Finance Score: -2

Governance Score: 3

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5

Dynamic board: +3

Grant maker support: +0

Overall GiG Score: 1

THE BYFLEET UNITED CHARITY

The Charity aims to help people in need, within the Ancient Parish of Byfleet (approximately Byfleet & West Byfleet), with grants and pensions. Grants are also available for charitable organisations who provide similar support. The Charity also owns and runs a sheltered housing complex in West Byfleet: applications are considered by Trustees, who take 'need' as the main criteria.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
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 £12,569,953 available, equivalent to 309 months of spending and so may not be able to utilise additional funding

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	£545	£488	£57	£75	£12,793	£12,570	308.8	7
31/12/21	£530	£707	£-177	£0	£12,211	£5,045	85.6	7
31/12/20	£532	£571	£-39	£0	£12,118	£5,067	106.5	6
31/12/19	£455	£458	£-3	n/a	n/a	n/a	n/a	n/a
31/12/18	£519	£451	£68	£0	£11,060	£906	24.1	5
31/12/17	£512	£421	£90	£33	£11,051	£866	24.6	5
31/12/16	£255	£181	£74	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 15.1%
Fundraising Costs/Total Spending: 15.4%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 23%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 308.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.5

Asset Split ?

Established: 8 years

http://byfleetunitedcharity.org.uk/

buc@byfleetunitedcharity.org.uk

01932340943

Charity Commission for England and Wales

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides other finance

Where it operates

Surrey,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

7 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Byfleet United Charity
£2,937	04/08/2017	A new pathway will provide safe passage for the elderly between our Almshouse and the public road.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

AMANDA BOOTE Appointed: 2022

GERARD DOOGAN Appointed: 2024

KEITH ELFORD Appointed: 2021

NICHOLAS BRADSHAW Appointed: 2018

REBECCA HADDOW Appointed: 2021

REV JOHN HAMILTON MCCABE Appointed: 2006

ANDREW NIGEL GRIMSHAW (Chair) Appointed: 2015, Other trusteeship: ST PETER'S CHARITY,

CLAUDE MAY HEATH Appointed: 2019, Other trusteeships: BYFLEET COMMUNITY ACTION, THE WOKING COMMUNITY FURNITURE PROJECT,

GEOFFREY JONES Appointed: 2023, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. JOHN THE BAPTIST WEST BYFLEET,

PATRICIA ATKINS Appointed: 2023, Other trusteeship: THE WOKING COMMUNITY FURNITURE PROJECT,

Legal constitution

Charity registered in England & Wales on 21/06/2016, number: 1167753

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

7 returns made; all on time

Main office

BYFLEET UNITED CHARITY
STOOP COURT
LEISURE LANE
WEST BYFLEET
KT14 6HF

Objectives

(1) THE OBJECTS OF THE CIO ARE(A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES;(B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF RESIDENTS AS THE TRUSTEES DECIDE; AND(C) THE RELIEF OF PERSONS IN THE AREA OF BENEFIT WHO ARE IN NEED, HARDSHIP OR DISTRESS BY:(I) MAKING GRANTS OF MONEY TO THEM; OR(II) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR(III) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE IN NEED, HARDSHIP OR DISTRESS(2) IN EXCEPTIONAL CASES THE CHARITY TRUSTEES MAY DECIDE TO ASSIST SOMEONE (WHO IS OTHERWISE QUALIFIED) WHO IS:(A) RESIDENT OUTSIDE THE AREA OF BENEFIT; OR(B) ONLY TEMPORARILY RESIDENT IN THE AREA OF BENEFIT.(3) IF AND SO FAR AS THE INCOME OF THE CIO CANNOT BE APPLIED TOWARDS THE OBJECTS SPECIFIED IN SUB-CLAUSES (1) AND (2) ABOVE, THE CHARITY TRUSTEES MAY APPLY IT FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT IN SUCH CHARITABLE WAYS AS THE TRUSTEES THINK FIT.

Data Sources