Finance Score: -6

Governance Score: -1

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1

No supporters identified

Overall GiG Score: -7

THE PHILIP BATES TRUST

Musical concerts and supporting young people in the Arts

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Established: 21 years

www.philipbatestrust.co.uk

moulton.k@icloud.com

07853841619

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	Volun- teers
31/12/22		£5	£4	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£5	£6	£-1	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£8	£6	£2	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£10	£10	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/18	*	£12	£13	£-2	£0	£0	£0	n/a	0	16
31/12/17		£10	£8	£2	£0	£0	£0	n/a	0	0
31/12/16		£10	£8	£2	£0	£0	£0	n/a	0	0
31/12/15		£7	£8	£-1	£0	£0	£0	n/a	0	0
31/12/14		£7	£7	£0	£0	£0	£0	n/a	0	0
31/12/13		£3	£4	£-1	£0	£0	£0	n/a	0	0
31/12/12		£4	£4	£0	£0	£0	£0	n/a	0	0
31/12/11		£4	£3	£0	£0	£0	£0	n/a	0	0
31/12/10		£4	£6	£-2	£0	£0	£0	n/a	0	0
31/12/09		£4	£2	£2	£0	£0	£0	n/a	0	0
31/12/08		£3	£2	£1	£0	£0	£0	n/a	0	0
31/12/07		£3	£2	£1	£0	£0	£0	n/a	0	0
31/12/06	*	£4	£4	£0	£0	£0	£0	n/a	0	0
31/12/05	*	£3	£9	£-7	£0	£0	£0	n/a	0	0
31/12/04	*	£6	£3	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Education/Training

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Birmingham City, Coventry City, Solihull, Warwickshire,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Gender Split

ALISON PERRIER-BURGESS

ALEXANDER JOHN MOULTON Appointed: 2023

JILL ROBINSON

JOHN SAUNDERS QC

RACHEL MARGARET BATES

REV MARGARET MACLACHLAN

SARAH ELAINE DUDLEY Appointed: 2023

KAREN LESLEY ELLEN MOULTON, Other trusteeship: THE HEART OF ENGLAND SINGERS,

SUSAN BATES (Chair), Other trusteeships: THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY, MARY BRIDGEMAN ECCLESIASTICAL CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF CASTLE BROMWICH,

Legal constitution

Charity registered in England & Wales on 05/12/2002, number: 1094937

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR18: 1 days late, AR06: 246 days late, AR05: 104 days late, AR04: 28 days late,

Main office

17 Marlborough Way
MARKET HARBOROUGH
Leicestershire
LE16 7LW

Objectives

TO ADVANCE EDUCATION OF YOUNG PEOPLE UNDER THE AGE OF 25 IN THE ARTS BY:1. THE PROVISION OF AWARDS TO ENCOURAGE AND SUPPORT THEIR PURSUIT OF CREATIVE AND ARTISTIC ACHIEVEMENT AND;2. THE PROVISION OF FINANCIAL SUPPORT TO PROJECTS OR WORKSHOPS WHICH AIM TO DEVELOP CREATIVE AND ARTISTIC INTERESTS AND SKILLS IN YOUNG PEOPLE.

Defined Area of Benefit:

NOT DEFINED.

Data Sources