Finance Score: 3
Governance Score: 2
Support Score: 5
  • Poor Liquidity: -1
  • Reasonable growth: +1
  • Fundraising costs low: +3
  • No conflicts policy: -1
  • Gender balanced board: +3
  • Overall weighted support: +5
Overall GiG Score: 10 ?

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 several prominent grant makers recently
  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • Fundraising costs are 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:

  • Liquidity appears to have been slender at the latest year end

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/09/23£543£601£-58£31£110£330.780
30/09/22£571£521£50£25£169£781.881
30/09/21£393£339£54n/an/an/an/an/an/a
30/09/20£309£306£3n/an/an/an/an/an/a
30/09/19£357£418£-62n/an/an/an/an/an/a
30/09/18£425£396£29n/an/an/an/an/an/a
30/09/17£372£382£-10n/an/an/an/an/an/a
30/09/16£483£399£84n/an/an/an/an/an/a
30/09/15£466£407£59n/an/an/an/an/an/a
30/09/14£426£351£75n/an/an/an/an/an/a
30/09/13£486£386£100n/an/an/an/an/an/a
30/09/12£370£385£-16n/an/an/an/an/an/a
30/09/11£408£395£14n/an/an/an/an/an/a
30/09/10£415£464£-49n/an/an/an/an/an/a
30/09/09£408£412£-4n/an/an/an/an/an/a
30/09/08£348£395£-47n/an/an/an/an/an/a
30/09/07£367£385£-19n/an/an/an/an/an/a
30/09/06£373£392£-19n/an/an/an/an/an/a
30/09/05?£498£568£-70n/an/an/an/an/an/a
30/06/04£463£449£14n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 5.6%
Fundraising Costs/Total Spending: 5.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 87%
Liabilities/Income: 139%
Unrestricted Funds/Total Funds: 30%
Reserves/Spending: 0.7 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.3
Asset Split ?
Balance Sheet History
Established: 32 years

www.kepplewray.org.uk

stay@kepplewray.org.uk

01229716936

Charity Commission for England and WalesFacebookInstagram
UN SDGs
?
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 supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Cumbria Community Foundation£27,500
National Lottery Community Fund£9,000
Co-Operative Group£1,882
Specific Donations
Amount When
Months
To be used for
Cumbria Community Foundation - The Kepplewray Centre repairs project
£19,500 25/01/2023
14
The Kepplewray Centre repairs project
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 mountains-based activities geared mainly for inclusion and ....more
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

  • CAROLINE ARMSTRONG MS Appointed: 2019
  • CANON JOHN RALPH LIBBY (Chair)
  • MARIAN BROWNE
  • MICHAEL GORDON LIBBY Appointed: 2015
  • STEPHANIE BEVAN Appointed: 2017
Legal constitution
  • Charity registered in England & Wales on 16/12/1992, number: 1015762
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints 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
  • Volunteer management
Filing Record
20 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

Charity Commission for England and Wales
360 Giving

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