Overall GiG Score: 16 ?
Finance Score: 3
Governance Score: 9
Support Score: 4
  • Poor Liquidity: -1
  • Reasonable growth: +1
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +4

THE BRANDON TRUST 

Brandon Trust exists to improve lifestyles, opportunities and deliver greater independence for people with learning disabilities. At heart we are about places to live, life skills, jobs and educational opportunities for individuals
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending 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 and a Community Foundation
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

  • Liquidity appears to have been slender at the latest year end
Established: 35 years

www.brandontrust.org

info@brandontrust.org

01179077200

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
31/03/23£68,476£73,246£-4,770£516£18,224£16,5652.72,523109
31/03/22£63,004£63,021£-17£323£22,894£21,21742,26997
31/03/21*£60,363£56,571£3,791£212£22,207£20,1054.32,40393
31/03/20£55,258£53,911£1,347£267£17,700£16,0883.62,350413
31/03/19£52,116£50,365£1,751£277£16,329£14,4533.41,463447
31/03/18£50,410£47,259£3,150£298£14,396£12,4323.21,4800
31/03/17£50,670£52,580£-1,911£275£10,768£8,56021,5450
31/03/16£46,628£50,467£-3,839£0£12,599£10,5822.51,7550
31/03/15£44,890£45,837£-947£38£15,129£11,30031,7120
31/03/14£47,485£46,287£1,198£386£12,773£12,5913.32,0450
31/03/13£48,777£48,152£624£443£11,034£10,8272.72,0520
31/03/12£52,018£52,766£-748£466£10,795£10,5682.42,0510
31/03/11£44,219£43,616£603£479£12,424£12,1863.42,0340
31/03/10£45,481£44,995£486£483£11,230£11,07432,0990
31/03/09£43,761£43,171£590£498£11,960£12,7523.52,0800
31/03/08£37,126£36,684£443£434£10,410£10,9833.61,7700
31/03/07£34,435£33,853£582£129£9,903£10,5223.71,2020
31/03/06£22,098£22,114£-16£0£0£0n/a00
31/03/05£20,874£19,965£909£0£0£0n/a00
31/03/04£20,401£19,513£889£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 28%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 2.7 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.2
Asset Split ?
What it does
  • Accommodation/Housing
  • Disability
  • The Advancement Of Health Or Saving Of Lives
Who works here?
  • 2,523 employees
  • 109 volunteers
Who it helps
  • People With Disabilities
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Throughout England,

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
Quartet Community Foundation - Grant to Brandon Trust
£10,119 21/03/2023
Toward the lease of a minibus to enable a well-established group of individuals with learning disabilities & their support staff to travel & access facilities both locally & beyond South ....more
Quartet Community Foundation - Grant to Brandon Trust
£250 08/02/2023
Towards the work of the Brandon Trust which works alongside people of different ability so they are able to create opportunity and feel empowered to live the life they want.
Quartet Community Foundation - Grant to Brandon Trust
£1,900 14/12/2022
To support people with learning difficulties in a residential care setting to design and create a garden, creating a calm, safe space they can enjoy.
Quartet Community Foundation - Grant to Brandon Trust
£400 26/04/2022
For a child with learning difficulties to be able to attend a summer camp.
Co-Operative Group - Grant to Elm Tree Farm
£2,953 23/10/2021
We would like to renovate our farm shop so visitors can buy local, organically-produced food from people with learning disabilities who are on growing food and animal care training placements.
Quartet Community Foundation - Grant to Brandon Trust
£3,000 24/08/2021
2
To purchase a IRIS Variable Height profiling shower table for the benefit of an individual with learning difficulties.
Quartet Community Foundation - Central Summer Camp
£800 01/07/2021
For Brandon Trust to offer 20 young people with learning disabilities, between the ages of 14-19, the opportunity to go away on an adventure activity residential holiday for 8 days.
Quartet Community Foundation - Grant to Brandon Trust
£350 05/02/2021
As requested by the donor towards supporting people with learning difficulties
Quartet Community Foundation - Interactive table
£2,500 02/03/2020
3
A contribution toward an Interactive Table which enhances communication and general well being between residents/staff whilst stimulating memory, interaction, socialisation and engagement.
Quartet Community Foundation - magic Table
£3,500 30/09/2019
8
To be able to purchase additional stimulating activities for the benefit of individuals with learning disabilities.
Quartet Community Foundation - furniture for home cinema experance
£2,807 22/08/2019
2
Toward the cost of additional new furniture at the a residential care setting for the benefit of individuals with learning disabilities.
Quartet Community Foundation - holiday
£1,500 04/06/2019
0
To enable an individual with learning disabilities to take a holiday abroad with the support of two support workers.
Quartet Community Foundation - Hutton Moor Allotments
£10,000 02/05/2019
48
Toward the cost of a four year lease for a car for the benefit of individuals with learning disabilities using the group's allotment project.
Quartet Community Foundation - South Bristol Project
£10,000 27/03/2019
22
To continue a lease of a nine seat minibus for 2 years, including insurance & running costs, for the benefit of Brandon Trust clients, individuals with learning learning disabilities.
Quartet Community Foundation - Garden Transformation
£3,843 26/07/2018
3
For a garden transformation project for the benefit of individuals with learning disabilities based at a residential care setting.
Quartet Community Foundation - Grant to Brandon Trust
£5,000 16/02/2017
To offer 20 young people with a learning disability, the opportunity to go away on a residential holiday Summer Camp.
Quartet Community Foundation - Grant to Brandon Trust
£20,000 23/05/2016
To lease a 12 seater minibus for 2 years to enable a group of 8 individuals with learning disabilities & their support staff to travel & access facilities beyond Bristol and locally.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 10/11 persons

Age Range of Trustees: 44-66
Legal constitution
  • Charitable company registered in England & Wales on 17/05/1989, number: 801571
  • Registered at Companies House on 28/03/1989, number: 02365487
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; AR21: 1 days late,
Main office

Draycott House
Great Park Road
Almondsbury Business Centre
Bristol
BS32 4QH

Objectives

TO BENEFIT THE PUBLIC BY THE PROVISION OF RELIEF OF THOSE IN NEED BY REASON OF ANY FORM OF LEARNING, PHYSICAL, OR SENSORY DISABILITY OR MENTAL ILLNESS, THIS RELIEF BEING PROVIDED BY ALL FORMS OF SUPPORT TO ENABLE THEM TO LIVE THE LIVES THEY CHOOSE, AND IN PARTICULAR, BY SUPPORT IN THE HOME, BY SUPPORT IN THE COMMUNITY AND IN THE WORKPLACE AND BY THE PROVISION OF RESIDENTIAL ACCOMMODATION.

Defined Area of Benefit:

NOT DEFINED, IN PRACTICE AVON

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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