Finance Score: 0

Governance Score: 0

Support Score: 1

Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs low: +3

Grant maker support: +1

Overall GiG Score: 1

HOLLYBANK TRUST

The provision of education, therapy, medical support and residential care for children and adults with profound and complex physical disabilities in a specialist school ,children's home and adult homes.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
On several occasions in recent years income has been less than spending

Established: 29 years

www.hollybanktrust.com

admin@hollybanktrust.com

01924490833

Charity Commission for England and Wales

Tweets

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
31/03/23		£16,739	£17,186	£-448	£9	£22,985	£22,325	15.6	436	35
31/03/22		£15,922	£15,812	£111	£9	£23,435	£22,758	17.3	508	50
31/03/21		£15,133	£14,617	£516	£9	£23,319	£22,631	18.6	453	0
31/03/20		£14,518	£14,209	£309	£170	£22,794	£22,062	18.6	453	70
31/03/19		£13,540	£14,925	£-1,385	£230	£22,486	£21,786	17.5	438	100
31/03/18		£12,419	£12,299	£120	£243	£17,149	£16,540	16.1	401	0
31/03/17		£12,051	£11,844	£207	£209	£17,145	£16,516	16.7	404	0
31/03/16		£11,867	£11,479	£389	£303	£16,757	£16,028	16.8	402	0
31/03/15		£11,959	£11,496	£463	£427	£13,123	£12,506	13.1	364	0
31/03/14		£12,117	£11,045	£1,073	£322	£13,054	£12,419	13.5	391	0
31/03/13		£11,496	£10,527	£969	£303	£11,638	£10,533	12	378	0
31/03/12	*	£12,271	£10,330	£1,941	£257	£10,749	£9,719	11.3	409	0
31/03/11		£11,232	£9,731	£1,501	£311	£9,475	£8,505	10.5	381	0
31/03/10		£10,061	£9,745	£316	£242	£6,481	£5,849	7.2	368	0
31/03/09		£9,261	£8,585	£676	£288	£6,429	£4,953	6.9	322	0
31/03/08		£8,240	£7,833	£406	£265	£5,524	£3,958	6.1	319	0
31/03/07		£7,454	£6,911	£543	£248	£5,632	£4,049	7	302	0
31/03/06		£7,706	£6,315	£1,391	£0	£0	£0	n/a	0	0
31/03/05		£6,202	£5,788	£414	£0	£0	£0	n/a	0	0
31/03/04	*	£5,088	£4,820	£268	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 11%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 15.6 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.8

Asset Split ?

Listed activities

Accommodation/Housing
Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

How it operates

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

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
People With Disabilities

Who works here?

436 employees
35 volunteers

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.

Specific Donations

Amount	When Months	To be used for
Sir George Martin Trust - Grant to Hollybank Trust
£2,500	29/06/2018	Capital costs for Disability Support & Activities
The Clothworkers Foundation - Grant to Hollybank Trust
£25,000	28/04/2017	extension of social hub and café for a charity which works with disabled people in West Yorkshire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

HOLLYBANK TRUSTEES LTD

Legal constitution

Charity registered in England & Wales on 05/01/1995, number: 1043129

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

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
Paying staff
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
Volunteer management

Filing Record

20 returns made; AR12: 1 days late, AR04: 41 days late,

Main office

HOLLYBANK TRUST
FAR COMMON ROAD
MIRFIELD
WF14 0DQ

Objectives

THE BENEFIT OF CHILDREN AND ADULTS WITH DISABILITIES AND WITH SPECIAL CARE AND OR EDUCATIONAL NEEDS BY FOLLOWING(1) THE RELIEF OF THOSE IN NEED BY THE PROVISION OF RESIDENTIAL AND/OR DAYTIME ACCOMMODATION AND RELATED FACILITIES, AND (2) THE ADVANCEMENT OF EDUCATION BY THE PROVISION OF A SPECIAL SCHOOL AND/OR OTHER EDUCATIONAL AND PERSONAL DEVELOPMENT FACILITIES AT HOLLY BANK, MIRFIELD AND/OR OTHER SUITABLE PREMISES

Defined Area of Benefit:

NOT DEFINED

Data Sources