Finance Score: 2

Governance Score: 6

Support Score: 7

Liabilities <10%: +3
Excess liquidity: -1

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 15

THE ORCHARD TRUST

The Orchard Trust aims to improve the quality of life of people with a learning disability and those who care for them by the provision of flexible high-quality services. These include Supported Living, residential homes, residential short breaks, day care activities and domiciliary care services. The Trust is also an independent training provider, registered with City & Guilds.

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
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

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

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

Established: 35 years

www.orchard-trust.org.uk

admin@orchard-trust.org.uk

01594861137

Charity Commission for England and Wales

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How you can help

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	£4,835	£4,755	£79	£0	£6,471	£6,430	16.2	203	4
31/03/22	£4,519	£4,182	£337	£0	£6,392	£6,381	18.3	193	5
31/03/21	£4,321	£4,139	£181	£0	£6,029	£5,995	17.4	191	4
31/03/20	£3,885	£3,822	£64	£0	£5,847	£5,822	18.3	196	21
31/03/19	£3,548	£3,565	£-17	£0	£5,777	£5,759	19.4	195	15
31/03/18	£3,543	£3,529	£14	£0	£5,674	£5,655	19.2	183	0
31/03/17	£3,336	£3,361	£-25	£0	£5,668	£5,664	20.2	179	0
31/03/16	£3,180	£3,051	£130	£0	£5,693	£5,677	22.3	170	0
31/03/15	£3,129	£3,027	£103	£37	£5,564	£5,545	22	171	0
31/03/14	£3,080	£3,081	£-1	£47	£5,115	£5,104	19.9	166	0
31/03/13	£2,811	£2,675	£135	£44	£5,116	£5,106	22.9	155	0
31/03/12	£2,793	£2,526	£267	£28	£4,981	£4,971	23.6	148	0
31/03/11	£2,792	£2,630	£162	£35	£5,051	£5,051	23	146	0
31/03/10	£2,607	£2,386	£221	£27	£4,889	£4,832	24.3	100	0
31/03/09	£2,663	£2,484	£180	£35	£4,668	£4,636	22.4	85	0
31/03/08	£2,717	£2,368	£350	£31	£5,451	£5,419	27.5	83	0
31/03/07	£2,589	£2,285	£304	£28	£5,101	£5,076	26.7	77	0
31/03/06	£2,482	£2,099	£383	£0	£0	£0	n/a	0	0
31/03/05	£2,238	£1,901	£336	£0	£0	£0	n/a	0	0
31/03/04	£1,779	£1,656	£122	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 5%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 16.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 4.6

Asset Split ?

Listed activities

Accommodation/Housing
Animals
Disability
Education/Training
Environment/Conservation/Heritage

How it operates

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

Where it operates

Gloucestershire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who works here?

203 employees
4 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

Barnwood Trust	£38,940
Wolfson Foundation	£27,800
Garfield Weston Foundation	£10,000
DCMS	£10,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - BigPads
£9,900	14/04/2023	The funding will be used to purchase two interactive touchscreens for residents of the supported living homes who are living with disabilities. The project aims to provide safe and accessible ....more The funding will be used to purchase two interactive touchscreens for residents of the supported living homes who are living with disabilities. The project aims to provide safe and accessible activities and leaning opportunities and enable them to be more physically and mentally active.
Barnwood Trust - Access Audits
£1,440	07/12/2022	ReciteMe accessibility software for website
Garfield Weston Foundation - Main Grants award
£10,000	17/09/2021	Stowfield SwimGym Pool Refurbishment Project
Barnwood Trust - Organisational and Groups Funding
£20,000	17/08/2021	Portable changing places unit
Barnwood Trust - Capital grants to improve indoor and outdoor spaces for social activities
£10,000	14/12/2020	Therapy Pool
DCMS - Coronavirus Community Support Fund
£10,000	15/06/2020	"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 ....more "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 services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Barnwood Trust - Organisational and Groups Funding
£7,500	21/04/2020	Provides homes, therapy and activities
Wolfson Foundation - Grant to The Orchard Trust
£27,800	05/12/2019	Refurbishment of training kitchen at a day facility for adults with learning disabilities
National Lottery Community Fund - Orchard Trust 30 for 30 Celebrations
£10,000	27/03/2019 12	The funding will be used to run a series of events celebrating the group's 30th anniversary. The project aims to enable them to showcase their services to people living with disabilities or other ....more The funding will be used to run a series of events celebrating the group's 30th anniversary. The project aims to enable them to showcase their services to people living with disabilities or other social and emotional challenges.
Sport England - Construction of a disabled activity park
£8,207	01/11/2017 3	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Construction of a disabled activity park. This project is a Multi Sports project, with a focus on ....more Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Construction of a disabled activity park. This project is a Multi Sports project, with a focus on beneficiaries with a disability.
DCMS - ALB-Construction of a disabled activity park
£8,207	01/11/2017	[Placeholder]
National Lottery Community Fund - The Stowfield Cafe Project
£7,757	25/10/2017 12	The funding will be used by a charity to create a café facility in a day centre, developing a new space for the wider community.
The Clothworkers Foundation - Grant to Orchard Trust
£10,000	07/09/2017	refurbishment of sensory room and purchase of digital equipment for a charity which works with disabled people in Gloucestershire
National Lottery Community Fund - Stowfield Accessibility Project
£10,000	06/07/2016 12	The group will use the funding to both improve and increase wheelchair access at their centre for learning for disabled adults. This will ensure all beneficiaries can access all the facilities at the ....more The group will use the funding to both improve and increase wheelchair access at their centre for learning for disabled adults. This will ensure all beneficiaries can access all the facilities at the site.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-76

CHRISTOPHER LLOYD Appointed: 2019, Occupation: Veterinary Surgeon

CLAIRE ELEANOR SMART Appointed: 2017, Occupation: Procurement Director

ELIZABETH CHARLOTTE BELL Appointed: 2022, Occupation: Freelance Copywriter & Editor

JUDITH JANE MORRIS KAYE Appointed: 2011, Occupation: Retired

LEON BRIAN KAYE Appointed: 2006, Occupation: Retired

NICHOLAS PETER BUDD (Chair) Appointed: 2008, Occupation: Consultant

PETER EDWARD WAKERLEY Appointed: 2024, Occupation: Retired

ROBERT HARRY MORGAN Appointed: 2015, Occupation: Retired, Other trusteeship: LYDBROOK BAND,

Legal constitution

Charitable company registered in England & Wales on 14/03/1989, number: 801122
Registered at Companies House on 15/02/1989, number: 02348350

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Financial Conduct Authority

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Valley Springs
Central Lydbrook
Lydbrook
GL17 9PP

Objectives

(I) TO RELIEVE NEED, HARDSHIP AND DISTRESS OF PERSONS WHO ARE MENTALLY DISABLED BY THE PROVISION OF ACCOMMODATION AND OTHER AMENITIES AND FACILITIES. (II) TO PROVIDE EDUCATION AND TRAINING FOR SUCH PERSONS TO ENABLE THEM TO IMPROVE THEIR CONDITIONS OF LIFE.

Defined Area of Benefit:

NOT DEFINED

Data Sources