The Lodge Trust CIO

Analysis

The Lodge Trust CIO is a registered charity in England and Wales, based in Oakham. It was registered in May 2015, 11 years ago. Its declared purposes cover education/training, disability, accommodation/housing and religious activities, which this site groups under disability. Legally it is a charitable incorporated organisation (CIO). It says it provides human resources, provides buildings/facilities/open space and provides services.

In the financial year ending March 2025, The Lodge Trust CIO reported income of £2.4m and spending of £2.6m, spending 109% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income grew from £1.8m to £2.4m (+32%), an average of +7.2% a year. The sharpest change came in the year to March 2022, when income rose by 17%. Over the whole period it spent 100% of the income it received.

Among 12,871 England and Wales charities whose main cause is disability and that reported income, The Lodge Trust CIO sits at the 96th percentile: it is larger than about 96% of them. Against every charity in England and Wales with reported income it ranks in the 97th percentile. Charities of a similar size with the same main cause include Sunnyside Rural Trust Limited (£2.4m), Exmoor Calvert Trust (£2.4m) and Lincolnshire House Association (£2.4m).

In its latest detailed accounts, income came from charitable activities 91%, donations and legacies 4.4%, trading 3.5% and investments 1.1%. Gifts in wills alone brought in £58k. Charitable activities took 97% of spending and raising funds 0.0%. Reserves of £944k would cover about 4 months of spending at that rate. It employed 68 people.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.