Overall GiG Score: 21 ?
Finance Score: 6
Governance Score: 8
Support Score: 7
  • Good reserves management: +3
  • Fundraising costs low: +3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +7

BENDRIGG TRUST 

Bendrigg Trust runs high quality courses for disabled and disadvantaged people who come to Bendrigg from all parts of the UK for a day, weekend or a week.We aim to promote inclusion, encourage independence and build self-confidence through the use of residential experience and the safe provision of adventurous activities delivered by dedicated, qualified staff.
Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

  • There are 13 trustees whereas the Charities Commission recommends a maximum of 12
Established: 45 years

www.bendrigg.org.uk

bookings@bendrigg.org.uk

01539723766

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
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
31/12/22£1,421£1,315£106£48£3,780£6355.834204
31/12/21£923£1,010£-87£42£3,674£423530144
31/12/20£812£916£-104£33£3,761£38553031
31/12/19£1,144£1,110£33£40£3,865£4855.226154
31/12/18£1,019£1,098£-79£30£3,790£4765.226188
31/12/17£1,351£984£368£26£3,869£3974.8240
31/12/16£1,667£900£766£29£3,501£3694.9220
31/12/15£945£851£94£24£2,734£3675.2230
31/12/14£865£835£29£14£2,641£3444.9220
31/12/13£730£861£-131£14£2,611£2994.2220
31/12/12£754£853£-99£13£2,742£3625.1220
31/12/11£1,086£814£272£14£2,841£3835.6210
31/12/10£768£787£-19£14£2,569£3885.9210
31/12/09£742£778£-36£13£2,589£3605.5200
31/12/08£704£718£-15£12£2,626£3055.1200
31/12/07£1,168£668£500£11£2,665£2775200
31/12/06£1,029£559£470£0£0£0n/a00
31/12/05£892£525£367£0£0£0n/a00
31/12/04£497£516£-19£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 4.5%
Fundraising Costs/Total Spending: 3.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 17%
Reserves/Spending: 5.8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 3.8
Asset Split ?
What it does
  • Amateur Sport
  • Disability
  • Education/Training
Who works here?
  • 34 employees
  • 204 volunteers
Who it helps
  • Children/Young People
  • People With Disabilities
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Cumbria,

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
Cumbria Community Foundation£30,076
Garfield Weston Foundation£30,000
National Lottery Community Fund£20,000
Sport England£7,942
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Adventure Accessible to All
£10,000 29/06/2023
The funding will be used to purchase a wheelchair accessible vehicle for the organisation. The project aims to give young people and adults who have disabilities or are disadvantaged the opportunity ....more
Cumbria Community Foundation - 'Someone like Me'
£10,000 23/02/2022
'Someone like Me'
National Lottery Community Fund - Adventure for All
£10,000 11/02/2022
The project will use the funding to continue providing an outdoor inclusive adventure activities programme to support individuals families schools youth groups young people and adults with ....more
Garfield Weston Foundation - Main Grants award
£30,000 16/07/2021
The Alchemy of Adventure'
Cumbria Community Foundation - "The Aiming High Project"
£15,070 14/07/2021
"The Aiming High Project"
Cumbria Community Foundation - 'Enabling Adventure - The Hidden Disabilities Project'
£2,206 10/03/2021
'Enabling Adventure - The Hidden Disabilities Project'
Cumbria Community Foundation - To convert 8 bedrooms into lounge areas
£2,800 22/10/2020
To convert 8 bedrooms into lounge areas
Sport England - COVID-19 CEF
£7,942 24/04/2020
4
Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Sport participation and capacity ....more
Co-Operative Group - Grant to Bendrigg Trust
£2,895 29/11/2017
We want to purchase inclusive bikes, trikes and adapted cycles to enable people with disabilities to take part in cycling.
National Lottery Community Fund - Access for All
£9,950 24/05/2017
12
The funding will be used to provide specialised adaptable bikes for people with learning and physical disabilities. The project aims to allow people to take part in healthy and inclusive activities.
Sport England - Bendrigg Triathlon Project
£9,998 03/03/2017
12
Funding under Sport England's Small Grants funding programme for a Revenue project titled Bendrigg Triathlon Project. This project is a Triathlon project, with a focus on beneficiaries with a ....more
The Clothworkers Foundation - Grant to Bendrigg Trust
£30,000 02/03/2017
Specialist equipment for a charity which works with disabled people in Cumbria
Masonic Trust - Wheelchair Accessible Accommodation
£39,989 19/10/2016
Installing ceiling hoists in adapted bedrooms for people with disabilities taking part in outdoor activity breaks.
Sport England - Bendrigg Canoe Club
£9,417 12/03/2014
Funding under Sport England's Small Grants funding programme for a Revenue project titled 'Bendrigg Canoe Club'. This project lists its main activity as Canoeing.
National Lottery Community Fund - Bendrigg Trust Expeditions and Adventure
£10,000 13/01/2011
12
This is a project by a voluntary group in Cumbria. The group will use the funding to pay for specialist outdoor activity equipment and training for disabled people. This will allow disabled people to ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)
Current Trustees appointed
Gender Split

Age Range of Trustees: 45-87
  • ANNE FLECK Appointed: 2016, Occupation: Company Director
  • BRIAN MCDONOUGH Appointed: 2016, Occupation: Director Of South Lakeland Housing
  • JEREMY PRALL Appointed: 2021, Occupation: Fundraising Consultant
  • KIM PARRY Appointed: 2018, Occupation: Finance Director
  • TIMOTHY LOWE Appointed: 2002, Occupation: Local Government Officer
Legal constitution
  • Charitable company registered in England & Wales on 15/02/1979, number: 508450
  • Registered at Companies House on 27/10/1978, number: 01396557
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from 1 LIFE TO LIVE on 15/02/2023
  • Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND on 14/07/2023
Main office

Bendrigg Trust
Bendrigg Lodge
Old Hutton
KENDAL
LA8 0NR

Objectives

(1) TO HELP AND EDUCATE YOUNG PERSONS TO DEVELOP THEIR PHYSICAL, ENTAL SPIRITUAL CAPACITIES. (2) TO EDUCATE AND RELIEVE DISTRESS AMONG PERSONS WHO ARE SUFFERING OR WHO HAVE SUFFERED A LEGAL RESTRICTION ON THEIR LIBERTY IN ANY PENAL OR CORRECTIONAL ESTABLISHMENT OR THROUGH ANY MEANS WHATEVER AND THE FA OF SUCH PERSONS. (3) TO RELIEVE AND PREVENT SUFFERING CAUSED BY MENTAL OR PHYSICAL ILL HEALTH. (4) THE RELIEF OF INFIRMITY, OLD AGE OR DISTRESS BY THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL*

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

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