Finance Score: 0

Governance Score: 2

Support Score: 4

Liabilities <10%: +3
Excess reserves: -3

No conflicts policy: -1
Good trustee age range: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 6

THE RONA TRUST

We provide opportunities through sail training, for young people and people with disabilities to gain a sense of responsibility resourcefulness and teamwork that will help them throughout their lives.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £1,164,616 available, equivalent to 33 months of spending and so may not be able to utilise additional funding

Established: 25 years

www.ronasailingproject.org.uk

SARAH@RONASAILINGPROJECT.ORG.UK

01489 885098

Charity Commission for England and Wales

Tweets

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
31/10/22		£511	£426	£86	£0	£1,165	£1,165	32.8	4	180
31/10/21		£405	£386	£19	n/a	n/a	n/a	n/a	n/a	300
31/10/20		£294	£312	£-18	n/a	n/a	n/a	n/a	n/a	180
31/10/19		£509	£492	£17	£0	£1,077	£1,077	26.3	4	200
31/10/18		£463	£403	£60	£0	£0	£0	n/a	0	300
31/10/17		£674	£541	£133	£0	£1,001	£1,001	22.2	4	0
31/10/16		£561	£482	£80	£0	£868	£814	20.3	4	0
31/10/15		£458	£908	£-450	£0	£0	£0	n/a	0	0
31/10/14	*	£451	£424	£26	£0	£0	£0	n/a	0	0
31/10/13		£491	£462	£29	£0	£0	£0	n/a	0	0
31/10/12		£451	£440	£10	£0	£0	£0	n/a	0	0
31/10/11		£423	£401	£22	£0	£0	£0	n/a	0	0
31/10/10		£389	£523	£-135	£0	£0	£0	n/a	0	0
31/10/09		£441	£436	£4	£0	£0	£0	n/a	0	0
31/10/08		£439	£437	£2	£0	£0	£0	n/a	0	0
31/10/07		£856	£368	£488	£12	£1,278	£723	23.6	7	0
31/10/06		£479	£360	£119	£0	£0	£0	n/a	0	0
31/10/05		£352	£342	£10	£0	£0	£0	n/a	0	0
31/10/04		£352	£342	£10	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 32.8 months
Net Current Assets/Spending: 20 months
Quick Ratio: 13.4

Asset Split ?

Listed activities

Amateur Sport
Education/Training

How it operates

Other charitable activities
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

4 employees
180 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
The Leathersellers' Company Charitable Fund - Grant to Rona Trust
£12,000	07/12/2017	Main Grant unrestricted core costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-87

ALAN RICHARDSON Appointed: 1998, Occupation: Business Consutlant

ANDREW DONALD SEARLE Appointed: 2013, Occupation: Company Director

ANDREW WRIGHT Appointed: 2018, Occupation: Maritime Professional

CHRISTOPHER BEANE Appointed: 2018, Occupation: Retired

CHRISTOPHER MATTHEWS Appointed: 2012, Occupation: Production Director

CLAIRE CLEAVER Appointed: 2024

DR DUNCAN FARRANT Appointed: 2005, Occupation: Scientist

DAWN BISHOP Appointed: 2013, Occupation: Parenting Advisor

GILES ALEXANDER THORLEY Appointed: 2002, Occupation: Company Director

REBECCA SHAW Appointed: 2013, Occupation: Chief Executive

WIILLIAM HEATHCOAT AMORY Appointed: 2012, Occupation: Barrister

WILLAIM WHITEHOUSE-VAUX (Chair) Appointed: 1995, Occupation: Barrister

Legal constitution

Charitable company registered in England & Wales on 21/12/1998, number: 1073048
Registered at Companies House on 14/10/1998, number: 03650377

Gift Aid

Registered with HMRC for Gift Aid

Event History

07/09/2021 - Asset transfer in from THE JANE SLADE PROJECT
18/03/2024 - Asset transfer in from JAMES MYATT TRUST

Policies in force

Complaints handling
Paying staff
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR14: 23 days late,

Recent reorganisation events:

Asset transfer in from THE JANE SLADE PROJECT on 07/09/2021
Asset transfer in from JAMES MYATT TRUST on 18/03/2024

Main office

Rona Sailing Project
Hangar 1a
Premier Universal Marina,
Sarisbury Green
SOUTHAMPTON
SO31 7ZN

Objectives

TO PROMOTE SUCH AND ANY EDUCATIONAL OBJECTS OR PURPOSES TENDING TO ADVANCE THE EDUCATION AND PHYSICAL, MENTAL AND SPIRITUAL DEVELOPMENT OF CHILDREN YOUNG PERSONS AND DISADVANTAGED ADULT PERSONS AND THEIR HELPERS BY PROVIDING OR ASSISTING IN THE PROVISION OF OPPORTUNITIES FOR TRAINING IN AND EXPERIENCE OF SEAMANSHIP NAVIGATION AND BOAT-HANDLING FOR SUCH PERSONS SO THAT THEY MAY GROW TO FULL MATURITY BOTH PHYSICALLY AND MENTALLY AS INDIVIDUALS AND MEMBERS OF SOCIETY.

Defined Area of Benefit:

NOT DEFINED

Data Sources