Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE COLE CHARITABLE TRUST

We welcome applications from small and local (as opposed to regional or national) registered charitable organisations, or local branches of organisations, working in the fields of-Social welfare, all age groups-Housing and homelessness-Community and environmental development -Opportunities for young people-Promotion of improved quality of life-Personal or community empowerment

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
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
On several occasions in recent years income has been less than spending

Established: 52 years

www.colecharitabletrust.org.uk

thecoletrust@gmail.com

01223871676

Charity Commission for England and Wales

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
05/04/23		£144	£212	£-68	n/a	n/a	n/a	n/a	n/a	1
05/04/22		£150	£204	£-54	n/a	n/a	n/a	n/a	n/a	1
05/04/21		£119	£201	£-82	n/a	n/a	n/a	n/a	n/a	0
05/04/20		£147	£185	£-38	n/a	n/a	n/a	n/a	n/a	0
05/04/19		£159	£174	£-14	n/a	n/a	n/a	n/a	n/a	0
05/04/18	*	£166	£171	£-5	£0	£0	£0	n/a	0	0
05/04/17		£144	£161	£-17	£0	£0	£0	n/a	0	0
05/04/16		£147	£145	£1	£0	£0	£0	n/a	0	0
05/04/15		£126	£158	£-32	£0	£0	£0	n/a	0	0
05/04/14		£155	£94	£61	£0	£0	£0	n/a	0	0
05/04/13		£57	£59	£-3	£0	£0	£0	n/a	0	0
05/04/12		£54	£49	£5	£0	£0	£0	n/a	0	0
05/04/11		£46	£51	£-4	£0	£0	£0	n/a	0	0
05/04/10		£56	£53	£3	£0	£0	£0	n/a	0	0
05/04/09		£62	£59	£3	£0	£0	£0	n/a	0	0
05/04/08		£57	£57	£0	£0	£0	£0	n/a	0	0
05/04/07		£57	£46	£11	£0	£0	£0	n/a	0	0
05/04/06		£35	£42	£-6	£0	£0	£0	n/a	0	0
05/04/05		£33	£28	£5	£0	£0	£0	n/a	0	0
05/04/04		£41	£45	£-4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing
Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Organisations

Where it operates

Birmingham City, Cambridgeshire, Coventry City, Dudley, Kent, Sandwell, Solihull, Walsall, Wolverhampton,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Gender Split

Based on 8/9 persons

ANGIE COLE Appointed: 2019

DR JAMES NICHOLAS COLE

GEORGE NICHOLAS COLE

JONT COLE

JACQUI FRANCIS Appointed: 2019, Other trusteeships: BIRMINGHAM DIOCESAN TRUST, THE BIRMINGHAM AND MIDLAND INSTITUTE, MIDDLEMORE EDUCATIONAL FOUNDATION,

KATIE COLE Appointed: 2017

RANJIT SONDHI Appointed: 2014, Occupation: Governance And Regulation, Other trusteeships: THE GUIDE DOGS FOR THE BLIND ASSOCIATION, SOUTH ASIAN DIASPORA LITERATURES AND ARTS ARCHIVE (SALIDAA), PMA FOUNDATION, CITIZENS UK CHARITY, HOPE PROJECTS (WEST MIDLANDS) LTD, NISHKAM HEALTHCARE TRUST, BIRMINGHAM RACE IMPACT GROUP,

TIM COLE (Chair)

TOM COLE

Legal constitution

Charity registered in England & Wales on 23/05/1972, number: 264033

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Risk management
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 1 days late,

Main office

PO BOX 955
HASLINGFIELD
CAMBRIDGE
CB23 1WX

Objectives

FOR SUCH LEGALLY CHARITABLE OBJECTS OR OBJECT OR FOR SUCH LEGALLY CHARITABLE PURPOSES OR PURPOSE IN SUCH AMOUTS PROPORTIONS AND MANNER AND AT SUCH TIMES AS THE TRUSTEES SHALL FROM TIME TO TIME GHINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources