Finance Score: -2

Governance Score: 9

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 10

THE COALFIELDS REGENERATION TRUST

This is a grant making charity, you can view its grants here

Grant Making Organisation

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £38,272,000 available, equivalent to 110 months of spending and so may not be able to utilise additional funding

Established: 25 years

www.coalfields-regen.org.uk

info@coalfields-regen.org.uk

01226272810

Charity Commission for England and Wales

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
31/03/23		£5,141	£4,185	£956	£0	£38,640	£38,272	109.7	44
31/03/22		£5,999	£5,965	£34	£0	£50,977	£50,921	102.4	43
31/03/21		£6,565	£5,944	£621	£0	£41,900	£41,862	84.5	42
31/03/20		£5,075	£4,703	£372	£0	£37,654	£37,570	95.9	37
31/03/19		£5,754	£4,325	£1,429	£0	£38,629	£38,608	107.1	36
31/03/18		£4,654	£4,535	£119	£0	£39,087	£38,964	103.1	32
31/03/17		£4,284	£3,509	£775	£555	£35,358	£34,518	118	30
31/03/16		£4,390	£3,419	£971	£0	£35,336	£34,498	121.1	28
31/03/15		£13,929	£5,109	£8,820	£77	£34,431	£2,743	6.4	32
31/03/14		£15,188	£4,023	£11,165	£144	£26,810	£1,688	5	43
31/03/13		£11,923	£5,433	£6,490	£361	£15,963	£1,370	3	57
31/03/12	*	£22,380	£19,586	£2,794	£119	£9,191	£1,449	0.9	76
31/03/11		£11,412	£9,162	£2,250	£133	£7,082	£1,379	1.8	86
31/03/10		£20,523	£17,614	£2,909	£142	£4,394	£1,335	0.9	85
31/03/09		£32,663	£30,674	£1,989	£152	£3,222	£1,309	0.5	91
31/03/08		£12,590	£13,910	£-1,320	£142	£902	£1,235	1.1	64
31/03/07		£15,885	£14,277	£1,608	£130	£2,775	£1,069	0.9	66
31/03/06	*	£42,167	£42,078	£89	£0	£0	£0	n/a	0
31/03/05		£15,829	£15,732	£98	£0	£0	£0	n/a	0
31/03/04		£20,936	£20,917	£19	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 2%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 109.7 months
Net Current Assets/Spending: 62 months
Quick Ratio: 6.1

Asset Split ?

Listed activities

Amateur Sport
Economic/Community Development/Employment
Education/Training
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations

Where it operates

Scotland,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups

Who works here?

44 employees

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.

Specific Donations

Amount	When Months	To be used for
Sport England - Euro 2020 Legacy - Ollerton Football 5ives
£9,727	14/12/2020 49	Funding under Sport England's Small Grants funding programme for a Revenue project titled Euro 2020 Legacy - Ollerton Football 5ives. This project is a Association Football project, with a focus on ....more Funding under Sport England's Small Grants funding programme for a Revenue project titled Euro 2020 Legacy - Ollerton Football 5ives. This project is a Association Football project, with a focus on younger beneficiaries.
DCMS - CMC - The Coalfields Regeneration Trust
£1,000,000	28/09/2020	This project has been funded as part of the Community Match Challenge, which aims to provide a match fund grant to philanthropists, foundations and grant making organisations for onward distribution ....more This project has been funded as part of the Community Match Challenge, which aims to provide a match fund grant to philanthropists, foundations and grant making organisations for onward distribution to voluntary and community organisations to respond to the needs of the most vulnerable and marginalised people affected by the COVID-19 crisis.
National Lottery Community Fund - D2N2/1/3 - Social Inclusion Consortium (SInC) Towards Work
£50,000	06/11/2015 12	This grant will be used to develop plans for a project to support unemployed people into work, education or training, including older people, women returning to work, young people and people with ....more This grant will be used to develop plans for a project to support unemployed people into work, education or training, including older people, women returning to work, young people and people with mental health issues. The development funding will be used for legal costs, project management, research and data collection and development of an information system.
National Lottery Community Fund - Our Place 2 East Ayrshire
£239,700	22/07/2014 60	Not Available
National Lottery Community Fund - Game On Wales Expansion Project
£233,446	28/11/2012 48	This project over three years will establish 5-a-side football divisions for young people aged 14-19 from disadvantaged areas. The group will develop the existing Rhondda Cynon Taff league and 3 ....more This project over three years will establish 5-a-side football divisions for young people aged 14-19 from disadvantaged areas. The group will develop the existing Rhondda Cynon Taff league and 3 further divisions. The project will improve community relations, reduce anti-social behaviour and enable beneficiaries to gain qualifications. The project will benefit 1030 people and 40 organisations and will work in Merthyr Tydfil, Bridgend, Pembrokeshire, Carmarthenshire, Swansea and Neath Port Talbot.
National Lottery Community Fund - Our Place -Newmains (2237D)
£118,591	16/06/2010 36	This pilot scheme has been set up to investigate new ways of working more closely with communities in Scotland to meet their needs more closely as part of the Our Place programme. This is a support ....more This pilot scheme has been set up to investigate new ways of working more closely with communities in Scotland to meet their needs more closely as part of the Our Place programme. This is a support contract made to the Coalfields Regeneration Trust (CRT) to enable the CRT to work with local people and groups in the Newmains area to stimulate demand and ensure that the needs and aspirations of local people are reflected in the lottery funding they receive.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 32-80

DR JOAN ELIZABETH DIXON Appointed: 2023, Occupation: Councillor

DR JONATHAN FRANCIS MILES Appointed: 2023, Occupation: Retired Consultant

KEITH CUNLIFFE Appointed: 2020, Occupation: Councillor, Other trusteeship: FIX IT (UK) LIMITED,

LINDA ROSE RUTTER Appointed: 2020, Occupation: Company Director, Other trusteeship: FISCUS NORTH LIMITED,

LINDA MCAVAN Appointed: 2022, Occupation: Executive Director

MICHAEL CLAPHAM Appointed: 2013, Occupation: None

NICOLAS WILSON Appointed: 2015, Occupation: Trade Union Official, Other trusteeship: THE COMMUNITY LEGACY TRUST,

NICKY STUBBS Appointed: 2016, Occupation: Researcher

PROFESSOR ROBIN ALAN SIMMONS Appointed: 2023, Occupation: Academic

ROBERT YOUNG Appointed: 2015, Occupation: Councillor

TRUDIE MCGUINNESS Appointed: 2016, Occupation: Consultant

WAYNE THOMAS Appointed: 2000, Occupation: Trade Union Official, Other trusteeships: SOUTH WALES MINERS WELFARE TRUST FUND SCHEME, YSTRADGYNLAIS COMMUNITY WELFARE GROUND ASSOCIATION,

Legal constitution

Charitable company registered in England & Wales on 30/03/1999, number: 1074930
Registered at Companies House on 19/03/1999, number: 03738566

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Investing charity funds policy and procedures
Investment
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR12: 2 days late, AR06: 1 days late,

Main office

THE COALFIELDS REGENERATION TRUST
1 WATERSIDE PARK
VALLEY WAY
WOMBWELL
BARNSLEY
S73 0BB

Objectives

1. THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION IN THE COALFIELDS AREAS IN ENGLAND, WALES AND SCOTLAND (IN THIS MEMORANDUM AND IN THESE ARTICLES COALFIELDS AREAS SHALL MEAN ANY AREAS IN ENGLAND, WALES AND SCOTLAND WHERE COAL MINING IS OR HAS IN THE PAST BEEN CARRIED OUT) BY ALL OR ANY OF THE FOLLOWING MEANS THE RELIEF OF POVERTY IN SUCH WAYS AS MAY BE THOUGHT FITTHE RELIEF OF UNEMPLOYMENT IN SUCH WAYS AS MAY BE THOUGHT FIT, INCLUDING ASSISTANCE TO FIND EMPLOYMENTTHE ADVANCEMENT OF EDUCATION, TRAINING, OR RETRAINING, PARTICULARLY AMONG THE UNEMPLOYED AND PROVIDING THE UNEMPLOYED WITH WORK EXPERIENCETHE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE, BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR THE UNEMPLOYED IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP : IN SETTING UP THEIR OWN BUSINESS, OR TO EXISTING BUSINESSESTHE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS AND/OR LANDS FOR USE ON FAVOURABLE TERMSTHE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITION OF NEED AND THE IMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING ANY LOCAL AUTHORITIES OR OTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSINGTHE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIESTHE PROVISION OR ASSISTANCE IN THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE AND/OR THOSE WHO BY REASONS OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIESTHE PROTECTION OR CONSERVATION OF THE ENVIRONMENTTHE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARETHE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIMESUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSION FOR ENGLAND WALES 2. THE RELIEF OF THE AGED AND THE SICK FOR THE PUBLIC BENEFIT

Defined Area of Benefit:

THE COALFIELDS AREAS IN ENGLAND WALES AND SCOTLAND

Data Sources