Finance Score: -2
Governance Score: 3
Support Score: 14
  • Deficit latest year: -2
  • No PartB
  • Good trustee age range: +3
  • Static board: -3
  • Gender balanced board: +3
  • Large volunteers +3
  • Grant maker support: +11
Overall GiG Score: 15 ?

THE SUNNYBANK TRUST LTD 

The Sunnybank Trust supports adults with learning disabilities and autism to say what they want and live the life they choose. Through our range of services Voices, Choices, Futures - we provide advocacy, clubs and activities for adults of all ages as well as transition support for young adults when starting out in their adult lives.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

  • The Board composition appears to be rather static

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income was lower than spending in the latest year
Established: 13 years

www.sunnybanktrust.org

info@sunnybanktrust.org

01372732374

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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
30/09/22£180£207£-27n/an/an/an/an/a45
30/09/21£218£223£-5n/an/an/an/an/a62
30/09/20£238£160£78n/an/an/an/an/a126
30/09/19£142£145£-3n/an/an/an/an/a142
30/09/18£161£170£-9£0£0£0n/a0138
30/09/17£199£194£5£0£0£0n/a00
30/09/16£173£145£28£0£0£0n/a00
30/09/15£165£149£16£0£0£0n/a00
30/09/14£191£144£47£0£0£0n/a00
30/09/13£121£147£-26£0£0£0n/a00
30/09/12£107£147£-40£0£0£0n/a00

