Finance Score: 4

Governance Score: 3

Support Score: 7

Liabilities <10%: +3
Large legacies income: +1

Gender balanced board: +3

Overall weighted support: +7

Overall GiG Score: 14

GREATWOOD CHARITY LIMITED

Rescue, Rehabilitation, Rehoming of Ex-RacehorsesHelping children, young people and adults with disabilities and/or special educational needs and/or are underprivileged using ex-racehorses as a vehicle to teach children, young people and adults life skills.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/08/23		£614	£640	£-26	£64	£828	£787	14.7	13	60
31/08/22		£637	£615	£21	£145	£832	£769	15	12	20
31/08/21		£701	£529	£172	£127	£811	£725	16.5	11	20
31/08/20		£589	£586	£4	£118	£639	£608	12.5	13	13
31/08/19		£717	£705	£12	£162	£635	£604	10.3	14	41
31/08/18		£562	£633	£-70	£162	£622	£538	10.2	18	0
31/08/17		£784	£707	£77	£223	£693	£603	10.2	13	0
31/08/16?		£509	£478	£31	£143	£616	£544	13.7	15	0
31/12/15		£869	£649	£220	£163	£585	£484	9	14	0
31/12/14		£649	£564	£85	£142	£365	£94	2	17	0
31/12/13		£566	£527	£39	£134	£280	£247	5.6	13	0
31/12/12		£520	£568	£-48	£167	£241	£218	4.6	14	0
31/12/11	*	£569	£574	£-5	£256	£289	£261	5.5	12	0
31/12/10		£464	£558	£-94	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£568	£685	£-117	£209	£388	£258	4.5	15	0
31/12/08		£907	£593	£315	£175	£505	£374	7.6	14	0
31/12/07		£510	£514	£-4	£194	£190	£138	3.2	8	0

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Financial Ratios

Fundraising Costs/Relevant Income: 11.2%
Fundraising Costs/Total Spending: 9.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 14.7 months
Net Current Assets/Spending: 13 months
Quick Ratio: 18.6

Asset Split ?

Balance Sheet History

Established: 18 years

www.greatwoodcharity.org

info@greatwoodcharity.org

01672514535

Charity Commission for England and Wales

Tweets

Listed activities

Animals
Disability
Education/Training

GiG Classification

Services for people with disabilities

How it operates

Provides services

Where it operates

Wiltshire,

Who it helps

Children/Young People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Postcode Local Trust	£19,616
Wates Foundation	£15,000
Westminster Foundation	£8,246
Co-Operative Group	£4,073

Specific Donations

Amount	When Months	To be used for
Wates Foundation - SEND TA salary - AWF Sept 2023
£15,000	27/09/2023	Salary Costs: Funding to support the salary of Greatwood's qualified SEND TA (teaching assistant) and qualified assessor. Greatwood offers a variety of unique resources to both mainstream and specialist schools as well as to parents and carers; ....more Salary Costs: Funding to support the salary of Greatwood's qualified SEND TA (teaching assistant) and qualified assessor. Greatwood offers a variety of unique resources to both mainstream and specialist schools as well as to parents and carers; exclusion and reintegration multi-agency teams; the LAC Service (looked after children); and local authorities to meet the needs of vulnerable and "at risk" young people in the community. Greatwood's TA supports Greatwood's two qualified teachers when delivering our range of programmes but also has the capacity to deliver programmes independently. In addition our TA is a qualified assessor.
Westminster Foundation - ADWC grant - Greatwood Charity - 19/01/2023
£8,246	19/01/2023 12	Developing Confidence Educational Programme
Co-Operative Group - Grant to Greatwood Charity
£4,073	22/10/2022	Greatwood would like to deliver a new progressive learner-led enrichment opportunity for victims and survivors of domestic abuse (DA) using animal-assisted intervention.
Postcode Local Trust - Delivery of EBSR Programme
£19,616	26/02/2022	Funding allowed Greatwood to support the delivery of a pioneering new programme to help combat the UK’s growing mental health crisis.
Wiltshire Community Foundation - Grant to Greatwood
£3,050	27/04/2016 2	Greatwood educates disadvantaged and disengaged young people aged 5-24 with Special Educational Needs and Disabilities (SEND) through equine assisted learning. Funding was to support the salary of a specialist SEND Learning Support Assistant who ....more Greatwood educates disadvantaged and disengaged young people aged 5-24 with Special Educational Needs and Disabilities (SEND) through equine assisted learning. Funding was to support the salary of a specialist SEND Learning Support Assistant who helps deliver their education programme.
The Blagrave Trust - Engagement Programme
£39,000	08/07/2014	To support the delivery costs of their SEN Engagement Programme

