Finance Score: -1

Governance Score: -5

Support Score: 0

Deficit latest year: -2
Good reserves: +1
No PartB

No conflicts policy: -1
Static board: -3
Mainly male board: -1

No supporters identified

Overall GiG Score: -6

BATLEY AND BIRSTALL COMMUNITY FUND CIO

Makes charitable grants to organisations operating in the area of Batley and Birstall, West Yorkshire

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male
The Board composition appears to be rather 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
Income was significantly lower than spending in the latest year but the charity has substantial reserves available

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
31/03/23	£26	£33	£-7	n/a	n/a	n/a	n/a	n/a
31/03/22	£24	£19	£4	n/a	n/a	n/a	n/a	n/a
31/03/21	£23	£19	£5	n/a	n/a	n/a	n/a	n/a
31/03/20	£21	£15	£6	n/a	n/a	n/a	n/a	n/a
31/03/19	£702	£15	£687	£0	£717	£53	43	0

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 7 years

Batley&BirstallCIO@forrestburlinson.co.uk

01924465851

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Community services

How it operates

Makes Grants to Organisations

Where it operates

Kirklees,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

DARREN BROADBENT Appointed: 2018

FAZILA ASWAT Appointed: 2018, Occupation: Administrator

GEOFFREY THOMAS ALVY Appointed: 2017

JOHN BROADHEAD Appointed: 2017

SAMANTHA JAYNE VICKERS Appointed: 2017

IAN BLAMIRES Appointed: 2017, Other trusteeships: BATLEY GRAMMAR SCHOOL FOUNDATION, THE BIRSTALL COMMUNITY TRUST,

JOHN ROBERT HARRAP Appointed: 2017, Other trusteeship: CHARITY OF DAME ELEANOR ASHETON,

PAUL DUNCAN TAYLOR Appointed: 2017, Other trusteeships: CHARITY OF DAME ELEANOR ASHETON, BATLEY GIRLS (RAE, TAYLOR, HIRST AND TALBOT) SCHOLARSHIP FUND, BATLEY GRAMMAR SCHOOL (RAE AND TAYLOR) SCHOLARSHIP FUND, BATLEY GRAMMAR SCHOOL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 02/10/2017, number: 1174927

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

5 returns made; all on time

Main office

C/O FORREST BURLINSON
20 OWL LANE
DEWSBURY
WF12 7RQ

Objectives

THE FURTHER SUCH CHARITABLE PURPOSES (CHARITABLE UNDER ENGLISH LAW) FOR THE GENERAL BENEFIT OF THE INHABITANTS OF BATLEY & BIRSTALL IN SUCH WAYS AS THE TRUSTEES THINK FIT.

Data Sources