/08/09	£5,588	£5,077	£510	£118	£13,216	£12,706	30	148	0
31/08/08	£5,056	£4,842	£214	£96	£12,674	£12,080	29.9	141	0
31/08/07	£6,148	£4,710	£1,438	£69	£12,439	£11,567	29.5	152	0
31/08/06	£4,712	£4,279	£433	£0	£0	£0	n/a	0	0
31/08/05	£5,122	£4,045	£1,078	£0	£0	£0	n/a	0	0
31/08/04	£4,922	£3,966	£957	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.5%
Fundraising Costs/Total Spending: 1.4%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 19%
Liabilities/Income: 30%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 14.8 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.1

Asset Split ?

Listed activities

Accommodation/Housing
Disability
Education/Training

How it operates

Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
People With Disabilities

Who works here?

410 employees
41 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

National Lottery Community Fund	£19,585
DCMS	£10,000
Co-Operative Group	£3,529
Sussex Community Foundation	£2,500

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Patchwork Therapeutic Care Farm for young people with disabilities
£10,000	03/02/2023	The funding will be used to cover the running costs of the farm where they provide therapeutic and educational activities for young people living with disabilities. The project aims to continue ....more The funding will be used to cover the running costs of the farm where they provide therapeutic and educational activities for young people living with disabilities. The project aims to continue supporting young people building their self-confidence and exposing them to new experiences.
National Lottery Community Fund - Aquamovers Pre-school Group
£9,585	17/12/2021	The funding will be used to continue a weekly session for disabled pre-school children and their parents/guardians/carers. The project aims to be a lifeline for local families adjusting to life with ....more The funding will be used to continue a weekly session for disabled pre-school children and their parents/guardians/carers. The project aims to be a lifeline for local families adjusting to life with a child with disabilities and provide the benefits of a parent and baby session together with professional therapy socialising and pool activities.
Co-Operative Group - Grant to Chailey Heritage Foundation
£3,529	23/10/2021	Our project will enable disabled young people to grow herbs and vegetables and enjoy a biodiverse space filled with willow and fruit trees, providing new sensory experiences on our therapy farm.
DCMS - Coronavirus Community Support Fund
£10,000	06/08/2020	"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 ....more "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Sussex Community Foundation - Grant to Chailey Heritage Foundation
£2,500	11/05/2020	Funding will be used to to offer new ways to support disabled young adults who would usually access the Life Skills Centre, whilst they are at home. They wll include sending art activity kits to ....more Funding will be used to to offer new ways to support disabled young adults who would usually access the Life Skills Centre, whilst they are at home. They wll include sending art activity kits to those who usually attend our art workshops, creating 12 weekly exercise videos so that those who usually access to adapted gym can stay active at home and providing sets of wireless headphones so that 16-25 year-olds who live on-site can participate in silent discos.
Sport England - Indoor Sports Facility
£50,000	12/06/2018 18	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Indoor Sports Facility. This project is a Multi Sports project, with a focus on beneficiaries with a ....more Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Indoor Sports Facility. This project is a Multi Sports project, with a focus on beneficiaries with a disability.
DCMS - ALB-Sport England-Indoor Sports Facility
£50,000	12/06/2018	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled 'Indoor Sports Facility'. This project is a Multi Sports project, with a focus on beneficiaries with ....more Funding under Sport England's Community Asset Fund funding programme for a Capital project titled 'Indoor Sports Facility'. This project is a Multi Sports project, with a focus on beneficiaries with a disability. This funding has contributed towards a Sports Hall - Sports Hall (Main (4 or more courts))
Masonic Trust - MCF Large Grant
£25,000	23/05/2018	Fund equipping and fitting out the new Dream Centre for children and young people with complex physical disabilities and health needs.
The Clothworkers Foundation - Grant to Chailey Heritage Foundation
£100,000	06/12/2017	Construction of new centre for a special school in East Sussex
Wolfson Foundation - Grant to Chailey Heritage Foundation
£30,000	16/06/2017	Sports, recreation and physical therapy centre

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-79

ALISON GROVER Appointed: 2018, Occupation: Retired

ANDREW CHARLES HODSON Appointed: 2019, Occupation: Retired Finance Director

CHARLES KIMMINS Appointed: 2018, Occupation: Barrister And Qc

DARREN CHILCOTT Appointed: 2019, Occupation: Regulatory Compliance And Risk Assurance

DENISE GARLAND Appointed: 2020, Occupation: Retired

DR ELIZABETH MARY GREEN Appointed: 2014, Occupation: Retired

HELEN FLORENCE BRITTON Appointed: 2016, Occupation: Retired

JENNIFER MARY CLARK Appointed: 2016, Occupation: Management Consultant

LUCINDA BAKER Appointed: 2012, Occupation: Lady In Waiting To Hrh Duchess Of Gloucester

MARK FRANCIS CREAMER (Chair) Appointed: 2002, Occupation: Chartered Surveyor

MICHAEL ATKINSON Appointed: 2006, Occupation: Accountant

NEIL EDWARD FRANCIS BENNETT Appointed: 2018, Occupation: Chief Executive

Legal constitution

Charitable company registered in England & Wales on 04/06/1999, number: 1075837
Registered at Companies House on 13/05/1999, number: 03769775

Gift Aid

Registered with HMRC for Gift Aid

Event History

23/08/2022 - Asset transfer in from MARK ARMITAGE CHARITABLE TRUST
Linked charity: CHAILEY HERITAGE SCHOOL PRIZE FUND
16/08/2012 - Asset transfer in from CHAILEY HERITAGE SCHOOL PRIZE FUND
16/08/2012 - Asset transfer in from CHAILEY HERITAGE SCHOOL PRIZE FUND
16/08/2012 - Asset transfer in from CHAILEY HERITAGE SCHOOL PRIZE FUND
16/08/2012 - Asset transfer in from CHAILEY HERITAGE SCHOOL PRIZE FUND
16/08/2012 - Asset transfer in from CHAILEY HERITAGE SCHOOL PRIZE FUND

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

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from MARK ARMITAGE CHARITABLE TRUST on 23/08/2022

Main office

Chailey Heritage Foundation
Haywards Heath Road
North Chailey
LEWES
East Sussex
BN8 4EF

Objectives

THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT, THE EDUCATION AND CARE OF PEOPLE WHO HAVE PHYSICAL DISABILITIES AND OTHER COMPLEX HEALTH NEEDS, PARTICULARLY BUT NOT EXCLUSIVELY CHILDREN AND YOUNG PERSONS (THE BENEFICIARIES) INCLUDING THE CONDUCT AND MAINTENANCE OF A SPECIAL SCHOOL (THE SCHOOL) WITHIN THE MEANING OF THE EDUCATION ACTS AND OF A TRANSITION SERVICE FOR BENEFICIARIES (THE OBJECTS).

Defined Area of Benefit:

IN OR NEAR CHAILEY, EAST SUSSEX.

Data Sources