BRATHAY TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 24 May 1993
Removed: Not supplied
Company number supplied: 02814206
Financial period: 1 April 2024 – 31 March 2025
Latest income: £5,417,000
Latest expenditure: £5,304,000
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Brathay Trust, Brathay Hall, Clappersgate, AMBLESIDE, LA22 0HP

Website recorded by the regulator: www.brathay.org.uk (displayed as text)

02 Activities

What the charity does

Everyone has the capacity to do extraordinary things that can inspire & benefit others. Brathay's mission is to improve the life chances of children, young people & families by inspiring them to engage positively in their communities. Our achievements are supported by knowledge in our research hub & revenue from our people and organisation development consultancy & our enterprising fundraising.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 16 January 2026
Date Accounts Received: 16 January 2026
Total Gross Income: £5,417,000
Total Gross Expenditure: £5,304,000

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 17 December 2024
Date Accounts Received: 17 December 2024
Total Gross Income: £5,215,000
Total Gross Expenditure: £5,595,000

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 25 January 2024
Date Accounts Received: 13 January 2024
Total Gross Income: £5,533,000
Total Gross Expenditure: £5,747,000

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 8 November 2022
Date Accounts Received: 8 November 2022
Total Gross Income: £5,065,000
Total Gross Expenditure: £4,970,000

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 28 January 2022
Date Accounts Received: 28 January 2022
Total Gross Income: £3,731,000
Total Gross Expenditure: £3,881,000

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 16 January 2026
Total Gross Income: £5,417,000
Total Gross Expenditure: £5,304,000
Grant Making Is Main Activity: No
Count Govt Contracts: 11
Count Govt Grants: £14
Income From Government Contracts: 293977
Income From Government Grants: £365,967
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 2
Count Salary Band 90001 100000: 1
Count Volunteers: 120

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 17 December 2024
Total Gross Income: £5,215,000
Total Gross Expenditure: £5,595,000
Grant Making Is Main Activity: No
Count Govt Contracts: 24
Count Govt Grants: £7
Income From Government Contracts: 377646
Income From Government Grants: £264,153
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 2
Count Volunteers: 175

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 25 January 2024
Total Gross Income: £5,533,000
Total Gross Expenditure: £5,747,000
Grant Making Is Main Activity: No
Count Govt Contracts: 19
Count Govt Grants: £7
Income From Government Contracts: 313202
Income From Government Grants: £127,300
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 0
Count Salary Band 70001 80000: 0
Count Salary Band 80001 90000: 1
Count Salary Band 90001 100000: 0
Count Salary Band 100001 110000: 0
Count Salary Band 110001 120000: 0
Count Salary Band 120001 130000: 0
Count Salary Band 130001 140000: 0
Count Salary Band 140001 150000: 0
Count Salary Band 150001 200000: 0
Count Salary Band 200001 250000: 0
Count Salary Band 250001 300000: 0
Count Salary Band 300001 350000: 0
Count Salary Band 350001 400000: 0
Count Salary Band 400001 450000: 0
Count Salary Band 450001 500000: 0
Count Salary Band Over 500000: 0
Count Volunteers: 230

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 8 November 2022
Total Gross Income: £5,065,000
Total Gross Expenditure: £4,970,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 13
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £8
Income From Government Contracts: 427000
Income From Government Grants: £131,450
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 80001 90000: 1
Count Volunteers: 165

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 28 January 2022
Total Gross Income: £3,731,000
Total Gross Expenditure: £3,881,000
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 6
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £5
Income From Government Contracts: 110000
Income From Government Grants: £999,000
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 58

