Finance Score: -1
Governance Score: 0
Support Score: 3
  • Spending falling: -1
  • but now stabilising: +1
  • Volatile income -1
    • Overall weighted support: +3
    Overall GiG Score: 2 ?

    UPLANDS ENTERPRISE TRUST

    UET is a Swindon based charity who's aim is to enable young people, regardless of their special educational needs, to shape their own future and contribute to their community; breaking down barriers towards disabled young people through meaningful community inclusion. Our mission is to create living and working opportunities, enable meaningful lives and support families.
    Analysis by Giving is Great

    Positives:

    • A significant proportion of recent income was derived from major grant makers including the Government

    Regulatory & Governance issues to consider:

    • This charity is not recognised by HMRC for Gift Aid according to its latest published return

    Financial issues to consider:

    • Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
    • Income has been volatile recently but spending has been maintained

    Financial Data ?

    Income & Spending ?
    Sources of Income ?
    Y/E Income
    £k
    Spending
    £k
    Surplus/
    Deficit £k
    Fundraising
    Cost £k
    Total
    Funds £k
    Unrestricted
    Funds £k
    Mths
    Rsrvs
    Staff Volun-
    teers
    31/08/23£1,352£1,306£46£0£420£3873.6545
    31/08/22£1,288£1,161£127£0£374£3653.8510
    31/08/21£983£969£14£0£247£2393420
    31/08/20£798£981£-183£0£233£2262.8382
    31/08/19*£2,347£2,130£216£8£416£4052.39435
    31/08/18£2,201£2,153£48£0£287£2771.5890
    31/08/17£1,730£1,647£84£0£183£1711.2650
    31/08/16£1,198£1,114£85£0£14£-44-0.5460
    31/08/15?£932£953£-20£8£12£200.2290
    31/03/14£309£295£14n/an/an/an/an/an/a
    31/03/13*£27£12£14n/an/an/an/an/an/a

    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Highest pay band: Less than £60,000
    Liabilities/Assets: 26%
    Liabilities/Income: 11%
    Unrestricted Funds/Total Funds: 92%
    Reserves/Spending: 3.6 months
    Net Current Assets/Spending: 3 months
    Quick Ratio: 1.8
    Asset Split ?
    Balance Sheet History
    Established: 12 years

    http://uplandseducationaltrust.org.uk/

    carterm@uplands.swindon.sch.uk

    01793 286620

    Charity Commission for England and WalesCompanies House
    UN SDGs
    ?
    Listed activities
    • Disability
    • Economic/Community Development/Employment
    • Education/Training
    • Recreation
    • The Advancement Of Health Or Saving Of Lives
    GiG Classification
    • Other facilities management and maintenance
    How it operates
    • Provides advocacy/advice/information
    • Provides buildings/facilities/open space
    • Provides services
    Where it operates
    • Throughout England And Wales,
    Who it helps
    • Children/Young People
    • People With Disabilities
    • The General Public/Mankind

    Who supports them? ?

    Donations from Grant Makers ?

    We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

    Specific Donations
    Amount When
    Months
    To be used for
    National Lottery Community Fund - Refurbishment Project
    £10,000 16/06/2023
    The funding will be used to replace the flooring within the organisation’s building which is heavily used by young adults with special needs and disabilities. This will ensure the space is level safe and accessible enabling young disabled adults ....more
    Wiltshire Community Foundation - Grant to Uplands Enterprise Trust
    £5,000 16/12/2021
    Upland Enterprise Trust provides a range of opportunities for young people (aged 18-25+) with disabilities to develop skills for adult life. Funding is towards and interactive projection system to assist young people with multiple and complex ....more
    National Lottery Community Fund - Developing a Skills for Work hub
    £10,000 21/06/2019
    12
    The funding will be used to refurbish a community hub which will be used by young people to develop their employability skills. This will develop life skills which will increase beneficiaries' confidence to engage with their local community.
    Wiltshire Community Foundation - Grant to Uplands Educational Trust
    £4,690 11/11/2015
    12
    Uplands Educational Trust provides high quality education and learning opportunities for young people with special needs. The grant supported a new Learning Centre offering opportunities for young people to run their own small enterprises.

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (7)
    Current Trustees appointed
    Gender Split

    Age Range of Trustees: 55-76
    • ALAN STONE Appointed: 2022, Occupation: Retired Structural Engineer
    • CHRISTOPHER SIMS Appointed: 2020, Occupation: It
    • DEREK ALAN DINSEY (Chair) Appointed: 2012, Occupation: Telecoms Menager
    • JACQUELINE ANITA FIELDWICK MBE Appointed: 2012, Occupation: Head Teacher
    • JEFF SMITH Appointed: 2012, Occupation: Head Teacher
    • PHILIP HELME Appointed: 2024, Occupation: Chief Finance And Operations Officer
    • SUSAN DINSEY Appointed: 2016, Occupation: Telecoms Menager
    Legal constitution
    • Charitable company registered in England & Wales on 13/07/2012, number: 1148086
    • Registered at Companies House on 29/03/2012, number: 08011951
    Gift Aid
    • NOT registered with HMRC for Gift Aid
    Other Regulators
    • Ofsted (Office For Standards In Education)
    Policies in force
    • Bullying and harassment policy and procedures
    • Complaints handling
    • Complaints policy and procedures
    • Conflicting interests
    • Financial reserves policy and procedures
    • Internal charity financial controls policy and procedures
    • Internal risk management policy and procedures
    • Paying staff
    • Risk management
    • Safeguarding policy and procedures
    • Safeguarding vulnerable beneficiaries
    • Serious incident reporting policy and procedures
    • Social media policy and procedures
    • Trustee conflicts of interest policy and procedures
    • Volunteer management
    Filing Record
    11 returns made; AR19: 31 days late, AR13: 62 days late,
    Recent reorganisation events:
    • Asset transfer in from CLIVEY AND TWIST on 19/12/2022
    Main office

    Uplands Enterprise Trust Learning Centre
    Stratton Road
    SWINDON
    SN1 2PN

    Objectives

    THE OBJECTS OF THE CHARITY ARE:(1) TO ADVANCE FOR THE PUBLIC BENEFIT EDUCATION IN THE UNITED KINGDOM, IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING BY DEVELOPING, MANAGING AND PROVIDING, EITHER DIRECTLY OR THROUGH THIRD PARTIES, EDUCATION AND TRAINING TO PUPILS AT UPLANDS SCHOOL IN SWINDON (OR ANY SUCCESSOR SCHOOL TO IT);(2) PROMOTING FOR THE BENEFIT OF THE INHABITANTS OF SWINDON AND THE SURROUNDING AREA THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCE OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS; AND(3) TO ADVANCE HEALTH AND RELIEVE DISABILITY BY IMPROVING THE MORALE, CONFIDENCE, WELL-BEING, SKILLS AND ABILITIES OF THOSE DEEMED VULNERABLE.

    Data Sources

    Charity Commission for England and Wales
    360 Giving

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