Finance Score: 2

Governance Score: 2

Support Score: 10

Liabilities <10%: +3
Excess liquidity: -1

Good trustee age range: +3
Mainly male board: -1

Grant maker support: +10

Overall GiG Score: 14

THE LAURIE BREWIS TRUST

To provide education, support and opportunities for persons who have disabilities or are socially excluded and their carers and supporters.To promote the effectiveness and efficiency of other charitable or not for profit organizations with aims that are compatible with those of the Laurie Brewis Trust by the provision of education, support and opportunities.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board is predominantly male

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

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
30/03/23	£622	£601	£21	£0	£783	£754	15	30	8
30/03/22	£497	£511	£-13	n/a	n/a	n/a	n/a	n/a	5
30/03/21	£463	£450	£13	n/a	n/a	n/a	n/a	n/a	5
30/03/20	£519	£547	£-28	£0	£733	£274	6	24	10
30/03/19	£543	£488	£54	£0	£696	£696	17.1	24	30
31/03/18	£565	£488	£77	£0	£642	£642	15.8	24	0
30/03/17	£582	£471	£111	£0	£560	£560	14.3	28	0
01/04/16	£571	£440	£130	£0	£454	£454	12.4	26	0
31/03/15	£651	£430	£220	£5	£324	£266	7.4	13	0
01/04/14	£322	£240	£83	£0	£0	£0	n/a	0	0
01/04/13	£33	£16	£17	£0	£0	£0	n/a	0	0
01/04/12	£5	£2	£3	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 15 months
Net Current Assets/Spending: 2 months
Quick Ratio: 3.4

Asset Split ?

Established: 13 years

www.heathlandscumbria.org

info@heathlandscumbria.org

01228674950

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
Environment/Conservation/Heritage

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides services

Where it operates

Cumbria,

Who it helps

Other Defined Groups
People With Disabilities

Who works here?

30 employees
8 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.

Major supporters in last 5 years

National Lottery Community Fund	£82,840
Wolfson Foundation	£75,000
DCMS	£50,000
Cumbria Community Foundation	£24,459
Power to Change	£20,000

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to The Laurie Brewis Trust
£75,000	06/12/2023	Independent living training, testing and teaching facility for individuals with disabilities and their carers
National Lottery Community Fund - Back Together
£9,750	28/07/2022	The funding will be used to fund a range of new community activities for disabled and disadvantaged people experiencing isolation. These include upcycling textiles inclusive sports and keep fit ....more The funding will be used to fund a range of new community activities for disabled and disadvantaged people experiencing isolation. These include upcycling textiles inclusive sports and keep fit activities including seated and wheelchair users a gaming (virtual and traditional) group. Individuals are encouraged to explore new skills avoid isolation and meet their potential despite their difficulties
Cumbria Community Foundation - Full On 2: Moving on Up Project
£15,269	23/02/2022	Full On 2: Moving on Up Project
Sport England - Return to Boccia
£4,928	20/07/2021 17	Funding under Sport England's Return to Play - Small Grants funding programme for a Revenue project titled Return to Boccia. This project is a Boccia project, with a focus on beneficiaries with a ....more Funding under Sport England's Return to Play - Small Grants funding programme for a Revenue project titled Return to Boccia. This project is a Boccia project, with a focus on beneficiaries with a disability.
Power to Change - Renewal - The Laurie Brewis Trust
£20,000	14/05/2021	Grant to Renewal - The Laurie Brewis Trust
National Lottery Community Fund - Penrith active for all
£9,642	05/02/2021 12	The project will use the funding to deliver a pilot of weekly online adapted keep-fit and wellbeing sessions for people with a variety of conditions difficulties and disabilities in Penrith. This ....more The project will use the funding to deliver a pilot of weekly online adapted keep-fit and wellbeing sessions for people with a variety of conditions difficulties and disabilities in Penrith. This aims to provide participants with a peer support network and activities to aid rehabilitation reduce isolation and improve wellbeing.
Cumbria Community Foundation - Moving on up
£3,190	07/12/2020	Supporting disabled young people's mental health as they transition between youth and adult services.
DCMS - Coronavirus Community Support Fund
£50,000	25/06/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Cumbria Community Foundation - Rent costs
£6,000	17/06/2020 2	Rent costs
National Lottery Community Fund - Better Together
£63,448	17/12/2019 24	The funding will help create intergenerational community groups which bring together people with from different backgrounds and demographics to encourage shared experiences and appreciation of each ....more The funding will help create intergenerational community groups which bring together people with from different backgrounds and demographics to encourage shared experiences and appreciation of each others needs. The aim is to prevent loneliness, isolation and social exclusion.
National Lottery Community Fund - Heathlands City Project
£50,000	03/12/2014 12	Not Available
Northern Rock Foundation - Grant awarded to The Laurie Brewis Trust (Cumbria)
£27,500	11/10/2013	Towards specialist courses integrating people with a disability within a university setting.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 27-77

ANDREW SHEKELL Appointed: 2022, Occupation: Retired

THOMAS HENRY BROWN Appointed: 2022, Occupation: Land Agent

ALF HARRINGTON Appointed: 2014, Occupation: Retired Accountant

CONNOR TYSON Appointed: 2019, Occupation: Member Of Heathlands

MIRIAM GIBSON Appointed: 2018, Occupation: Educator

STEVEN BOWDITCH Appointed: 2013, Occupation: Retired

TONY PARRINI (Chair) Appointed: 2013, Occupation: Retired Raf

WILLIAM MICHAEL BORGIA Appointed: 2019, Occupation: Operations Manager

WILLIAM PARKIN Appointed: 2018, Occupation: Manager

Legal constitution

Charitable company registered in England & Wales on 07/06/2011, number: 1142278
Registered at Companies House on 27/05/2011, number: 07650599

Gift Aid

NOT registered with HMRC for Gift Aid

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
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

12 returns made; all on time

Main office

Heathlands Farm
Harker Road Ends
CARLISLE
CA6 4HN

Objectives

TO PROVIDE EDUCATION, SUPPORT AND OPPORTUNITIES FOR PERSONS WHO HAVE DISABILITIES OR ARE SOCIALLY EXCLUDED AND THEIR CARERS AND SUPPORTERSTO PROMOTE THE EFFECTIVENESS AND EFFICIENCY OF OTHER CHARITABLE OR NOT-FOR-PROFIT ORGANISATIONS WITH AIMS THAT ARE COMPATIBLE WITH THOSE OF THE LAURIE BREWIS TRUST BY THE PROVISION OF EDUCATION, SUPPORT AND OPPORTUNITIES

Data Sources