Overall GiG Score: 14 ?
Finance Score: 0
Governance Score: 6
Support Score: 8
  • Poor Liquidity: -1
  • Good Reserves: +1Pension deficit: -1
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +8

TRELOAR TRUST 

THE CHARITY PROVIDES TWO EDUCATIONAL ESTABLISHMENTS AND VARIOUS OUTREACH SERVICES TO YOUNG PEOPLE WITH DISABILITIES
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
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
  • There is a pension deficit of £6,409,000
  • On several occasions in recent years income has been less than spending
Established: 22 years

www.treloar.org.uk

info@treloar.org.uk

01420547400

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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
31/08/22£25,971£26,011£-40£611£30,417£18,8828.783219
31/08/21£25,732£26,167£-435£539£26,703£15,4437.187616
31/08/20£23,774£24,174£-400£867£23,631£12,5196.281963
31/08/19£23,038£23,358£-320£1,008£25,540£14,5637.582093
31/08/18£22,539£22,436£103£942£28,335£17,5519.462673
31/08/17£20,796£21,328£-532£802£28,133£18,29810.35970
31/08/16£21,168£20,012£1,156£729£26,843£17,13310.37190
31/08/15£20,808£18,185£2,623£847£29,984£20,38913.55130
31/08/14£18,896£17,773£1,123£869£27,910£19,45013.14990
31/08/13£17,086£18,764£-1,678£758£27,795£19,49812.55190
31/08/12£19,764£24,093£-4,329£1,034£24,924£16,5568.25920
31/08/11£22,819£23,913£-1,094£979£28,303£20,55410.36280
31/08/10£22,768£23,760£-992£902£23,417£16,1978.26210
31/08/09?£22,600£23,211£-610£860£22,644£15,52986280
31/07/08£21,276£21,085£191£815£23,089£16,0099.16260
31/07/07£21,259£19,357£1,902£749£20,982£14,49695650
31/07/06£19,110£18,768£342£0£0£0n/a00
31/07/05*£17,808£18,020£-212£0£0£0n/a00
31/07/04£17,242£17,896£-654£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 2.7%
Fundraising Costs/Total Spending: 2.6%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 23%
Liabilities/Income: 43%
Unrestricted Funds/Total Funds: 62%
Reserves/Spending: 8.7 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.3
Asset Split ?
What it does
  • Disability
  • Education/Training
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 832 employees
  • 19 volunteers
Who it helps
  • Children/Young People
  • People With Disabilities
How it operates
  • Other charitable activities
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,

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
Wolfson Foundation£50,000
Garfield Weston Foundation£50,000
Department for Education£3,250
Specific Donations
Amount When
Months
To be used for
Wolfson Foundation - Grant to The Treloar Trust
£50,000 08/06/2023
Fit out of new supported living accommodation (Rivermead Gardens) for young adults with disabilities and complex needs
Garfield Weston Foundation - Main Grants award
£50,000 14/05/2021
Accessible Outdoor Learning Centre for young people with complex disabilities
Department for Education - Apprenticeships Participation 18+
£3,250 01/04/2020
To fund the provision of apprenticeship training.
Wolfson Foundation - Grant to The Treloar Trust
£50,000 14/06/2018
Supported living flats
Masonic Trust - Work Experience Officer
£50,775 19/07/2017
Work experience officer to support young people with multiple complex disabilities and learning disabilities.
Henry Smith Charity - Grant to Treloar Trust
£91,700 14/03/2013
36
towards three years' salary of an Assistive Technologist to support a specialist technology service for disabled young people in Hampshire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees: 42-76
  • IAN CRANNA Appointed: 2023, Occupation: Managing Director, Hospitality
  • NEIL SMITH Appointed: 2023, Occupation: Finance Director
  • SCOTT WATKIN Appointed: 2021, Occupation: Head Of Engagement
Legal constitution
  • Charitable company registered in England & Wales on 09/07/2002, number: 1092857
  • Registered at Companies House on 20/06/2002, number: 04466362
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
  • Ofsted (Office For Standards In Education)
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; AR05: 5 days late,
Main office

Treloar Trust
Powell Drive
Holybourne
ALTON
GU34 4GL

Objectives

TO PROMOTE THE RELIEF OF PERSONS WITH DISABILITIES (WHETHER PHYSICAL OR OTHERWISE) (BENEFICIARIES) AND IN PARTICULAR BUT WITHOUT LIMITATION BY ANY OR ALL OF THE FOLLOWING:1. THE PROMOTION, PROVISION AND MAINTENANCE OF SCHOOLS, COLLEGES AND OTHER EDUCATIONAL ESTABLISHMENTS;2. THE PROMOTION AND PROVISION OF CARE, THERAPY, TREATMENT AND COUNSELLING TO BENEFICIARIES;3. THE PROMOTION OF EMPLOYMENT OF BENEFICIARIES WHETHER BY WAY OF THE CREATION AND OPERATION OF WORKSHOPS AND FACILITIES OR OTHERWISE; AND4. IMPROVEMENT OF THE KNOWLEDGE, UNDERSTANDING AND AWARENESS OF THE PUBLIC INTO THE CONDITIONS OF LIFE AND NEEDS OF BENEFICIARIES AND IN PARTICULAR BUT WITHOUT LIMITATION BY THE PROMOTION OF RESEARCH AND THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH.

Defined Area of Benefit:

NOT DEFINED.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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