CCEW Charity Commission profile

BRIDGEWOOD TRUST LIMITED

Registered charity 700843 · organisation 700843

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
16 November 1988
Removed
Not supplied
Company number supplied
02236686
Financial period
1 April 2024 – 31 March 2025
Latest income
£7,784,534
Latest expenditure
£6,955,945
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: BRIDGEWOOD TRUST LTD, ST. PAULS HOUSE, ARMITAGE BRIDGE, HUDDERSFIELD, HD4 7NR

Website recorded by the regulator: www.bridgewoodtrust.co.uk (displayed as text)

02 Activities

What the charity does

The Bridgewood Trust provides support, accommodation and day services for adults with a learning disability

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
11 December 2025
Date Accounts Received
11 December 2025
Total Gross Income
£7,784,534
Total Gross Expenditure
£6,955,945
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
11 December 2024
Date Accounts Received
11 December 2024
Total Gross Income
£6,981,205
Total Gross Expenditure
£6,479,934
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
14 December 2023
Date Accounts Received
14 December 2023
Total Gross Income
£6,472,472
Total Gross Expenditure
£6,179,824
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
29 December 2022
Date Accounts Received
10 January 2023
Total Gross Income
£6,164,011
Total Gross Expenditure
£5,686,288
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
25 November 2021
Date Accounts Received
30 November 2021
Total Gross Income
£6,240,561
Total Gross Expenditure
£5,144,919

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
11 December 2025
Total Gross Income
£7,784,534
Total Gross Expenditure
£6,955,945
Grant Making Is Main Activity
No
Count Govt Contracts
13
Count Govt Grants
£2
Income From Government Contracts
7129582
Income From Government Grants
£44,080
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 70001 80000
1
Count Salary Band 110001 120000
1
Count Volunteers
1
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
11 December 2024
Total Gross Income
£6,981,205
Total Gross Expenditure
£6,479,934
Grant Making Is Main Activity
No
Count Govt Contracts
13
Count Govt Grants
£0
Income From Government Contracts
6413668
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 70001 80000
1
Count Salary Band 100001 110000
1
Count Volunteers
1
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
14 December 2023
Total Gross Income
£6,472,472
Total Gross Expenditure
£6,179,824
Grant Making Is Main Activity
No
Count Govt Contracts
14
Count Govt Grants
£1
Income From Government Contracts
6157776
Income From Government Grants
£4,292
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
1
Count Salary Band 70001 80000
1
Count Salary Band 100001 110000
1
Count Volunteers
1
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
29 December 2022
Total Gross Income
£6,164,011
Total Gross Expenditure
£5,686,288
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
14
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£17
Income From Government Contracts
5769293
Income From Government Grants
£208,805
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 Salary Band 100001 110000
1
Count Volunteers
1
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
25 November 2021
Total Gross Income
£6,240,561
Total Gross Expenditure
£5,144,919
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
14
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£16
Income From Government Contracts
5854167
Income From Government Grants
£300,108
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 Salary Band 90001 100000
1
Count Volunteers
3

