Finance Score: 5
Governance Score: -2
Support Score: 6
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Fundraising costs low: +3
  • Narrow trustee age band: -2
  • Grant maker support: +6
Overall GiG Score: 9 ?

STOCKDALES OF SALE, ALTRINCHAM AND DISTRICT LTD 

The principal activity of Stockdales continues to be the charitable provision of respite, short break , community and residential care for the welfare of children and people with severe learning difficulties & multiple physical disabilities.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • Spending has increased over the last 3 years relative to the previous period
  • 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

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age

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: 44 years

stockdales.org.uk

enquiries@stockdales.org.uk

01619732296

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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
05/04/23£4,333£4,382£-49£116£6,153£6,11016.713640
05/04/22£3,984£3,559£425£102£6,255£6,18020.813540
05/04/21£4,084£3,257£828£70£5,812£5,09118.813340
05/04/20£3,793£3,364£429£88£4,939£4,4941613030
05/04/19£3,848£3,384£464£99£4,511£4,2291512350
05/04/18£3,370£3,171£199£89£3,506£3,46713.11430
05/04/17£3,265£2,827£437£94£3,346£3,28213.91220
05/04/16£2,615£2,739£-124£87£2,881£2,86112.51260
05/04/15£2,420£2,528£-109£102£3,022£2,99714.2840
05/04/14£2,196£2,276£-80£83£2,748£2,73414.4840
05/04/13£2,062£2,198£-136£73£2,865£2,86015.6690
05/04/12£2,042£2,184£-142£52£2,986£2,94916.2990
05/04/11£2,136£2,172£-36£48£3,128£3,080171060
05/04/10£2,076£2,050£26£37£3,164£3,13218.3960
05/04/09£1,881£1,848£33£14£2,193£2,16514.1950
05/04/08£1,732£1,746£-14£31£2,160£2,14214.7910
05/04/07£1,697£1,592£104£32£2,173£2,11515.9800
05/04/06£1,614£1,433£180£0£0£0n/a00
05/04/05£1,348£1,127£221£0£0£0n/a00
05/04/04£1,202£1,008£194£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 2.7%
Fundraising Costs/Total Spending: 2.6%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 5%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 16.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 4.4
Asset Split ?
Listed activities
  • Accommodation/Housing
  • Disability
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • People With Disabilities
Who works here?
  • 136 employees
  • 40 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
Garfield Weston Foundation£100,000
National Lottery Community Fund£95,000
DCMS£31,550
Co-Operative Group£2,056
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Stockdales
£2,056 21/10/2023
We'd like to rent the premises to carry on our community services for people with learning disabilities.
National Lottery Community Fund - Specially adapted vehicles for people with learning and physical disabilities
£10,000 10/06/2022
The funding will be used to purchase a new minibus for the group which provides social activities for children and adults living with learning disabilities. The project aims to improve access to ....more
National Lottery Community Fund - Stockdales Community Services
£10,000 25/02/2021
12
The funding will be used to provide community services for people with learning disabilities. The project aims to develop social and independence skills to improve wellbeing and reduce isolation ....more
DCMS - Coronavirus Community Support Fund
£31,550 15/09/2020
"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
National Lottery Community Fund - Stockies Juniors and Teens
£75,000 27/09/2019
36
Stockies Juniors and Teens
Garfield Weston Foundation - Major Grants award
£100,000 22/05/2019
Home Sweet Home
BBC Children in Need - Grant to Stockdales of Sale, Altrincham & District Ltd
£30,000 15/03/2019
36
This project will support children and young people who have learning difficulties, autism, and complex health needs. It will deliver fun Saturday activity sessions to help them manage their ....more
National Lottery Community Fund - Community Services Project
£10,000 17/01/2019
12
The project aims to support beneficiaries and their families and carers to live a life with purpose and with opportunities for fresh experiences. The charity will run various projects supporting ....more
Wolfson Foundation - Grant to Stockdales of Sale, Altrincham and District Ltd
£50,000 05/12/2018
Renovation of a residential home for people with severe learning disabilities
The Clothworkers Foundation - Grant to Stockdales of Sale, Altrincham and District
£50,000 29/11/2018
Refurbishment of a house for a charity in Cheshire supporting people with learning disabilities
National Lottery Community Fund - Stockies Juniors
£9,890 05/04/2017
12
The funding will be used by a charity to purchase sensory and IT equipment, and deliver a weekend and holiday club for children with learning disabilities and complex health needs, to include arts ....more
National Lottery Community Fund - Stockdales New Minibus Purchase
£10,000 04/06/2014
12
Not Available
National Lottery Community Fund - Specially adapted minibus with changing facilities & electronic hoisting sy
£10,000 08/03/2012
12
This is a project by an incorporated charity in Sale, Cheshire. The organisation will use the funding to purchase a minibus to be adapted to meet the specific needs of young people with profound ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 53-68
  • STEPHEN JAMES ADAMS Appointed: 2020, Occupation: Commercial Programme Manager, Innovation Agency
Legal constitution
  • Charitable company registered in England & Wales on 30/09/1980, number: 509053
  • Registered at Companies House on 04/10/1978, number: 01392344
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
  • Ofsted (Office For Standards In Education)
Policies in force
  • Bullying and harassment 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
  • Investment
  • 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
20 returns made; all on time
Main office

34 HARBORO ROAD
SALE
CHESHIRE
M33 5AH

Objectives

TO PROMOTE THE HEALTH, CARE, WELFARE, INTERESTS, EDUCATION AND ADVANCEMENT IN THE NORTH WEST OF ENGLAND OF PEOPLE SUFFERING FROM VERY SEVERE LEARNING DISABILITIES AND COMPLEX MULTIPLE NEEDS AND TO PROVIDE RESPITE & PERMANENT RESIDENTIAL CARE TO THOSE PEOPLE WHERE APPROPRIATE.

Defined Area of Benefit:

THE NORTH WEST OF ENGLAND

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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