Finance Score: 6

Governance Score: 9

Support Score: 3

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

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 18

SHELTERED WORK OPPORTUNITIES PROJECT

SWOP uses horticulture to offer realistic supportive meaningful pressure-free work rehabilitation to adults with severe and enduring mental illness. It aims to restore confidence, self-esteem and dignity while providing security and stability by having no time limit to attendance.SWOP endeavours to reduce stigma and discrimination by increasing public awareness of mental illness.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
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
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Established: 34 years

www.cherrytreenursery.org.uk

contactus@cherrytreenursery.org.uk

01202593537

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
31/01/23		£755	£832	£-77	£2	£1,401	£583	8.4	18	79
31/01/22		£724	£731	£-7	£1	£1,478	£591	9.7	17	88
31/01/21		£597	£632	£-36	£0	£1,484	£533	10.1	17	94
31/01/20		£808	£769	£39	£14	£1,520	£490	7.7	18	82
31/01/19		£943	£695	£248	£17	£1,481	£501	8.6	15	81
31/01/18		£738	£627	£111	£12	£1,232	£489	9.4	15	0
31/01/17		£600	£603	£-3	£0	£1,121	£420	8.4	13	0
31/01/16		£596	£575	£21	£0	£1,135	£406	8.5	13	0
31/01/15		£708	£508	£200	£10	£1,114	£264	6.2	16	0
31/01/14		£716	£490	£226	£4	£914	£202	4.9	13	0
31/01/13		£427	£462	£-35	£0	£0	£0	n/a	0	0
31/01/12		£586	£443	£143	£7	£723	£315	8.5	12	0
31/01/11		£502	£461	£42	£4	£581	£328	8.5	12	0
31/01/10		£399	£446	£-47	£0	£0	£0	n/a	0	0
31/01/09?		£338	£327	£11	£0	£0	£0	n/a	0	0
31/03/08		£431	£347	£84	£0	£0	£0	n/a	0	0
05/04/07	*	£371	£337	£33	£0	£0	£0	n/a	0	0
05/04/06		£305	£248	£57	£0	£0	£0	n/a	0	0
05/04/05		£411	£287	£124	£0	£0	£0	n/a	0	0
05/04/04	*	£239	£273	£-34	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 42%
Reserves/Spending: 8.4 months
Net Current Assets/Spending: 6 months
Quick Ratio: 5.8

Asset Split ?

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

How it operates

Provides services

Where it operates

Bournemouth, Dorset,

Who it helps

People With Disabilities

Who works here?

18 employees
79 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
Co-Operative Group - Grant to Cherrytree Nursery
£6,072	24/10/2020	We will help local people struggling with mental illness to learn new skills and a qualification in horticulture.
CAF - Grant to Sheltered Work Opportunities Project
£4,000	21/04/2020 3	Grant to Sheltered Work Opportunities Project to support the organisation through COVID19
Co-Operative Group - Grant to Cherry Tree Nursery
£6,696	15/11/2019	We'd like to provide materials for volunteers with mental illnesses to hand out at events, raising awareness and boosting their confidence.
National Lottery Community Fund - Community Space - Place to Learn
£9,385	28/02/2018 12	The funding will be used by a nursery to purchase new equipment including display materials, tables and chairs, and a refreshments station.
Quartet Community Foundation - Disability Rights
£4,500	03/01/2018 18	To 'buy in' the services of a CAB disability rights advisor, to offer advice and signposting to benefits that may be available to members who are all affected by severe mental health issues.
Wolfson Foundation - Grant to Chestnut Nursery
£75,000	04/12/2017	Shop and training unit
Henry Smith Charity - Grant to Sheltered Work Opportunities Project
£60,300	12/03/2015 36	towards three years' salary of a Supervisor at a horticultural nursery project providing work and volunteering opportunities to people with mental health problems in Bournemouth, east Dorset and west ....more towards three years' salary of a Supervisor at a horticultural nursery project providing work and volunteering opportunities to people with mental health problems in Bournemouth, east Dorset and west Hampshire
National Lottery Community Fund - Furnishing our new work and support rooms
£10,000	14/05/2014 12	Not Available
National Lottery Community Fund - Furnishing our new sustainable building
£10,000	26/05/2011 12	This is a project by a charity in Northbourne, Bournemouth. The group will use the funding to purchase furniture, fixtures and equipment for their new building for the benefit of adults with mental ....more This is a project by a charity in Northbourne, Bournemouth. The group will use the funding to purchase furniture, fixtures and equipment for their new building for the benefit of adults with mental ill health. This will provide improved facilities for beneficiaries accessing their sheltered rehabilitation work, where they help to run the garden nursery.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 31-78

CAROLINE ROSEMARY DARBY JENKINS Appointed: 2023

CATHERINE HOSIER Appointed: 2017, Occupation: Community Mental Health Nurse

DEBORAH SUSAN JARMEY Appointed: 2023, Occupation: Retired

JAMES IAN ROBINSON Appointed: 2013, Occupation: Chartered Accountant

KEILAH TOWERS Appointed: 2017, Occupation: Retired

VICTOR WILLIAMS Appointed: 2011, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 12/02/1990, number: 900325
Registered at Companies House on 06/12/1989, number: 02449757

Gift Aid

Registered with HMRC for Gift Aid

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
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; AR07: 178 days late, AR04: 83 days late,

Main office

Sheltered Work Opportunities
Project
Cherry Tree Nursery
Off New Road roundabout
BOURNEMOUTH
BH10 7DA

Objectives

TO EDUCATE RELIEVE AND REHABILITATE, DEVELOP, PROVIDE AND MAINTAIN A RAGE OF OCCUPATIONAL AND VOCATIONAL OPPORTUNITES FOR THE MENTALLY ILL BY THE INSTRUCTION OF SUCH PERSONS IN THE USE OF LAND THROUGH HORTICULTURE, AGRICULTURE FARMING AND GARDENING IN ALL THEIR FORMS AND BY PROVIDING WORKS AND SUCH OTHER TRAINING FACILITIES AS WILL ENABLE THEM TO OBTAIN WORK EXPERIENCE AND ACQUIRE DEVLOP VOCATIONAL SKILLS.

Defined Area of Benefit:

NOT DEFINED

Data Sources