Finance Score: 2

Governance Score: 3

Support Score: 0

Strong growth: +2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

THE BATES TRUST

The maintenance of three Almshouses in the village of Little Eaton; the relief of persons who are in need or hardship and resident in Little Eaton; promote the education of persons under the age of 25 who are in need and resident in Little Eaton and to further religious and other charitable work in Little Eaton.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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 £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£11	£12	£-1	n/a	n/a	n/a	n/a	n/a	0
31/12/22		£11	£7	£4	n/a	n/a	n/a	n/a	n/a	1
31/12/21		£12	£12	£0	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£10	£9	£1	n/a	n/a	n/a	n/a	n/a	0
31/12/19		£10	£7	£3	n/a	n/a	n/a	n/a	n/a	0
31/12/18	*	£10	£5	£6	£0	£0	£0	n/a	0	0
31/12/17		£10	£8	£2	£0	£0	£0	n/a	0	0
31/12/16		£9	£9	£0	£0	£0	£0	n/a	0	0
31/12/15	*	£9	£10	£0	£0	£0	£0	n/a	0	0
31/12/14	*	£10	£3	£6	£0	£0	£0	n/a	0	0
31/12/13	*	£9	£4	£5	£0	£0	£0	n/a	0	0
31/12/12		£9	£4	£5	£0	£0	£0	n/a	0	0
31/12/11		£9	£4	£5	£0	£0	£0	n/a	0	0
31/12/10		£9	£3	£6	£0	£0	£0	n/a	0	0
31/12/09		£9	£6	£3	£0	£0	£0	n/a	0	0
31/12/08		£9	£4	£5	£0	£0	£0	n/a	0	0
31/12/07		£9	£4	£5	£0	£0	£0	n/a	0	0
31/12/06	*	£8	£16	£-7	£0	£0	£0	n/a	0	0
31/12/05		£8	£5	£2	£0	£0	£0	n/a	0	0
31/12/04		£6	£5	£1	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 57 years

.none

batestrust@gmail.com

01332834834

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space
Provides services

Where it operates

Derbyshire,

Who it helps

Elderly/Old People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

DR ANNALEA LOUISE JENNISON Appointed: 2020

JANET LOVE

PETER GRIFFITHS Appointed: 2015

PAUL SCHUMANN Appointed: 2020

RICHARD THOMAS SCOTT Appointed: 2023

CAROL HART, Other trusteeship: WEST HALLAM UNITED CHARITIES,

REV JAMES THOMAS HUGHES Appointed: 2020, Other trusteeships: EDWARD POTTERELL'S ALMSHOUSE CHARITY, CHURCH SOCIETY, FELLOWSHIP OF WORD AND SPIRIT, THE DUFFIELD ENDOWED SCHOOL FOUNDATION, THE DUFFIELD GIRLS' AND INFANTS' RELIGIOUS EDUCATION FUND, THE LATIMER TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ALKMUNDS DUFFIELD,

Legal constitution

Charity registered in England & Wales on 28/07/1967, number: 214671

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 293 days late, AR15: 10 days late, AR14: 375 days late, AR13: 740 days late, AR06: 12 days late,

Main office

1 Vicarage Lane
Little Eaton
DERBY
DE21 5EA

Objectives

1) THE PROVISION OF ALMSHOUSES FOR PERSONS WHO:I) ARE IN NEED, HARDSHIP OR DISTRESS; ANDII) ARE RESIDENT IN THE AREA OF BENEFIT; ANDIII) ARE OVER FIFTY.2) THE RELIEF OF PERSONS WHO:I) ARE IN NEED, HARDSHIP, SICK CONVALESCENT, DISABLED OR INFIRM; ANDII) ARE RESIDENT IN THE AREA OF BENEFIT.3) TO PROMOTE THE EDUCATION OF PERSONS UNDER THE AGE OF 25 WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND ARE RESIDENT IN THE AREA OF BENEFIT.4) TO FURTHER RELIGIOUS AND OTHER CHARITABLE WORK IN THE PARISH OF LITTLE EATON.5) IF APPROPRIATE, TO MAKE GRANTS TOWARDS CHURCHYARD MAINTENANCE, PARTICULARLY PERTAINING TO THE GRAVES OF THOMAS BATES AND HIS FAMILY.

Defined Area of Benefit:

PARISH OF LITTLE EATON.

Data Sources