Finance Score: -3

Governance Score: 6

Support Score: 8

Excess liquidity: -1
Multiple Deficits: -2

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +8

Overall GiG Score: 11

THE OUTWARD BOUND TRUST

The Outward Bound Trust unlocks the potential of young people through discovery and adventure in the wild. It runs courses at residential centres in the Lake District, North Wales and the Highlands, translating experiences in the mountains, sea, lakes and rivers into lessons for life. A bursary programme ensures courses are open to all young people regardless of their financial circumstances.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
The Board appears to be well diversified in terms of age and dynamic in terms of composition

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

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		£19,031	£17,872	£1,159	£1,998	£28,479	£22,823	15.3	341	0
30/09/22		£16,067	£15,587	£480	£1,640	£26,831	£21,818	16.8	296	3
30/09/21		£9,565	£11,108	£-1,542	£1,425	£26,525	£21,558	23.3	262	0
30/09/20		£13,193	£13,606	£-413	£1,515	£27,500	£23,739	20.9	297	0
30/09/19		£16,179	£16,129	£50	£2,038	£27,961	£17,121	12.7	317	0
30/09/18		£21,041	£15,305	£5,736	£1,870	£27,877	£16,551	13	308	0
30/09/17		£15,631	£14,230	£1,401	£1,756	£22,101	£15,867	13.4	308	0
30/09/16		£16,815	£14,858	£1,957	£1,686	£20,673	£15,722	12.7	315	0
30/09/15		£15,650	£14,225	£1,425	£4,772	£21,420	£15,288	12.9	288	0
30/09/14		£13,488	£13,145	£343	£3,726	£19,426	£15,249	13.9	253	0
30/09/13		£12,279	£13,243	£-965	£3,651	£19,069	£16,230	14.7	252	0
30/09/12		£14,830	£11,810	£3,019	£3,443	£20,140	£16,067	16.3	233	0
30/09/11		£12,151	£11,331	£820	£3,353	£16,505	£13,130	13.9	235	0
30/09/10		£12,632	£13,500	£-868	£3,043	£15,687	£13,139	11.7	243	0
30/09/09	*	£8,341	£6,538	£1,803	£1,706	£16,569	£14,231	26.1	262	0

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Financial Ratios

Fundraising Costs/Relevant Income: 15.9%
Fundraising Costs/Total Spending: 11.2%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 19%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 15.3 months
Net Current Assets/Spending: 8 months
Quick Ratio: 2.4

Asset Split ?

Balance Sheet History

Established: 16 years

www.outwardbound.org.uk

enquiries@outwardbound.org.uk

01931 740000

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training

GiG Classification

Other education support

How it operates

Makes grants to individuals
Makes grants to organisations
Other charitable activities
Provides buildings/facilities/open space
Provides services

Where it operates

Scotland, Throughout England And Wales,

Who it helps

Children/Young People

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

Dulverton Trust	£267,400
Garfield Weston Foundation	£100,000
Sport England	£39,856
Community Foundation Tyne & Wear & Nthmbrlnd	£12,976

