Finance Score: 5

Governance Score: 1

Support Score: 0

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs low: +3

Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

BRIDGEWOOD TRUST LIMITED

The Bridgewood Trust provides support, accommodation and day services for adults with a learning disability

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 income shortfalls in recent years
Fundraising costs are 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

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

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	£6,472	£6,180	£293	£555	£11,988	£11,988	23.3	152	1
31/03/22	£6,164	£5,686	£478	£482	£11,695	£11,695	24.7	158	1
31/03/21	£6,241	£5,145	£1,096	£378	£11,218	£11,218	26.2	168	3
31/03/20	£5,586	£5,316	£270	£515	£10,122	£10,122	22.8	173	4
31/03/19	£6,273	£4,936	£1,338	£480	£9,852	£9,852	24	165	4
31/03/18	£5,184	£4,663	£521	£433	£8,515	£8,515	21.9	164	0
31/03/17	£4,752	£4,366	£385	£419	£7,994	£7,994	22	163	0
31/03/16	£4,580	£4,229	£351	£418	£7,609	£7,609	21.6	168	0
31/03/15	£4,530	£4,161	£369	£9	£7,258	£7,258	20.9	165	0
31/03/14	£4,819	£4,285	£533	£9	£6,889	£6,889	19.3	165	0
31/03/13	£4,842	£4,305	£537	£9	£6,356	£6,356	17.7	166	0
31/03/12	£4,722	£4,351	£370	£8	£5,819	£5,819	16	165	0
31/03/11	£4,701	£4,198	£503	£8	£5,449	£5,449	15.6	163	0
31/03/10	£4,511	£3,943	£568	£8	£4,946	£4,946	15.1	160	0
31/03/09	£4,359	£4,031	£328	£5	£4,361	£4,361	13	156	0
31/03/08	£3,945	£3,859	£86	£5	£4,034	£4,034	12.5	159	0
31/03/07	£3,620	£3,267	£353	£4	£3,947	£3,947	14.5	152	0
31/03/06	£3,193	£2,837	£355	£0	£0	£0	n/a	0	0
31/03/05	£2,840	£2,426	£415	£0	£0	£0	n/a	0	0
31/03/04	£2,756	£2,270	£486	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 9.6%
Fundraising Costs/Total Spending: 9%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 4%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 23.3 months
Net Current Assets/Spending: 16 months
Quick Ratio: 17.7

Asset Split ?

Established: 36 years

www.bridgewoodtrust.co.uk

info@bridgewoodtrust.co.uk

01484667866

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Education/Training

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Calderdale, Kirklees,

Who it helps

People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 60-76

JOHN LESLIE TURNER (Chair) Appointed: 1995, Occupation: Hydraulic Engineer

LINDA MARGARET ROBERTS Appointed: 2014, Occupation: Retired

MALCOLM TAGG Appointed: 2007, Occupation: Managing Director, Other trusteeship: ROTARY INTERNATIONAL DISTRICT 1040 CHARITABLE TRUST,

MRS JANE IRELAND Appointed: 2014, Occupation: Teacher

MRS ROWENA EDWARDS Appointed: 2014, Occupation: Retired

NICHOLAS STEPHEN PARKER GREENWOOD MR Appointed: 2023

ROBERT WRAY Appointed: 2007, Occupation: Garage Proprietor

Legal constitution

Charitable company registered in England & Wales on 16/11/1988, number: 700843
Registered at Companies House on 28/03/1988, number: 02236686

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

BRIDGEWOOD TRUST LTD
ST. PAULS HOUSE
ARMITAGE BRIDGE
HUDDERSFIELD
HD4 7NR

Objectives

THE OBJECTS ARE FOR THE PUBLIC BENEFIT TO PROMOTE THE CARE, TREATMENT AND EDUCATION OF CHILDREN AND VULNERABLE ADULTS AND IN PARTICULAR (BUT NOT LIMITED TO) CHILDREN AND ADULTS WITH LEARNING DISABILITIES.

Defined Area of Benefit:

NOT DEFINED.

Data Sources