Finance Score: -4

Governance Score: 1

Support Score: 9

Spending declining: -1
Volatile income: -3
No PartB

No conflicts policy: -1
Dynamic board: +3
Mainly male board: -1

Large volunteers +5
Grant maker support: +4

Overall GiG Score: 6

THE BALDWIN TRUST

The Baldwin Trust is a Leicestershire charitable organisation, run by local volunteers, providing private, crewed adapted narrowboat cruises along local waterways. Set up with the object of enhancing lives and allowing enjoyable times, our mission is to reach members of our community that may experience loneliness & isolation, due to physical, mental or economic reasons.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
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 dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile recently

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	£40	£39	£1	n/a	n/a	n/a	n/a	n/a	67
31/12/21	£46	£49	£-3	n/a	n/a	n/a	n/a	n/a	62
31/12/20	£66	£35	£31	n/a	n/a	n/a	n/a	n/a	57
31/12/19	£125	£152	£-27	n/a	n/a	n/a	n/a	n/a	58
31/12/18	£94	£75	£19	£0	£0	£0	n/a	0	60
31/12/17	£38	£34	£5	£0	£0	£0	n/a	0	0
31/12/16	£18	£14	£4	£0	£0	£0	n/a	0	0
31/12/15	£20	£15	£6	£0	£0	£0	n/a	0	0
31/12/14	£21	£16	£5	£0	£0	£0	n/a	0	0
31/12/13	£38	£21	£17	£0	£0	£0	n/a	0	0
31/12/12	£20	£16	£4	£0	£0	£0	n/a	0	0
31/12/11	£22	£15	£7	£0	£0	£0	n/a	0	0
31/12/10	£18	£30	£-12	£0	£0	£0	n/a	0	0
31/12/09	£24	£22	£2	£0	£0	£0	n/a	0	0
31/12/08	£48	£32	£16	£0	£0	£0	n/a	0	0
31/12/07	£15	£29	£-14	£0	£0	£0	n/a	0	0
31/12/06	£47	£24	£23	£0	£0	£0	n/a	0	0
31/12/05	£21	£19	£2	£0	£0	£0	n/a	0	0
31/12/04	£27	£19	£8	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 40 years

www.baldwintrust.co.uk

secretary@baldwintrust.co.uk

00000 000000

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Other Charitable Purposes
Recreation

GiG Classification

Poverty relief

How it operates

Other charitable activities
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Leicestershire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
67 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

Henry Smith Charity	£20,000
National Lottery Community Fund	£10,470
Co-Operative Group	£5,739

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Baldwin Trust
£5,739	23/10/2021	We need to repaint Dandelion, one of our specially adapted boats for wheelchairs and the disabled. It's vital we maintain and preserve her for the community we serve.
Henry Smith Charity - Grant to Baldwin Trust
£20,000	18/03/2021 24	towards two years' salary of the Volunteer Manager for an organisation providing boat trips for disabled people and people experiencing disadvantage in Leicestershire.
National Lottery Community Fund - Bridging the Gap
£10,470	04/06/2020 6	The funding will be used to overcome any immediate liquidity or staffing issues caused by the COVID-19 crisis. They provide opportunities for wheelchair users those with mobility issues health & ....more The funding will be used to overcome any immediate liquidity or staffing issues caused by the COVID-19 crisis. They provide opportunities for wheelchair users those with mobility issues health & well-being issues special educational needs the aged vulnerable isolated and lonely to take a narrowboat cruise along the canals of Leicestershire. Due to COVID-19 they are unable to operate any cruises and their regular fundraising events have been cancelled.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

DAVID JAMES KEMBLE Appointed: 2022

ELLEN REEVE Appointed: 2018

MARTIN JOHN CHARLES Appointed: 2019

RICHARD GEORGE JAYES (Chair) Appointed: 2018

SIMON DAVID BLACKBURN Appointed: 2023

Legal constitution

Charity registered in England & Wales on 11/09/1984, number: 515488

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Main office

28 Holbourne Close
Barrow Upon Soar
LOUGHBOROUGH
Leicestershire
LE12 8NE

Objectives

INCOME TO BE APPLIED AS THE TRUSTEES SHALL THINK FIT IN OR TOWARDS:- (I) THE RELIEF AND BENEFIT OF THE PATIENTS OF GLENFRITH HOSPITAL GROBY ROAD LEICESTER, (II) THE PROVISION OF FACILITIES FOR RECREATION FOR THE SAID PERSONS WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF SUCH PERSONS WHO BY REASON OF SOCIAL CIRCUMSTANCES OF THEIR MENTAL OR PHYSICAL HANDICAP HAVE NEED OF SUCH FACILITIES, (III) SUCH CHARITABLE BODIES OR SUCH OTHER PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.

Defined Area of Benefit:

NOT DEFINED

Data Sources