The Governance RegisterEdition 2026 · Compiled 6th September 2026

Orchard Vale Trust Limited

Registered charity 326940 Registered since 1985

Operates: Somerset, Bath And North East Somerset

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

7.2y median 7.5y
average tenure
12y
longest tenure

Trustees past 6 years

14.2y
average years in governance

First-time vs portfolio trustees

First-time (6)

Portfolio (2)

7
company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Disability 8The Advancement Of Health Or Saving Of Lives 8Religious Activities 2

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Health and social care 8Professional services 6Business services 1

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
2021
2022
2023
2024
2025
incomespending£3.2m latest income · income exceeded spending in 2024 and 2025
ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

12.5 months of spending held in free reserves · median for charities its size: 3.9 months · was 13.4 in 2021

74 from 73 in 2021
EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.
94%
Income from governmentiIncome from governmentGovernment contracts plus government grants as a share of total gross income, latest Part A annual return.

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Connected through a shared trustee

Also active in the same field

Deterministic, from public records.

Contact

Websitewww.orchardvaletrust.org.uk
Emailliz.page@orchardvaletrust.org.uk
Phone01749671706
AddressOrchard Vale Trust, East Court, Wookey, WELLS, Somerset, BA5 1AR

Finances

£3,246,296 latest income

YearIncomeSpending
2021£2,214,593£2,081,116
2022£2,264,425£2,244,849
2023£2,497,443£2,415,759
2024£2,907,154£2,737,369
2025£3,246,296£2,909,194

What it does

What

The Advancement Of Health Or Saving Of LivesDisability

Who

People With Disabilities

How

Provides Human ResourcesProvides Buildings/facilities/open SpaceProvides Services

Charitable objects

FOR THE PUBLIC BENEFIT TOA. RELIEVE THE NEEDS OF PERSONS WITH LEARNING DISABILITIES BY THE PROVISION OF SUPPORT IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING ACCOMMODATION, EDUCATION, TRAINING AND SUPPORT SERVICES;B. PROMOTE SOCIAL INCLUSION BY PREVENTING PEOPLEWITH LEARNING DISABILITIES FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE AND ASSISTING THEM TO INTEGRATE INTO SOCIETY.

Governing document: MEMORANDUM AND ARTICLES INCORPORATED 11 SEP 1985AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 30 MAR 2016

Trustees (8)

8trustees
65median age
2aged 70+

Linked company (Companies House)

Orchard Vale Trust Limited · 01946592 · Active

PRI/LTD BY GUAR/NSC (Private, limited by guarantee, no share capital) · incorporated 11/09/1985

3 governing document(s) held from Companies House.

Connected charities (2)

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