Finance Score: 8

Governance Score: 3

Support Score: 3

Liabilities <10%: +3
Strong growth: +2
Fundraising costs low: +3

Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 14

CONNIE ROTHMAN LEARNING TRUST

Education, including full time programmes for vulnerable and excluded students, those needing help after school, tutoring and mentoring for young carers and other vulnerable groups

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending since inception
There have been no 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 gender

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end but this has been generated by an income surplus in the latest year
There has been a change of accounting period recently, so trends may be hard to determine

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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		£1,020	£616	£403	£28	£786	£783	15.3	34	1
31/08/21?		£973	£803	£170	£49	£365	£364	5.4	33	1
29/02/20		£626	£457	£169	£0	£266	£266	7	30	0
28/02/19?		£289	£258	£32	n/a	n/a	n/a	n/a	n/a	0
01/01/18	*	£76	£64	£12	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.8%
Fundraising Costs/Total Spending: 4.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 15.3 months
Net Current Assets/Spending: 15 months
Quick Ratio: 42.8

Asset Split ?

Established: 7 years

www.crlt.org.uk

EDWARD@CRLT.ORG.UK

01202 122922

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Technical, vocational and continuing education

How it operates

Provides services
Sponsors or undertakes research

Where it operates

Bournemouth, Dorset,

Who it helps

Children/Young People
People With Disabilities

Who works here?

34 employees
1 volunteer

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

The Clothworkers Foundation	£11,000
DCMS	£10,000
The Leathersellers' Company Charitable Fund	£2,500

Specific Donations

Amount	When Months	To be used for
The Clothworkers Foundation - Grant to Connie Rothman Learning Trust
£8,000	06/01/2021	purchase IT Server System for a charity supporting disadvantaged youths in Dorset
DCMS - Coronavirus Community Support Fund
£10,000	07/07/2020	"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 "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 Connie Rothman Learning trust
£3,000	06/05/2020	COVID19 : purchase of laptops for a charity that helps educational opportunities to disadvantaged young people in Dorset
The Leathersellers' Company Charitable Fund - Grant to Connie Rothman Learning Trust
£2,500	04/02/2020 12	Small Grant unrestricted core costs
National Lottery Community Fund - Education and learning support for young carers
£9,608	19/07/2017 12	The funding will be used to provide extra learning support outside of school for children who act as young carers for their parents. The project aims to enhance young carers’ education and improve ....more The funding will be used to provide extra learning support outside of school for children who act as young carers for their parents. The project aims to enhance young carers’ education and improve their confidence and self-esteem.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

PROFESSOR HAYMO THIEL (Chair) Appointed: 2016

CLAIRE GRIFFITHS Appointed: 2020

EDWIN DEARLOVE Appointed: 2016

GILLIAN CHARMAINE WAYLETT Appointed: 2016

JEAN ALAIN HENRI MOOCARME Appointed: 2016

KATHERINE ROTHMAN Appointed: 2016

PETER FORD Appointed: 2021

STEPHEN BREWER Appointed: 2016

Legal constitution

Charity registered in England & Wales on 28/02/2017, number: 1171812

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

5 returns made; AR18: 140 days late,

Main office

Millhams Street
Christchurch
BH6 1DN

Objectives

THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT TO PROMOTE THE EDUCATION OF PEOPLE AGED 18 AND YOUNGER IN PARTICULAR, BUT NOT EXCLUSIVELY, THOSE WHO HAVE NEED BECAUSE OF THEIR YOUTH, AGE, GENDER, INFIRMITY OR DISABILITY, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, IN SUCH WAYS AS THE CHARITY TRUSTEES THINK FIT, INCLUDING:- DEVELOPING AND PROVIDING WORKSHOPS, CLASSES, AND TUTORING IN THE AREAS OF COMPUTER SCIENCE, SCIENCE, TECHNOLOGY ENGINEERING, MATHEMATICS, AND LITERACY- AWARDING TO SUCH PEOPLE SCHOLARSHIPS, MAINTENANCE ALLOWANCES OR GRANTS UNDERTAKING RESEARCH IN BLENDED LEARNING AND TECHNOLOGY EDUCATION WITH THE OPPORTUNITY TO ASSIST THE TRUST IN DEVELOPING INNOVATIVE AND CREATIVE PROGRAMMES- PROMOTION OF STEM EDUCATION FOR GIRLS BECAUSE OF PREVAILING ATTITUDES AND THE OCCASIONAL INFORMAL CULTURAL EXCLUSION

Data Sources