Finance Score: 1

Governance Score: -4

Support Score: 8

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

No conflicts policy: -1
Only 4 Trustees: -1
Very static board: -5
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 5

THE BALLINGER CHARITABLE TRUST

This is a grant making charity, you can view its grants here

General

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 4 trustees
The Board composition appears to be very static

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £56,837,429 available, equivalent to 335 months of spending and so may not be able to utilise additional funding

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
31/12/22		£21,050	£2,036	£19,014	£137	£57,225	£56,837	335	1
31/12/21		£1,210	£1,682	£-472	£105	£28,798	£28,288	201.8	1
31/12/20		£2,183	£1,713	£470	£24	£31,321	£31,321	219.4	1
31/12/19		£3,569	£2,371	£1,198	£41	£42,860	£42,860	217	1
31/12/18		£4,030	£1,910	£2,121	£70	£33,299	£33,299	209.2	1
31/12/17		£3,084	£1,779	£1,305	£57	£32,242	£32,242	217.5	1
31/12/16		£3,219	£2,373	£846	£0	£35,194	£35,194	178	1
31/12/15		£3,109	£2,957	£152	£29	£36,181	£36,181	146.8	1
31/12/14		£3,119	£1,546	£1,574	£6	£33,803	£31,948	248	1
31/12/13		£2,815	£1,458	£1,357	£5	£26,533	£25,827	212.5	1
31/12/12		£2,797	£1,808	£989	£4	£20,230	£18,743	124.4	1
31/12/11		£3,015	£1,024	£1,991	£4	£19,041	£15,413	180.7	1
31/12/10		£1,404	£880	£524	£2	£17,286	£16,013	218.3	1
31/12/09		£2,613	£923	£1,690	£17	£16,291	£16,089	209.2	1
31/12/08	*	£21,550	£575	£20,974	£8	£11,616	£11,616	242.2	1

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Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 6.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 335 months
Net Current Assets/Spending: 23 months
Quick Ratio: 40.5

Asset Split ?

Established: 16 years

www.ballingercharitabletrust.org.uk

info@ballingercharitabletrust.org.uk

07578 197 886

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Darlington, Durham, Gateshead, Middlesbrough, Newcastle Upon Tyne City, North Tyneside, Northumberland, Redcar And Cleveland, South Tyneside, Sunderland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who works here?

1 employee

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.

Major supporters in last 5 years

National Lottery Community Fund	£800,000
Lankelly Chase Foundation	£110,000
Department for Work and Pensions	£19,258

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - County Durham Direct Delivery Youth Partnership
£400,000	20/07/2022	This funding will support The Ballinger Charitable Trust (BCT) to work in partnership with TNLCF to support the youth sector in County Durham via direct delivery of youth services receiving £400000 ....more This funding will support The Ballinger Charitable Trust (BCT) to work in partnership with TNLCF to support the youth sector in County Durham via direct delivery of youth services receiving £400000 over 2 years.
Department for Work and Pensions - LIBERTES HAIR & BEAUTY LIMMITED
£4,479	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
National Lottery Community Fund - Northumberland Direct Delivery Youth Partnership
£400,000	15/12/2021 24	The project will use funding over two years to support the youth sector in Northumberland with a trial project which will provide grants to groups delivering youth services and activities. This aims ....more The project will use funding over two years to support the youth sector in Northumberland with a trial project which will provide grants to groups delivering youth services and activities. This aims to reduce isolation improve mental health and wellbeing and strengthen the youth sector.
Department for Work and Pensions - LIBERTES HAIR & BEAUTY
£14,779	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
Lankelly Chase Foundation - Grant to The Ballinger Trust
£110,000	31/03/2021	The Ballinger Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-83

ANDREW BALLINGER Appointed: 2007, Occupation: Civil Engineer

DIANA BALLINGER Appointed: 2007, Occupation: Retired

NICOLA CROWTHER Appointed: 2007, Occupation: Chartered Accountant

JOHN FLYNN Appointed: 2007, Occupation: Solicitor, Other trusteeships: ESH FOUNDATION, LGA FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 29/11/2007, number: 1121739
Registered at Companies House on 15/11/2007, number: 06428200

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Investment
Paying staff
Risk management

Filing Record

15 returns made; AR08: 12 days late,

Main office

P O BOX 166
PONTELAND
NEWCASTLE UPON TYNE
NE20 2BL

Objectives

SUCH PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources