Finance Score: -1

Governance Score: 3

Support Score: 4

Spending falling: -1
Volatile income: -3
Fundraising costs low: +3

Good trustee age range: +3

Grant maker support: +4

Overall GiG Score: 6

UPLANDS ENTERPRISE TRUST

UET is a Swindon based charity who's aim is to enable young people, regardless of their special educational needs, to shape their own future and contribute to their community; breaking down barriers towards disabled young people through meaningful community inclusion. Our mission is to create living and working opportunities, enable meaningful lives and support families.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

Established: 12 years

http://uplandseducationaltrust.org.uk/

carterm@uplands.swindon.sch.uk

01793 286620

Charity Commission for England and Wales

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		£1,288	£1,161	£127	£0	£374	£365	3.8	51	0
31/08/21		£983	£969	£14	£0	£247	£239	3	42	0
31/08/20		£798	£981	£-183	£0	£233	£226	2.8	38	2
31/08/19	*	£2,347	£2,130	£216	£8	£416	£405	2.3	94	35
31/08/18	*	£2,201	£2,153	£48	£0	£287	£277	1.5	89	596
31/08/17		£1,730	£1,647	£84	£0	£183	£171	1.2	65	0
31/08/16		£1,198	£1,114	£85	£0	£14	£-44	-0.5	46	0
31/08/15?		£932	£953	£-20	£8	£12	£20	0.2	29	0
31/03/14		£309	£295	£14	£0	£0	£0	n/a	0	0
31/03/13	*	£27	£12	£14	£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: 32%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 3.8 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.8

Asset Split ?

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Recreation
The Advancement Of Health Or Saving Of Lives

How it operates

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

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
People With Disabilities
The General Public/Mankind

Who works here?

51 employees

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
National Lottery Community Fund - Refurbishment Project
£10,000	16/06/2023	The funding will be used to replace the flooring within the organisation’s building which is heavily used by young adults with special needs and disabilities. This will ensure the space is level ....more The funding will be used to replace the flooring within the organisation’s building which is heavily used by young adults with special needs and disabilities. This will ensure the space is level safe and accessible enabling young disabled adults to continue benefitting from the wide range of services available.
Wiltshire Community Foundation - Grant to Uplands Enterprise Trust
£5,000	16/12/2021	Upland Enterprise Trust provides a range of opportunities for young people (aged 18-25+) with disabilities to develop skills for adult life. Funding is towards and interactive projection system to ....more Upland Enterprise Trust provides a range of opportunities for young people (aged 18-25+) with disabilities to develop skills for adult life. Funding is towards and interactive projection system to assist young people with multiple and complex disabilities to improve their communication, interaction and decision making skills.
National Lottery Community Fund - Developing a Skills for Work hub
£10,000	21/06/2019 12	The funding will be used to refurbish a community hub which will be used by young people to develop their employability skills. This will develop life skills which will increase beneficiaries' ....more The funding will be used to refurbish a community hub which will be used by young people to develop their employability skills. This will develop life skills which will increase beneficiaries' confidence to engage with their local community.
Wiltshire Community Foundation - Grant to Uplands Educational Trust
£4,690	11/11/2015 12	Uplands Educational Trust provides high quality education and learning opportunities for young people with special needs. The grant supported a new Learning Centre offering opportunities for young ....more Uplands Educational Trust provides high quality education and learning opportunities for young people with special needs. The grant supported a new Learning Centre offering opportunities for young people to run their own small enterprises.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 42-76

ALAN STONE Appointed: 2022, Occupation: Retired Structural Engineer

CHRISTOPHER SIMS Appointed: 2020, Occupation: It

DEREK ALAN DINSEY (Chair) Appointed: 2012, Occupation: Telecoms Menager

DANIEL ROBERT BODEN Appointed: 2019, Occupation: Clinical Risk And Patient Safety Manager

JACQUELINE ANITA FIELDWICK MBE Appointed: 2012, Occupation: Head Teacher

JEFF SMITH Appointed: 2012, Occupation: Head Teacher

SUSAN DINSEY Appointed: 2016, Occupation: Telecoms Menager

Legal constitution

Charitable company registered in England & Wales on 13/07/2012, number: 1148086
Registered at Companies House on 29/03/2012, number: 08011951

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Ofsted (Office For Standards In Education)

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

10 returns made; AR19: 31 days late, AR18: 1 days late, AR13: 62 days late,

Recent reorganisation events:

Asset transfer in from CLIVEY AND TWIST on 19/12/2022

Main office

Uplands Enterprise Trust Learning Centre
Stratton Road
SWINDON
SN1 2PN

Objectives

THE OBJECTS OF THE CHARITY ARE:(1) TO ADVANCE FOR THE PUBLIC BENEFIT EDUCATION IN THE UNITED KINGDOM, IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING BY DEVELOPING, MANAGING AND PROVIDING, EITHER DIRECTLY OR THROUGH THIRD PARTIES, EDUCATION AND TRAINING TO PUPILS AT UPLANDS SCHOOL IN SWINDON (OR ANY SUCCESSOR SCHOOL TO IT);(2) PROMOTING FOR THE BENEFIT OF THE INHABITANTS OF SWINDON AND THE SURROUNDING AREA THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCE OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS; AND(3) TO ADVANCE HEALTH AND RELIEVE DISABILITY BY IMPROVING THE MORALE, CONFIDENCE, WELL-BEING, SKILLS AND ABILITIES OF THOSE DEEMED VULNERABLE.

Data Sources