Finance Score: 2

Governance Score: 9

Support Score: 4

Poor Liquidity: -1
Fundraising costs low: +3

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

Grant maker support: +4

Overall GiG Score: 15

THE ROSSENDALE TRUST LIMITED

Provider of Supported Living Services (including support with leisure/learning activities), within the Cheshire & Buxton areas across 4 sites. Also provision of day activities through our Oakwood Day Service.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end

Established: 12 years

http://www.rossendaletrust.org

info@rossendaletrust.org

01260252500

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	£5,194	£5,322	£-128	£78	£2,676	£481	1.1	213	5
31/03/22	£5,277	£5,122	£155	£88	£2,805	£1,629	3.8	200	20
31/03/21	£5,129	£4,925	£204	£17	£2,650	£1,806	4.4	213	0
31/03/20	£4,863	£4,887	£-24	£36	£2,445	£1,352	3.3	202	18
31/03/19	£4,517	£4,498	£19	£27	£2,448	£1,681	4.5	210	24
31/03/18	£3,942	£3,969	£-27	£25	£2,425	£1,362	4.1	202	0
31/03/17	£3,671	£3,471	£200	£25	£2,437	£1,666	5.8	180	0
31/03/16	£3,064	£2,957	£107	£23	£2,243	£1,658	6.7	137	0
31/03/15	£3,083	£2,825	£258	£41	£2,134	£1,571	6.7	133	0
31/03/14	£3,113	£2,934	£179	£69	£1,879	£1,265	5.2	130	0
31/03/13	£2,726	£2,642	£83	£75	£1,693	£978	4.4	121	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.6%
Fundraising Costs/Total Spending: 1.5%
Highest pay band: Less than £60,000
Liabilities/Assets: 17%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 18%
Reserves/Spending: 1.1 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.9

Asset Split ?

Listed activities

Disability

How it operates

Provides services

Where it operates

Cheshire East, Derbyshire,

Who it helps

People With Disabilities

Who works here?

213 employees
5 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

Cheshire Community Foundation	£19,800
Garfield Weston Foundation	£15,000
National Lottery Community Fund	£10,000
Co-Operative Group	£7,245

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Rossendale Trust's Oakwood Multi Sports Group
£1,854	21/10/2023	We would like to provide social and engaging multi sports activities for people who attend our day services. Our group will promote physical and mental wellbeing and tackle social isolation.
Cheshire Community Foundation - Grant to The Rossendale Trust
£500	29/03/2023	Grant to The Rossendale Trust
Cheshire Community Foundation - Oakwood Horticulture
£2,500	07/12/2022	Oakwood Horticulture
National Lottery Community Fund - Oakwood Project Horticulture
£10,000	18/11/2022	The funding will be used to run a horticulture group for adults with learning and physical disabilities. The project aims to use all types of garden management to improve social health mental ....more The funding will be used to run a horticulture group for adults with learning and physical disabilities. The project aims to use all types of garden management to improve social health mental wellbeing and provide a feeling of achievement through the growing of plants and flowers for the community.
Cheshire Community Foundation - WorkTaste
£7,800	04/01/2021	The Rossendale Trust is a registered charity based in Macclesfield, Cheshire, it provides accommodation and high quality, person centred care and support for adults with learning disabilities. They ....more The Rossendale Trust is a registered charity based in Macclesfield, Cheshire, it provides accommodation and high quality, person centred care and support for adults with learning disabilities. They are seeking support for WorkTaste - a dynamic ‘in-house’ supported employment service working with local employers and community project partners to provide real employment experience for their tenants and the wider learning-disabled community. The grant funding will be used to pay for the continued support of a young man who has been on a Supported Internship (SI) programme during his last year of higher education, but which has been disrupted by the pandemic. The funding would allow The Rossendale Trust a further 4-6 months to work with the young person giving them the support needed to secure a future, doing a real job and contributing to society.
Garfield Weston Foundation - Main Grants award
£15,000	11/12/2020	WorkTaste and Oakwood Development
Co-Operative Group - Grant to The Rossendale Trust
£5,391	24/10/2020	WorkTaste helps to break down the barriers which exist around people with a learning disability by including them in the workplace.
Cheshire Community Foundation - WorkTaste
£9,000	12/11/2019	WorkTaste, our dynamic 'in-house' supported employment project, offers employment opportunities and work experience in a wide range of real work settings for our tenants and individuals from the ....more WorkTaste, our dynamic 'in-house' supported employment project, offers employment opportunities and work experience in a wide range of real work settings for our tenants and individuals from the wider learning disabled community. A grant from you would contribute towards the recruitment of Job Coach team members, a crucial element of our support programme. Job Coaches provide the essential 1:1 support for beneficiaries in the work place. WorkTaste breaks down the barriers to training and employment that so many people with learning disabilities encounter. It also fosters inclusion and highlights to employers and the general public the positive contribution this disadvantaged group can make.
Co-Operative Group - Grant to The Rossendale Trust
£9,458	19/11/2018	We are looking to purchase a vehicle for our Oakwood Day Service so that more people can participate in our activities.
Garfield Weston Foundation - Main Grants award
£10,000	05/06/2018	WorkTaste
Cheshire Community Foundation - WorkTaste
£9,500	01/08/2017	The Rossendale Trust is a registered charity based in Macclesfield, Cheshire that provides accommodation and high quality, person centered care and support for adults with learning disabilities. We ....more The Rossendale Trust is a registered charity based in Macclesfield, Cheshire that provides accommodation and high quality, person centered care and support for adults with learning disabilities. We are seeking support for WorkTaste - a dynamic ‘in-house’ supported employment project working with local employers and community project partners to provide real employment experience for our tenants and the wider learning disabled community. The grant funding will be used to pay for some of our WorkTaste coaches who will support 30 placements, over a 12 week period and also some additional resources to support the project such as IT equipment and essential staff training on H & S, Safeguarding, Mental Capacity, Diversity & Equality, Fire Safety. This training is mandatory and forms part of their induction as well as ongoing essential refresher training.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 25-78

