Finance Score: -3

Governance Score: 6

Support Score: 7

Excess reserves: -3

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

Grant maker support: +7

Overall GiG Score: 10

STURTS COMMUNITY TRUST

A community for living and working together. A community to support and care for each other.Sturts Farm is a community working in education, care and support, agriculture, and the arts. Out of respect for the unique individuality of each human being, as inspired by the philosophy of Rudolf Steiner, it fosters social and cultural renewal through mutual support and community building.

Analysis by Giving is Great

Positives:

There have been no income shortfalls in recent years
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £7,076,537 available, equivalent to 31 months of spending and so may not be able to utilise additional funding

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	£2,930	£2,750	£179	£0	£7,077	£7,077	30.9	42	0
31/08/21	£2,459	£2,318	£141	£0	£6,906	£6,906	35.8	47	11
31/08/20	£2,679	£2,251	£428	£0	£6,207	£5,924	31.6	42	10
31/08/19	£2,612	£2,344	£268	£248	£5,820	£5,820	29.8	62	0
31/08/18	£2,401	£2,312	£89	£244	£5,553	£5,553	28.8	59	10
31/08/17	£2,444	£2,101	£343	£198	£4,734	£47	0.3	49	0
31/08/16	£1,978	£1,926	£52	£173	£4,390	£4,390	27.4	47	0
31/08/15	£1,502	£1,392	£110	£6	£4,337	£4,337	37.4	34	0
31/08/14	£1,241	£1,099	£142	£5	£4,228	£4,228	46.1	25	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 13%
Liabilities/Income: 36%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 30.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.2

Asset Split ?

Established: 11 years

http://www.sturtscommunitytrust.org.uk

office@sturtsfarm.com

01202870338

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Dorset,

Who it helps

People With Disabilities

Who works here?

42 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.

Major supporters in last 5 years

Ministry for Housing, Communities and Local Government	£375,000
The Clothworkers Foundation	£100,000
Garfield Weston Foundation	£50,000
DCMS	£12,000

Specific Donations

Amount	When Months	To be used for
Department for Environment, Food and Rural Affairs - RPA Environmental land management pilot scheme: Sustainable Farming Incentive (SFI) - NSA P1
£5,293	01/04/2022	The aim and objectives of piloting the schemes are set out below and are centred around learning and adapting to optimise the schemes ahead of full roll out.To assess scheme design, approaches and ....more The aim and objectives of piloting the schemes are set out below and are centred around learning and adapting to optimise the schemes ahead of full roll out.To assess scheme design, approaches and the operability of scheme administration and guidance.
Garfield Weston Foundation - Main Grants award
£50,000	04/09/2020	Twin Oaks CoHousing Development
DCMS - Coronavirus Community Support Fund
£12,000	19/08/2020	"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."
The Clothworkers Foundation - Grant to Sturts Community Trust
£100,000	13/05/2020	construction of a nine-unit housing development for a charity which works with people with disabilities in Dorset
Ministry for Housing, Communities and Local Government - AFFORDABLE HOUSING GRANT
£375,000	01/04/2020	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Wolfson Foundation - Grant to Sturts Community Trust
£45,000	05/12/2018	Construction of residential units providing housing for adults with learning disabilities

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-82

BENJAMIN MARK LLOYD Appointed: 2023, Occupation: Retired Businessman

CAROLINE LOUISE WIGLEY Appointed: 2022

IAIN WILLIAMS Appointed: 2022, Occupation: Company Director

CAROLINE ROSEMARY DARBY-JENKINS Appointed: 2016, Occupation: Hr Consultant

GABRIELLE MARY GRAY Appointed: 2017, Occupation: Retired Teacher

JOY MALYON Appointed: 2019, Occupation: Chief Executive

KATHERINE MARY JONES Appointed: 2015, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 23/05/2013, number: 1152152
Registered at Companies House on 14/01/2013, number: 08359958

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

9 returns made; all on time

Main office

St. Francis House
Sturts Farm
West Moors Road
West Moors
FERNDOWN
BH22 0QW

Objectives

THE CHARITY'S OBJECTS ARE, FOR THE PUBLIC BENEFIT, TO RELIEVE SICKNESS, PROMOTE GOOD HEALTH, PROVIDE SOCIAL HOUSING AND/OR CARE TO, AND ADVANCE THE EDUCATION AND TRAINING OF: PEOPLE WITH A DISABILITY (WHETHER MENTAL OR PHYSICAL), THE YOUNG, THE OLD, OR PEOPLE OTHERWISE IN NEED, IN ACCORDANCE WITH THE PRINCIPLES OF DR RUDOLF STEINER (AS SUMMARISED IN SCHEDULE 2 TO THESE ARTICLES), PARTICULARLY (WITHOUT LIMITATION) BY THE ESTABLISHMENT AND MAINTENANCE OF INTENTIONAL COMMUNITIES IN THE FORM OF VILLAGES, RESIDENTIAL HOUSES, DAY CENTRES, KINDERGARTENS, SCHOOLS, COLLEGES OR OTHER TYPES OF SOCIAL AND/OR EDUCATIONAL COMMUNITY, IN WHICH BENEFICIARIES LIVE AND/OR WORK AND/OR TO WHICH THEY OTHERWISE RESORT, IN COMMUNITY WITH PERSONS PROVIDING SUPPORT (KNOWN AS 'CO-WORKERS').

Data Sources