UPLANDS ENTERPRISE TRUST

Charity Number: 1148086
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

UET is a Swindon based charity who's aim is to enable young people, regardless of their special educational needs, to shape their own future and contribute to their community; breaking down barriers towards disabled young people through meaningful community inclusion. Our mission is to create living and working opportunities, enable meaningful lives and support families.

Income and expenditure

Data for financial year ending 31 August 2023

Total income:
£1,352,217

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Donations and legacies £39.45k
Charitable activities £1.30m
Other trading activities £8.60k
Investments £0
Other £0

Total expenditure:
£1,306,462

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Raising funds £0
Charitable activities £1.14m
Other £165.45k

£0 investments gains (losses)

Total income includes £1,304,174 from 6 government contract(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 £165.45k
Charitable expenditure £1.14m
Retained for future use £45.76k

People

54 Employee(s)

7 Trustee(s)

5 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 13 July 2012: Standard registration
  • 19 December 2022: Funds received from 1087034 CLIVEY AND TWIST
Organisation type:
Charitable company
Other names:
  • UPLANDS EDUCATIONAL TRUST (Previous name)
Company number:
08011951 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
Policies:
  • 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
  • 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
  • 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DEREK ALAN DINSEY Chair 27 June 2012
None on record
Philip Helme Trustee 15 August 2024
None on record
Alan Stone Trustee 25 January 2022
None on record
Christopher Sims Trustee 29 January 2020
None on record
Susan Dinsey Trustee 09 February 2016
None on record
Jeff Smith Trustee 15 November 2012
None on record
JACQUELINE ANITA FIELDWICK MBE Trustee 27 June 2012
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £2.35m £797.81k £982.77k £1.29m £1.35m
Total expenditure £2.13m £980.98k £969.20k £1.16m £1.31m
Income from government contracts N/A £574.22k £904.24k £362.45k £1.30m
Income from government grants £1.63m £103.48k £14.03k £28.82k N/A
Income - Donations and legacies £93.73k £19.04k £1.87k £66.69k £39.45k
Income - Other trading activities £132.65k £0 £0 £8.62k £8.60k
Income - Charitable activities £2.09m £778.77k £979.96k £1.21m £1.30m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £0 £0 £0
Income - Other £28.58k £0 £940 £0 £0
Income - Legacies £0 £0 £0 £5.00k £0
Expenditure - Charitable activities £2.12m £980.98k £969.20k £1.16m £1.14m
Expenditure - Raising funds £8.33k £0 £0 £175 £0
Expenditure - Governance £14.46k £0 £4.65k £0 £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £165.45k

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 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Own use assets £324.05k £85.83k £73.38k £111.56k £115.37k
Long-term investments £0 £0 £0 £0 £0
Other assets £557.42k £357.84k £283.22k £436.66k £452.66k
Defined benefit pension scheme asset or liability -£147.00k £0 £0 £0 £0
Total liabilities £318.03k £210.40k £109.76k £174.02k £148.08k

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 August 2023 01 May 2024 On Time
Accounts and TAR 31 August 2023 01 May 2024 On Time Download Open in new window
Annual return 31 August 2022 23 June 2023 On Time
Accounts and TAR 31 August 2022 23 June 2023 On Time Download Open in new window
Annual return 31 August 2021 17 June 2022 On Time
Accounts and TAR 31 August 2021 17 June 2022 On Time Download Open in new window
Annual return 31 August 2020 08 June 2021 On Time
Accounts and TAR 31 August 2020 08 June 2021 On Time Download Open in new window
Annual return 31 August 2019 31 July 2020 31 days late
Accounts and TAR 31 August 2019 31 July 2020 31 days late 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 29/03/2012 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05/07/2012 as amended on 30 Mar 2019

Charitable objects

THE OBJECTS OF THE CHARITY ARE: (1) TO ADVANCE FOR THE PUBLIC BENEFIT EDUCATION IN THE UNITED KINGDOM, IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING BY DEVELOPING, MANAGING AND PROVIDING, EITHER DIRECTLY OR THROUGH THIRD PARTIES, EDUCATION AND TRAINING TO PUPILS AT UPLANDS SCHOOL IN SWINDON (OR ANY SUCCESSOR SCHOOL TO IT); (2) PROMOTING FOR THE BENEFIT OF THE INHABITANTS OF SWINDON AND THE SURROUNDING AREA THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCE OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITION OF LIFE OF THE SAID INHABITANTS; AND (3) TO ADVANCE HEALTH AND RELIEVE DISABILITY BY IMPROVING THE MORALE, CONFIDENCE, WELL-BEING, SKILLS AND ABILITIES OF THOSE DEEMED VULNERABLE.

Contact information

Address:
Uplands Enterprise Trust Learning Centre
Stratton Road
SWINDON
SN1 2PN
Phone:
01793 286620
Email:
carterm@uplands.swindon.sch.uk
Website:

http://uplandseducationaltrust.org.uk/ Open in new window