Finance Score: 7
Governance Score: 7
Support Score: 16
  • Poor Liquidity: -1
  • Strong growth: +2
  • Multiple Deficits: -2
  • Fundraising costs low: +3
  • Future income +5
  • No volunteer policy: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteer base +3
  • Overall weighted support: +13
Overall GiG Score: 30 ?

GROWING WELL LIMITED

To enable mental health and wellbeing, and reduce our beneficiaries' reliance on health services, through supported employment and training within an inspirational horticultural business.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • There has been strong growth in spending since inception
  • Fundraising costs are low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • Over half the Board have joined recently

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
  • 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
30/06/23£800£794£6£72£302£190.320380
30/06/22£348£460£-112n/an/an/an/an/an/a
30/06/21£492£377£115n/an/an/an/an/an/a
30/06/20£442£349£93n/an/an/an/an/an/a
30/06/19£271£335£-64n/an/an/an/an/an/a
Financial Ratios
Fundraising Costs/Relevant Income: 9%
Fundraising Costs/Total Spending: 9%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 6%
Reserves/Spending: 0.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 2.7
Asset Split ?
Balance Sheet History
Established: 6 years

www.growingwell.co.uk

info@growingwell.co.uk

07903 013648

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Disability
  • Education/Training
  • General Charitable Purposes
GiG Classification
  • Emotional support, counselling or therapy
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Cumbria, Lancashire,
Who it helps
  • Children/Young People
  • Other Defined Groups
  • People With Disabilities

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
National Lottery Community Fund£380,000
Henry Smith Charity£190,000
National Lottery Heritage Fund£188,778
Cumbria Community Foundation£87,121
Lloyds Bank Foundation£85,250
Postcode Neighbourhood Trust£50,000
DCMS£31,615
Specific Donations
Amount When
Months
To be used for
Henry Smith Charity - Grant to Growing Well Ltd
£190,000 13/03/2024
36
towards three years' running costs of an organisation providing mental health support for adults with mental health challenges across Cumbria.
National Lottery Heritage Fund - Grant to Growing Well Limited
£188,778 12/12/2023
Heritage Land Skills - Growing Well in West Cumbria
National Lottery Community Fund - Growing Well Egremont
£200,000 17/05/2023
This funding will support Growing Well to set up their third site in Egremont to support people recover from mental ill health through activity support and training. The project aims to help people to build emotional resilience develop life skills ....more
Postcode Neighbourhood Trust - Unrestricted Funding
£25,000 01/05/2023
Funding helped Growing Well open up its third therapeutic horticulture project, to support people with mental ill health in West Cumbria
Cumbria Community Foundation - Growing Well at Tebay Services
£5,000 16/03/2023
12
Growing Well at Tebay Services
Cumbria Community Foundation - HS Award 2023 - Donor Advised
£500 05/01/2023
11
HS Award 2023 - Donor Advised
Lloyds Bank Foundation - One off gift towards cost of living crisis to Growing Well Limited
£2,250 14/12/2022
One off gift to support with the cost of living crisis
Co-Operative Group - Grant to Growing Well
£2,357 22/10/2022
We want to deliver a series of learning and physical activity sessions that will help people living with mental ill health develop knowledge and awareness to better self-manage their well-being.
Cumbria Community Foundation - Emergency Support to Help Asylum Seekers in Barrow
£553 24/08/2022
2
Emergency Support to Help Asylum Seekers in Barrow
Sir Jules Thorn Charitable Trust - Growing Well Limited - 11/05/22
£3,000 20/06/2022
Core Funding
Postcode Neighbourhood Trust - Recovery Through Activity
£25,000 26/02/2022
Funding helped 100 people rebuild confidence and recover from mental ill health through supported work and training on our vegetable farm.
Cumbria Community Foundation - Running costs for Growing Well at Westmorland
£30,000 23/02/2022
Running costs for Growing Well at Westmorland
Masonic Trust - MCF Matched Funding
£800 24/01/2022
Unrestricted matched funding in partnership with the local masonic province
National Lottery Community Fund - Growing Well: Reaching More Communities
£180,000 19/01/2022
48
The project will use the funding over four years to expand its work supporting people with ill mental health by developing an agricultural site in the rural area of Eden Cumbria. Participants will engage in a range of activities there including ....more
Lloyds Bank Foundation - Grant to Growing Well Limited
£50,000 20/10/2021
24
Unrestricted grant over two years towards the core costs of Growing Well Limited
Cumbria Community Foundation - Growing Well at Westmorland
£7,600 05/05/2021
Growing Well at Westmorland
Sir Jules Thorn Charitable Trust - Growing Well Limited - 01/04/21
£1,250 21/04/2021
Core Funding
Cumbria Community Foundation - Purchase of essential horticultural materials
£2,000 10/03/2021
Purchase of essential horticultural materials
Cumbria Community Foundation - Staff costs
£25,284 19/11/2020
Staff costs
Co-Operative Group - Grant to Growing Well
£3,873 24/10/2020
We plan to buy seeds and compost which our volunteers will use to grow organic vegetables to sell and help fund our mental health charity.
Cumbria Community Foundation - Temporary re-modelling of polytunnel into flexible protected space
£7,184 10/09/2020
Temporary re-modelling of polytunnel into flexible protected space
DCMS - Coronavirus Community Support Fund
£31,615 17/07/2020
"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 operate, thereby reducing the burden on public ....more
Lloyds Bank Foundation - Grant to Growing Well Limited
£33,000 21/05/2020
12
One year core funding to support Growing Well Limited to sustain their work to support work addressing Mental Health Complex Social Issue (CSI) during COVID19
Cumbria Community Foundation - Temporary staffing costs and IT equipment to support remote service provision
£9,000 22/04/2020
8
IT equipment to support remote service provision
Cumbria Community Foundation - Managing mental health recovery through activity and learning
£14,000 22/08/2019
Managing mental health recovery through activity and learning
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 39-67
  • HELEN DUXBURY Appointed: 2023, Occupation: Charity Worker
  • JAMES EDWARD SHARP Appointed: 2022, Occupation: Company Director
  • SIMON BROCK Appointed: 2018, Occupation: Chef (Self-Employed)
  • STEWART KEITH WREN Appointed: 2022, Occupation: Retired
  • TESSA MARIE WATSON Appointed: 2022, Occupation: Consultant Clinical Pyschologist
Legal constitution
  • Charitable company registered in England & Wales on 13/02/2019, number: 1182018
  • Registered at Companies House on 03/07/2018, number: 11446092
Gift Aid
  • Registered with HMRC for Gift Aid
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
  • 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
Filing Record
5 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND on 14/07/2023
Main office

GROWING WELL
LOW SIZERGH FARM
SIZERGH
KENDAL
LA8 8AE

Objectives

TO RELIEVE THE NEEDS OF PEOPLE WITH DISABILITIES AND/OR SUFFERING FROM MENTAL ILL HEALTH FOR THE PUBLIC BENEFIT BY PROVIDING:- SUPPORTED EMPLOYMENT AND TRAINING- EDUCATION AND TRAINING IN HORTICULTURAL KNOWLEDGE AND RELATED SUBJECTS - SUPPORT TO ENABLE BENEFICIARIES TO MANAGE THEIR MENTAL HEALTH AND REDUCE THEIR RELIANCE ON HEALTH SERVICES.”

Data Sources

Charity Commission for England and Wales
360 Giving

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