Finance Score: 6

Governance Score: 6

Support Score: 2

Liabilities <10%: +3
Fundraising costs low: +3

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 14

THE CHARNWOOD TRUST

Operation of an inclusive nursery school and family centre for children with special needs and fully able children based on the Christian belief in the value of every individual.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material 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 and dynamic in terms of composition

Established: 51 years

www.charnwoodnursery.org.uk

info@charnwoodnursery.org.uk

01614427767

Charity Commission for England and Wales

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		£897	£836	£61	£0	£789	£784	11.3	30	0
31/08/21		£867	£825	£41	£0	£728	£725	10.5	30	2
31/08/20		£746	£768	£-22	£0	£687	£680	10.6	31	10
31/08/19		£850	£864	£-14	£2	£709	£668	9.3	35	13
31/08/18		£1,107	£857	£251	£2	£722	£695	9.7	33	8
31/08/17		£706	£713	£-7	£2	£472	£472	7.9	31	0
31/08/16		£663	£653	£9	£2	£554	£554	10.2	28	0
31/08/15		£605	£635	£-30	£9	£545	£537	10.2	27	0
31/08/14		£575	£570	£5	£19	£575	£550	11.6	25	0
31/08/13		£515	£477	£39	£20	£579	£544	13.7	26	0
31/08/12		£515	£489	£25	£10	£541	£528	12.9	21	0
31/08/11		£578	£500	£77	£8	£515	£510	12.2	20	0
31/08/10		£495	£472	£24	£0	£0	£0	n/a	0	0
31/08/09		£467	£441	£26	£0	£0	£0	n/a	0	0
31/08/08		£494	£450	£43	£0	£0	£0	n/a	0	0
31/08/07		£385	£389	£-4	£0	£0	£0	n/a	0	0
31/08/06		£383	£363	£20	£0	£0	£0	n/a	0	0
31/08/05?		£491	£489	£2	£0	£0	£0	n/a	0	0
31/03/04	*	£318	£302	£16	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 2%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 11.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 16.8

Asset Split ?

Listed activities

Disability
Education/Training

How it operates

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

Where it operates

Stockport,

Who it helps

Children/Young People
People With Disabilities

Who works here?

30 employees

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
Co-Operative Group - Grant to Charnwood Opportunity Group
£3,661	22/10/2022	We would like to provide hope and support to families facing uncertainty over their children's future.
BBC Children in Need - Grant to Charnwood Trust
£72,900	23/10/2018 36	This project will provide physiotherapy and hydrotherapy for young children with complex needs in a nursery setting. This will improve their mobility, as well as giving them access to play ....more This project will provide physiotherapy and hydrotherapy for young children with complex needs in a nursery setting. This will improve their mobility, as well as giving them access to play opportunities and improved relationships.
Garfield Weston Foundation - Main Grants award
£30,000	26/04/2018	Charnwood Heaton Moor Development
Lloyds Bank Foundation - Grant to Charnwood Trust
£22,000	29/03/2012	the costs of two part time Family Workers, including costs towards the opportunity group

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

ANDREW GRAYSTONE (Chair)

CATHERINE HELEN DEED Appointed: 2024

CLARE MARGARET FAY Appointed: 2022

DR GERYL ANNE WHITAKER Appointed: 2022

JEAN BAKER Appointed: 2017

NEIL LAWRINSON Appointed: 2018

SIMON CRANE Appointed: 2017

SIMON PAUL FORMAN Appointed: 2018

Legal constitution

Charity registered in England & Wales on 08/08/1973, number: 502610

Gift Aid

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

19 returns made; AR04: 1 days late,

Main office

Charnwood Nursery
St. Pauls Road
Stockport
SK4 4RY

Objectives

3.(A) TO PROVIDE NURSERY SCHOOL EDUCATION FOR CHILDREN UP TO THE AGE OF SEVEN YEARS ESPECIALLY HANDICAPPED CHILDREN AND TO PROMOTE THE MATERIAL MENTAL AND SPIRITUAL WELFARE OF SUCH CHILDREN.(B) TO PROVIDE HELP AND SUPPORT FOR THE FAMILIES OF SUCH CHILDREN PROVIDING SUCH FAMILIES ARE IN NECESSITOUS CIRCUMSTANCES(C) TO PROCLAIM AND FURTHER THE GOSPEL OF GOD CONCERNING HIS SON JESUS CHRIST OUR LORD

Defined Area of Benefit:

NOT DEFINED

Data Sources