Finance Score: -1

Governance Score: 3

Support Score: 7

Spending falling: -1
No PartB

Good trustee age range: +3

Grant maker support: +7

Overall GiG Score: 9

PATH (YORKSHIRE) LTD

PATH provides Positive Action Training to Black and Minority Ethnic people.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

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		£491	£449	£42	n/a	n/a	n/a	n/a	n/a
31/03/22		£359	£361	£-2	n/a	n/a	n/a	n/a	n/a
31/03/21		£383	£373	£10	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£580	£603	£-23	£0	£512	£512	10.2	27
31/03/19		£725	£758	£-33	£0	£535	£528	8.4	17
31/03/18		£558	£586	£-28	£0	£568	£555	11.4	23
31/03/17		£400	£443	£-43	£0	£0	£0	n/a	0
31/03/16		£400	£409	£-9	£0	£0	£0	n/a	0
31/03/15		£554	£565	£-10	£58	£644	£644	13.7	12
31/03/14		£819	£751	£68	£38	£654	£654	10.4	14
31/03/13		£730	£737	£-7	£47	£586	£586	9.5	12
31/03/12		£813	£779	£34	£63	£593	£593	9.1	13
31/03/11		£825	£832	£-7	£54	£559	£559	8.1	12
31/03/10		£845	£846	£-1	£49	£566	£566	8	10
31/03/09		£1,279	£1,303	£-24	£24	£567	£567	5.2	10
31/03/08		£1,284	£1,279	£5	£30	£591	£591	5.6	12
31/03/07		£1,288	£1,266	£22	£29	£586	£586	5.6	11
31/03/06		£1,398	£1,398	£0	£0	£0	£0	n/a	0
31/03/05	*	£1,938	£1,898	£40	£0	£0	£0	n/a	0
31/03/04	*	£1,089	£1,071	£18	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 39 years

www.pathyorkshire.co.uk

INFO@PATHYORKSHIRE.CO.UK

01132624600

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training

GiG Classification

Social & legal advocacy

How it operates

Provides other finance

Where it operates

Bradford City, Calderdale, City Of Wakefield, City Of York, Kirklees, Leeds City, North Yorkshire, Sheffield City,

Who it helps

People Of A Particular Ethnic Or Racial Origin

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
Lloyds Bank Foundation - One off gift towards cost of living crisis to Path Yorkshire Ltd.
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Grant to Path Yorkshire Ltd.
£50,000	08/09/2021 24	Unrestricted grant over two years towards the core costs of Path Yorkshire Ltd.
DCMS - Coronavirus Community Support Fund
£50,000	29/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - Second Chance
£302,485	01/12/2014 36	Not Available
National Lottery Community Fund - PATH Outreach Work Retention Support (POWRS)
£245,026	09/03/2011 36	This is a new project that aims to support young people from BME communities in Leeds who are currently unemployed, to gain employment or maintain volunteer or training positions. The project will ....more This is a new project that aims to support young people from BME communities in Leeds who are currently unemployed, to gain employment or maintain volunteer or training positions. The project will provide one-to-one support, mentoring, life skills support, and personal empowerment training.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Age Range of Trustees: 41-64

NOUSHIN ASLAM Appointed: 2017, Occupation: Charity Manager

DR RAZAQ RAJ Appointed: 2015, Occupation: University Lecturer, Other trusteeship: HELPING AID,

MELVYN WYATT (Chair) Appointed: 2019, Occupation: Financial Adviser

SULA CAMERON-BHANDAL Appointed: 2020

WASEEM TAHIR Appointed: 2019, Occupation: Accountant

CAROLINE BAMFORD Appointed: 2013, Occupation: Nhs Manager

STUART BAILEY Appointed: 2019, Occupation: Business Quality & Risk Manager, Other trusteeship: BLACK HEALTH INITIATIVE (BHI),

Legal constitution

Charitable company registered in England & Wales on 16/09/1985, number: 516786
Registered at Companies House on 15/08/1985, number: 01939658

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR20: 11 days late, AR05: 3 days late, AR04: 233 days late,

Main office

29 HARROGATE ROAD
CHAPEL ALLERTON
LEEDS
LS7 3PD

Objectives

TO PROMOTE EDUCATION THROUGH THE ADVANCEMENT OF LEARNING, SKILLS AND EMPLOYMENT FOR SUCH PERSONS WHO HAVE SUFFERED, OR MAY SUFFER, DISADVANTAGE BY REASON OF THEIR COLOUR, RACE OR NATIONALITY OR BY REASON OF ANY OF THE CHARACTERISTICS AS DEFINED BY THE EQUALITY ACT 2010, OR WHERE THEIR SOCIO-ECONOMIC STATUS MAY HINDER EDUCATIONAL, LEARNING OR EMPLOYMENT OPPORTUNITIES

Defined Area of Benefit:

NOT DEFINED IN PRACTICE WEST YORKSHIRE

Data Sources