THE FLICKA FOUNDATION

Charity number: 1153858
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE RESCUE & REHABILITATION OF DONKEYS, HORSES & OTHER ANIMALS FROM CRUELTY, NEGLECT OR ABANDONMENT OR ELDERLY ANIMALS THAT REQUIRE VETERINARY CARE AND ATTENTION. FACILITATING UNDER PRIVILEGED, DISABLED & SICK CHILDREN TO INTERACT WITH RESCUE DONKEYS & HORSES, FACILITATING MANY GROUPS INCLUDING THE ELDERLY, HOMES, CLUBS & SCHOOLS, HEART, STROKE, CANCER VICTIMS FOR REHABILITATION THERAPY.

Income and expenditure

Data for financial year ending 31 August 2024

Total income:
£1,402,754

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £1.14m
Charitable activities £0
Other trading activities £187.29k
Investments £74.43k
Other £0

Total expenditure:
£725,630

Text alternative for this canvas graphic is in the data table below.
Raising funds £20.99k
Charitable activities £539.29k
Other £165.35k

£0 investments gains (losses)

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 £186.34k
Charitable expenditure £539.29k
Retained for future use £677.12k

People

22 Employee(s)

6 Trustee(s)

12 Volunteer(s)

Employees with total benefits over £60,000

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

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for being a trustee.

What, who, how, where

What the charity does:
  • Animals
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Defined Groups
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 18 September 2013: Standard registration
  • 03 March 2016: Funds received from 1002448 THE MICHAEL ELLIOTT TRUST
  • 30 November 2016: Funds received from 1119492 THE FLICKA FOUNDATION
Organisation type:
Charitable company
Other names:

No other names

Company number:
08652312 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
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
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MS L STEPHENSON Chair 01 September 1995
None on record
Dr Roger Wood Trustee 14 December 2024
None on record
LINDA PAGET Trustee 24 November 2024
None on record
Lynn Brown Trustee 15 October 2024
None on record
Wendy Draper Trustee 01 June 1998
None on record
MS J GILES Trustee 01 September 1995
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £1.72m £707.62k £451.92k £858.48k £1.40m
Total expenditure £402.17k £482.92k £437.06k £538.25k £725.63k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £21.69k £25.15k £135 N/A N/A
Income - Donations and legacies £1.68m £641.04k N/A £842.78k £1.14m
Income - Other trading activities £35.53k £66.59k N/A £0 £187.29k
Income - Charitable activities £0 £0 N/A £0 £0
Income - Endowments £0 £0 N/A £0 £0
Income - Investment £654 £0 N/A £15.71k £74.43k
Income - Other £0 £0 N/A £0 £0
Income - Legacies £1.31m £184.53k N/A £7.54k £431.88k
Expenditure - Charitable activities £348.10k £420.06k N/A £528.68k £539.29k
Expenditure - Raising funds £54.07k £62.85k N/A £9.57k £20.99k
Expenditure - Governance £7.84k £3.48k N/A £4.61k £25.01k
Expenditure - Grants institution £0 £0 N/A £0 £0
Expenditure - Investment management £0 £0 N/A £0 £0
Expenditure - Other £0 £0 N/A £0 £165.35k

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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Own use assets £312.89k £462.16k N/A £783.66k £1.26m
Long-term investments £0 £1 N/A £1 £0
Other assets £2.02m £2.12m N/A £2.10m £2.35m
Defined benefit pension scheme asset or liability £0 £0 N/A £0 £0
Total liabilities £27.66k £46.06k N/A £13.31k £61.96k

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 August 2024 27 June 2025 On time
Accounts and TAR 31 August 2024 27 June 2025 On time Download Open in new window
Annual return 31 August 2023 28 June 2024 On time
Accounts and TAR 31 August 2023 28 June 2024 On time Download Open in new window
Annual return 31 August 2022 30 June 2023 On time
Accounts and TAR 31 August 2022 30 June 2023 On time Download Open in new window
Annual return 31 August 2021 30 June 2022 On time
Accounts and TAR 31 August 2021 30 June 2022 On time Download Open in new window
Annual return 31 August 2020 10 June 2021 On time
Accounts and TAR 31 August 2020 10 June 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.

MEMORANDUM AND ARTICLES INCORPORATED 15 AUG 2013 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 11/03/2015

Charitable objects

1) TO PROMOTE HUMANE BEHAVIOUR TOWARDS ANIMALS, IN PARTICULAR HORSES AND DONKEYS, BY PROVIDING APPROPRIATE CARE, PROTECTION, TREATMENT AND SECURITY FOR ANIMALS WHICH ARE IN NEED OF CARE AND ATTENTION BY REASON OF SICKNESS, MAL TREATMENT OR POOR CIRCUMSTANCES OR ILL USAGE AND TO EDUCATE THE PUBLIC IN MATTERS PERTAINING TO ANIMAL WELFARE IN GENERAL. (2) THE PREVENTION OF CRUELTY AND SUFFERING AMONG ANIMALS. (3) TO PROVIDE THERAPEUTIC ACTIVITIES FOR UNDER PRIVILEGED, HANDICAPPED AND DISABLED CHILDREN AND ADULTS DESIGNED TO IMPROVE THEIR CONDITIONS OF LIFE BY ARRANGING INTERACTIVE ACTIVITIES WITH RESCUED DONKEYS AND PONIES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED.

Contact information

Address:
Penty Noweth Farm
Trenoweth Lane
Mabe Burnthouse
Penryn
TR10 9JB
Phone:
01326373601
Email:
info@flicka.org.uk
Website:

www.flickafoundation.org.uk Open in new window