Finance Score: 3
Governance Score: 9
Support Score: 12
  • Good reserves management: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +12
Overall GiG Score: 24 ?

UMBRELLA DERBY & DERBYSHIRE 

Provision of activities and support for children, and young adults, with disabities, and their families in Derby and Derbyshire.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • 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 and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently
Established: 11 years

www.umbrella.uk.net

admin@umbrella.uk.net

01332521229

Charity Commission for England and WalesCompanies HouseFacebookX
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
31/03/23£742£769£-27£0£477£3124.94040
31/03/22£716£781£-65£0£504£3094.84047
31/03/21£833£674£159£0£569£3596.44959
31/03/20£778£795£-17£0£418£39967559
31/03/19£869£777£93£0£436£4226.55960
31/03/18£739£712£27£0£343£3275.5510
31/03/17£676£638£39£0£317£2695.1490
31/03/16£663£619£44£0£278£1432.8280
31/03/15£548£495£53£6£234£1503.6170
31/03/14£454£441£14£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 10%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 65%
Reserves/Spending: 4.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 3.6
Asset Split ?
Listed activities
  • Disability
  • 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
  • Derby City, Derbyshire,
Who it helps
  • Children/Young People
  • People With Disabilities
Who works here?
  • 40 employees
  • 40 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£346,727
Lloyds Bank Foundation£111,645
DCMS£65,499
Masonic Trust£58,414
Garfield Weston Foundation£55,000
Wolfson Foundation£50,000
Specific Donations
Amount When
Months
To be used for
Masonic Trust - MCF Large Grant
£58,414 20/07/2023
Funding the Manager role of the Play and Leisure Services (PALS)
Lloyds Bank Foundation - One off gift towards cost of living crisis to Umbrella Derby and Derbyshire
£2,250 14/12/2022
One off gift to support with the cost of living crisis
Garfield Weston Foundation - Main Grants award
£30,000 22/04/2022
Umbrella Core Costs
National Lottery Community Fund - Disabled Children's Clubs
£9,960 21/01/2022
The funding will be used to continue the groups delivery of clubs for children living with disabilities. The project aims to reduce barriers to engagement and mainstream youth activities as well as ....more
National Lottery Community Fund - Information and Family Support Service
£336,767 30/09/2021
The project will use the funding to continue delivering and developing its information and family support service for families with disabled children up to the age of 30 years. It will continue to ....more
Sir Jules Thorn Charitable Trust - Umbrella Derby and Derbyshire - 06/04/21
£1,250 21/04/2021
Annie's Allotment
Garfield Weston Foundation - Main Grants award
£25,000 22/01/2021
Annie's Place
DCMS - Coronavirus Community Support Fund
£65,499 19/08/2020
"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
Lloyds Bank Foundation - Variation grant to Umbrella Derby and Derbyshire
£10,315 23/07/2020
Grant to Umbrella Derby and Derbyshire meeting the additional costs of adapting services, premises or implementing other safety measures in response to the Covid pandemic.
The Clothworkers Foundation - Grant to Umbrella Derby and Derbyshire
£4,935 26/06/2020
COVID19 : Purchase of IT and office equipment for a charity that works with disabled children and young adults in Derbyshire
BBC Children in Need - Grant to Umbrella-Play and Leisure Service (PALS)
£2,236 17/06/2020
COVID19 - This grant will provide staff with laptops and mobile phones to enable online support for disabled children during Covid 19. Children's independence skills, and self-confidence will be ....more
Wolfson Foundation - Grant to Umbrella Derby and Derbyshire
£50,000 11/06/2020
New centre. Grant converted to unrestricted funding in June 2020 in response to Covid-19 pandemic.
Lloyds Bank Foundation - Grant to Umbrella Derby and Derbyshire
£99,080 17/07/2019
36
Umbrella Derby and Derbyshire provides activities and one to one support for individual with learning disabilities. The grant will support the management of the charity to help adults acquire skills ....more
Co-Operative Group - Grant to Umbrella Derby and Derbyshire
£6,540 19/11/2018
We want to make a safe space drop off place for disabled children/young adults using our services with access from our garden.
BBC Children in Need - Grant to Umbrella-Play and Leisure Service (PALS)
£129,592 23/10/2018
36
This project will provide a range of fun activities and trips for disabled children and young people, with the aim of reducing social isolation, improving social and life skills and boosting ....more
National Lottery Community Fund - Umbrella Sensory Room
£9,002 14/09/2018
12
This funding will be used to provide a new sensory room for children and young people living with disabilities, aiming to create an improved and relaxing space.
Lloyds Bank Foundation - Grant to Umbrella Derby and Derbyshire
£15,000 15/03/2017
12
The grant will enable this disability charity to examine existing provision for young adults with learning disabilities becoming independent and plan for and further develop its fledgling service
National Lottery Community Fund - Information and Family Support Service (IFSS)
£494,726 04/05/2016
60
Over 1,000 families per year with a disabled child or young person will be given the opportunity to access information and support services to empower them, strengthen their family relationships and ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split

Age Range of Trustees: 38-77
  • SHARON INSULL Appointed: 2017, Occupation: Family Health Practitioner
Legal constitution
  • Charitable company registered in England & Wales on 17/12/2012, number: 1150203
  • Registered at Companies House on 10/01/2012, number: 07904108
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
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
  • 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
10 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from MADDY'S SMILE on 30/12/2022
Main office

64 Birdcage Walk
Mackworth
Derby
DE22 4LD

Objectives

The relief of Disabled and /or sick Children, young adults and their families and carers through the provision of support groups to provide information, facilities, equipment, amenities and such other activities as the directors deem appropriate to their needs.

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

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great