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

Established: 9 years

www.ciswo.org

mail@ciswo.org.uk

01709 728115

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
31/12/22	£1,698	£3,844	£-2,146	£0	£35,830	£11,111	34.7	56
31/12/21	£2,896	£3,391	£-495	£0	£40,871	£13,920	49.3	52
31/12/20	£2,775	£3,726	£-952	£0	£38,124	£13,816	44.5	65
31/12/19	£4,388	£4,261	£127	£0	£39,375	£14,971	42.2	68
31/12/18	£9,167	£4,324	£4,843	£0	£35,313	£12,567	34.9	85
31/12/17	£3,582	£4,793	£-1,211	£0	£32,879	£8,043	20.1	89
31/12/16	£3,322	£4,435	£-1,112	£25	£31,953	£8,849	23.9	103
31/12/15	£4,267	£5,489	£-1,222	£109	£29,935	£8,828	19.3	103

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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 ?

Listed activities

Education/Training
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

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 works here?

56 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-75

DAVID PAUL STEER Appointed: 2021, Occupation: Retired

MICHAEL LAING Appointed: 2022, Occupation: Director Of Integrated Community Services

RICHARD NIELD Appointed: 2023, Occupation: Head Of Retail Operations

CHRISTINE KAYE Appointed: 2014, Occupation: None

DAVID JONATHAN DUNN Appointed: 2023, Occupation: Senior Investment Director, Other trusteeships: CHERRYTREE, TAPTONHOLME, CHERRYTREE SUPPORT SERVICES LIMITED,

HELEN ANNE LENTLE Appointed: 2022, Occupation: Director Of Legal Services, Other trusteeship: DYSLECSIA CYMRU / WALES DYSLEXIA,

JOHN HUMBLE Appointed: 2014, Occupation: None

REV ROBERT COOPER Appointed: 2014, Occupation: None, Other trusteeships: SOCIETY OF THE SACRED MISSION, CISWO CHARITABLE PROPERTY SERVICES TRUST,

CAROLE LANGRICK Appointed: 2015, Occupation: Executive Director Of Operations/Deputy Chief Exec, Other trusteeship: TEESSIDE HOSPICE CARE FOUNDATION,

JONATHAN LESLIE HATTERSLEY Appointed: 2014, Occupation: None, Other trusteeship: CISWO CHARITABLE PROPERTY SERVICES TRUST,

MICHAEL MACDONALD Appointed: 2020, Occupation: Negotiations Officer, Other trusteeship: SHEFFIELD DIOCESAN BOARD OF FINANCE,

PATRICK MATTHEW CARRAGHER Appointed: 2014, Occupation: Retired, Other trusteeship: NATIONAL COAL MINING MUSEUM FOR ENGLAND TRUST LTD,

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