01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 19 September 1996
- Removed
- Not supplied
- Company number supplied
- 03179744
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £955,268
- Latest expenditure
- £820,566
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: DALEWOOD, CHOLMLEY WAY, WHITBY, NORTH YORKSHIRE, YO22 4NQ
Website recorded by the regulator: Dalewoodtrust.org (displayed as text)
02 Activities
What the charity does
Services for Adults with learning disabilities in Whitby and District
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
- £955,268
- Total Gross Expenditure
- £820,566
- 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
- 10 December 2024
- Date Accounts Received
- 10 December 2024
- Total Gross Income
- £858,291
- Total Gross Expenditure
- £745,037
- 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
- 16 May 2024
- Date Accounts Received
- 16 May 2024
- Total Gross Income
- £731,116
- Total Gross Expenditure
- £633,017
- 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
- 3 January 2023
- Date Accounts Received
- 3 January 2023
- Total Gross Income
- £646,924
- Total Gross Expenditure
- £558,458
- 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
- 11 January 2022
- Date Accounts Received
- 11 January 2022
- Total Gross Income
- £513,917
- Total Gross Expenditure
- £493,059
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
- £955,268
- Total Gross Expenditure
- £820,566
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 38
- Count Govt Grants
- £0
- Income From Government Contracts
- 604518
- Charity Has Trading Subsidiary
- No
- 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
- No
- Count Volunteers
- 4
- 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
- 10 December 2024
- Total Gross Income
- £858,291
- Total Gross Expenditure
- £745,037
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 39
- Count Govt Grants
- £0
- Income From Government Contracts
- 565076
- Charity Has Trading Subsidiary
- No
- 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
- No
- Count Volunteers
- 2
- 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
- 16 May 2024
- Total Gross Income
- £731,116
- Total Gross Expenditure
- £633,017
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 43
- Count Govt Grants
- £0
- Income From Government Contracts
- 506810
- Charity Has Trading Subsidiary
- No
- 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
- No
- Count Volunteers
- 6
- 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
- 3 January 2023
- Total Gross Income
- £646,924
- Total Gross Expenditure
- £558,458
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 45
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 433831
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 6
- 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
- 11 January 2022
- Total Gross Income
- £513,917
- Total Gross Expenditure
- £493,059
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 38
- Charity Receives Govt Funding Grants
- No
- Income From Government Contracts
- 380703
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 6
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
- 11897
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 926452
- Income Investments
- 16919
- Income Other
- 0
- Income Total Income And Endowments
- 955268
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £820,566
- Expenditure Other
- 0
- Expenditure Total
- 820566
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 21900
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,031,085
- Assets Total Fixed
- 21755
- Assets Own Use
- 21755
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,107,319
- Assets Total Liabilities
- £76,234
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £1,052,840
- Creditors One Year Total Current
- 76234
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,057,179
- Funds Endowment
- 0
- Funds Unrestricted
- 1052840
- Funds Restricted
- 0
- Funds Total
- 1052840
- Count Employees
- 51
- Charity Only 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
- 10 December 2024
- Income Donations And Legacies
- 32483
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 812232
- Income Investments
- 13576
- Income Other
- 0
- Income Total Income And Endowments
- 858291
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £745,037
- Expenditure Other
- 0
- Expenditure Total
- 745037
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 21156
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £874,483
- Assets Total Fixed
- 43655
- Assets Own Use
- 43655
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £959,489
- Assets Total Liabilities
- £85,006
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £918,138
- Creditors One Year Total Current
- 85006
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £923,605
- Funds Endowment
- 0
- Funds Unrestricted
- 918138
- Funds Restricted
- 0
- Funds Total
- 918138
- Count Employees
- 40
- Charity Only 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
- 16 May 2024
- Income Donations And Legacies
- 21292
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 706655
- Income Investments
- 3169
- Income Other
- 0
- Income Total Income And Endowments
- 731116
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £633,017
- Expenditure Other
- 0
- Expenditure Total
- 633017
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 18399
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £772,278
- Assets Total Fixed
- 37645
- Assets Own Use
- 37645
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £844,199
- Assets Total Liabilities
- £71,921
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £809,923
- Creditors One Year Total Current
- 71921
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £813,755
- Funds Endowment
- 0
- Funds Unrestricted
- 804884
- Funds Restricted
- 5039
- Funds Total
- 809923
- Count Employees
- 32
- Charity Only 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
- 3 January 2023
- Income Donations And Legacies
- 10384
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 636465
- Income Investments
- 75
- Income Other
- 0
- Income Total Income And Endowments
- 646924
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £558,458
- Expenditure Other
- 0
- Expenditure Total
- 558458
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 32734
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £674,198
- Assets Total Fixed
- 40145
- Assets Own Use
- 40145
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £731,133
- Assets Total Liabilities
- £56,935
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £714,343
- Creditors One Year Total Current
- 56935
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £598,789
- Funds Endowment
- 0
- Funds Unrestricted
- 706784
- Funds Restricted
- 7559
- Funds Total
- 714343
- Count Employees
- 28
- Charity Only 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
- 11 January 2022
- Income Donations And Legacies
- 8193
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 505493
- Income Investments
- 231
- Income Other
- 0
- Income Total Income And Endowments
- 513917
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £493,059
- Expenditure Other
- 0
- Expenditure Total
- 493059
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 33496
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £560,743
- Assets Total Fixed
- 67653
- Assets Own Use
- 67653
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £697,273
- Assets Total Liabilities
- £136,530
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £628,396
- Creditors One Year Total Current
- 136530
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £594,862
- Funds Endowment
- 0
- Funds Unrestricted
- 618318
- Funds Restricted
- 10078
- Funds Total
- 628396
- Count Employees
- 28
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- North Yorkshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
08 Official extract
Charity Event History
- Charity Name
- DALEWOOD TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1996-09-19T00:00:00
- Charity Name
- DALEWOOD TRUST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2024-06-04T00:00:00
- Reason
- Does not operate
- Assoc Organisation Number
- 3967763
- Assoc Registered Charity Number
- 1094513
- Assoc Charity Name
- PARTICIPACTION WHITBY
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 28 MARCH 1996 AS AMENDED BY SPECIAL RESOLUTION DATED 7 MAY 1996
- Charitable Objects
- TO RELIEVE PEOPLE WITH A LEARNING DISABILITY OF SCHOOL AGE AND ABOVE WHO ARE RESIDENT IN WHITBY AND SURROUNDING AREA AND TO ADVANCE THE EDUCATION AND TRAINING OF SUCH PEOPLE
- Area Of Benefit
- WHITBY AND SURROUNDING AREA
10 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Internal risk management policy and procedures