Finance Score: -6
Governance Score: 1
Support Score: 0
  • Spending falling: -1
  • Multiple Deficits and declines: -5
  • No PartB
  • Good trustee age range: +3
  • Very static board: -5
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -5 ?

THE HOLBECK CHARITABLE TRUST 

The charity makes grants to other charitable organisations or for recognised charitable purposes.
Analysis by Giving is Great

Positives:

  • The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

  • One or more trustees receive benefits from the charity
  • The Board composition appears to be very static

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

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
05/04/23£62£155£-93n/an/an/an/an/a0
05/04/22£69£488£-419n/an/an/an/an/a0
05/04/21£81£374£-293n/an/an/an/an/a0
05/04/20£110£406£-296n/an/an/an/an/a0
05/04/19£138£579£-441n/an/an/an/an/a0
05/04/18£172£912£-740£0£0£0n/a00
05/04/17£177£590£-413£0£0£0n/a00
05/04/16£170£784£-614£0£0£0n/a00
05/04/15£189£925£-736£0£0£0n/a00
05/04/14£202£606£-404£0£0£0n/a00
05/04/13£5,791£555£5,236£30£5,755£5,755124.400

Highest pay bracket: less than £60,000
Established: 12 years

www.holbecktrust.com

gerry.morrison@rollits.com

01904688500

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • General Charitable Purposes
GiG Classification
  • Grant-making foundations
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
Where it operates
  • Throughout England And Wales,
Who it helps
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 40-60
Legal constitution
  • Charitable company registered in England & Wales on 02/03/2012, number: 1146205
  • Registered at Companies House on 23/02/2012, number: 07963012
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
  • Trustee conflicts of interest policy and procedures
Filing Record
11 returns made; all on time
Main office

Rollits Llp
Forsyth House
Alpha Court
Monks Cross Drive
Huntington
YORK

Objectives

THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FUND UPON TRUST FOR SUCH ONE OR MORE CHARITIES ORCHARITABLE INSTITUTIONS, OR FOR SUCH PURPOSE OR PURPOSES IN ANY PART OF THE WORLD THAT ARE EXCLUSIVELY CHARITABLEACCORDING TO THE LAW OF ENGLAND AND WALES AND IN SUCH SHARES OR PROPORTIONS AS THEY SHALL THINK FIT, IN PARTICULAR,BUT NOT LIMITED TO(A) THE ADVANCEMENT OF MEDICAL RESEARCH INTO THE TREATMENT AND CARE OF PERSONS SUFFERING FROMMENTAL, OR PHYSICAL ILLNESS OF ANY DESCRIPTION BY THE PROVISION OF FUNDS TO CHARITIES OR CHARITABLEORGANISATIONS WHICH CARRY OUT OR SUPPORT MEDICAL RESEARCH TO PUBLISH THE RESULTS THEREOF ANDTHE PROVISION OF FUNDS TO PROVIDE PALLIATIVE CARE TO SUCH PERSONS;(B) THE ADVANCEMENT OF EDUCATION OF PERSONS WHO ARE DISADVANTAGED BY REASON OF THEIR SOCIALAND/OR ECONOMIC CIRCUMSTANCES OR WHO MAY ALSO BE VULNERABLE AND AT RISK OF DISCONTINUINGTHEIR ENGAGEMENT AND PARTICIPATION IN LEARNING DUE TO SIGNIFICANT DIFFICULTIES IN THEIR PERSONAL,SOCIAL OR DOMESTIC LIVES BY GIVING FINANCIAL ASSISTANCE OR SCHOLARSHIPS TO SUCH PERSONS TOATTEND OR TO ENCOURAGE OR SUPPORT THEM TO ATTEND SCHOOL, COLLEGE, UNIVERSITY, OR OTHERRECOGNISED PLACE OF LEARNING OR TRAINING;(C) THE ADVANCEMENT OF EDUCATION FOR THE BENEFIT OF THE PUBLIC BY THE PROVISION OF FUNDS TO PROVIDENEW, OR IMPROVED FACILITIES FOR TEACHING, OR HEALTHY RECREATION AT SCHOOLS, COLLEGES, ORUNIVERSITIES;(D) THE ADVANCEMENT OF THE CHRISTIAN RELIGION BY THE PROVISION OF FUNDS FOR THE MAINTENANCE OF, ORTOWARDS THE BUILDING OR RE-BUILDING COSTS, OF PLACES OF CHRISTIAN WORSHIP TO IMPROVE FACILITIES TOPROVIDE SERVICES TO ENABLE BELIEVERS TO PRACTICE THEIR FAITH AND THE PROVISION OF FUNDS TOCHARITIES, OR CHARITABLE ORGANISATIONS WHICH ENLIGHTEN OTHERS ABOUT THE CHRISTIAN FAITH;(E) THE BENEFIT OF PEOPLE IN NEED WITHIN A COMMUNITY BY THE PROVISION OF FUNDS FOR THE MAINTENANCE,IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES, OR RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE ORTHOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIALAND/OR ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES;(F) TO PROMOTE AND FURTHER COMMUNITY PARTICIPATION IN HEALTHY RECREATION AND AMATEUR SPORTS BYTHE PROVISION OF FUNDS TO ORGANISE COACHING AND TRAINING AND TO PROVIDE, SECURE AND DEVELOPPUBLIC GROUNDS, FACILITIES AND PREMISES FOR THE PLAYING OF TEAM GAMES AND AMATEUR SPORTS;(G) TO BENEFIT PEOPLE IN NEED IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION AFFECTED BY NATURALDISASTERS OR BY THE PROVISION OF FUNDS FOR RELIEF OF FAMINE, OR THE RELIEF OF UNEMPLOYMENT BY THEPROVISION OF FUNDS TO HELP CREATE TRAINING AND EMPLOYMENT OPPORTUNITIES;(H) THE BENEFIT OF THE PUBLIC BY THE PROVISION OF FUNDS TO SUPPORT THE PRESERVATION OF BUILDINGS ORSITES OF HISTORIC OR ARCHITECTURAL IMPORTANCE SO THAT FUTURE GENERATIONS MIGHT APPRECIATE ANDLEARN FROM THEM; AND(I) TO PROMOTE, FOSTER AND MAINTAIN FOR THE EDUCATIONAL ADVANCEMENT AND BENEFIT OF THE PUBLIC ANAPPRECIATION OF THE ARTS IN GENERAL INCLUDING THE ARTS OF DRAMA, BALLET AND OTHER FORMS OF DANCE,MUSIC, SINGING, OPERA, LITERATURE, SCULPTURE AND PAINTING BY THE PROVISION OF FUNDS TO PROVIDE,MAINTAIN, DEVELOP AND SUPPORT TRAINING, EDUCATIONAL COURSES, SEMINARS, CONFERENCES, LESSONS,CLASSES, PUBLIC EXHIBITIONS AND PERFORMANCES.

Data Sources

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

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