Finance Score: -1

Governance Score: 3

Support Score: 0

Reasonable growth: +1
Deficit latest year: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

BELLE ISLE SENIOR ACTION - BISA

The charity works in the Belle Isle area of Leeds and supports older people to remain living at home. We offer activities in the following areas of need: Social Contact; Health Promotion; Safety & Security; Winter Warmth and help around the House and Home.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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 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
Income was lower than spending in the latest year

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
31/03/23		£173	£216	£-43	n/a	n/a	n/a	n/a	n/a	19
31/03/22	*	£161	£166	£-6	n/a	n/a	n/a	n/a	n/a	11
31/03/21	*	£199	£141	£58	n/a	n/a	n/a	n/a	n/a	13
31/03/20		£176	£158	£18	n/a	n/a	n/a	n/a	n/a	16
31/03/19		£160	£134	£25	n/a	n/a	n/a	n/a	n/a	13
31/03/18		£165	£146	£20	£0	£0	£0	n/a	0	0
31/03/17		£130	£149	£-19	£0	£0	£0	n/a	0	0
31/03/16		£181	£182	£0	£0	£0	£0	n/a	0	0
31/03/15		£189	£180	£9	£0	£0	£0	n/a	0	0
31/03/14		£199	£180	£18	£0	£0	£0	n/a	0	0
31/03/13		£201	£187	£14	£0	£0	£0	n/a	0	0
31/03/12		£201	£191	£10	£0	£0	£0	n/a	0	0
31/03/11		£180	£167	£13	£0	£0	£0	n/a	0	0
31/03/10		£176	£162	£14	£0	£0	£0	n/a	0	0
31/03/09		£175	£163	£12	£0	£0	£0	n/a	0	0
31/03/08		£180	£172	£8	£0	£0	£0	n/a	0	0
31/03/07		£166	£167	£-1	£0	£0	£0	n/a	0	0
31/03/06		£165	£164	£0	£0	£0	£0	n/a	0	0
31/03/05	*	£167	£161	£6	£0	£0	£0	n/a	0	0
31/03/04		£169	£142	£28	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 35 years

www.belleisle.org.uk

info@belleisle.org.uk

01132778208

Charity Commission for England and Wales

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Social & legal advocacy

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Leeds City,

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

Who works here?

Unknown number of employees
19 volunteers

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
Leeds Community Foundation - Grant to BIEWA, to Belle Isle Senior Action - BISA
£209	04/05/2020	Grant to BIEWA, to Belle Isle Senior Action - BISA

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ALAN JONES Appointed: 2022

CHRISTINE PALFREYMAN Appointed: 2022

DAVID GELDARD (Chair) Appointed: 2018

MARGARET BROWN

MICHAEL JOHN GRIFFITHS Appointed: 2021

Legal constitution

Charity registered in England & Wales on 15/08/1989, number: 701895

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
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR22: 1 days late, AR21: 1 days late, AR05: 39 days late,

Main office

26 BROOM CRESCENT
LEEDS
LS10 3JN

Objectives

THE RELIEF OF THE AGED IN THE BELLE ISLE NEIGHBOURHOOD OF LEEDS AND IN PARTICULAR THE RELIEF OF POVERTY AND THE PROTECTION OF GOOD HEALTH OF THE AGED. THE ADVANCEMENT OF THE EDUCATION OF THE AGED IN THE AREA OF BENEFIT IN RELATION TO FINANCIAL, HEALTH, HOUSING AND WELFARE ENTITLEMENTS. THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC, AND PROMOTION OF RESEARCH CONCERNING THE NEEDS OF THE AGED IN RELATION TO THE PROVISIONS OF FUEL HEATH AND LIGHT, AN THE*

Defined Area of Benefit:

BELLE ISLE NEIGHBOURHOOD

Data Sources