Finance Score: 0
Governance Score: 9
Support Score: 8
  • Low unrestricted reserves: -2
  • Strong growth: +2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +8
Overall GiG Score: 17 ?

BURMANTOFTS COMMUNITY PROJECTS 

Provision of an independent free advice serviceProvision of services to the elderly
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • One or more trustees receive benefits from the charity

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/22£1,122£869£253£0£460£1311.8213
31/12/21£546£521£24£0£206£801.8195
31/12/20£407£302£105n/an/an/an/an/a5
31/12/19£271£298£-27n/an/an/an/an/a10
31/12/18£260£341£-80£0£0£0n/a020
31/12/17£382£354£29£0£0£0n/a00
31/12/16£294£304£-10£0£0£0n/a00
31/12/15£334£267£67£0£0£0n/a00
31/12/14£200£196£3£0£0£0n/a00
31/12/13£170£170£0£0£0£0n/a00
31/12/12£159£157£1£0£0£0n/a00
31/12/11£149£148£1£0£0£0n/a00
31/12/10£139£140£-2£0£0£0n/a00
31/12/09£125£129£-4£0£0£0n/a00
31/12/08£159£137£22£0£0£0n/a00
31/12/07£190£172£18£0£0£0n/a00
31/12/06£183£179£4£0£0£0n/a00
31/12/05£160£163£-2£0£0£0n/a00
31/12/04£135£155£-20£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 2%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 28%
Reserves/Spending: 1.8 months
Net Current Assets/Spending: 6 months
Quick Ratio: 38.7
Asset Split ?
Established: 29 years

admin@egac.org

01132350276

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides advocacy/advice/information
  • Provides human resources
  • Provides services
Where it operates
  • Leeds City,
Who it helps
  • Elderly/Old People
  • The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£290,601
DCMS£78,980
Leeds Community Foundation£30,000
CAF£10,000
Specific Donations
Amount When
Months
To be used for
Sir George Martin Trust - Grant to Burmantofts Community Projects
£5,000 07/07/2022
Core costs for Adult Welfare & Relief of Poverty
National Lottery Community Fund - Leeds Benefit Buddies
£290,601 20/07/2021
The funding will continue to provide and deliver a full range of debt advice legal advocacy representation and casework service for people living in Leeds through their Leeds Benefit Buddies (LBB) ....more
Leeds Community Foundation - Benefit Buddies
£20,000 07/10/2020
11
Grant to Burmantofts Community Projects - Money Buddies
DCMS - Coronavirus Community Support Fund
£78,980 17/07/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
Leeds Community Foundation - Grant to Burmantofts Community Projects - Money Buddies
£10,000 15/07/2020
4
Grant to Burmantofts Community Projects - Money Buddies
CAF - Grant to Burmantofts Community Projects
£10,000 04/06/2020
3
Grant to Burmantofts Community Projects to support the organisation through COVID19
National Lottery Community Fund - Leeds Money Buddies
£457,245 21/10/2015
60
This is a continuation and expansion project that will provide advice for those most in need for money advice, particularly surrounding debt. The project will train a further 100 volunteers to become ....more
Henry Smith Charity - Grant to Burmantofts Senior Action
£69,300 14/03/2012
36
towards three years' continuation funding of the salary and related costs of a Volunteer/Activities Worker at an organisation that supports isolated older people in Leeds
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Age Range of Trustees: 31-81
  • SOPHIE LEES Appointed: 2018, Occupation: Chartered Accountant
Legal constitution
  • Charitable company registered in England & Wales on 11/12/1995, number: 1051368
  • Registered at Companies House on 22/05/1995, number: 03061633
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Financial Conduct Authority
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; all on time
Main office

ST AGNES CHURCH HALL
23 SHAKESPEARE CLOSE
LEEDS
LS9 7UQ

Objectives

ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN BURMANTOFTS AND ITS VICINITY WITHIN THE CITY OF LEEDS AND THROUGHOUT THE UK (THE AREA OF BENEFIT) IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF GOOD HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS

Defined Area of Benefit:

BURMANTOFTS AND ITS VICINITY AND THROUGHOUT THE UK

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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