ANDREW GREGORY Appointed: 2023, Occupation: Retired, Other trusteeship: PEAK DISTRICT NATIONAL PARK FOUNDATION,

ADAM SCHOFIELD (Chair) Appointed: 2021, Occupation: Photographer

IAN MICHAEL POYNTON Appointed: 2021, Occupation: Solicitor

JACK ROCKETT Appointed: 2022, Occupation: Business Intelligence Analyst

JOHN WARD Appointed: 2023, Occupation: Retired

MAGGIE HARWOOD Appointed: 2013, Occupation: Retired

MARION GODDARD Appointed: 2014, Occupation: Retired

PHILIP ANDREW RICHARDS Appointed: 2014, Occupation: Accountant, Other trusteeships: DISABILITY INFORMATION BUREAU, MS COMMUNITY ACTION & SUPPORT,

ROSALIND ELIZABETH BEVAN Appointed: 2024, Occupation: Retired

SONYA HOMEWOOD Appointed: 2022, Occupation: Self Employed

TRACEY O'KEEFE Appointed: 2023, Occupation: Partnership And Merger Specialist

Legal constitution

Charitable company registered in England & Wales on 03/04/2012, number: 1146771
Registered at Companies House on 24/01/2012, number: 07921722

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: THE ROSSENDALE TRUST INCORPORATING HOVIS PLEASANCE.
31/05/2018 - Asset transfer in from THE MOSS ALLOTMENT GARDEN PROJECT FOR DISABLED PEOPLE
04/04/2023 - Asset transfer in from MORTON HALL COMMUNITY CENTRE LTD

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
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

11 returns made; all on time

Recent reorganisation events:

Asset transfer in from MORTON HALL COMMUNITY CENTRE LTD on 04/04/2023

Main office

ROSSENDALE HALL
HOLLIN LANE
SUTTON
MACCLESFIELD
SK11 0HR

Objectives

(1)THE RELIEF OF PERSONS WITH LEARNING AND / OR PHYSICAL DISABILITIES (OR BOTH) INCLUDING:A)THE PROVISION OF RESIDENTIAL ACCOMMODATIONB)THE PROVISION OF DAY CARE FACILITIESC)THE PROVISION OF A DAY SERVICED)BY SUPPORTING INDIVIDUALS IN SUPPORTED LIVING ARRANGEMENTSE)OR IN SUCH OTHER CHARITABLE WAYS AS THE TRUSTEES THINK FIT(2)THE RELIEF OF PERSONS WHO ARE IN NEED, HARDSHIP OR DISTRESS BY THE PROVISION OF RESIDENTIAL ACCOMMODATION OR IN SUCH OTHER CHARITABLE WAYS AS THE TRUSTEES THINK FIT;

Data Sources