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Avon Outward Bound Association
£5,000	25/01/2024 2	To send young people experiencing disadvantage on a week-long residential outward bound course in North Wales.
Dulverton Trust - Professional fees
£2,400	26/10/2023	Professional fees
Dulverton Trust - Phase one of the learning village - part repayable
£195,000	07/06/2023	Phase one of the learning village - part repayable
Community Foundation serving Tyne & Wear and Northumberland - Grant to The Outward Bound Trust
£6,516	16/03/2023	50 young people from xp gateshead to attend a course with outward bound in august 2023
Quartet Community Foundation - Grant to Outward Bound Trust
£500	18/11/2022	As requested by the donor towards the work of the Outward Bound Trust in inspiring young people to defy their limitations so they become strong, resilient and curious, ready for the challenges of life.
The Shears Foundation - The Outward Bound Trust
£5,000	29/04/2022	Help young people have adventures and recover from the pandemic
Dulverton Trust - Bursaries for residentials
£70,000	28/10/2021	Bursaries for residentials
Community Foundation serving Tyne & Wear and Northumberland - A grant to The Outward Bound Trust
£3,500	26/08/2021	Supporting the charity's work in the North East
Community Foundation Tyne & Wear & Nthmbrlnd - the organisation's work in North East England
£3,500	16/07/2020	the organisation's work in North East England
Community Foundation Tyne & Wear & Nthmbrlnd - the organisation's work in North East England
£3,500	16/04/2020	the organisation's work in North East England
Community Foundation Tyne & Wear & Nthmbrlnd - pupils from Tanfield Lea Primary School attending an adventurous residential in the Lake District
£5,976	02/04/2020	pupils from Tanfield Lea Primary School attending an adventurous residential in the Lake District
Garfield Weston Foundation - Major Grants award
£100,000	27/03/2020	Loch Eil Centre Redevlopment Phase 3
Sport England - Workforce diversity funding 2019-21
£39,856	02/03/2020 11	Funding under Sport England's Workforce Diversity Fund funding programme for a Revenue project titled Workforce diversity funding 2019-21. This project is a Multi Sports project, with a focus on beneficiaries from a BAME background.
Essex Community Foundation - Fees and transport for 24 young people and up to 4 staff to participate in 5 day activity
£3,600	24/10/2018 0	Towards the costs for 24 Year 10 Students from Harwich & Dovercourt High School and accompanying staff to attend a week-long outdoor activity programme in Ullswater
Masonic Trust - MCF Large Grant
£78,300	23/05/2018	A grant to fund a residential outdoor activity course for disadvantaged young people aged 9-24 years old.
National Lottery Community Fund - Outward Bound Skills for Life Award
£9,514	04/10/2017 12	The project will deliver an outward bound activity course for young people from Greater Manchester to support their transition into further education, training or employment and help them develop life skills.
Dulverton Trust - Skills for Life
£75,000	21/10/2015	Skills for Life
Dulverton Trust - Mark Scott Leadership for Life Awards
£30,000	27/02/2013	Mark Scott Leadership for Life Awards
Dulverton Trust - restoration work after storm damage at the Loch Eil Centre
£12,000	15/02/2012	restoration work after storm damage at the Loch Eil Centre

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 35-69

GUY HAMPSON WILLIAMS Appointed: 2014, Occupation: Managing Director

HRH PRINCESS BEATRICE ELIZABETH MARY OF YORK Appointed: 2019

HELEN MARY TURNBULL WRIGHT Appointed: 2022, Occupation: Chief Financial Officer

JOANNA CHRISTINE HALLAS Appointed: 2024, Occupation: Non Executive Director

JONATHAN WAYNE LEWIS Appointed: 2017, Occupation: Finance Director

LEO HOULDING Appointed: 2017, Occupation: Rock Climber

LYNN STACEY RATTIGAN Appointed: 2024, Occupation: Senior Partner

MARK WILLIAM BAKER Appointed: 2024, Occupation: Non Executive Director

NICHOLAS JAMES SANDERSON Appointed: 2021, Occupation: Chief Financial & Operating Officer, Gpe

PAUL MARCUS GEORGE VOLLER Appointed: 2018, Occupation: Lawyer

SIR DAVID KIM HEMPLEMAN-ADAMS Appointed: 2022

YOULANDE HARROWELL Appointed: 2021, Occupation: Assistant Head Teacher

Legal constitution

Charitable company registered in England & Wales on 17/02/2009, number: 1128090
Registered at Companies House on 13/11/2008, number: 06748835

Gift Aid

Registered with HMRC for Gift Aid

Fundraising Regulator

First registered: 09/01/2016, current status: Large charity (levy paid)

Event History

22/07/2020 - Asset transfer in from THE JUNE STEVENS FOUNDATION
24/01/2024 - Asset transfer in from MRS S L CHAMBERS' CHARITABLE TRUST

Other Regulators

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
Investment
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

15 returns made; AR09: 197 days late,

Recent reorganisation events:

Asset transfer in from THE JUNE STEVENS FOUNDATION on 22/07/2020
Asset transfer in from MRS S L CHAMBERS' CHARITABLE TRUST on 24/01/2024

Main office

Outward Bound Trust
Hackthorpe Hall
Hackthorpe
Penrith
CA10 2HX

Objectives

THE PERSONAL DEVELOPMENT OF YOUNG PEOPLE BY EDUCATION AND INSTRUCTION THROUGH PARTICIPATION IN A WIDE RANGE OF ACTIVITIES WITH SPECIAL EMPHASIS ON PHYSICAL ENDEAVOUR IN THE OUTDOORS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL.

Data Sources

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