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
11 December 2025
Income Donations And Legacies
1244
Income Other Trading Activities
692379
Income Charitable Activities
6756754
Income Investments
334157
Income Other
0
Income Total Income And Endowments
7784534
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£650,850
Expenditure Charitable Expenditure
£6,305,095
Expenditure Other
0
Expenditure Total
6955945
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
14774
Expenditure Support Costs
14774
Expenditure Depreciation
189144
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,807,897
Assets Total Fixed
4235410
Assets Own Use
4235410
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£9,648,669
Assets Total Liabilities
£583,505
Assets Current Investment
0
Assets Total Assets And Liabilities
£13,300,574
Creditors One Year Total Current
566228
Creditors Falling Due After One Year
17277
Assets Cash
£8,969,666
Funds Endowment
0
Funds Unrestricted
13296150
Funds Restricted
4424
Funds Total
13300574
Count Employees
143
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
11 December 2024
Income Donations And Legacies
6056
Income Other Trading Activities
678791
Income Charitable Activities
6024823
Income Investments
271535
Income Other
0
Income Total Income And Endowments
6981205
Income Legacies
5474
Income Endowments
0
Expenditure Raising Funds
£578,615
Expenditure Charitable Expenditure
£5,901,319
Expenditure Other
0
Expenditure Total
6479934
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
13385
Expenditure Support Costs
13385
Expenditure Depreciation
195059
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,224,628
Assets Total Fixed
3993623
Assets Own Use
3993623
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£9,101,371
Assets Total Liabilities
£623,900
Assets Current Investment
0
Assets Total Assets And Liabilities
£12,471,094
Creditors One Year Total Current
605732
Creditors Falling Due After One Year
18168
Assets Cash
£8,622,848
Funds Endowment
0
Funds Unrestricted
12471094
Funds Restricted
0
Funds Total
12471094
Count Employees
139
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
14 December 2023
Income Donations And Legacies
6007
Income Other Trading Activities
621331
Income Charitable Activities
5800695
Income Investments
44439
Income Other
0
Income Total Income And Endowments
6472472
Income Legacies
5000
Income Endowments
0
Expenditure Raising Funds
£554,864
Expenditure Charitable Expenditure
£5,624,960
Expenditure Other
0
Expenditure Total
6179824
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
12300
Expenditure Support Costs
419719
Expenditure Depreciation
171829
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£6,795,241
Assets Total Fixed
3939904
Assets Own Use
3939904
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£8,513,593
Assets Total Liabilities
£465,509
Assets Current Investment
0
Assets Total Assets And Liabilities
£11,987,988
Creditors One Year Total Current
465509
Creditors Falling Due After One Year
0
Assets Cash
£8,242,359
Funds Endowment
0
Funds Unrestricted
11987988
Funds Restricted
0
Funds Total
11987988
Count Employees
152
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
29 December 2022
Income Donations And Legacies
55197
Income Other Trading Activities
578692
Income Charitable Activities
5429299
Income Investments
52317
Income Other
48506
Income Total Income And Endowments
6164011
Income Legacies
53502
Income Endowments
0
Expenditure Raising Funds
£482,046
Expenditure Charitable Expenditure
£5,204,242
Expenditure Other
0
Expenditure Total
5686288
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
12400
Expenditure Support Costs
359918
Expenditure Depreciation
184247
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,004,217
Assets Total Fixed
3438280
Assets Own Use
3438280
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£8,706,904
Assets Total Liabilities
£449,844
Assets Current Investment
0
Assets Total Assets And Liabilities
£11,695,340
Creditors One Year Total Current
449844
Creditors Falling Due After One Year
0
Assets Cash
£8,355,696
Funds Endowment
0
Funds Unrestricted
11695340
Funds Restricted
0
Funds Total
11695340
Count Employees
158
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
25 November 2021
Income Donations And Legacies
3178
Income Other Trading Activities
568425
Income Charitable Activities
5520933
Income Investments
59873
Income Other
88152
Income Total Income And Endowments
6240561
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£377,984
Expenditure Charitable Expenditure
£4,676,834
Expenditure Other
90101
Expenditure Total
5144919
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
12500
Expenditure Support Costs
345695
Expenditure Depreciation
185150
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£6,409,222
Assets Total Fixed
3555552
Assets Own Use
3555552
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£8,046,547
Assets Total Liabilities
£384,482
Assets Current Investment
0
Assets Total Assets And Liabilities
£11,217,617
Creditors One Year Total Current
384482
Creditors Falling Due After One Year
0
Assets Cash
£7,803,191
Funds Endowment
0
Funds Unrestricted
11217617
Funds Restricted
0
Funds Total
11217617
Count Employees
168
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Kirklees
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Calderdale
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
West Yorkshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
BRIDGEWOOD TRUST LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1988-11-16T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 28 MARCH 1988 AND SPECIAL RESOLUTIONS DATED 12 SEPTEMBER 1988, 13 MARCH 1989, 4TH AUGUST 1992, 02 OCTOBER 1996, 11 MAY 1999 AND 28 JANUARY 2004AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 28 OCT 2014
Charitable Objects
THE OBJECTS ARE FOR THE PUBLIC BENEFIT TO PROMOTE THE CARE, TREATMENT AND EDUCATION OF CHILDREN AND VULNERABLE ADULTS AND IN PARTICULAR (BUT NOT LIMITED TO) CHILDREN AND ADULTS WITH LEARNING DISABILITIES.
Area Of Benefit
NOT DEFINED.

10 Official extract

Charity Other Names

Charity Name Id
18259
Charity Name Type
Previous name
Charity Name
SOUTH KIRKLEES MENCAP
Charity Name Id
18261
Charity Name Type
Working name
Charity Name
THE BRIDGEWOOD TRUST

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission

12 Official extract

Charity Policy

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