REACH LEARNING DISABILITY

Charity number: 1076318
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity supports people with learning disabilities to achieve a good life in their community by providing care support, day service and accommodation services.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£3,571,880

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Donations and legacies £456.64k
Charitable activities £3.12m
Other trading activities £0
Investments £21
Other £0

Total expenditure:
£3,350,844

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Raising funds £117.98k
Charitable activities £3.23m
Other £0

£0 investments gains (losses)

Total income includes £100,834 from 1 government contract(s) and £15,407 from 1 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £117.98k
Charitable expenditure £3.23m
Retained for future use £221.04k

People

112 Employee(s)

10 Trustee(s)

130 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Disability
  • Accommodation/housing
  • Economic/community Development/employment
Who the charity helps:
  • People With Disabilities
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Nottinghamshire

Governance

Registration history:
  • 29 June 1999: Standard registration
Organisation type:
Charitable company
Other names:
  • SOUTHWELL CARE PROJECT (Previous name)
Company number:
03724275 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
  • Ofsted (Office For Standards In Education)
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds 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
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rachel Lannon Chair 28 June 2017
None on record
Richard David Whall Trustee 12 May 2025
RECYCLING OLLERTON AND BOUGHTON
Received: On time
JOHN PEACOCK Trustee 06 November 2023
THE EBENEZER TRUST
Received: On time
Mark Bramble Trustee 08 August 2022
None on record
Paul Evans Trustee 25 October 2019
None on record
Robert Gardner Trustee 28 January 2019
None on record
Norman Adrian Hartley Trustee 30 July 2018
None on record
JULIE PAYNE Trustee 27 October 2014
None on record
MRS PATRICIA COLMAN Trustee 15 January 2013
None on record
Nicholas Andrew Turner Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £2.58m £2.92m £3.08m £3.34m £3.57m
Total expenditure £2.39m £2.27m £2.54m £2.68m £3.35m
Income from government contracts £97.82k £69.10k £123.58k £135.91k £100.83k
Income from government grants £11.50k £13.50k £5.25k £15.41k £15.41k
Income - Donations and legacies £495.23k £880.70k £937.24k £899.43k £456.64k
Income - Other trading activities £2.34k £0 £0 £0 £0
Income - Charitable activities £2.08m £2.03m £2.15m £2.44m £3.12m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £66 £49 £29 £21 £21
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £5.44k £36.24k
Expenditure - Charitable activities £2.29m £2.16m £2.44m £2.57m £3.23m
Expenditure - Raising funds £101.19k £105.70k £103.28k £107.91k £117.98k
Expenditure - Governance £9.79k £10.50k £10.83k £11.91k £11.89k
Expenditure - Grants institution £0 £0 £0 £0 £3.22m
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £338.91k £322.14k £694.54k £1.99m £2.31m
Long-term investments £0 £0 £0 £0 £0
Other assets £475.99k £1.18m £1.53m £1.11m £1.01m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £145.71k £185.33k £359.98k £580.37k £569.31k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 08 January 2025 On time
Accounts and TAR 31 March 2024 08 January 2025 On time Download Open in new window
Annual return 31 March 2023 08 January 2024 On time
Accounts and TAR 31 March 2023 08 January 2024 On time Download Open in new window
Annual return 31 March 2022 09 January 2023 On time
Accounts and TAR 31 March 2022 09 January 2023 On time Download Open in new window
Annual return 31 March 2021 11 January 2022 On time
Accounts and TAR 31 March 2021 11 January 2022 On time Download Open in new window
Annual return 31 March 2020 21 January 2021 On time
Accounts and TAR 31 March 2020 21 January 2021 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 02/03/1999 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 27/03/2014 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 31/03/2014

Charitable objects

TO PROVIDE SUPPORT AND SERVICES FOR PEOPLE WITH LEARNING DISABILITIES (INCLUDING THOSE WITHOUT A FORMAL DIAGNOSIS, THOSE WITH AUTISM, BRAIN DAMAGE AND/OR WHOSE SENSORY AND COMMUNICATION IMPAIRMENTS PRESENT A SIMILAR BARRIER TO QUALITY OF LIFE AS LIVING WITH A LEARNING DISABILITY) AND THEIR FAMILIES AND CARERS WITHIN A 50 MILES RADIUS OF SOUTHWELL, NOTTINGHAMSHIRE."

Area of benefit

The area the charity can operate in, as set out in its governing document.

SOUTHWELL NORTH NOTTINGHAMSHIRE

Contact information

Address:
PREBEND PASSAGE
SOUTHWELL
NOTTS
NG25 0JH
Phone:
07980825072
Email:
steve.shatwell@reachuk.org
Website:

www.reachuk.org Open in new window