Finance Score: -1

Governance Score: 9

Support Score: 8

Poor Liquidity: -1
Strong growth: +2
Deficit latest year: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +8

Overall GiG Score: 16

BURMANTOFTS COMMUNITY PROJECTS

Provision of an independent free advice serviceProvision of services to the elderly

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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 and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
One or more trustees receive benefits from the charity

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£887	£1,022	£-135	£0	£324	£96	1.1	25	4
31/12/22	£1,122	£869	£253	£0	£460	£131	1.8	21	3
31/12/21	£546	£521	£24	£0	£206	£80	1.8	19	5
31/12/20	£407	£302	£105	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£271	£298	£-27	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£260	£341	£-80	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£382	£354	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£294	£304	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	£334	£267	£67	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	£200	£196	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13	£170	£170	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	£159	£157	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	£149	£148	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	£139	£140	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	£125	£129	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	£159	£137	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	£190	£172	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	£183	£179	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	£160	£163	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	£135	£155	£-20	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 29%
Reserves/Spending: 1.1 months
Net Current Assets/Spending: 4 months
Quick Ratio: 60.9

Asset Split ?

Balance Sheet History

Established: 29 years

admin@egac.org

01132350276

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Practical support, advice & companionship

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Leeds City,

Who it helps

Elderly/Old People
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

National Lottery Community Fund	£290,601
DCMS	£78,980
Leeds Community Foundation	£50,000
Sir George Martin Trust	£10,000
CAF	£10,000

Specific Donations

Amount	When Months	To be used for
Leeds Community Foundation - Burmantofts Money Buddy
£20,000	04/04/2024 11	Grant to Burmantofts Community Projects - Money Buddies
Sir George Martin Trust - Grant to Burmantofts Community Projects
£5,000	07/07/2022	Core costs for Adult Welfare & Relief of Poverty
Sir George Martin Trust - Grant to Burmantofts Community Projects
£5,000	07/07/2022	Core costs for Adult Welfare & Relief of Poverty
National Lottery Community Fund - Leeds Benefit Buddies
£290,601	20/07/2021	The funding will continue to provide and deliver a full range of debt advice legal advocacy representation and casework service for people living in Leeds through their Leeds Benefit Buddies (LBB) project. The aim is to help those in need of ....more The funding will continue to provide and deliver a full range of debt advice legal advocacy representation and casework service for people living in Leeds through their Leeds Benefit Buddies (LBB) project. The aim is to help those in need of financial crisis manage payments ensuring their mental health isn't too affected by stress.
Leeds Community Foundation - Benefit Buddies
£20,000	07/10/2020 11	Grant to Burmantofts Community Projects - Money Buddies
DCMS - Coronavirus Community Support Fund
£78,980	17/07/2020	"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 operate, thereby reducing the burden on public ....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."
Leeds Community Foundation - Grant to Burmantofts Community Projects - Money Buddies
£10,000	15/07/2020 4	Grant to Burmantofts Community Projects - Money Buddies
CAF - Grant to Burmantofts Community Projects
£10,000	04/06/2020 3	Grant to Burmantofts Community Projects to support the organisation through COVID19
National Lottery Community Fund - Leeds Money Buddies
£457,245	21/10/2015 60	This is a continuation and expansion project that will provide advice for those most in need for money advice, particularly surrounding debt. The project will train a further 100 volunteers to become Money Buddies and provide information advice and ....more This is a continuation and expansion project that will provide advice for those most in need for money advice, particularly surrounding debt. The project will train a further 100 volunteers to become Money Buddies and provide information advice and guidance to 8,000 people over five years.
Henry Smith Charity - Grant to Burmantofts Senior Action
£69,300	14/03/2012 36	towards three years' continuation funding of the salary and related costs of a Volunteer/Activities Worker at an organisation that supports isolated older people in Leeds

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 31-81

ANGELA EDNA HERON Appointed: 2021, Occupation: Manager

CANON ANN DOROTHEA NICHOLL, Occupation: Lay Minister

CLIFFORD MARTIN BASSANT Appointed: 2018, Occupation: Retired School Teacher

COUNCILLOR ASGHAR KHAN Appointed: 2023, Occupation: Councillor

DAVID FRANCIS TAYLOR Appointed: 2024, Occupation: Retired

DOROTHY NDIDI OBOITE Appointed: 2023, Occupation: Retired Paediatric Nurse

JOHN HALL SMITH Appointed: 2012, Occupation: It Consultant

ROBERT LLEWELLYN ANDREWS Appointed: 2018, Occupation: Retired Methodist Minister

SOPHIE LEES Appointed: 2018, Occupation: Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 11/12/1995, number: 1051368
Registered at Companies House on 22/05/1995, number: 03061633

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

ST AGNES CHURCH HALL
23 SHAKESPEARE CLOSE
LEEDS
LS9 7UQ

Objectives

ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COMMUNITY IN BURMANTOFTS AND ITS VICINITY WITHIN THE CITY OF LEEDS AND THROUGHOUT THE UK (THE AREA OF BENEFIT) IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION AND PRESERVATION OF GOOD HEALTH AND THE RELIEF OF POVERTY, SICKNESS AND DISTRESS

Defined Area of Benefit:

BURMANTOFTS AND ITS VICINITY AND THROUGHOUT THE UK

Data Sources

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