Finance Score: -2

Governance Score: -12

Support Score: 6

Accounts filed more than 5 days late: -4 times
Strong growth: +2
No PartB

No volunteer policy: -2
No conflicts policy: -1
Only 4 Trustees: -1
Narrow trustee age band: -2
Static board: -3
All female board: -3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: -8

SUMMERFIELD STABLES-HORSES IN THE COMMUNITY

Summerfield Stables aims to provide facilities, advice and guidance to enable members of the community within the area of benefit to have the chance of horse riding and associated skills. In particular we aim to make horse riding accessible for those who would not usually have this opportunity due to disadvantage or disability.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently
There has been strong growth in spending since inception
There have been no income shortfalls in recent years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
There are only 4 trustees
The Board is completely female
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 4 occasions over the last 5 years and the current period appears to have been extended

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		£167	£153	£14	n/a	n/a	n/a	n/a	n/a	80
30/09/21	*	£183	£126	£57	n/a	n/a	n/a	n/a	n/a	80
30/09/20	*	£106	£102	£4	n/a	n/a	n/a	n/a	n/a	100
30/09/19	*	£62	£54	£8	n/a	n/a	n/a	n/a	n/a	40
30/09/18	*	£65	£49	£16	£0	£0	£0	n/a	0	50

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years
(10 years as a company)

www.summerfieldstables.com

summerfieldstables96@gmail.com

07984896147

Charity Commission for England and Wales

Listed activities

Amateur Sport
Animals
Disability
General Charitable Purposes
Recreation

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Birmingham City, Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
80 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

DCMS	£9,820
Sport England	£9,710
CAF	£4,841

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£9,820	11/08/2020	"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."
Sport England - COVID-19 CEF
£9,710	07/05/2020 4	Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Equestrian
CAF - Grant to Summerfield Stables- Horses in the Community
£4,841	17/04/2020 3	Grant to Summerfield Stables- Horses in the Community to support the organisation through COVID19
National Lottery Community Fund - Building for the Future
£9,940	04/05/2018 12	This group will purchase shipping containers to increase available space to deliver their activities, including a storage room and a study room. This will improve the stables for members and visitors.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-51

MS ELEANOR JAYNE Appointed: 2017

CHERYL ANNE LOUISE FOX-BARRETT Appointed: 2013, Occupation: Youth Worker

GEORGINA MAY TEDD URWIN Appointed: 2013, Occupation: Teacher

JENNIFER SUSAN DISLEY-JONES Appointed: 2017, Occupation: Writer

Legal constitution

Charitable company registered in England & Wales on 20/12/2017, number: 1176409
Registered at Companies House on 12/09/2013, number: 08687994

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Safeguarding vulnerable beneficiaries

Filing Record

5 returns made; AR21: 40 days late, AR20: 219 days late, AR19: 13 days late, AR18: 30 days late,

Main office

18 STAPLEHURST ROAD
BIRMINGHAM
B28 9AS

Objectives

TO PROVIDE OR ASSIST IN THE PROVISION OF HORSE RIDING AND ASSOCIATED SKILLS IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE IN THE AREA OF BIRMINGHAM AND ITS SURROUNDING DISTRICT.FOR THE BENEFIT OF THE PUBLIC TO RELIEVE THE SUFFERING OF EQUINES IN NEED OF CARE AND ATTENTION AND, IN PARTICULAR, TO PROVIDE AND MAINTAIN RESCUE HOMES OR OTHER FACILITIES FOR THE RECEPTION, CARE AND TREATMENT OF SUCH ANIMALS.”

Data Sources