BritDB

CCEW Charity Commission profile

BENDRIGG TRUST

Registered charity 508450 · organisation 508450

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
15 February 1979
Removed
Not supplied
Company number supplied
01396557
Financial period
1 January 2025 – 31 December 2025
Latest income
£1,790,505
Latest expenditure
£1,911,073
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Bendrigg Trust, Bendrigg Lodge, Old Hutton, KENDAL, LA8 0NR

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

02 Activities

What the charity does

Bendrigg Trust runs high quality courses for disabled and disadvantaged people who come to Bendrigg from all parts of the UK for a day, weekend or a week.We aim to promote inclusion, encourage independence and build self-confidence through the use of residential experience and the safe provision of adventurous activities delivered by dedicated, qualified staff.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
25 August 2026
Date Accounts Received
25 August 2026
Total Gross Income
£1,790,505
Total Gross Expenditure
£1,911,073
Accounts Qualified
Yes
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
29 July 2025
Date Accounts Received
29 July 2025
Total Gross Income
£1,943,862
Total Gross Expenditure
£1,748,807
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
1 October 2024
Date Accounts Received
1 October 2024
Total Gross Income
£1,546,079
Total Gross Expenditure
£1,524,481
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
18 September 2023
Date Accounts Received
18 September 2023
Total Gross Income
£1,420,548
Total Gross Expenditure
£1,314,541
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
25 August 2022
Date Accounts Received
25 August 2022
Total Gross Income
£923,294
Total Gross Expenditure
£1,010,208

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
25 August 2026
Total Gross Income
£1,790,505
Total Gross Expenditure
£1,911,073
Grant Making Is Main Activity
No
Count Govt Contracts
1
Count Govt Grants
£4
Income From Government Contracts
15000
Income From Government Grants
£37,473
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
175
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
29 July 2025
Total Gross Income
£1,943,862
Total Gross Expenditure
£1,748,807
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£6
Income From Government Grants
£81,022
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
Yes
Count Salary Band 60001 70000
1
Count Volunteers
214
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
1 October 2024
Total Gross Income
£1,546,079
Total Gross Expenditure
£1,524,481
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£6
Income From Government Grants
£32,290
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
264
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
18 September 2023
Total Gross Income
£1,420,548
Total Gross Expenditure
£1,314,541
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Grants
£10,832
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
204
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
25 August 2022
Total Gross Income
£923,294
Total Gross Expenditure
£1,010,208
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£22
Income From Government Grants
£181,363
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
144

