THE FERN PARTNERSHIP
5. The objects of the Charity are specifically restricted to the following: a. to advance the education of the pupils by raising funds for items and activities over and above these which the LEA provide for; b. in partnership with community organisations and businesses assist in developing the lives and well-being of the community;
Objects
THE OBJECTS OF THE CHARITY ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:A. THE ADVANCEMENT OF EDUCATION OF THE PUPILS OF FERNDALE COMMUNITY SCHOOL BY RAISING FUNDS FOR ITEMS AND ACTIVITIES OVER AND ABOVE THESE WHICH THE LEA PROVIDE FOR;B. THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR IN THE UPPER RHONDDA FACH BY ALL OR ANY OF THE FOLLOWING MEANS:I. THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE;II. THE PROVISION OF ASSISTANCE, ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES; III. THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES IN RELATIONS TO CHARITY ASSETS;IV. THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES;V. THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT;VI. THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE;VII. THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME;VIII. SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES.
Financial health, per its FY2025 accounts
The accounts state that the charity generated a net surplus of £57,479 for the year, with total income rising to £1,298,127. However, the trustees note that the charity remains significantly dependent on grant funding, identifying a reduction in grant income as a material risk to future sustainability. Unrestricted reserves stood at £132,926, which the trustees acknowledge is below their stated policy target of three months of operating reserves.
What the accounts disclose
“Total Incoming Resources —_ 1,054,921 243,206 1,298,127” — page 14
“To mitigate this, the trustees consider that maintaining three months of operating reserves is essential to ensure continuity of staffing and to allow service users to be supported or safely transitioned should funding difficulties arise.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management 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
- Volunteer management
Leadership, per the charity’s website
- Michelle Coburn-Hughes — Director of Business
Funders the charity credits
- European Regional Development Fund
- Welsh Government
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Kelvin Joneschair
- David Owen Dean
- Heather Nicholas
- Howard Burge
- MICHELLE COBURN-HUGHES
- Michael Davies
- Nathan Prygodzicz
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.3m | £1.2m |
| 31/03/2024 | £995k | £991k |
| 31/03/2023 | £961k | £955k |
| 31/03/2022 | £899k | £881k |
| 31/03/2021 | £965k | £878k |
Common questions
Is THE FERN PARTNERSHIP financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated a net surplus of £57,479 for the year, with total income rising to £1,298,127. However, the trustees note that the charity remains significantly dependent on grant funding, identifying a reduction in grant income as a material risk to future sustainability. Unrestricted reserves stood at £132,926, which the trustees acknowledge is below their stated policy target of three months of operating reserves. Its FY2025 accounts were audited by RH Jeffs and Rowe.
Who funds THE FERN PARTNERSHIP?
Funders whose own accounts filings name THE FERN PARTNERSHIP as a grant recipient include MOONDANCE FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| MOONDANCE FOUNDATION | FY2023 | £30k |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 19/05/2026 | £20k | Wales COLC - Community Holiday Food and Fun |
| The National Lottery Community Fund | 26/11/2020 | £347k | Together as a Community - Rhondda Fach |
| The National Lottery Community Fund | 04/03/2020 | £10k | Connecting Communities |
| The National Lottery Community Fund | 20/02/2020 | £990 | Generations Together |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CSIS CHARITY FUND | 1 | £63k |
| SIR HARRY PILKINGTON FUND | 1 | £2k |
| CURIOUS MINDS | 1 | £600 |
Charities like this
- FEARON COMMUNITY ASSOCIATION LIMITED
- FRIENDS OF DANES HILL
- BUSINESS EDUCATION PARTNERSHIP (UK) LTD
- OSBORNE HOUSE COMMUNITY NURSERY LTD
- LIVERPOOL LEARNING PARTNERSHIP LTD
- THE PETERBOROUGH SCHOOL LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE FERN PARTNERSHIP | £1.3m | — | 0 | unclear | — | no doubt |
| FEARON COMMUNITY ASSOCIATION LIMITED | £305k | — | 0 | above | — | noted |
| FRIENDS OF DANES HILL | £162k | — | 0 | unclear | — | no doubt |
| BUSINESS EDUCATION PARTNERSHIP (UK) LTD | £1.9m | — | 0 | below | — | no doubt |
| OSBORNE HOUSE COMMUNITY NURSERY LTD | £549k | — | 0 | above | — | no doubt |
| LIVERPOOL LEARNING PARTNERSHIP LTD | £379k | — | 0 | unclear | — | no doubt |