Highest pay bracket: less than £60,000
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • General Charitable Purposes
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • Recreation
  • The Advancement Of Health Or Saving Of Lives
How it operates
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides services
Where it operates
  • Croydon, Surrey, Sutton,
Who it helps
  • People With Disabilities
Who works here?
  • Unknown number of employees
  • 45 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£498,669
Lloyds Bank Foundation£111,100
Community Foundation for Surrey£61,747
DCMS£54,296
Garfield Weston Foundation£20,000
Henry Smith Charity£20,000
Co-Operative Group£5,195
Specific Donations
Amount When
Months
To be used for
Community Foundation for Surrey - Voices, Choices and a Future in the community
£2,000 23/01/2023
Funding for core costs for an organisation that supports people with learning disabilities.
Lloyds Bank Foundation - One off gift towards cost of living crisis to Sunnybank Trust
£2,250 14/12/2022
One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Grant to Sunnybank Trust
£50,000 07/12/2022
24
Unrestricted grant over two years towards the core costs of Sunnybank Trust
Community Foundation for Surrey - Project 'Understand Me'
£15,000 01/11/2022
Funding to support development of a consultancy service which will generate earned income and provide employment for service users
National Lottery Community Fund - Voices Choices Futures: Working together for lifelong change
£498,669 23/09/2022
This funding will support The Sunnybank Trust Ltd to deliver their Voices Choices Futures: Working together for lifelong change project. This project supports adults with learning disabilities and ....more
Co-Operative Group - Grant to The Sunnybank Trust
£1,443 23/10/2021
We'd like to buy some items for our allotment, including equipment that will enable wheelchair users to be involved.
Garfield Weston Foundation - Main Grants award
£20,000 04/12/2020
Breaking Barriers - Covid and Beyond
Lloyds Bank Foundation - Recovery grant to Sunnybank Trust
£50,000 03/12/2020
24
Unrestricted grant over two years towards the core costs of Sunnybank Trust, awarded under the Foundation's Learning Disabilities funding stream. Part of the Covid Recovery Fund to support charities ....more
DCMS - DCMS VSCE CMC Covid Funding
£24,921 03/12/2020
The Community Match Challenge is an £85M fund aimed at supporting the Voluntary Community and Social Enterprise (VCSE) in their COVID response. Awards were made to philanthropists, foundations and ....more
DCMS - DCMS VSCE CMC Covid Funding
£3,500 01/10/2020
"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
Community Foundation for Surrey - COVID19 - People with Disabilities
£21,119 28/07/2020
11
Funding for a radio project to support people with learning disabilities during the Coronavirus pandemic
Lloyds Bank Foundation - Variation grant to Sunnybank Trust
£8,850 23/07/2020
Grant to Sunnybank Trust meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
DCMS - Coronavirus Community Support Fund
£25,875 17/07/2020
"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
Community Foundation for Surrey - A contribution to salary costs for a charity supporting adults with learning disabilities
£20,000 17/06/2020
A contribution to salary costs for a charity supporting adults with learning disabilities
Henry Smith Charity - Grant to Sunnybank Trust
£20,000 10/06/2020
24
towards two years' salary of a charity providing services and activities for people with profound and multiple learning disabilities living in North East Surrey
Community Foundation for Surrey - Covid 19 Response - People with Disabilities
£3,628 17/04/2020
Funding toward activity packs and a radio show for an organisation, based in North East Surrey, that supports adults with learning disabilities, during the COVID-19 pandemic.
Co-Operative Group - Grant to The Sunnybank Trust Buddy Groups
£3,753 15/11/2019
We want to increase the number of buddy groups we offer to local adults with learning disabilities so everyone can spend time with friends.
Lloyds Bank Foundation - Grant to Sunnybank Trust
£15,000 10/04/2019
12
The Sunnybank Trust is requesting funding towards a one year pilot of its planned Futures project to develop and test models to support adults with learning disabilities into employment and ....more
National Lottery Community Fund - Voices, Choices, Futures
£274,405 23/11/2018
36
The project will use funding to improve the lives of vulnerable adults in the community who have learning disabilities. The project will also develop a new service to help young people move ....more
Co-Operative Group - Grant to The Sunnybank Trust
£4,148 19/11/2018
We want to ensure everyone with a learning disability has a friend. Costs will cover salaries, expenses, and recruitment.
Garfield Weston Foundation - Main Grants award
£15,000 11/10/2018
Sunnybank Trust - core costs
Community Foundation for Surrey - Voices (Advocacy)
£6,000 25/06/2018
11
Advocacy service costs for a charity supporting people with a learning disability.
Masonic Trust - MCF Small Grant
£5,000 20/06/2018
Unrestricted core funding for small charities
Henry Smith Charity - Grant to Sunnybank Trust
£8,000 07/09/2017
12
towards one year's running costs of a project providing weekly social and drama groups, advocacy services and one to one advice for people with learning disabilities in Surrey
Garfield Weston Foundation - Main Grants award
£10,000 10/05/2017
Sunnybank - Core Funding Support
Henry Smith Charity - Grant to Sunnybank Trust
£8,000 08/09/2016
12
towards one year's running costs of a project providing weekly social and drama groups, advocacy and advice services for people with learning disabilities in Surrey
Lloyds Bank Foundation - Grant to Sunnybank Trust
£15,000 16/12/2015
12
supporting people with learning disabilities. The grant will fund research and map the need for transition focused advocacy support in its local area and improve monitoring systems with a new ....more
Henry Smith Charity - Grant to Sunnybank Trust
£8,000 11/06/2015
towards one year's running costs of a project providing weekly social and drama groups, advocacy services and one to one advice for people with learning disabilities in Epsom
Henry Smith Charity - Grant to Sunnybank Trust
£9,000 12/09/2013
towards one year's core costs of a project providing services and activities for people with profound and multiple learning disabilities in Surrey
National Lottery Community Fund - Sunnybank - Going for Growth
£287,795 02/07/2013
60
This extension of an existing project will reach those who live in care homes have few or no friends outside their immediate environment and rarely venture out. This is supported by the University of ....more
Henry Smith Charity - Grant to Sunnybank Trust
£5,000 14/03/2012
36
towards three years' salary of a Volunteer Recruitment Manager to support people with learning disabilities in Surrey
Lloyds Bank Foundation - Grant to Sunnybank Trust
£35,000 19/12/2011
the salaries of the Kites Club Manager, Advocacy Manager, Friendship Scheme Manager and Sessional Workers, expenses, training, office/venue/equipment costs and management and publicity
National Lottery Community Fund - S.H.O.U.T- Students Having Options Under Transition
£10,000 09/06/2011
12
This charity in Surrey will use the funding to provide advocacy support for young people leaving school with severe learning disabilities. This will enable the young people to have greater levels of ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Age Range of Trustees: 42-78
Legal constitution
  • Charitable company registered in England & Wales on 05/09/2011, number: 1143663
  • Registered at Companies House on 01/09/2011, number: 07759018
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
11 returns made; all on time
Main office

The Sunnybank Trust
The Old Town Hall
The Parade
EPSOM
Surrey
KT18 5AG

Objectives

THE RELIEF OF PERSONS WITH LEARNING DISABILITIES (THE BENEFICIARIES) BY SUCH MEANS AS THE TRUSTEES THINK FIT.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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