Finance Score: 1

Governance Score: 0

Support Score: 3

Reasonable growth: +1
No PartB

Gov Income
Grant maker support: +3

Overall GiG Score: 4

PETER BIRTWISTLE TRUST

The Peter Birtwistle Trust provides supported housing to older people in Colne, Lancashire. The charity is a member of the Almshouse Association and a Registered Provider of Social Housing. Applicants for accommodation must be over 60 years of age and have either been born in Colne or lived in the town for a minimum of 10 years during their lifetime.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There has been reasonable growth in spending since inception

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
31/03/23	£424,454	£350,454	£74,000
31/03/22	£380,207	£250,239	£129,968
31/03/21	£342,178	£214,333	£127,845
31/03/20	£346,825	£249,518	£97,307

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

peterbirtwistletrust.org.uk

peterbirtwistletrust@btconnect.com

01282864233

Charity Commission for England and Wales

Listed activities

Disability
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Lancashire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

ALAN PETER DAVIES (Chair) Appointed: 1980

ANGELA ALDIS Appointed: 2022

DAVID MACRO Appointed: 2016

DAVID CLEGG Appointed: 2016

DEREK FORT Appointed: 2018

DR THOMAS ANTHONY PICKLES Appointed: 2001

EUGENE ROMAIN DENNISON Appointed: 1992

GAYE LAURA GILLETT Appointed: 2023

MATTHEW JAMES LEEDAM Appointed: 2006

MARY ELIZABETH CATHERINE THOMAS Appointed: 1986

PHILIP MOUSDALE Appointed: 2024

HOWARD PHILIP THOMAS Appointed: 2014, Occupation: Retired, Other trusteeships: BURNLEY PENDLE AND ROSSENDALE COUNCIL FOR VOLUNTARY SERVICE, PENDLE NEW NEIGHBOURS,

Legal constitution

Charity registered in England & Wales on 13/05/2019, number: 1183388

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Complaints policy and procedures
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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from PETER BIRTWISTLE TRUST on 15/12/2022

Main office

14 KEIGHLEY ROAD
COLNE
BB8 0JL

Objectives

THE OBJECTS OF THE CIO ARE: THE PREVENTION OR RELIEF OF POVERTY BY THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION FOR POOR PERSONS WHO ARE AGED 60 YEARS OR OVER AND WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE CHARITY COMMISSION) WERE EITHER BORN IN THE AREA OF BENEFIT, OR HAVE RESIDED IN THE SAID AREA FOR NOT LESS THAN TEN YEARS. FOR THE PURPOSES OF THIS CLAUSE THE AREA OF BENEFIT IS THE TOWN OF COLNE AS CONSTITUTED ON 27TH MAY 1918.

Defined Area of Benefit:

LOCAL

Data Sources