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 16 January 2026
Income Donations And Legacies: 1073000
Income Other Trading Activities: 800000
Income Charitable Activities: 3530000
Income Investments: 14000
Income Other: 0
Income Total Income And Endowments: 5417000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £407,000
Expenditure Charitable Expenditure: £4,888,000
Expenditure Other: 9000
Expenditure Total: 5304000
Expenditure Investment Management: 8000
Expenditure Grants Institution: 0
Expenditure Governance: 42000
Expenditure Support Costs: 418000
Expenditure Depreciation: 226000
Gain Loss Investment: 42000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,568,000
Assets Total Fixed: 2280000
Assets Own Use: 1198000
Assets Long Term Investment: 1082000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,220,000
Assets Total Liabilities: £1,932,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,568,000
Creditors One Year Total Current: 1847000
Creditors Falling Due After One Year: 85000
Assets Cash: £443,000
Funds Endowment: 0
Funds Unrestricted: 1527000
Funds Restricted: 41000
Funds Total: 1568000
Count Employees: 92
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 17 December 2024
Income Donations And Legacies: 1082000
Income Other Trading Activities: 774000
Income Charitable Activities: 3333000
Income Investments: 26000
Income Other: 0
Income Total Income And Endowments: 5215000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £577,000
Expenditure Charitable Expenditure: £5,006,000
Expenditure Other: 12000
Expenditure Total: 5595000
Expenditure Investment Management: 18000
Expenditure Grants Institution: 0
Expenditure Governance: 40000
Expenditure Support Costs: 543000
Expenditure Depreciation: 262000
Gain Loss Investment: 83000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,413,000
Assets Total Fixed: 2351000
Assets Own Use: 1305000
Assets Long Term Investment: 1046000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £728,000
Assets Total Liabilities: £1,666,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,413,000
Creditors One Year Total Current: 1523000
Creditors Falling Due After One Year: 143000
Assets Cash: £332,000
Funds Endowment: 0
Funds Unrestricted: 1413000
Funds Restricted: 0
Funds Total: 1413000
Count Employees: 102
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 25 January 2024
Income Donations And Legacies: 999000
Income Other Trading Activities: 850000
Income Charitable Activities: 3665000
Income Investments: 19000
Income Other: 0
Income Total Income And Endowments: 5533000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £552,000
Expenditure Charitable Expenditure: £5,183,000
Expenditure Other: 12000
Expenditure Total: 5747000
Expenditure Investment Management: 11000
Expenditure Grants Institution: 0
Expenditure Governance: 46000
Expenditure Support Costs: 556000
Expenditure Depreciation: 239000
Gain Loss Investment: -58000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,710,000
Assets Total Fixed: 2709000
Assets Own Use: 1495000
Assets Long Term Investment: 1214000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £847,000
Assets Total Liabilities: £1,846,000
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,710,000
Creditors One Year Total Current: 1629000
Creditors Falling Due After One Year: 217000
Assets Cash: £297,000
Funds Endowment: 0
Funds Unrestricted: 1710000
Funds Restricted: 0
Funds Total: 1710000
Count Employees: 109
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 8 November 2022
Income Donations And Legacies: 1075000
Income Other Trading Activities: 1027000
Income Charitable Activities: 2947000
Income Investments: 16000
Income Other: 0
Income Total Income And Endowments: 5065000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £409,000
Expenditure Charitable Expenditure: £4,550,000
Expenditure Other: 11000
Expenditure Total: 4970000
Expenditure Investment Management: 8000
Expenditure Grants Institution: 0
Expenditure Governance: 33000
Expenditure Support Costs: 490000
Expenditure Depreciation: 229000
Gain Loss Investment: 22000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,982,000
Assets Total Fixed: 2492000
Assets Own Use: 1419000
Assets Long Term Investment: 1073000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,019,000
Assets Total Liabilities: £1,529,000
Assets Current Investment: 200000
Assets Total Assets And Liabilities: £1,982,000
Creditors One Year Total Current: 1316000
Creditors Falling Due After One Year: 213000
Assets Cash: £326,000
Funds Endowment: 0
Funds Unrestricted: 1982000
Funds Restricted: 0
Funds Total: 1982000
Count Employees: 110
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 28 January 2022
Income Donations And Legacies: 2151000
Income Other Trading Activities: 403000
Income Charitable Activities: 1158000
Income Investments: 19000
Income Other: 0
Income Total Income And Endowments: 3731000
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £131,000
Expenditure Charitable Expenditure: £3,746,000
Expenditure Other: 4000
Expenditure Total: 3881000
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 20000
Expenditure Support Costs: 199000
Expenditure Depreciation: 206000
Gain Loss Investment: 191000
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,865,000
Assets Total Fixed: 2418000
Assets Own Use: 1477000
Assets Long Term Investment: 941000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,081,000
Assets Total Liabilities: £1,635,000
Assets Current Investment: 300000
Assets Total Assets And Liabilities: £1,864,000
Creditors One Year Total Current: 1413000
Creditors Falling Due After One Year: 222000
Assets Cash: £279,000
Funds Endowment: 0
Funds Unrestricted: 1864000
Funds Restricted: 0
Funds Total: 1864000
Count Employees: 105
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cumbria
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Bradford City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Yorkshire
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

