FITZROY SUPPORT

Charity number: 1011290
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Established in 1962, FitzRoy Support ,known as FitzRoy is a national charity that provides practical support for adults with learning and physical disabilities. The service we provide is totally tailored to the wants, needs and aspirations of the individual. Our vision, mission and principles reflect our total commitment to the people we support.

Income and expenditure

Data for financial year ending 31 March 2024

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.

Fundraising

No information available

Trading

One or more trustees are also directors of the 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:
  • People With Disabilities
How the charity helps:
  • Provides Services
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 20 May 1992: Standard registration
  • 13 December 2012: Funds received from 210205 SEARCHLIGHT WORKSHOPS
  • 12 March 2014: Funds received from 1138171 SEARCHLIGHT SUSSEX
  • 22 May 2015: Funds received from 1017367 THE LEO TRUST
  • 19 June 2024: Funds received from 263871 THE PETERSFIELD SOCIETY FOR SPECIAL NEEDS
Organisation type:
Charitable company
Other names:
  • ELIZABETH FITZROY SUPPORT (Previous name)
Company number:
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
  • 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
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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Martin Kyndt Chair 23 January 2019
None on record
Matthew David Moth Trustee 01 November 2024
None on record
Edwina Jane Johnston Trustee 18 October 2023
None on record
Jonathon Derrick Altham Trustee 17 October 2023
None on record
Sarju Mistry Trustee 26 January 2023
COMFORT U BAGS
Received: On time
Saad Samir Sayeed Trustee 29 September 2022
None on record
Julie Carol Whetton Trustee 28 January 2021
None on record
Neil Ramsay Blackley Trustee 24 September 2020
YATELEY INDUSTRIES FOR THE DISABLED LIMITED
Received: On time
Mark Andrew Sanderson Trustee 11 July 2019
None on record
Dawn Caroline Jacobs Trustee 23 May 2019
None on record
Derrick McCourt Trustee 03 November 2017
None on record
David Evans Trustee 22 September 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 £36.62m £40.12m £41.03m £41.30m £53.87m
Total expenditure £36.07m £38.26m £39.11m £42.69m £53.00m
Income from government contracts £36.20m £39.09m £38.41m £40.55m £52.26m
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £384.56k £358.52k £2.58m £651.45k £492.56k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £36.20m £39.09m £38.41m £40.55m £52.26m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £36.03k £15.50k £11.27k £97.11k £210.09k
Income - Other £0 £655.52k £33.80k £0 £909.56k
Income - Legacies £34.68k £60.06k £2.28m £451.75k £270.50k
Expenditure - Charitable activities £35.89m £38.09m £38.88m £42.51m £52.86m
Expenditure - Raising funds £180.32k £170.70k £236.58k £184.93k £134.62k
Expenditure - Governance £149.63k £38.27k £181.98k £225.21k £258.19k
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 £12.70m £11.79m £11.68m £12.22m £12.46m
Long-term investments £57.78k £65.74k £69.13k £67.44k £65.26k
Other assets £10.40m £14.02m £15.65m £13.62m £14.12m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £3.13m £3.98m £3.57m £3.48m £3.35m

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 29 October 2024 On Time
Accounts and TAR 31 March 2024 29 October 2024 On Time Download Open in new window
Annual return 31 March 2023 24 November 2023 On Time
Accounts and TAR 31 March 2023 24 November 2023 On Time Download Open in new window
Annual return 31 March 2022 16 December 2022 On Time
Accounts and TAR 31 March 2022 16 December 2022 On Time Download Open in new window
Annual return 31 March 2021 27 September 2021 On Time
Accounts and TAR 31 March 2021 27 September 2021 On Time Download Open in new window
Annual return 31 March 2020 30 September 2020 On Time
Accounts and TAR 31 March 2020 30 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
FITZROY
FITZROY HOUSE
8 HYLTON ROAD
PETERSFIELD
GU32 3JY
Phone:
01730711111