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 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
25 August 2026
Income Donations And Legacies
713160
Income Other Trading Activities
63904
Income Charitable Activities
996355
Income Investments
15645
Income Other
1441
Income Total Income And Endowments
1790505
Income Legacies
2500
Income Endowments
0
Expenditure Raising Funds
£176,501
Expenditure Charitable Expenditure
£1,734,572
Expenditure Other
0
Expenditure Total
1911073
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
20095
Expenditure Support Costs
196596
Expenditure Depreciation
140096
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£489,014
Assets Total Fixed
3116519
Assets Own Use
3116519
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,123,575
Assets Total Liabilities
£364,239
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,875,855
Creditors One Year Total Current
364239
Creditors Falling Due After One Year
0
Assets Cash
£1,042,062
Funds Endowment
0
Funds Unrestricted
489014
Funds Restricted
3386841
Funds Total
3875855
Count Employees
40
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
29 July 2025
Income Donations And Legacies
884542
Income Other Trading Activities
67205
Income Charitable Activities
972161
Income Investments
19954
Income Other
0
Income Total Income And Endowments
1943862
Income Legacies
10000
Income Endowments
0
Expenditure Raising Funds
£164,121
Expenditure Charitable Expenditure
£1,584,686
Expenditure Other
0
Expenditure Total
1748807
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
18788
Expenditure Support Costs
182909
Expenditure Depreciation
111057
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£561,224
Assets Total Fixed
3125108
Assets Own Use
3125108
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,313,588
Assets Total Liabilities
£442,273
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,996,423
Creditors One Year Total Current
442273
Creditors Falling Due After One Year
0
Assets Cash
£1,236,419
Funds Endowment
0
Funds Unrestricted
561224
Funds Restricted
3435199
Funds Total
3996423
Count Employees
43
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
1 October 2024
Income Donations And Legacies
670904
Income Other Trading Activities
0
Income Charitable Activities
863857
Income Investments
11222
Income Other
96
Income Total Income And Endowments
1546079
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£103,501
Expenditure Charitable Expenditure
£1,420,980
Expenditure Other
0
Expenditure Total
1524481
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
17317
Expenditure Support Costs
120818
Expenditure Depreciation
105217
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£599,627
Assets Total Fixed
3033637
Assets Own Use
3033637
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,092,533
Assets Total Liabilities
£324,802
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,801,368
Creditors One Year Total Current
324802
Creditors Falling Due After One Year
0
Assets Cash
£998,042
Funds Endowment
0
Funds Unrestricted
599627
Funds Restricted
3201741
Funds Total
3801368
Count Employees
38
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
18 September 2023
Income Donations And Legacies
367482
Income Other Trading Activities
0
Income Charitable Activities
702205
Income Investments
3753
Income Other
347108
Income Total Income And Endowments
1420548
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£48,409
Expenditure Charitable Expenditure
£1,266,132
Expenditure Other
0
Expenditure Total
1314541
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
10044
Expenditure Support Costs
58453
Expenditure Depreciation
113112
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£635,326
Assets Total Fixed
3120302
Assets Own Use
3120302
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£888,635
Assets Total Liabilities
£229,167
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,779,770
Creditors One Year Total Current
229167
Creditors Falling Due After One Year
0
Assets Cash
£865,021
Funds Endowment
0
Funds Unrestricted
635326
Funds Restricted
3144444
Funds Total
3779770
Count Employees
34
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
25 August 2022
Income Donations And Legacies
423733
Income Other Trading Activities
0
Income Charitable Activities
363900
Income Investments
212
Income Other
135449
Income Total Income And Endowments
923294
Income Legacies
15001
Income Endowments
0
Expenditure Raising Funds
£41,654
Expenditure Charitable Expenditure
£968,554
Expenditure Other
0
Expenditure Total
1010208
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7946
Expenditure Support Costs
49600
Expenditure Depreciation
115954
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£422,975
Assets Total Fixed
3254482
Assets Own Use
3254482
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£846,100
Assets Total Liabilities
£426,819
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,673,763
Creditors One Year Total Current
426819
Creditors Falling Due After One Year
0
Assets Cash
£822,043
Funds Endowment
0
Funds Unrestricted
422975
Funds Restricted
3250788
Funds Total
3673763
Count Employees
30
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
110
Classification Type
What
Classification Description
Amateur Sport
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
201
Classification Type
Who
Classification Description
Children/young People

08 Official extract

Charity Event History

Charity Name
BENDRIGG TRUST
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2023-02-15T00:00:00
Reason
Removed by application
Assoc Organisation Number
5080803
Assoc Registered Charity Number
1167017
Assoc Charity Name
1 LIFE TO LIVE
Charity Name
BENDRIGG TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1979-02-15T00:00:00
Charity Name
BENDRIGG 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
BENDRIGG TRUST
Charity Event Order
5
Event Type
Asset transfer in
Date Of Event
2025-02-24T00:00:00
Reason
Removed by application
Assoc Organisation Number
5106574
Assoc Registered Charity Number
1175324
Assoc Charity Name
OUTDOORS FOR ALL
Charity Name
BENDRIGG TRUST
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2023-07-14T00:00:00
Reason
Funds transferred (gi)
Assoc Organisation Number
1038565
Assoc Registered Charity Number
1038565
Assoc Charity Name
ROTARY CLUB OF AMBLESIDE TRUST FUND

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 27 OCTOBER 1978 AS AMENDED BY SPECIAL RESOLUTION PASSED 29 JULY 1988 AND SPECIAL RESOLUTION PASSED ON 6TH SEPTEMBER 2002
Charitable Objects
(1) TO HELP AND EDUCATE YOUNG PERSONS TO DEVELOP THEIR PHYSICAL, ENTAL SPIRITUAL CAPACITIES. (2) TO EDUCATE AND RELIEVE DISTRESS AMONG PERSONS WHO ARE SUFFERING OR WHO HAVE SUFFERED A LEGAL RESTRICTION ON THEIR LIBERTY IN ANY PENAL OR CORRECTIONAL ESTABLISHMENT OR THROUGH ANY MEANS WHATEVER AND THE FA OF SUCH PERSONS. (3) TO RELIEVE AND PREVENT SUFFERING CAUSED BY MENTAL OR PHYSICAL ILL HEALTH. (4) THE RELIEF OF INFIRMITY, OLD AGE OR DISTRESS BY THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL*
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Policy

Policy Name
Safeguarding policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Investment
Policy Name
Trustee expenses policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Complaints policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Bullying and harassment policy and procedures
Policy Name
Paying staff
Policy Name
Volunteer management
Policy Name
Complaints handling
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Social media policy and procedures