BRAMLEY ELDERLY ACTION

Charity number: 1043975
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Bramley Elderly Action (BEA) provides a broad range of preventative health activities for local elders with the help of over 140 volunteers - many of whom are local older people. Older Wiser Local Seniors (OWLS) is part of BEA, providing activities for elders living in the adjacent Headingley, Burley, Hyde Park and Kirkstall area. OWLS is helped by almost 40 volunteers.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£550,107

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Donations and legacies £36.03k
Charitable activities £510.11k
Other trading activities £0
Investments £3.97k
Other £0

Total expenditure:
£685,778

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Raising funds £760
Charitable activities £685.02k
Other £0

£0 investments gains (losses)

Total income includes £288,844 from 2 government contract(s)

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.

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Raising funds and other expenditure £760
Charitable expenditure £685.02k

People

22 Employee(s)

7 Trustee(s)

189 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Leeds City

Governance

Registration history:
  • 07 February 1995: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
03008194 Open in new window
Gift aid:
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
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • 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
Vincent McCabe Trustee 26 October 2024
None on record
Judith Hardy Trustee 26 October 2024
None on record
Lorraine Donoghue Trustee 26 October 2024
None on record
Rosemary Nadin-Pummell Trustee 26 October 2024
None on record
David Outram Trustee 17 February 2023
None on record
Jean Hollings Trustee 18 February 2022
None on record
Laura Emily Elson Trustee 17 October 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £547.43k £758.87k £549.08k £791.37k £550.11k
Total expenditure £545.28k £633.93k £575.23k £609.11k £685.78k
Income from government contracts N/A N/A N/A N/A £288.84k
Income from government grants £328.85k £363.01k £326.28k £296.31k N/A
Income - Donations and legacies £25.05k £40.05k £48.47k £273.79k £36.03k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £426.20k £600.01k £500.35k £433.36k £510.11k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £621 £2 £259 £1.34k £3.97k
Income - Other £95.56k £118.81k £0 £0 £0
Income - Legacies £1.96k £36.47k £42.40k £261.22k £14.10k
Expenditure - Charitable activities £542.48k £632.60k £573.63k £608.01k £685.02k
Expenditure - Raising funds £2.80k £1.33k £1.60k £1.09k £760
Expenditure - Governance £2.50k £2.26k £941 £472 £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £353.30k £398.53k £395.47k £389.94k £369.12k
Long-term investments £73 £73 £73 £0 £0
Other assets £88.99k £168.91k £104.38k £261.42k £125.03k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £264.08k £264.28k £222.84k £193.11k £171.57k

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 March 2024 20 December 2024 On time
Accounts and TAR 31 March 2024 20 December 2024 On time Download Open in new window
Annual return 31 March 2023 26 January 2024 On time
Accounts and TAR 31 March 2023 26 January 2024 On time Download Open in new window
Annual return 31 March 2022 19 December 2022 On time
Accounts and TAR 31 March 2022 19 December 2022 On time Download Open in new window
Annual return 31 March 2021 06 December 2021 On time
Accounts and TAR 31 March 2021 06 December 2021 On time Download Open in new window
Annual return 31 March 2020 15 December 2020 On time
Accounts and TAR 31 March 2020 15 December 2020 On time Download Open in new window
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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 10 JANUARY 1995 as amended on 07 Jan 2020 as amended on 17 Sep 2022

Charitable objects

The objects for which the Company is established are: (a) The relief of older people in Bramley and the surrounding locality in any way regarded as charitable according to the law of England and Wales and, in particular, by: the provision of services not available from statutory agencies which will contribute to enabling older people to live independently in the community and upon terms appropriate to their means; (ii) the provision of services, advice or assistance generally to older people upon terms appropriate to their means; (iii) the provision of facilities for recreation and other leisure time activities for older people so as to improve the conditions of life of such persons in the interest of social welfare; (iv) generally the provision of services and facilities calculated to relieve old age, provided that no such service or facility may be provided which is not charitable according to the law of England and Wales.

Area of benefit

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

BRAMLEY AND SURROUNDING LOCALITY

Contact information

Address:
Bramley Community Centre
Waterloo Lane
Bramley
Leeds
LS13 2JB
Phone:
01132361644
Email:
info@bramleyea.org.uk
Website:

www.bramleyea.org.uk Open in new window