THE BATES TRUST

Charity number: 214671
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The maintenance of three Almshouses in the village of Little Eaton; the relief of persons who are in need or hardship and resident in Little Eaton; promote the education of persons under the age of 25 who are in need and resident in Little Eaton and to further religious and other charitable work in Little Eaton.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £12,308
Total expenditure: £6,946

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Environment/conservation/heritage
Who the charity helps:
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Derbyshire

Governance

Registration history:
  • 28 July 1967: Standard registration
Organisation type:
Other
Other names:
  • BATES CHARITY (Working name)
  • THE CHARITIES OF THOMAS BATES (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Investment
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard Thomas Scott Trustee 10 October 2023
None on record
Rev James Thomas HUGHES Trustee 01 June 2020
FELLOWSHIP OF WORD AND SPIRIT
Received: On time
THE DUFFIELD GIRLS' AND INFANTS' RELIGIOUS EDUCATION FUND
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST ALKMUNDS DUFFIELD
Received: On time
EDWARD POTTERELL'S ALMSHOUSE CHARITY
Received: On time
CHURCH SOCIETY
Received: On time
THE DUFFIELD ENDOWED SCHOOL FOUNDATION
Received: On time
THE LATIMER TRUST
Received: On time
Paul Schumann Trustee 05 February 2020
None on record
Dr Annalea Louise Jennison Trustee 05 February 2020
None on record
PETER GRIFFITHS Trustee 06 May 2015
None on record
JANET LOVE Trustee
None on record
CAROL HART Trustee
WEST HALLAM UNITED CHARITIES
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £9.63k £12.11k £10.96k £11.26k £12.31k
Total expenditure £8.97k £11.84k £6.58k £11.80k £6.95k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2024 15 April 2025 On time
Accounts and TAR 31 December 2024 Not required
Annual return 31 December 2023 08 April 2024 On time
Accounts and TAR 31 December 2023 Not required
Annual return 31 December 2022 01 September 2023 On time
Accounts and TAR 31 December 2022 Not required
Annual return 31 December 2021 31 March 2022 On time
Accounts and TAR 31 December 2021 Not required
Annual return 31 December 2020 20 May 2021 On time
Accounts and TAR 31 December 2020 Not required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

SCHEME DATED 4 OCTOBER 2007.

Charitable objects

1) THE PROVISION OF ALMSHOUSES FOR PERSONS WHO: I) ARE IN NEED, HARDSHIP OR DISTRESS; AND II) ARE RESIDENT IN THE AREA OF BENEFIT; AND III) ARE OVER FIFTY. 2) THE RELIEF OF PERSONS WHO: I) ARE IN NEED, HARDSHIP, SICK CONVALESCENT, DISABLED OR INFIRM; AND II) ARE RESIDENT IN THE AREA OF BENEFIT. 3) TO PROMOTE THE EDUCATION OF PERSONS UNDER THE AGE OF 25 WHO ARE IN NEED OF FINANCIAL ASSISTANCE AND ARE RESIDENT IN THE AREA OF BENEFIT. 4) TO FURTHER RELIGIOUS AND OTHER CHARITABLE WORK IN THE PARISH OF LITTLE EATON. 5) IF APPROPRIATE, TO MAKE GRANTS TOWARDS CHURCHYARD MAINTENANCE, PARTICULARLY PERTAINING TO THE GRAVES OF THOMAS BATES AND HIS FAMILY.

Area of benefit

The area the charity can operate in, as set out in its governing document.

PARISH OF LITTLE EATON.

Contact information

Address:
1 Vicarage Lane
Little Eaton
DERBY
DE21 5EA
Phone:
01332834834
Email:
batestrust@gmail.com
Website:

.none