RYEDALE SPECIAL FAMILIES

Charity number: 1170988
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Supporting families of children, young people and young adults with disabilities and additional needs in Ryedale, North Yorkshire

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,441,662

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Donations and legacies £73.14k
Charitable activities £1.25m
Other trading activities £105.87k
Investments £9.14k
Other £0

Total expenditure:
£928,228

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Raising funds £17.57k
Charitable activities £910.66k
Other £0

£0 investments gains (losses)

Total income includes £787,049 from 4 government contract(s) and £25,000 from 2 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £17.57k
Charitable expenditure £910.66k
Retained for future use £513.43k

People

41 Employee(s)

8 Trustee(s)

67 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Disability
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • North Yorkshire

Governance

Registration history:
  • 05 January 2017: CIO registration
  • 25 November 2017: Funds received from 1069586 RYEDALE SPECIAL FAMILIES
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • 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
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Caroline Shepherdson Chair 29 November 2015
None on record
Tracy Goodfellow Trustee 20 May 2024
None on record
Keith Mitchelmore Trustee 04 December 2023
None on record
Nicholas Simpson Trustee 29 March 2022
None on record
James Cundall MBE Trustee 11 August 2020
None on record
RUTH HATTON Trustee 15 January 2019
None on record
SIOBAN OSTOJA-STARZEWSKA Trustee 01 April 2017
None on record
MICHAEL GARROD Trustee 15 November 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £672.02k £691.14k £708.63k £917.15k £1.44m
Total expenditure £577.43k £525.87k £634.12k £746.88k £928.23k
Income from government contracts £330.03k £366.41k £378.27k £385.35k £787.05k
Income from government grants N/A £48.35k £17.84k N/A £25.00k
Income - Donations and legacies £97.28k £77.12k £24.14k £49.96k £73.14k
Income - Other trading activities £91.19k £45.84k £0 £484 £105.87k
Income - Charitable activities £483.31k £525.50k £614.12k £689.04k £1.25m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £238 £101 £40 £1.95k £9.14k
Income - Other £0 £42.59k £70.33k £175.71k £0
Income - Legacies £0 £0 £0 £30.00k £0
Expenditure - Charitable activities £546.92k £513.46k £616.33k £720.50k £910.66k
Expenditure - Raising funds £30.51k £12.40k £17.80k £26.38k £17.57k
Expenditure - Governance £2.85k £2.00k £2.07k £2.55k £9.54k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £105 £197.95k £205.06k £252.75k £616.93k
Long-term investments £0 £0 £0 £0 £0
Other assets £345.58k £341.02k £415.32k £544.63k £733.67k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £13.32k £40.27k £47.14k £53.89k £93.66k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 21 January 2025 On time
Accounts and TAR 31 March 2024 21 January 2025 On time Download Open in new window
Annual return 31 March 2023 23 November 2023 On time
Accounts and TAR 31 March 2023 23 November 2023 On time Download Open in new window
Annual return 31 March 2022 20 January 2023 On time
Accounts and TAR 31 March 2022 20 January 2023 On time Download Open in new window
Annual return 31 March 2021 24 December 2021 On time
Accounts and TAR 31 March 2021 24 December 2021 On time Download Open in new window
Annual return 31 March 2020 06 January 2021 On time
Accounts and TAR 31 March 2020 06 January 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - ASSOCIATION Registered 05 Jan 2017

Charitable objects

THE RELIEF OF CHILDREN, YOUNG PEOPLE AND YOUNG ADULTS WITH DISABILITIES, ADDITIONAL NEEDS AND ILLNESS, THEIR FAMILIES AND/OR CARERS, IN RYEDALE, NORTH YORKSHIRE IN PARTICULAR, BUT NOT EXCLUSIVELY, BY THE PROVISION OF AN INFORMATION, ADVICE AND SUPPORT SERVICE

Contact information

Address:
121 TOWN STREET
OLD MALTON
MALTON
YO17 7HD
Phone:
01653699000
Email:
post@ryedalespecialfamilies.org.uk
Website:

www.ryedalespecialfamilies.org.uk Open in new window