Finance Score: 2

Governance Score: 0

Support Score: 5

Pension deficit: -1
Fundraising costs low: +3

Good trustee age range: +3
All male board: -3

Grant maker support: +5

Overall GiG Score: 7

DAME HANNAH ROGERS TRUST 2019 LIMITED

THE CHARITY EXISTS FOR PEOPLE WITH A RANGE OF DISABILITIES THROUGH OUR YOUNG ADULT TRANSITION PROJECT, ACCESSIBLE ACCOMMODATION, FACILITIES & ACTIVITIES. WE ALSO PROVIDE ASSESSMENTS, TRAINING, SUPPORT AND ADVISORY SERVICES IN RELATION TO DISABILITY THROUGH OUR HIGHLY TRAINED & SKILLED STAFF.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

There is a pension deficit of £132,100

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		£6,517	£6,101	£416	£451	£2,209	£2,003	3.9	189	108
31/03/22		£5,474	£3,682	£1,792	£379	£1,792	£1,733	5.6	194	111

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Financial Ratios

Fundraising Costs/Relevant Income: 7.9%
Fundraising Costs/Total Spending: 7.4%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 34%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 3.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3

Asset Split ?

Established: 3 years
(5 years as a company)

www.discoverhannahs.org

enquiries@discoverhannahs.org

01752 892461

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
Recreation

GiG Classification

School support organisations

How it operates

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

Where it operates

Cornwall, Devon, Plymouth City,

Who it helps

People With Disabilities

Who works here?

189 employees
108 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.

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to Dame Hannah Rogers Trust 2019 Limited (t/a Dame Hannahs)
£50,000	06/12/2023	Refurbishment of adapted accommodation for young adults with complex disabilities

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-75

NIGEL GODEFROY Appointed: 2023, Occupation: Chartered Accountant

NIKKI HENDERSON Appointed: 2024, Occupation: Consultant

PROFESSOR DAVID COSLETT (Chair) Appointed: 2023, Occupation: Retired

TONY LUMB Appointed: 2022, Occupation: Chartered Accountant

SIMON MORRIS Appointed: 2019, Occupation: Solicitor

PAUL BOYS Appointed: 2019, Occupation: Retired, Other trusteeship: HOUSING INDEPENDENT PEOPLE,

Legal constitution

Charitable company registered in England & Wales on 17/06/2021, number: 1194836
Registered at Companies House on 13/03/2019, number: 11878746

Gift Aid

Registered with HMRC for Gift Aid

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
Investing charity funds 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

2 returns made; all on time

Main office

DAME HANNAHS
WOODLAND ROAD
IVYBRIDGE
PL21 9HQ

Objectives

(A) THE RELIEF OF PEOPLE IN NEED BY REASON OF DISABILITY, BY THE INCLUSIVE PROVISION OF CARE, ADVOCACY, INTEGRATION, LEARNING, TRAINING AND OTHER SUPPORT SERVICES WITH A PREFERENCE GIVEN TO THOSE WHO ARE, OR WHOSE PARENTS OR GUARDIANS ARE, RESIDENT IN DEVON OR CORNWALL;(B) TO ADVANCE EDUCATION AND UNDERSTANDING RELATING TO THE CARE, TRAINING AND DEVELOPMENT OF PERSONS WITH DISABILITIES AND THEIR INTEGRATION INTO WIDER SOCIETY, IN PARTICULAR BY:I. THE PROVISION OF TRAINING AND LEARNING OPPORTUNITIES FOR THE FAMILIES, CARERS AND ASSOCIATED PROFESSIONALS OF PEOPLE WITH DISABILITIES SUPPORTED BY THE COMPANY IN ORDER TO HELP DEVELOP THEIR INDIVIDUAL CAPABILITIES, COMPETENCIES, AND SKILLS; ANDII. THE PROVISION OF TRAINING AND LEARNING OPPORTUNITIES TO THE PUBLIC, INCLUDING PROMOTING RESEARCH AND DISSEMINATING THE USEFUL RESULTS.

Data Sources