Finance Score: 0
Governance Score: 9
Support Score: 10
  • Poor Liquidity: -1
  • Good reserves management: +3
  • Multiple Deficits: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 19 ?

BRATHAY TRUST

Everyone has the capacity to do extraordinary things that can inspire & benefit others. Brathay's mission is to improve the life chances of children, young people & families by inspiring them to engage positively in their communities. Our achievements are supported by knowledge in our research hub & revenue from our people and organisation development consultancy & our enterprising fundraising.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
  • On several occasions in recent years income has been less than spending

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
31/03/23£5,533£5,747£-214£541£1,710£1,7103.6109230
31/03/22£5,065£4,970£95£401£1,982£1,9824.8110165
31/03/21£3,731£3,881£-150£131£1,864£1,8645.810558
31/03/20£4,862£5,157£-295£315£1,824£1,8244.2117236
31/03/19£5,299£5,027£272£330£2,230£2,2305.3110332
31/03/18£4,791£5,120£-329£351£1,927£9012.11130
31/03/17£5,128£5,095£33£314£2,246£1,0632.51090
31/03/16£5,266£5,015£251£320£2,061£8802.11030
31/03/15£5,238£5,188£50£189£1,825£6671.5960
31/03/14£4,702£5,346£-644£169£1,712£1,5523.5920
31/03/13£4,685£5,040£-355£314£2,352£1,2242.9920
31/03/12£3,418£4,304£-886£328£2,576£1,3803.8840
31/03/11£4,658£4,646£12£435£3,422£2,3696.1900
31/03/10£4,572£4,374£198£379£3£20690
31/03/09?£4,400£4,753£-353£319£2,836£1,8444.7770
31/12/07£3,021£3,166£-145£269£3,725£1,6636.3730
31/12/06£4,334£3,871£463n/an/an/an/an/an/a
31/12/05£4,377£4,036£341n/an/an/an/an/an/a
31/12/04£4,080£4,106£-26n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 11.8%
Fundraising Costs/Total Spending: 9.6%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 52%
Liabilities/Income: 33%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.6 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.2
Asset Split ?
Balance Sheet History
Established: 32 years

www.brathay.org.uk

hello@brathay.org.uk

01539433041

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
GiG Classification
  • General Community services
How it operates
  • Provides services
Where it operates
  • Bradford City, Calderdale, Cumbria, Leeds City, Sefton, Sheffield City, Wigan,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups

