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BRIDGEWOOD TRUST LIMITED

Registered charity 700843 · accounts filings on the Charity Commission register · also known as SOUTH KIRKLEES MENCAP, THE BRIDGEWOOD TRUST

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

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

Latest income
£7.8m
Latest spending
£7.0m
Registered
1988
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that net assets increased to £13,300,575, with unrestricted general reserves standing at £9,030,740, which the trustees note is equivalent to 16.9 months of unrestricted expenditure. The charity reported a surplus for the year and maintains adequate resources to continue in operational existence for the foreseeable future.

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

What the accounts disclose

Related-party transaction: Purchase of motor vehicles from a company controlled by a trustee
“During the year the charity purchased motor vehicles, costing £10,300, from The Smail Auto Company Limited, a company controlled by a trustee. No balance was outstanding at the year end.” — page 37
“During the year the charity sold services to a member of key management totalling £270 (2024: £90). A balance of £420 (2024: £330) was outstanding at the year end.” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Sale of services to a member of key management
“During the year the charity purchased motor vehicles, costing £10,300, from The Smail Auto Company Limited, a company controlled by a trustee. No balance was outstanding at the year end.” — page 37
“During the year the charity sold services to a member of key management totalling £270 (2024: £90). A balance of £420 (2024: £330) was outstanding at the year end.” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Bridgewood Services Limited
“The charity has a trading subsidiary, Bridgewood Services Limited, a company limited by shares, registered company number 03045628.” — page 12
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by BK Plus Audit Limited. Discloses 3 of 6 completeness components.

Corporate structure

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

10 registered titles in England and Wales held by the charity’s company or corporate body (8 freehold); recorded price paid £948k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: Bridgewood Trust Limited — Registered, 13 registered locations, 2 regulated activities, last inspected 14/11/2023.charity number confirmed by CQC CQC record

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

Total income
£7.8m
Total spending
£7.0m
Cost of raising funds
£651k
Reserves (reported)
£7.8m
Employees
143

Reported reserves equal ~13.5 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Charitable activities (87% 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: 8.4% of total income — above the median for charities its size (5.2%) (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).

Trustees · trustee networks

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

Operates in: Calderdale · Kirklees

Income and spending

Financial year endIncomeSpending
31/03/2025£7.8m£7.0m
31/03/2024£7.0m£6.5m
31/03/2023£6.5m£6.2m
31/03/2022£6.2m£5.7m
31/03/2021£6.2m£5.1m

Common questions

Is BRIDGEWOOD TRUST LIMITED financially healthy?

Per its FY2025 accounts: The accounts state that net assets increased to £13,300,575, with unrestricted general reserves standing at £9,030,740, which the trustees note is equivalent to 16.9 months of unrestricted expenditure. The charity reported a surplus for the year and maintains adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were audited by BK Plus Audit Limited.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
Calderdale Metropolitan Borough Council—£13k
Calderdale Metropolitan Borough Council—£2k
Calderdale Metropolitan Borough Council—£2k
Calderdale Metropolitan Borough Council—£27k
Calderdale Metropolitan Borough Council—£3k
Calderdale Metropolitan Borough Council—£13k
Calderdale Metropolitan Borough Council—£2k
Calderdale Metropolitan Borough Council—£2k
Calderdale Metropolitan Borough Council—£28k
Calderdale Metropolitan Borough Council—£157SS
Calderdale Metropolitan Borough Council—£3kSS
Calderdale Metropolitan Borough Council—£428SS
Calderdale Metropolitan Borough Council—£6kSS
Calderdale Metropolitan Borough Council—£1kSS
Calderdale Metropolitan Borough Council—£3kSS
Calderdale Metropolitan Borough Council—£214SS
Calderdale Metropolitan Borough Council—£3kSS
Calderdale Metropolitan Borough Council—£2kSS
Calderdale Metropolitan Borough Council—£6kSS
Calderdale Metropolitan Borough Council—£383SS
Calderdale Metropolitan Borough Council—£277SS
Calderdale Metropolitan Borough Council—£2kSS
Calderdale Metropolitan Borough Council—£4kSS
Calderdale Metropolitan Borough Council—£2kSS
Calderdale Metropolitan Borough Council—£3k

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.

FunderSimilar charities fundedAmount to them
THE GERALD MICKLEM CHARITABLE TRUST1£227k
THE PATRICK & HELENA FROST FOUNDATION1£59k
THE HELEN ROLL CHARITY1£25k
DUCHY HEALTH CHARITY LIMITED1£20k
Army Benevolent Fund1£15k
THE EDWARD CADBURY CHARITABLE TRUST1£3k
THE TULA TRUST LIMITED1£3k
THE JOHN APTHORP CHARITY1£3k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with DALEWOOD TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
BRIDGEWOOD TRUST LIMITED£7.8m——above—no doubt
DALEWOOD TRUST FY2025£955k—0unclear—no doubt
THE IRON BRIDGE TRUST FY2025£390k—0unclear—no doubt
BASICS PLUS FY2025£862k—0unclear—no doubt
HF TRUST LIMITED FY2025£85.0m——unclear50.0%material uncertainty
Lingfield Beacon Trust FY2025£342k—0unclear—no doubt

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