Finance Score: 2

Governance Score: 2

Support Score: 9

Excess liquidity: -1
Fundraising costs low: +3

Dynamic board: +3
Mainly male board: -1

Grant maker support: +9

Overall GiG Score: 13

THE GARWOOD FOUNDATION

The Foundation provides a wide range of services for local people with disabilities, their families and carers, by the provision of a school, a registered residential home and a day centre. The Foundation provides a welfare support service for the children and adults and their families and carers, liasing in these matters with various relevant statutory support bodies.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
Fundraising costs are 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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
There has been a change of accounting period recently, so trends may be hard to determine

Established: 47 years

www.garwoodfoundation.org.uk

lee.bennett@garwoodfoundation.org.uk

02086810460

Charity Commission for England and Wales

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	£2,883	£2,898	£-15	£204	£4,094	£3,707	15.3	74	10
31/08/21	£2,539	£2,555	£-16	£183	£4,032	£3,827	18	76	8
31/08/20?	£3,454	£3,519	£-65	£301	£4,026	£3,699	12.6	66	5
31/03/19	£2,539	£2,507	£32	£215	£3,852	£3,577	17.1	84	8
31/03/18	£2,808	£2,556	£252	£211	£3,846	£3,648	17.1	96	8
31/03/17	£2,618	£2,532	£85	£200	£3,594	£3,540	16.8	99	0
31/03/16	£2,597	£2,583	£14	£156	£3,510	£3,400	15.8	93	0
31/03/15	£2,408	£2,565	£-157	£149	£3,509	£3,413	16	79	0
31/03/14	£2,458	£2,458	£0	£147	£3,751	£3,637	17.8	76	0
31/03/13	£2,517	£2,248	£269	£107	£3,631	£3,499	18.7	67	0
31/03/12	£2,445	£2,381	£63	£105	£3,361	£3,263	16.4	70	0
31/03/11	£2,417	£2,340	£77	£111	£3,298	£2,849	14.6	69	0
31/03/10	£2,429	£2,016	£412	£116	£3,220	£2,949	17.6	65	0
31/03/09	£2,095	£1,879	£216	£82	£2,804	£2,762	17.6	64	0
31/03/08	£2,524	£1,730	£794	£28	£2,588	£1,847	12.8	55	0
31/03/07	£2,083	£1,707	£376	£41	£1,801	£1,578	11.1	59	0
31/03/06	£1,885	£1,662	£222	£0	£0	£0	n/a	0	0
31/03/05	£1,633	£1,488	£145	£0	£0	£0	n/a	0	0
31/03/04	£1,559	£1,360	£199	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 8.1%
Fundraising Costs/Total Spending: 7.1%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 12%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 15.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2

Asset Split ?

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Barking And Dagenham, Croydon, Lambeth, Merton, Surrey, Sutton, Tower Hamlets,

Who it helps

People With Disabilities

Who works here?

74 employees
10 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

The Foyle Foundation	£150,000
Garfield Weston Foundation	£100,000
Wolfson Foundation	£75,000
National Lottery Community Fund	£20,000

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to The Garwood Foundation
£75,000	07/12/2022	New purpose built Life Skills Centre for students with special educational needs aged 19-25 at Rutherford School (to be allocated towards the classrooms or community café on the ground floor)
Co-Operative Group - Grant to The Garwood Foundation
£5,229	22/10/2022	We wish to offer the provision of a forum for unpaid carers who look after our clients with a variety of disabilities; including profound and multiple learning disabilities.
Garfield Weston Foundation - Major Grants award
£100,000	22/07/2022	The Rutherford Life Skills Centre
The Foyle Foundation - Learning (MGS)
£150,000	21/04/2022	towards building of a new purpose-built Life Skills Centre for children and young adults with profound and multiple learning difficulties at the site of Rutherford School
National Lottery Community Fund - Boiler in Day Centre for People With Disabilities
£10,000	29/04/2021	The funding will be used to replace the boiler at the day centre which provides a service for people living with disabilities. The project aims to provide a comfortable and ambient for service users ....more The funding will be used to replace the boiler at the day centre which provides a service for people living with disabilities. The project aims to provide a comfortable and ambient for service users and ensure the facility is adhering to Covid-19 regulations.
National Lottery Community Fund - Daycentre minibus for disabled people
£10,000	26/04/2019 12	The project will purchase a minibus for a group that works with people with disabilities. The aim is to improve transport and make the travel more eco-friendly
BBC Children in Need - Grant to Garwood Foundation
£54,009	02/03/2018 36	Summer holiday activities for young people with profound and multiple disabilities and medical needs. Young people will benefit through increased physical well-being, improved relationships with ....more Summer holiday activities for young people with profound and multiple disabilities and medical needs. Young people will benefit through increased physical well-being, improved relationships with peers and increased self-esteem.
The Clothworkers Foundation - Grant to Garwood Foundation
£15,000	08/02/2018	purchase of a minibus for a charity which works with disabled people in London
Quartet Community Foundation - Grant to The Garwood Foundation
£6,370	01/12/2017	Towards eye gaze technology including software for a school providing education to young people with profound and multiple learning disabilities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 54-78

FRANK NEWTON Appointed: 2013, Occupation: Retired

GARY TERENCE MERRICK Appointed: 2021, Occupation: Head Of Human Resources

IAN TRUMPER Appointed: 2015, Occupation: Reitred

JACKIE MARY SANDERS Appointed: 2007, Occupation: Housewife

KEITH MINEAR Appointed: 2021, Occupation: Retired

MUMTA THAPAR Appointed: 2022

RICHARD BATEMAN Appointed: 2018, Occupation: Dental Surgeon, Other trusteeship: WHITGIFTIAN ASSOCIATION TRUST,

RICHARD MARK BEDFORD OAKES Appointed: 2022

Legal constitution

Charitable company registered in England & Wales on 22/02/1977, number: 272905
Registered at Companies House on 10/11/1976, number: 01285858

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

Policies in force

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

Filing Record

19 returns made; all on time

Main office

1A MELVILLE AVENUE
SOUTH CROYDON
SURREY
CR2 7HZ

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE THE CARE, WELFARE, INTEREST, TREATMENT AND ADVANCEMENT OF EDUCATION OF ADULTS AND CHILDREN HAVING CEREBRAL PALSY AND OTHER PROFOUND, MULTIPLE, ACQUIRED OR OTHER DISABILITIES, PARTICULARLY THOSE LIVING IN THE LONDON BOROUGHS OF CROYDON, SUTTON AND BROMLEY (FOR FURTHER DETAILS SEE MEMORANDUM OF ASSOCIATION)

Defined Area of Benefit:

SEE OBJECTS

Data Sources