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£102,228
Garfield Weston Foundation£100,000
BBC Children in Need£98,209
Dulverton Trust£59,264
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - MH - Positive Pathways Programme
£10,000 28/07/2023
The funding will be used to support young people who are at risk of antisocial behaviour and disengaging from education. The project will provide weekly one to one support alongside group activity days to enable young people to learn new skills and ....more
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£50,000 12/05/2023
24
The Magic Programme
Dulverton Trust - the residential element of Brathay’s community programmes
£59,264 08/02/2023
the residential element of Brathay’s community programmes
Cumbria Community Foundation - Healthy Lives: Take and Make
£9,994 15/12/2022
4
Healthy Lives: Take and Make
Charles Hayward Foundation - Grant to Brathay Trust
£20,600 28/10/2022
A programme of early intervention support for young people at risk of becoming involved in anti-social behaviour and vulnerable to criminal activity (Elevate)
Co-Operative Group - Grant to The Brathay Trust
£1,535 22/10/2022
We wish to fundraise to purchase two sailing boats to be used as part of our outdoor experiential learning programmes.
BBC Children in Need - Grant to Brathay Trust
£500 20/10/2022
0
‘Cost of Living uplift: £500 to help projects meet their rising costs and respond to increased demand 31/10/2022’
Cumbria Community Foundation - Elevate
£35,920 05/10/2022
12
Elevate
National Lottery Community Fund - Elevate
£10,000 30/08/2022
The funding will be used to fund a training programme targeted at young people aged 13-16 years who are at risk of offending or being excluded with the aim of incorporating training with trained coaches to deliver outdoor sports activities with ....more
The Shears Foundation - The Brathay Trust
£5,000 09/08/2022
Intervention Programme- The Mental Needs & Hospital Education Service (MNHES)
BBC Children in Need - Grant to Brathay Trust
£30,377 31/01/2022
This project will deliver a 10 week after school programme and residential in Barrow in Furness for young people identified with low level anxiety to increase confidence, help them to manage emotions and improve their communication skills
Charles Hayward Foundation - Grant to Brathay Trust
£9,500 27/10/2021
A programme of early intervention support for young people at risk of becoming involved in anti-social behaviour and vulnerable to criminal activity (Elevate)
Cumbria Community Foundation - The Elevate Programme
£20,464 28/04/2021
The Elevate Programme
National Lottery Community Fund - Early intervention support for young people at risk of anti-social
£10,000 25/02/2021
12
The funding will be used to provide 1:1 holistic support and outreach work to young people aged 13-16 at risk of offending. The project aims to raise their aspirations engage them in positive activities and reduce negative behaviours in the future.
Sport England - TGC CF Power Hooping
£6,222 11/01/2021
11
This project will deliver weekly exercise and fitness sessions using power hoops for women and girls aged 16+.
BBC Children in Need - Grant to Brathay Hall Trust
£67,332 09/09/2020
18
COVID19 - This project will deliver wellbeing, education and training programmes for vulnerable young people in Whitehaven, Carlisle, Kendal and Penrith who are affected by Covid-19, to help them improve their mental health, employability and life ....more
Garfield Weston Foundation - Main Grants award - COVID19 response
£50,000 17/07/2020
Brathay Hall
Cumbria Community Foundation - Strong Foundations: Successful Futures
£10,000 10/07/2020
6
Strong Foundations: Successful Futures
Cumbria Community Foundation - Hire and electricity costs for 4 portable shower/toilet units
£6,850 17/06/2020
3
Hire and electricity costs for 4 portable shower/toilet units
Leeds Community Foundation - Covid-19
£5,000 27/04/2020
2
Grant to Brathay Trust
Leeds Community Foundation - Grant to Brathay Trust
£13,210 09/03/2020
6
We’ll work with 12 young people aged from 13 to 19 to broaden their horizons, raise their aspirations and increase their awareness of higher education opportunities.
Cumbria Community Foundation - Getting Ready Together
£10,000 03/03/2020
Getting Ready Together
Cumbria Community Foundation - Aspiring Leaders Programme (Cohort 4)
£4,500 09/01/2020
Aspiring Leaders Programme (Cohort 4)
Cumbria Community Foundation - Aspiring Leaders Programme (Cohort 4)
£4,500 09/01/2020
Aspiring Leaders Programme (Cohort 4)
Leeds Community Foundation - Missing Bradford
£4,754 19/12/2019
5
Our proposal is to target children and young people who regularly go missing from home or care. Our successful residential programme engages young people and their key workers to build rapport and trust, enabling the ‘push and pull’ factors to ....more
National Lottery Community Fund - Minibus Purchase
£10,000 18/10/2019
12
Minibus Purchase
Dulverton Trust - residentials for vulnerable young people
£90,750 13/06/2018
residentials for vulnerable young people
BBC Children in Need - Grant to Brathay Hall Trust
£28,512 13/03/2018
36
This project will work with young people affected by mental health issues to deliver creative, engaging and supportive workshops and residentials to improve wellbeing, confidence and self belief.
National Lottery Heritage Fund - Grant to Brathay Trust
£2,900 04/01/2018
PILOTNW Talking Histories
DCMS - LCF Development Grants
£45,000 15/06/2017
Tr complete feasability and development work on devising a social impact bond financed project
Sport England - Netball for All
£9,231 10/03/2017
6
Funding under Sport England's Small Grants funding programme for a Revenue project titled Netball for All. This project is a Netball project, with a focus on younger beneficiaries.
First Ark - Employment Training and Education
£99,000 23/02/2017
Vulnerable children
Youth Music - On Trax!
£21,785 21/04/2016
On Trax!
Dulverton Trust - training for disadvantaged young people
£75,000 15/02/2012
training for disadvantaged young people
National Lottery Community Fund - New Beginnings
£988,662 05/05/2011
49
Brathay Trust receive £988,662 for New Beginnings, a mentor led project for vulnerable young people leaving care in Ambleside and Cumbria. The project will provide one-to-one support and skills such as cookery courses, food hygiene, nutrition, ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees: 37-68
  • ANDREW STUART WATSON Appointed: 2021, Occupation: Non-Executive Director
  • BETH SUZANNE LOCKHART Appointed: 2022, Occupation: Finance Business Partner
  • CHRISTOPHER DICKINSON Appointed: 2019, Occupation: Local Government Manager
  • DAVID JOHN ROBERTS Appointed: 2024, Occupation: Freelance Advisor
  • JENNIFER MACDUFF Appointed: 2024, Occupation: Civil Servant
  • JULIE MICHAELA RANDLES Appointed: 2024, Occupation: Charity Eo
  • LUCIE SMITH Appointed: 2023, Occupation: Head Of Finance
  • MARC ANDREW PATE Appointed: 2015, Occupation: Stonemason
  • NIGEL IAN AITCHISON Appointed: 2024, Occupation: Retired
  • PAUL JOHNSON Appointed: 2017, Occupation: Managing Director
  • SARAH HODGSON-JONES Appointed: 2019, Occupation: Director Of Tour Operator
Legal constitution
  • Charitable company registered in England & Wales on 24/05/1993, number: 1021586
  • Registered at Companies House on 30/04/1993, number: 02814206
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
19 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from SCHOOL ANGEL on 01/06/2022
Main office

Brathay Trust
Brathay Hall
Clappersgate
AMBLESIDE
LA22 0HP

Objectives

(A) TO ESTABLISH AND MAINTAIN A CENTRE OR CENTRES IN ANY PART OF GREAT BRITAIN FOR THE EDUCATION INCLUDING THE PHYSICAL TRAINING AND MORAL INTELLECTUAL AND PHYSICAL DEVELOPMENT OF YOUNG PERSONS OF BOTH SEXES FROM WITHIN THE UNITED KINGDOM. (B) TO INSTITUTE AND PROSECUTE, WHETHER AT THE SAID CENTRES OR ELSEWHERE, INVESTIGATION AND RESEARCH INTO QUESTIONS AFFECTING THE EDUCATION OF SUCH PERSONS. (C) TO INSTRUCT THE STAFF OF SUCH CENTRES AND OTHER PERSONS TO QUALIFY THEM TO PROMOTE THE AFORESAID PURPOSES. (D) TO PROMOTE ANY OTHER CHARITABLE PURPOSES OF AN EDUCATIONAL NATURE WHICH CAN CONVENIENTLY BE PROMOTED IN COMBINATION WITH ALL OR ANY OF THE PURPOSES AFORESAID.

Defined Area of Benefit:

GREAT BRITAIN

Data Sources

Charity Commission for England and Wales
360 Giving

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