DALEWOOD TRUST

Registered charity 1058132 · accounts filings on the Charity Commission register

Services for Adults with learning disabilities in Whitby and District

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

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Disability · website · Get email alerts

Latest income

£955k

Latest spending

£821k

Registered

1996

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves stood at £1,031,085 at the year-end, which the trustees consider sufficient to cover one year’s management and administration costs and provide a project pool. The charity reports a net incoming resource of £134,702 for the year, increasing total funds to £1,052,840. However, the trustees note that the charity is dependent upon ongoing funding to sustain its current level of activity.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: cover one year’s management and administration costs and provide a pool equal to 10% of the average charitable expenditure over the preceding two years (held: £1.0m)

“The trustees consider it prudent that unrestricted reserves should be sufficient to: a) avoid the necessity of realising fixed assets held for the charity’s use; b) cover one year’s management and administration costs; c) provide a pool equal to 10% of the average charitable expenditure over the preceding two years from which funds can be designated to specific projects.” — page 7

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures

Structured financials (annual return, FY ending 31/03/2025)

Total income

£955k

Total spending

£821k

Reserves (reported)

£1.0m

Employees

Reported reserves equal ~15.1 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (97% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

Received assets from another charity (04/06/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Adrienne Dorothy Thompson
JUDITH ATHERTON · trustee of 2 other charities
John Trevor Thompson Thompson
Maureen Carr
Monica Josephine Gibson
RONALD EATON
Richard Howard Atherton · trustee of 6 other charities
Simon John Gibson

Trustee list from the Charity Commission register (current, not historical).

Operates in: North Yorkshire

Income and spending

Financial year end	Income	Spending
31/03/2025	£955k	£821k
31/03/2024	£858k	£745k
31/03/2023	£731k	£633k
31/03/2022	£647k	£558k
31/03/2021	£514k	£493k

Common questions

Is DALEWOOD TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £1,031,085 at the year-end, which the trustees consider sufficient to cover one year’s management and administration costs and provide a project pool. The charity reports a net incoming resource of £134,702 for the year, increasing total funds to £1,052,840. However, the trustees note that the charity is dependent upon ongoing funding to sustain its current level of activity. Its FY2025 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE GERALD MICKLEM CHARITABLE TRUST	1	£227k
THE PATRICK & HELENA FROST FOUNDATION	1	£59k
THE WILL CHARITABLE TRUST	1	£25k
THE HELEN ROLL CHARITY	1	£25k
DUCHY HEALTH CHARITY LIMITED	1	£20k
Army Benevolent Fund	1	£15k
THE LIZ AND TERRY BRAMALL FOUNDATION	1	£12k
THE HISCOX FOUNDATION	1	£9k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with WHITBY, SCARBOROUGH AND RYEDALE DISABILITY ACTION GROUP.

WHITBY, SCARBOROUGH AND RYEDALE DISABILITY ACTION GROUP income £150k
WHITBY AREA DEVELOPMENT TRUST income £231k
BRIDGEWOOD TRUST LIMITED income £7.8m
HF TRUST LIMITED income £85.0m
W.I.L.L. WIRRAL INDEPENDENT LIVING AND LEARNING income £2.5m
THE OAKDALE TRUST income £475k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
DALEWOOD TRUST	£955k	—	0	unclear	—	no doubt
WHITBY, SCARBOROUGH AND RYEDALE DISABILITY ACTION GROUP FY2025	£150k	—	0	unclear	—	no doubt
WHITBY AREA DEVELOPMENT TRUST FY2024	£231k	—	0	unclear	—	no doubt
BRIDGEWOOD TRUST LIMITED FY2025	£7.8m	—	—	above	—	no doubt
HF TRUST LIMITED FY2025	£85.0m	—	—	unclear	50.0%	material uncertainty
W.I.L.L. WIRRAL INDEPENDENT LIVING AND LEARNING FY2025	£2.5m	—	—	above	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.