08 Official extract

Charity Event History

Charity Name: BRATHAY TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2015-02-19T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 326118
Assoc Registered Charity Number: 326118
Assoc Charity Name: SOUTH LAKELAND DISTRICT COUNCIL FUND IN COMMEMORATION OF THE WEDDING OF HIS ROYAL HIGHNESS PRINCE CHARLES TO LADY DIANA SPENCER

Charity Name: BRATHAY TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1993-05-24T00:00:00

Charity Name: BRATHAY TRUST
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2022-06-01T00:00:00
Reason: Removed by application
Assoc Organisation Number: 5040077
Assoc Registered Charity Number: 1153856
Assoc Charity Name: SCHOOL ANGEL

Charity Name: BRATHAY TRUST
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2016-03-10T00:00:00
Assoc Organisation Number: 3103997
Assoc Registered Charity Number: 1061156
Assoc Charity Name: BRATHAY EXPLORATION TRUST

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 30 APRIL 1993 AS AMENDED BY SPECIAL RESOLUTIONS DATED 28 JULY 2001, 09 DECEMBER 2004, 17 JUNE 2005, 10 AUGUST 2007 AND 18 DECEMBER 2009
Charitable Objects: (A) TO ESTABLISH AND MAINTAIN A CENTRE OR CENTRES IN ANY PART OF GREAT BRITAIN FOR THE EDUCATION INCLUDING THE PHYSICAL TRAINING AND MORAL INTELLECTUAL AND PHYSICAL DEVELOPMENT OF YOUNG PERSONS OF BOTH SEXES FROM WITHIN THE UNITED KINGDOM. (B) TO INSTITUTE AND PROSECUTE, WHETHER AT THE SAID CENTRES OR ELSEWHERE, INVESTIGATION AND RESEARCH INTO QUESTIONS AFFECTING THE EDUCATION OF SUCH PERSONS. (C) TO INSTRUCT THE STAFF OF SUCH CENTRES AND OTHER PERSONS TO QUALIFY THEM TO PROMOTE THE AFORESAID PURPOSES. (D) TO PROMOTE ANY OTHER CHARITABLE PURPOSES OF AN EDUCATIONAL NATURE WHICH CAN CONVENIENTLY BE PROMOTED IN COMBINATION WITH ALL OR ANY OF THE PURPOSES AFORESAID.
Area Of Benefit: GREAT BRITAIN

10 Official extract

Charity Other Names

Charity Name Id: 77668
Charity Name Type: Working name
Charity Name: BRATHAY DEVELOPMENT TRAINING

Charity Name Id: 77657
Charity Name Type: Working name
Charity Name: BRATHAY

Charity Name Id: 77675
Charity Name Type: Previous name
Charity Name: BRATHAY HALL TRUST

11 Official extract

Charity Policy

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Paying staff

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Serious incident reporting policy and procedures

Policy Name: Volunteer management

Policy Name: Complaints handling

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Risk management