Finance Score: 1

Governance Score: 2

Support Score: 4

Low unrestricted reserves: -2
Fundraising costs low: +3

No conflicts policy: -1
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 7

THE KEPPLEWRAY TRUST

Kepplewray challenges exclusion and is founded on a commitment to bring disabled and non-disabled people together as equal partners.We operate a fully accessible education and activity centre offering adventure, challenge and relaxation with full-board accommodation and home-cooked food. We provide training on disability awareness and undertake access auditing.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

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
30/09/22	£571	£521	£50	£25	£169	£78	1.8	8	1
30/09/21	£393	£339	£54	n/a	n/a	n/a	n/a	n/a	3
30/09/20	£309	£306	£3	n/a	n/a	n/a	n/a	n/a	3
30/09/19	£357	£418	£-62	n/a	n/a	n/a	n/a	n/a	3
30/09/18	£425	£396	£29	£0	£0	£0	n/a	0	2
30/09/17	£372	£382	£-10	£0	£0	£0	n/a	0	0
30/09/16	£483	£399	£84	£0	£0	£0	n/a	0	0
30/09/15	£466	£407	£59	£0	£0	£0	n/a	0	0
30/09/14	£426	£351	£75	£0	£0	£0	n/a	0	0
30/09/13	£486	£386	£100	£0	£0	£0	n/a	0	0
30/09/12	£370	£385	£-16	£0	£0	£0	n/a	0	0
30/09/11	£408	£395	£14	£0	£0	£0	n/a	0	0
30/09/10	£415	£464	£-49	£0	£0	£0	n/a	0	0
30/09/09	£408	£412	£-4	£0	£0	£0	n/a	0	0
30/09/08	£348	£395	£-47	£0	£0	£0	n/a	0	0
30/09/07	£367	£385	£-19	£0	£0	£0	n/a	0	0
30/09/06	£373	£392	£-19	£0	£0	£0	n/a	0	0
30/09/05?	£498	£568	£-70	£0	£0	£0	n/a	0	0
30/06/04	£463	£449	£14	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.4%
Fundraising Costs/Total Spending: 4.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 82%
Liabilities/Income: 137%
Unrestricted Funds/Total Funds: 46%
Reserves/Spending: 1.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.7

Asset Split ?

Established: 31 years

www.kepplewray.org.uk

stay@kepplewray.org.uk

01229716936

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
Religious Activities

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Burundi, Cumbria,

Who it helps

Children/Young People
People With Disabilities
The General Public/Mankind

Who works here?

8 employees
1 volunteer

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.

Major supporters in last 5 years

National Lottery Community Fund	£9,000
Cumbria Community Foundation	£8,000
Co-Operative Group	£1,882

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - The Kepplewray Participation Inclusion Fund
£9,000	13/01/2023	This funding will be used to continue to provide subsidised access to all-inclusive activity breaks at the group's centre in Cumbria. Offering a wide range of challenging and fun water and ....more This funding will be used to continue to provide subsidised access to all-inclusive activity breaks at the group's centre in Cumbria. Offering a wide range of challenging and fun water and mountains-based activities geared mainly for inclusion and self-development for young people from disadvantaged backgrounds including those with disabilities.
Co-Operative Group - Grant to The Kepplewray Centre
£1,882	22/10/2022	We welcome 2,000 young people every year from the south Lakes and beyond for fantastic outdoor activities including climbing, abseiling, kayaking, paddle-boarding, and much else besides.
Cumbria Community Foundation - Boosting The Kepplewray Participation Inclusion Fund for disadvantaged YP
£8,000	28/07/2021	Boosting The Kepplewray Participation Inclusion Fund for disadvantaged YP
Co-Operative Group - Grant to The Kepplewray Centre
£3,049	19/11/2018	We want to buy a fleet of stand up paddleboards to increase the variety of watersports experiences we can offer to the local community.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Gender Split

MARIAN BROWNE

MICHAEL GORDON LIBBY Appointed: 2015

STEPHANIE BEVAN Appointed: 2017

CAROLINE ARMSTRONG MS Appointed: 2019, Other trusteeships: SOCIETY FOR THE RELIEF OF DISTRESS, THE NOTTING HILL PREP FOUNDATION,

CANON JOHN RALPH LIBBY (Chair), Other trusteeship: RESTORE (CUMBRIA),

Legal constitution

Charity registered in England & Wales on 16/12/1992, number: 1015762

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

THE KEPPLEWRAY CENTRE
KEPPLEWRAY HILL
BROUGHTON-IN-FURNESS
CUMBRIA
LA20 6HE

Objectives

(1)THE ADVANCEMENT OF THE CHRISTIAN RELIGION EITHER IN THE UNITED KINGDOM OR OVERSEAS (11)THE ADVANCEMENT FOR THE PUBLIC BENEFIT OF RELIGIOUS OR OTHER EDUCATION. IN PARTICULAR TO RELIEVE AND ADVANCE THE EDUCATION OF HANDICAPPED AND POOR CHILDREN AND YOUNG PERSONS THROUGH THEIR LEISURE TIME ACTIVITIES IN A CHRISTIAN ENVIRONMENT SO TO DEVELOP THEIR MENTAL AND PHYSICAL CAPABILITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THAT THEIR CONDITIONS OF LIFE MAY BE IMPROVED. (111)THE RELIEF OF THE AGED POOR SICK OR DISABLED.

Defined Area of Benefit:

UNITED KINGDOM OR OVERSEAS

Data Sources