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up-to-date

Data for financial year ending 31 March 2018

The Orchard Trust

  • Income

    £3.5M

  • Spending

    £3.5M

  • Status

    Up-to-date

Charity no. 801122 Company no. 2348350

Contact details

Public address

  • Valley Springs, Central Lydbrook, Lydbrook, GL17 9PP

Aims & activities

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.

What the charity does

  • Education/training
  • Disability
  • Accommodation/housing
  • Animals
  • Environment/conservation/heritage

Who the charity helps

  • Children/young people
  • Elderly/old people
  • People with disabilities

How the charity works

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

Income and Endowments:

£3.5M

* £-8.5K investment gains(losses)

Expenditure:

£3.5M

Assets and liabilities

  • £4.7M Own use assets
  • £192.5K Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £5.7M Other assets
  • £215.6K Total liabilities
Financial history
Compliance history

Fundraising

Raises funds from the Public

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

100%
100%
0%

Charitable objects

(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.

Governing document

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 15TH FEBRUARY 1989 AND AMENDED 5 SEPTEMBER 2003. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09/03/2015 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 SEP 2017

Organisation type

Standard registration

Policies

Risk management
Safeguarding vulnerable beneficiaries
Volunteer management
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property.

  • 9 Trustees
  • 183 Employees
  • 21 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Susan Frances Henchley None on record
Robert Harry Morgan None on record
Leon Brian Kaye None on record
Nicholas Peter Budd (Chair) None on record
Judith Jane Morris Kaye None on record
Katharine Helena Morley The Morley Family Charitable Trust Up-to-date
Rita Mary Dodsworth None on record
Claire Eleanor Smart None on record
Elaine Hewison None on record

Areas of operation

List of regions

  • Gloucestershire