Finance Score: 0

Governance Score: -4

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

Only 4 Trustees: -1
All male board: -3

No supporters identified

Overall GiG Score: -4

BEARDER CHARITY

Relieve persons who are in a condition of poverty hardship and of distress arising therefrom who are permanently or temporarily resident Metropolitan Borough of Calderdale and to meet the need or give any new benefit to the people of Calderdale Benefit in any way other charitable institutions or charitable objects as the Trustees in their absolute discretion select even if outside Calderdale area

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity and another benefit
There are only 4 trustees
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
05/04/23		£122	£756	£-634	n/a	n/a	n/a	n/a	n/a	n/a
05/04/22		£90	£639	£-549	n/a	n/a	n/a	n/a	n/a	n/a
05/04/21		£85	£394	£-309	n/a	n/a	n/a	n/a	n/a	n/a
05/04/20		£118	£307	£-190	n/a	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£114	£268	£-154	n/a	n/a	n/a	n/a	n/a	n/a
05/04/18		£112	£209	£-97	n/a	n/a	n/a	n/a	n/a	n/a
05/04/17		£124	£169	£-45	n/a	n/a	n/a	n/a	n/a	n/a
05/04/16		£130	£216	£-86	n/a	n/a	n/a	n/a	n/a	n/a
05/04/15	*	£127	£208	£-81	n/a	n/a	n/a	n/a	n/a	n/a
05/04/14		£138	£205	£-67	n/a	n/a	n/a	n/a	n/a	n/a
05/04/13		£118	£145	£-26	n/a	n/a	n/a	n/a	n/a	n/a
05/04/12		£119	£109	£10	n/a	n/a	n/a	n/a	n/a	n/a
05/04/11		£104	£108	£-4	n/a	n/a	n/a	n/a	n/a	n/a
05/04/10		£108	£100	£8	n/a	n/a	n/a	n/a	n/a	n/a
05/04/09		£132	£147	£-14	n/a	n/a	n/a	n/a	n/a	n/a
05/04/08		£129	£142	£-13	n/a	n/a	n/a	n/a	n/a	n/a
05/04/07		£103	£112	£-10	n/a	n/a	n/a	n/a	n/a	n/a
05/04/06		£89	£106	£-18	n/a	n/a	n/a	n/a	n/a	n/a
05/04/05		£83	£101	£-17	n/a	n/a	n/a	n/a	n/a	n/a
05/04/04		£76	£69	£7	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 33 years

www.bearder-charity.org

01484710571

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Other welfare services

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Calderdale,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

BRENDAN MOWFORTH

DAVID NORMANTON Appointed: 2013

RICHARD SMITHIES (Chair)

TREVOR SIMPSON

Legal constitution

Charity registered in England & Wales on 13/04/1992, number: 1010529

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR19: 79 days late, AR15: 2 days late,

Main office

5 KING STREET
BRIGHOUSE
WEST YORKSHIRE
HD6 1NX

Objectives

GENERAL CHARITABLE PURPOSES BUT IN PARTICULAR 1.TO RELIEVE PERSONS WHO ARE IN CONDITIONS OF POVERTY, HARDSHIP AND DISTRESS WHO ARE RESIDENT IN CALDERDALE METROPOLITAN BOROUGH COUNCIL. 2. TO MEET A NEED OR GIVE ANY NEW BENEFIT FOR OR TO THE PEOPLE OF CALDERDALE M.B.C.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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