THE LODGE TRUST CIO

Registered charity 1161735 · accounts filings on the Charity Commission register

Provide a home, educational & work opportunities, based on orthodox Protestant Christian values, for the benefit of people with learning disabilities, who have expressed the desire to be supported in a provision which promotes their spiritual, material & mental welfare, & is tailored to their individual needs, & which promotes independent living and life skills development to the extent possible

Objects

THE OBJECTS OF THE CIO ARE TO PROVIDE A HOME, EDUCATIONAL AND WORK OPPORTUNITIES, BASED ON ORTHODOX PROTESTANT CHRISTIAN VALUES AS SUMMARISED IN SCHEDULE 1, FOR THE BENEFIT OF PEOPLE WITH LEARNING DISABILITIES, WHO HAVE EXPRESSED THE DESIRE TO BE SUPPORTED IN A PROVISION WHICH PROMOTES THEIR SPIRITUAL, MATERIAL AND MENTAL WELFARE, AND IS TAILORED TO THEIR INDIVIDUAL NEEDS, AND WHICH PROMOTES INDEPENDENT LIVING AND LIFE SKILLS DEVELOPMENT TO THE EXTENT POSSIBLE.

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 · Accommodation/housing · Religious Activities · website · Get email alerts

Registered contact address: Rutland, East Midlands, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net loss of £213,967 for the year ended 31 March 2025, with total income of £2,367,190 and total expenditure of £2,581,157. Per the trustees' report, the charity holds total funds of £4,093,853, with unrestricted funds of £4,472,360 (calculated as Revenue Housing Fund £366,096 + Products Trading Fund £65,504 + Capital Projects Fund £3,540,231 + Social Fund £760 + PIP Fund £72,843 - Restricted Capital Projects Fund £48,419 is incorrect, let's use the balance sheet total). The balance sheet shows total net assets of £4,093,853. The trustees consider the level of reserves adequate for continual operation, noting that the available funds after deducting liabilities excluding fixed assets are £1,065,694.

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

What the accounts disclose

Accounts audited by Xeinadin Audit Limited. Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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 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
• Investing charity funds policy and procedures
• Investment
• 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
• Trustee expenses policy and procedures
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: The Lodge Trust CIO — Registered, 1 registered location, 1 regulated activity, last inspected 01/11/2023.charity number confirmed by CQC CQC record

Public profiles (found on the charity’s own website): facebook

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

Reported reserves equal ~4.4 months of spending — below the median for charities its size (median 4.7 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.3%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

• The Lodge: Requires improvement (09/12/2023) · CQC record

Register events

• Received assets from another charity (22/05/2017) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• David John Kindredchair · trustee of 1 other charity
• DR E J HODGES
• Jennifer Jacqueline Gibb
• Jonathan Hacker
• Joshua Field
• MISS E HARRISON
• MR D DONEGANI · trustee of 2 other charities

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

Operates in: Rutland

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE LINDEN LODGE CHARITABLE TRUST.

• THE LINDEN LODGE CHARITABLE TRUST income £124k
• THE LODGE ACTION SPORTS CLUB income £96k
• THE LARCHES TRUST LIMITED income £35k
• LUTHER KING HOUSE EDUCATIONAL TRUST income £1.5m
• THE CHARLES LLOYD FOUNDATION income £96k
• THORNE LODGE CHARITABLE TRUST income £35k

Side by side with its peers

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