Charity Accounts Intelreading the accounts so you don’t have to

THE ORCHARD TRUST

Registered charity 801122 · accounts filings on the Charity Commission register · also known as THE ORCHARD TRUST LIMITED

The Orchard Trust aims to improve the quality of life of people with a learning disability and those who care for them by the provision of flexible high-quality services. These include Supported Living, residential homes, residential short breaks, day care activities and domiciliary care services. The Trust is also an independent training provider, registered with City & Guilds.

Causes: Education/training · Disability · Accommodation/housing · Animals · Environment/conservation/heritage · website · Get email alerts

Latest income
£5.4m
Latest spending
£5.5m
Registered
1989
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity ended the financial year with a net loss of £45,368, although it did not need to draw down on invested funds to cover this deficit. Per the trustees' report, unrestricted reserves held at £680,280 are below the stated policy target of six to twelve months of expenditure, yet the charity maintains sufficient net assets to release substantial funds in the event of a catastrophe.

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

What the accounts disclose

Highest-paid employee band: £60,001 - £70,000 — below the median for charities its size (£70k)
“The above represents the emoluments of the highest paid officer. One other employee earned more than £60,000 but below £69,999.” — page 25
Per its FY2025 accounts as filed with the Charity Commission.
Employees paid over £60,000: 2
“The above represents the emoluments of the highest paid officer. One other employee earned more than £60,000 but below £69,999.” — page 25
Per its FY2025 accounts as filed with the Charity Commission.
Largest income source: Local Authority contracts (94% of income)
“Local Authority contracts 5,096,043”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy (held: £680k; policy: six months expenditure with the aim to increase this to the 12-month figure)
“Currently, the maintained unrestricted reserves not committed or invested in tangible fixed assets (Residential Development Fund) is at £680,280.” — page 9
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Rent and rates paid to trustee Mr R Morgan
“During the year, rent and rates was paid of £17,300 (2024 - £17,600) to Mr R Morgan (a trustee), who owns a freehold property from which the company trades. No amounts remain unpaid as at 31 March 2025.” — page 31
“During the year, £96,162 (2024 - £222,997) of fees were received from local authorities for 2 children of trustees, who are supported by the charity.” — page 31
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Fees received from local authorities for children of trustees
“During the year, rent and rates was paid of £17,300 (2024 - £17,600) to Mr R Morgan (a trustee), who owns a freehold property from which the company trades. No amounts remain unpaid as at 31 March 2025.” — page 31
“During the year, £96,162 (2024 - £222,997) of fees were received from local authorities for 2 children of trustees, who are supported by the charity.” — page 31
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Hazlewoods LLP. Discloses 6 of 6 completeness components.

Property (HM Land Registry)

7 registered titles in England and Wales held by the charity’s company or corporate body (7 freehold); recorded price paid £395k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: The Orchard Trust — Registered, 4 registered locations, 2 regulated activities, last inspected 15/02/2022.charity number confirmed by CQC CQC record

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

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

Total income
£5.4m
Total spending
£5.5m
Reserves (reported)
£6.2m
Employees
217

Reported reserves equal ~13.6 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 (94% 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 (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: Gloucestershire

Income and spending

Financial year endIncomeSpending
31/03/2025£5.4m£5.5m
31/03/2024£5.1m£5.3m
31/03/2023£4.8m£4.8m
31/03/2022£4.5m£4.2m
31/03/2021£4.3m£4.1m

Common questions

Is THE ORCHARD TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity ended the financial year with a net loss of £45,368, although it did not need to draw down on invested funds to cover this deficit. Per the trustees' report, unrestricted reserves held at £680,280 are below the stated policy target of six to twelve months of expenditure, yet the charity maintains sufficient net assets to release substantial funds in the event of a catastrophe. Its FY2025 accounts were audited by Hazlewoods LLP.

What does the highest-paid employee of THE ORCHARD TRUST earn?

Per its FY2025 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 2 employees earned over £60,000.

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Community Fund14/04/2023£10kBigPads
The National Lottery Community Fund27/03/2019£10kOrchard Trust 30 for 30 Celebrations
The National Lottery Community Fund06/07/2016£10kStowfield Accessibility Project
The National Lottery Community Fund22/11/2005£20kThe Woodland Project
The National Lottery Community Fund04/11/2004£5ksensory garden project

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 HOBSON CHARITY LIMITED3£21k
THE GEOFF & FIONA SQUIRE FOUNDATION2£16k
THE BURRY CHARITABLE TRUST1—
THE GERALD MICKLEM CHARITABLE TRUST1£227k
THE O'SULLIVAN FAMILY CHARITABLE TRUST1£103k
THE PATRICK & HELENA FROST FOUNDATION1£59k
THE WILL CHARITABLE TRUST1£50k
THE JOSEPH RANK TRUST1£45k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ORCHARD TRUST£5.4m£60,001 - £70,0002below—no doubt
ORCHARD VALE TRUST LIMITED FY2025£3.2m£60,001 - £70,0001unclear—no doubt
ORCHARDS FY2025£326k—0unclear—no doubt
THE ORCHARD FY2025£106k—0unclear—no doubt
HF TRUST LIMITED FY2025£85.0m——unclear50.0%material uncertainty
THE STABLE FAMILY HOME TRUST FY2025£4.0m£80,001 - £90,0001below—no doubt

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