Finance Score: 5

Governance Score: 6

Support Score: 6

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 17

ST JOSEPH'S SPECIALIST TRUST

SCHOOL AND COLLEGE FOR CHILDREN AND YOUNG PEOPLE WITH COMPLEX LEARNING AND BEHAVIOURAL DIFFICULTIES AND ANCILLARY CHARITABLE ACTIVITIES; AND THE PROVISION OF RESIDENTIAL ACCOMMODATION TO CHILDREN AND YOUNG PEOPLE, AND SUPPORTED HOUSING TO ADULTS, BOTH WITH COMPLEX LEARNING AND BEHAVIOURAL DIFFICULTIES.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

Established: 6 years

http://st-josephscranleigh.surrey.sch.uk

office@st-josephscranleigh.surrey.sch.uk

01483272449

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
31/08/22	£12,068	£11,454	£613	£31	£18,861	£18,078	18.9	253	3
31/08/21	£11,307	£10,884	£423	£30	£18,247	£17,567	19.4	271	2
31/08/20	£9,867	£9,921	£-54	£37	£17,825	£17,764	21.5	274	0
31/08/19	£27,821	£9,942	£17,879	£33	£17,879	£17,879	21.6	269	5

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 8%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 6%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 18.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 6.2

Asset Split ?

Listed activities

Disability
Education/Training
Religious Activities

How it operates

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

Where it operates

Throughout England,

Who it helps

Children/Young People
People With Disabilities

Who works here?

253 employees
3 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

Wolfson Foundation	£70,000
Garfield Weston Foundation	£50,000
National Lottery Community Fund	£9,020
Co-Operative Group	£4,214

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Work Skills & Enterprise Centre Equipment
£9,020	22/10/2021	The funding will be used to kit out the kitchen area for this new skills and enterprise centre. The project aims to provide access to facilities that will enable those with disabilities to develop ....more The funding will be used to kit out the kitchen area for this new skills and enterprise centre. The project aims to provide access to facilities that will enable those with disabilities to develop life skills to improve their independence and opportunities for employment.
Garfield Weston Foundation - Main Grants award
£50,000	09/04/2021	The Bosco Work Skills & Enterprise Centre
Co-Operative Group - Grant to St Joseph's School & College
£4,214	24/10/2020	We aim to give young adults with learning difficulties, skills to live well in their community, by volunteering or supported employment.
Wolfson Foundation - Grant to St Joseph's Specialist Trust
£70,000	05/12/2019	Construction of a vocational training facility
Wates Family Enterprise Trust - St Joseph's Specialist Trust
£15,000	26/04/2018	To equip a semi-commercial teaching kitchen to operate a small café serving students and staff to gain work related and social skills.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

BERNARD GERALD SMITH Appointed: 2018

DOMINIC JOHN GORTON (Chair) Appointed: 2021

FR. JONATHAN MICHAEL HOW Appointed: 2021

KATHRYN SARAH SARAMA Appointed: 2022

REBECCA JEAN GODWIN VICKERS Appointed: 2020

RICHARD BOYLE Appointed: 2021

SIMON CHARLETON BEM Appointed: 2021

UNA CORNING Appointed: 2019

Legal constitution

Charity registered in England & Wales on 23/03/2018, number: 1177680

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
Volunteer management

Filing Record

4 returns made; all on time

Main office

St. Josephs Specialist Trust
Amlets Lane
CRANLEIGH
GU6 7DH

Objectives

THE OBJECTS OF THE CIO ARE FOR THE PUBLIC BENEFIT:(A) THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION; ANDIN ACCORDANCE WITH THE TENETS, TEACHING AND PRACTICES OF THE ROMAN CATHOLIC RELIGION:(B) THE ADVANCEMENT OF EDUCATION AND TRAINING; AND(C) THE PROVISION OF RESIDENTIAL ACCOMMODATION AND SUPPORT TO THOSE IN NEED,IN PARTICULAR BUT NOT EXCLUSIVELY WITHIN THE DIOCESE BY: Ò THE MANAGEMENT, MAINTENANCE AND DEVELOPMENT OF ST. JOSEPHÆS SPECIALIST SCHOOL AND COLLEGE FOR CHILDREN AND YOUNG PEOPLE WITH COMPLEX LEARNING AND BEHAVIOURAL DIFFICULTIES AND ANCILLARY CHARITABLE ACTIVITIES; AND Ò THE PROVISION OF RESIDENTIAL ACCOMMODATION TO CHILDREN AND YOUNG PEOPLE, AND SUPPORTED HOUSING TO ADULTS, BOTH WITH COMPLEX LEARNING AND BEHAVIOURAL DIFFICULTIES.

Data Sources