Finance Score: -3

Governance Score: 1

Support Score: 2

Volatile income: -3
No PartB

No volunteer policy: -2
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 0

PETERSON'S FUND FOR CHILDREN

The charity assists children from Surrey and the surrounding areas that have diabiliites by providing funds to help their development.

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

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
31/08/23		£70	£75	£-5	n/a	n/a	n/a	n/a	n/a	10
31/08/22		£67	£72	£-5	n/a	n/a	n/a	n/a	n/a	20
31/08/21		£66	£42	£24	n/a	n/a	n/a	n/a	n/a	10
31/08/20		£96	£91	£5	n/a	n/a	n/a	n/a	n/a	5
31/08/19	*	£93	£87	£6	n/a	n/a	n/a	n/a	n/a	20
31/08/18		£105	£90	£16	£0	£0	£0	n/a	0	0
31/08/17		£69	£73	£-4	£0	£0	£0	n/a	0	0
31/08/16		£59	£77	£-17	£0	£0	£0	n/a	0	0
31/08/15		£41	£42	£-1	£0	£0	£0	n/a	0	0
31/08/14		£41	£36	£4	£0	£0	£0	n/a	0	0
31/08/13		£31	£27	£4	£0	£0	£0	n/a	0	0
31/08/12		£21	£12	£9	£0	£0	£0	n/a	0	0
31/08/11		£14	£13	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 13 years

www.petersonsfundforchildren.org

petersonsfund@gmail.com

01932251191

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Bracknell Forest, East Sussex, Hampshire, Kent, Surrey, West Sussex, Windsor And Maidenhead, Wokingham,

Who it helps

Children/Young People
People With Disabilities

Who supports 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.

Major supporters in last 5 years

Community Foundation for Surrey	£10,000
DCMS	£9,400
Co-Operative Group	£3,071

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Peterson's Fund for Children
£1,541	22/10/2022	We would like to provide the families we support with weekly groceries, as they have lost their main source of income due to Covid-19. This will help take care of their mental and physical wellbeing.
Co-Operative Group - Grant to Peterson's Fund for Children
£1,530	23/10/2021	We'd like to provide healthy groceries to the families we support who are caring for a mentally or physically disabled child during the pandemic, without any external help.
Community Foundation for Surrey - COVID19 - Food and Essentials
£5,000	23/11/2020	Funding to provide nutritious food for children with severe mental and physical disabilities, and families
DCMS - Coronavirus Community Support Fund
£9,400	25/06/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Community Foundation for Surrey - COVID19 - Food and Essentials
£5,000	29/04/2020	Funding toward food shopping of specific items for a charity, based in Elmbridge, that offers therapy for children with cystic fibrosis and respite for their families, during the Covid-19 pandemic.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Gender Split

CHARLENE PETERSON (Chair)

HANNAH PETERSON

KIM VO Appointed: 2020

LAUREN RAHLSON

MELANIE WHITE Appointed: 2020

TIMOTHY PETERSON

Legal constitution

Charity registered in England & Wales on 05/05/2011, number: 1141737

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints 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
Trustee expenses policy and procedures

Filing Record

13 returns made; AR19: 43 days late,

Main office

33a Broadwater Close
Hersham
Walton-on-Thames
KT12 5DD

Objectives

THE ASSOCIATION IS TO PROVIDE FINANCIAL AND OTHER ASSISTANCE TO FAMILIES THAT HAVE CHILDREN AND OTHER YOUNG PERSONS WITH MENTAL AND/OR PHYSICAL DISABILITIES IN THE COUNTY OF SURREY AND SURROUNDING AREAS. THE ASSISTANCE WILL INCLUDE PROVIDING FUNDING TO ENABLE THE FAMILIES TO PROVIDE THERAPY AND OBTAIN SPECIALIST EQUIPMENT AND TO PROVIDE CARE WORKERS AND OTHER PROFESSIONALS THAT OTHERWISE WOULD NOT BE AVAILABLE UNDER PUBLIC ASSISTANCE TO ENHANCE THE LIVES OF THE CHILDREN AND YOUNG PERSONS.

Defined Area of Benefit:

SURREY

Data Sources