Finance Score: 8

Governance Score: -2

Support Score: 3

Good reserves management: +3
Strong growth: +2
Fundraising costs low: +3

Narrow trustee age band: -2

Grant maker support: +3

Overall GiG Score: 9

THE NORTHAM CARE TRUST

Provision of both residential and day care services for adults with learning disabilities

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Established: 24 years

www.northamcaretrust.co.uk

info@northamcaretrust.co.uk

01237477238

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		£6,160	£6,220	£-60	£2	£1,761	£1,697	3.3	246	0
31/03/22	*	£5,113	£4,893	£220	£21	£1,821	£1,784	4.4	227	0
31/03/21		£3,347	£3,358	£-10	£5	£1,601	£1,552	5.5	165	0
31/03/20		£2,715	£2,671	£44	£7	£1,611	£1,575	7.1	138	12
31/03/19		£2,438	£2,409	£29	£4	£1,567	£1,511	7.5	137	19
31/03/18		£2,136	£2,106	£30	£8	£1,538	£1,519	8.7	129	0
31/03/17		£2,078	£2,022	£56	£12	£1,508	£1,484	8.8	84	0
31/03/16		£1,890	£1,887	£3	£8	£1,452	£1,436	9.1	65	0
31/03/15		£1,717	£1,699	£17	£8	£1,455	£1,427	10.1	65	0
31/03/14		£1,700	£1,615	£85	£9	£1,437	£1,394	10.4	62	0
31/03/13		£1,649	£1,570	£78	£11	£1,353	£1,323	10.1	63	0
31/03/12		£1,523	£1,457	£66	£8	£1,261	£1,232	10.1	70	0
31/03/11		£1,540	£1,492	£47	£10	£1,195	£1,174	9.4	55	0
31/03/10		£1,352	£1,309	£43	£6	£1,148	£1,109	10.2	59	0
31/03/09		£1,298	£1,230	£68	£17	£1,104	£1,083	10.6	55	0
31/03/08	*	£1,305	£1,301	£4	£24	£1,036	£1,020	9.4	54	0
31/03/07		£1,283	£1,225	£58	£11	£1,032	£983	9.6	54	0
31/03/06		£1,096	£1,073	£23	£0	£0	£0	n/a	0	0
31/03/05	*	£1,025	£1,032	£-7	£0	£0	£0	n/a	0	0
31/03/04	*	£656	£651	£6	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 9%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 3.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.6

Asset Split ?

Listed activities

Accommodation/Housing
Disability
Education/Training

How it operates

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

Where it operates

Devon,

Who it helps

People With Disabilities

Who works here?

246 employees

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Reconnecting isolated older people affected by the pandemic
£10,000	06/05/2022	The funding will be used to create opportunities for older people living in isolation to reconnect outside of their homes. The project aims to help people that were adversely affected by the pandemic.
National Lottery Community Fund - Rose Hill Pony Project for people with learning and physical disabilities
£6,000	27/11/2020 6	The funding will be used to purchase equipment which will then enable them to deliver pony sessions and animal therapy activities for people with multiple learning and physical disabilities with ....more The funding will be used to purchase equipment which will then enable them to deliver pony sessions and animal therapy activities for people with multiple learning and physical disabilities with complex health needs. The project aims to safely deliver outdoor activities to vulnerable people who face increased loneliness and challenges during COVID-19.
Devon Community Foundation - Covid19 Communication
£4,020	30/04/2020 1	Grant to The Northam Care Trust
The Clothworkers Foundation - Grant to Northam Care Trust
£25,000	16/10/2018	Extension of premises for a charity in Devon that supports people with profound and multiple learning and other disabilities
Devon Community Foundation - The Snack Shack
£5,000	09/10/2018 12	setting up and running of a primary school Snack Shack, partnering people with learning disabilities with Y6 pupils, helping to develop personal and life skills through youth volunteering
Wolfson Foundation - Grant to Northam Lodge
£40,000	08/12/2016	Extension

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Gender Split

Age Range of Trustees: 65-80

CAROLE TUDOR Appointed: 2006, Occupation: None

JAMES CORKERY, Occupation: Retired

JANE HELEN WHITTAKER Appointed: 2020, Occupation: Retired

MR CHRIS FULFORD, Occupation: Retired

ROBIN STONEMAN (Chair) Appointed: 2015, Occupation: Retired

RODERICK MOLE, Occupation: Solicitor

ROBERT WILLIAM MAIN DOWN Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 31/07/2000, number: 1081784
Registered at Companies House on 08/06/2000, number: 04010653

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
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; AR22: 23 days late, AR08: 34 days late, AR05: 1 days late, AR04: 1 days late,

Main office

ROSEHILL
HEYWOOD ROAD
BIDEFORD
EX39 3PG

Objectives

TO RELIEVE HANDICAPPED CHILDREN AND ADULTS IN ANY MANNER WHICH NOW IS OR HEREINAFTER MAY BE DEEMED BY LAW TO BE CHARITABLE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE, NORTH DEVON.

Data Sources