BACKWORTH MINERS WELFARE

Charity number: 522129
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provide social and sporting activities for the local inhabitants of the area with the object of improving the conditions of life for the said inhabitants

Income and expenditure

Data for financial year ending 31 December 2022

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Fundraising

This charity does not raise funds from the public

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:
  • Amateur Sport
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • North Tyneside

Governance

Registration history:
  • 06 May 1963: Standard registration
Organisation type:
Other
Other names:
  • BACKWORTH MINERS' WELFARE INSTITUTE AND RECREATION GROUND (Previous name)
  • BATES COTTAGES RECREATION GROUND & WELFARE INSTITUTE (Previous name)
  • THE BACKWORTH AND BATES COTTAGES SOCIAL WELFARE CENTRE (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Investment
  • Risk 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Louise Carr Trustee 15 February 2024
None on record
Joel Langley Trustee 23 January 2024
None on record
Paul Liversidge Trustee 23 January 2024
None on record
Andrew Charlton Trustee 03 August 2023
None on record
Kristy Hulme Trustee 01 August 2023
None on record
Neil Renney Trustee 14 July 2023
None on record
Deborah Wells Trustee 10 August 2021
None on record
Barry Lee Nesbit Trustee 10 August 2021
None on record
Anne Whelan Trustee 22 January 2019
None on record
Jack Reay Trustee 05 March 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2018 31/12/2019 31/12/2020 31/12/2021 31/12/2022
Total gross income £294.90k £320.45k £347.14k £449.44k £604.05k
Total expenditure £322.70k £311.73k £335.48k £406.05k £541.43k
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
Income - Donations and legacies N/A N/A N/A N/A £94.73k
Income - Other trading activities N/A N/A N/A N/A £208.91k
Income - Charitable activities N/A N/A N/A N/A £245.42k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £50
Income - Other N/A N/A N/A N/A £54.94k
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £354.35k
Expenditure - Raising funds N/A N/A N/A N/A £187.09k
Expenditure - Governance N/A N/A N/A N/A £48.54k
Expenditure - Grants institution N/A N/A N/A N/A £0
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2018 31/12/2019 31/12/2020 31/12/2021 31/12/2022
Own use assets N/A N/A N/A N/A £276.70k
Long-term investments N/A N/A N/A N/A £0
Other assets N/A N/A N/A N/A £369.21k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £99.05k

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 2022 29 September 2023 On time
Accounts and TAR 31 December 2022 29 September 2023 On time Download Open in new window
Annual return 31 December 2021 18 October 2022 On time
Accounts and TAR 31 December 2021 18 October 2022 On time Download Open in new window
Annual return 31 December 2020 13 October 2021 On time
Accounts and TAR 31 December 2020 13 October 2021 On time Download Open in new window
Annual return 31 December 2019 28 September 2020 On time
Accounts and TAR 31 December 2019 28 September 2020 On time Download Open in new window
Annual return 31 December 2018 23 August 2019 On time
Accounts and TAR 31 December 2018 23 August 2019 On time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
THE HALL
STATION ROAD
BACKWORTH
NE27 0AH
Phone:
01912684247