Finance Score: 6

Governance Score: 3

Support Score: 3

Liabilities <10%: +3
Fundraising costs low: +3

Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 12

ORCHARD VALE TRUST LIMITED

The founding and running of homes and services for people with learning disabilities

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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 gender

Established: 39 years

www.orchardvaletrust.org.uk

liz.page@orchardvaletrust.org.uk

01749671706

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
31/01/23	£2,497	£2,416	£82	£7	£2,525	£2,476	12.3	70	1
31/01/22	£2,264	£2,245	£20	£1	£2,444	£2,402	12.8	70	0
31/01/21	£2,215	£2,081	£133	£3	£2,363	£2,326	13.4	73	0
31/01/20	£2,060	£2,129	£-69	£7	£2,230	£2,180	12.3	74	2
31/01/19	£1,885	£1,835	£50	£5	£2,299	£2,266	14.8	69	3
31/01/18	£1,759	£1,774	£-15	£5	£2,249	£2,249	15.2	70	0
31/01/17	£1,828	£1,750	£78	£4	£2,264	£2,264	15.5	70	0
31/01/16	£1,814	£1,682	£131	£2	£2,186	£2,186	15.6	47	0
31/01/15	£1,858	£1,618	£240	£22	£2,054	£678	5	47	0
31/01/14	£1,730	£1,656	£73	£24	£1,814	£1,814	13.1	48	0
31/01/13	£1,832	£1,596	£236	£15	£1,741	£1,741	13.1	48	0
31/01/12	£1,698	£1,608	£89	£13	£1,505	£1,505	11.2	44	0
31/01/11	£1,708	£1,579	£129	£20	£1,416	£1,416	10.8	49	0
31/01/10	£1,680	£1,549	£131	£11	£1,287	£1,287	10	47	0
31/01/09	£1,589	£1,512	£76	£15	£1,378	£1,378	10.9	46	0
31/01/08	£1,633	£1,428	£205	£9	£1,302	£1,302	10.9	47	0
31/01/07	£1,556	£1,382	£174	£113	£1,097	£1,097	9.5	43	0
31/01/06	£1,358	£1,357	£1	£0	£0	£0	n/a	0	0
31/01/05	£1,305	£1,319	£-13	£0	£0	£0	n/a	0	0
31/01/04	£1,225	£1,202	£23	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 12.3 months
Net Current Assets/Spending: 3 months
Quick Ratio: 5.5

Asset Split ?

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Bath And North East Somerset, Somerset,

Who it helps

People With Disabilities

Who works here?

70 employees
1 volunteer

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 - Connectivity for OVT
£9,170	14/05/2021	The project will use the funding to provide adults with learning disabilities additional access to the wider community which has been reduced by the pandemic.
Somerset Community Foundation - Your It Now
£15,651	08/05/2019 11	Digital inclusion for adults with learning disabilities in Mendip
National Lottery Community Fund - Community Gardening Project
£90,463	21/03/2019 36	The funding will support the development of this community garden project and work towards setting up a social enterprise gardening scheme that may be able to offer employment opportunities for ....more The funding will support the development of this community garden project and work towards setting up a social enterprise gardening scheme that may be able to offer employment opportunities for participants. The project supports adults with learning disabilities deliver meaningful occupation within their communities, develop life and specific horticultural skills and gain entry level employment whilst developing and maintaining local green and outdoor spaces.
National Lottery Community Fund - Orchard Cafe
£9,600	21/09/2018 12	The funding will be used to contribute towards running costs. The project will see those with disabilities run a community Café.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-81

ADRIAN LUMLEY SMITH Appointed: 2014, Occupation: Solicitor

CATHERINE STEELE Appointed: 2014, Occupation: Retired

DR CHRISTOPHER JOHN ABSOLON (Chair), Occupation: Doctor Of Medicine

DR JOANNA SUDELL, Occupation: Doctor, Other trusteeship: DAILY PRAYER UNION CHARITABLE TRUST LIMITED,

DR JOHN STEPHEN FOX Appointed: 2019, Occupation: Director

HANNAH ALLAN Appointed: 2008, Occupation: Fundraiser

MARTHA DORCAS VENNER Appointed: 2018, Occupation: Physiotherapist

PETER CRUMP Appointed: 2008, Occupation: Designer

TONY MULLIN, Occupation: Architect

Legal constitution

Charitable company registered in England & Wales on 04/10/1985, number: 326940
Registered at Companies House on 11/09/1985, number: 01946592

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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

20 returns made; all on time

Main office

Orchard Vale Trust
East Court
Wookey
WELLS
Somerset
BA5 1AR

Objectives

FOR THE PUBLIC BENEFIT TOA. RELIEVE THE NEEDS OF PERSONS WITH LEARNING DISABILITIES BY THE PROVISION OF SUPPORT IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING ACCOMMODATION, EDUCATION, TRAINING AND SUPPORT SERVICES;B. PROMOTE SOCIAL INCLUSION BY PREVENTING PEOPLEWITH LEARNING DISABILITIES FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE AND ASSISTING THEM TO INTEGRATE INTO SOCIETY.

Defined Area of Benefit:

NOT DEFINED

Data Sources