Finance Score: 0

Governance Score: 1

Support Score: 0

Reasonable growth: +1
Volatile income
spending growth: -1
No PartB

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE SIMON & ELIZABETH BATEY CHARITABLE TRUST

The relief of poverty sickness and distress, the advancement of education, and the promotion of any other charitable purpose by the provision of such grants to charitable institutions and individuals.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity only provides its support via other charities
There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently but spending has been maintained

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
22/11/23	£91	£81	£10	n/a	n/a	n/a	n/a	n/a
22/11/22	£260	£87	£174	n/a	n/a	n/a	n/a	n/a
22/11/21	£303	£72	£231	n/a	n/a	n/a	n/a	n/a
22/11/20	£170	£75	£95	n/a	n/a	n/a	n/a	n/a
22/11/19	£62	£69	£-8	n/a	n/a	n/a	n/a	n/a
22/11/18	£67	£45	£22	£0	£0	£0	n/a	0
22/11/17	£72	£74	£-2	£0	£0	£0	n/a	0
22/11/16	£277	£63	£214	£0	£0	£0	n/a	0
22/11/15	£48	£65	£-17	£0	£0	£0	n/a	0
22/11/14	£97	£29	£68	£0	£0	£0	n/a	0
22/11/13	£178	£28	£150	£0	£0	£0	n/a	0
22/11/12	£54	£22	£32	£0	£0	£0	n/a	0
22/11/11	£147	£33	£114	£0	£0	£0	n/a	0
22/11/10	£23	£24	£-1	£0	£0	£0	n/a	0
22/11/09	£31	£16	£15	£0	£0	£0	n/a	0
22/11/08	£115	£13	£103	£0	£0	£0	n/a	0
22/11/07	£145	£10	£135	£0	£0	£0	n/a	0
22/11/06	£42	£7	£35	£0	£0	£0	n/a	0
22/11/05	£86	£6	£80	£0	£0	£0	n/a	0
22/11/04	£67	£5	£63	£0	£0	£0	n/a	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 21 years

sgbatey@hotmail.co.uk

01928788788

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

GERARD MICHAEL PAUL ROONEY

ELIZABETH MARGARET BATEY, Other trusteeships: KINGSLEY COMMUNITY ASSOCIATION, KINGSLEY AND NEWTON VILLAGE INSTITUTE,

SIMON GEORGE BATEY (Chair), Other trusteeship: KINGSLEY COMMUNITY ASSOCIATION,

Legal constitution

Charity registered in England & Wales on 17/12/2002, number: 1095086

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

HIGHER HEYES FARM
BALL LANE
KINGSLEY
FRODSHAM
WA6 8HP

Objectives

THE RELIEF OF POVERTY, SICKNESS AND DISTRESS; THE ADVANCEMENT OF EDUCATION; THE PROMOTION OF ANY OTHER CHARITABLE PURPOSE BY THE PROVISION OF SUCH GRANTS TO CHARITABLE INSTITUTIONS AND INDIVIDUALS.

Defined Area of Benefit:

NOT DEFINED.

Data Sources