Finance Score: -8
Governance Score: 3
Support Score: 0
  • Liabilities <10%: +3
  • Excess reserves: -3
  • Multiple Deficits and declines: -5
  • Fundraising costs high: -3
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: -5 ?

THE COAL INDUSTRY SOCIAL WELFARE ORGANISATION 2014

THE PROMOTION OF HEALTH, THE RELIEF OF PROVERTY AND HARDSHIP AND THE ADVANCEMENT OF EDUCATION AND ANY OTHER CHARITABLE PURPOSE FOR THE BENEFIT OF EMPLOYEES AND FORMER EMPLOYEES OF THE COAL MINING INDUSTRY IN THE UNITED KINGDOM; AND ANY SUCH CHARITABLE PURPOSE AS THE TRUSTEES SHALL DETERMINE.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • The Board appears to be dynamic in terms of composition

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £11,111,216 available, equivalent to 35 months of spending and so may not be able to utilise additional funding
  • Income has been volatile and on several occasions in recent years less than spending
  • Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/22£1,698£3,844£-2,146£0£35,830£11,11134.7560
31/12/21£2,896£3,391£-495£0£40,871£13,92049.3520
31/12/20£2,775£3,726£-952£0£38,124£13,81644.5650
31/12/19£4,388£4,261£127£0£39,375£14,97142.2680
31/12/18£9,167£4,324£4,843£0£35,313£12,56734.9850
31/12/17£3,582£4,793£-1,211£0£32,879£8,04320.1890
31/12/16£3,322£4,435£-1,112£25£31,953£8,84923.91030
31/12/15£4,267£5,489£-1,222£109£29,935£8,82819.31030

Financial Ratios
Fundraising Costs/Relevant Income: 27.6%
Fundraising Costs/Total Spending: 3.3%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 2%
Liabilities/Income: 43%
Unrestricted Funds/Total Funds: 31%
Reserves/Spending: 34.7 months
Net Current Assets/Spending: 9 months
Quick Ratio: 3.9
Asset Split ?
Balance Sheet History
Established: 10 years

www.ciswo.org

mail@ciswo.org.uk

01709 728115

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
  • General Charitable Purposes
  • Recreation
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
Where it operates
  • Scotland, Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split

Age Range of Trustees: 56-76
  • CHRISTINE KAYE Appointed: 2014, Occupation: None
  • CAROLE LANGRICK Appointed: 2015, Occupation: Executive Director Of Operations/Deputy Chief Exec
  • DAVID JONATHAN DUNN Appointed: 2023, Occupation: Senior Investment Director
  • DAVID PAUL STEER Appointed: 2021, Occupation: Retired
  • HELEN ANNE LENTLE Appointed: 2022, Occupation: Director Of Legal Services
  • JOHN HUMBLE Appointed: 2014, Occupation: None
  • MICHAEL LAING Appointed: 2022, Occupation: Director Of Integrated Community Services
  • MICHAEL MACDONALD Appointed: 2020, Occupation: Negotiations Officer
  • PATRICK MATTHEW CARRAGHER Appointed: 2014, Occupation: Retired
  • REV ROBERT COOPER Appointed: 2014, Occupation: None
  • RICHARD NIELD Appointed: 2023, Occupation: Head Of Retail Operations
Legal constitution
  • Charitable company registered in England & Wales on 26/01/2015, number: 1160157
  • Registered at Companies House on 02/07/2014, number: 09113084
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
8 returns made; all on time
Main office

Coal Industry Social Welfare
Organisation
The Old Rectory
Rectory Drive
Whiston
S60 4JG

Objectives

THE OBJECTS OF THE CHARITY ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:(1) THE PROMOTION OF HEALTH THE RELIEF OF POVERTY AND HARDSHIP AND THE ADVANCEMENT OF EDUCATION (INCLUDING SOCIAL AND PHYSICAL TRAINING ACTIVITIES WHICH ARE CHARITABLE BY VIRTUE OF SECTION 1 OF THE RECREATIONAL CHARITIES ACT 1958 ? NOW SECTION 5 OF THE CHARITIES ACT 2011) AND ANY OTHER CHARITABLE PURPOSE FOR THE BENEFIT OF EMPLOYEES AND FORMER EMPLOYEES OF THE COAL MINING INDUSTRY IN THE UNITED KINGDOM EMPLOYED IN OR FORMERLY EMPLOYED IN ANY PRESENT OR PAST COAL MINING AREA OF THE UNITED KINGDOM AND OF THEIR RELATIVES AND DEPENDANTS AND OF THE COMMUNITIES IN WHICH THEY LIVE WITHIN THOSE AREAS; AND (2) SUCH CHARITABLE PURPOSE OR PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL DETERMINE.

Data Sources

Charity Commission for England and Wales

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