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 62-84

ALISON KAREN COCKS Appointed: 2007, Occupation: Catering Director

COUNCILLOR IAN JAMES Appointed: 2017, Occupation: Trustee

HELEN MARY YEADON Appointed: 2006, Occupation: Executive Charity Trustee

REVEREND JEREMY DAVID HUMMERSTONE, Occupation: Parish Priest

RICHARD WILLIAM POWELL Appointed: 2007, Occupation: Associate Solicitor Rosling King

Legal constitution

Charitable company registered in England & Wales on 19/12/2006, number: 1117322
Registered at Companies House on 11/08/2006, number: 05903838

Gift Aid

Registered with HMRC for Gift Aid

Fundraising Regulator

First registered: 09/01/2022, current status: Large charity (levy paid)

Event History

16/02/2022 - Asset transfer in from JUMP AHEAD TRUST
08/02/2023 - Asset transfer in from JUMP AHEAD TRUST

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

17 returns made; AR11: 0 days late,

Recent reorganisation events:

Asset transfer in from JUMP AHEAD TRUST on 16/02/2022
Asset transfer in from JUMP AHEAD TRUST on 08/02/2023

Main office

RAINSCOMBE HILL FARM
CLENCH COMMON
MARLBOROUGH
SN8 4DT

Objectives

(A) THE WELFARE OF SICK, NEGLECTED, INJURED AND RETIRED RACEHORSES AND THEIR RELIEF FROM SUFFERING(B) THE RELIEF OF THE SUFFERING OF SUCH OTHER HORSES AND OTHER ANIMALS WHICH ARE SICK, INJURED OR NEGLECTED AS THE CHARITY SHALL THINK FIT(C) THE PROVISION OF RECREATIONAL FACILITIES TO ENABLE DISABLED AND UNDERPRIVILEGED CHILDREN TO PARTICIPATE IN THERAPY PROGRAMMES WITH THE HORSES AND OTHER ANIMAL WHICH THE CHARITY CARES FOR WITH THE OBJECT OF IMPROVING THEIR CONDITION OF LIFE AND ASSISTING IN THEIR TREATMENT AND CARE.(D) THE PROVISION OF AN EDUCATIONAL PROGRAMME FOR THE BENEFIT OF CHILDREN WITH DISABILITIES AND/OR SPECIAL EDUCATIONAL NEEDS AND/OR UNDERPRIVILEGED CHILDREN WHEREBY THE CHILDREN LEARN ABOUT THE ANIMALS THAT THE CHARITY CARES FOR AND LEARN ABOUT THE COUNTRYSIDE AND THE ENVIRONMENT WHICH SUSTAINS THOSE ANIMALS AND TO PROVIDE THE CHILDREN WITH THE OPPORTUNITY TO EXPERIENCE AND LEARN ABOUT THE COUNTRYSIDE AND ITS CONSERVATION GENERALLY.(E)THE PROVISION OF EDUCATIONAL AND RECREATIONAL PROGRAMMES FOR THE BENEFIT OF ADULTS WITH DISABILITIES AND/OR MENTAL HEALTH/EMOTIONAL OR LEARNING DIFFICULTIES AND/OR FROM A DISADVANTAGED BACKGROUND WHEREBY THEY PARTICIPATE IN PROGRAMMES WITH HORSES AND/OR WITHIN THE GREATWOOD ENVIRONMENT WITH THE OBJECT OF IMPROVING THEIR CONDITION OF LIFE AND ASSISTING IN IMPROVING EMPLOYMENT OPPORTUNITIES.(F) THE PROVISION OF AN EDUCATIONAL PROGRAMME FOR THE BENEFIT OF ADULTS WITH DISABILITIES AND/OR SPECIAL EDUCATIONAL NEED AND/OR UNDERPRIVILEGED ADULTS WHEREBY THE ADULTS LEARN ABOUT THE ANIMALS THAT THE CHARITY CARES FOR AND LEARN ABOUT THE COUNTRYSIDE AND THE ENVIRONMENT WHICH SUSTAINS THOSE ANIMALS AND TO PROVIDE THE ADULTS WITH THE OPPORTUNITY TO EXPERIENCE AND LEARN ABOUT THE COUNTRYSIDE AND ITS CONSERVATION GENERALLY.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE. MARLBOROUGH, WILTSHIRE

Data Sources

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