BAXENDALE

Charity number: 211211
Removed charity

Charity overview

Activities - how the charity spends its money

Residential home for the elderly

Income and expenditure

Data for financial year ending 31 March 2021

Total income:
£3,677,185

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £1.29m
Charitable activities £1.94m
Other trading activities £0
Investments £309.75k
Other £128.28k

Total expenditure:
£2,686,177

Text alternative for this canvas graphic is in the data table below.
Raising funds £0
Charitable activities £2.59m
Other £92.80k

£233,786 investments gains (losses)

Total income includes £34,046 from 4 government grant(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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £92.80k
Charitable expenditure £2.59m
Retained for future use £991.01k

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:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 16 January 1963: Standard registration
  • 25 February 2022: Removed (Funds transferred (incor))
  • 25 February 2022: Funds transferred to 1186304 BAXENDALE CARE HOME
Organisation type:
Other
Other names:
  • BAXENDALE WOODSIDE HOUSE (Working name)
  • WOODSIDE HOUSE (Working name)
  • WOODSIDE HOME (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
Land and property:
This charity owns and/or leases land or property

Financial history

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

Financial period end date

Income / Expenditure 31/12/2016 31/12/2017 31/12/2018 31/12/2019 31/03/2021
Total gross income £2.14m £2.03m £2.18m £2.19m £3.68m
Total expenditure £1.92m £2.02m £2.25m £2.28m £2.69m
Income from government contracts £0 £0 N/A N/A N/A
Income from government grants £0 £0 N/A N/A £34.05k
Income - Donations and legacies £80.14k £1.66k £13.70k £747 £1.29m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.87m £1.84m £2.00m £1.96m £1.94m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £156.48k £156.56k £162.30k £229.57k £309.75k
Income - Other £35.00k £35.00k £0 £0 £128.28k
Income - Legacies £74.81k £0 £300 £0 £1.04m
Expenditure - Charitable activities £1.92m £1.98m £2.22m £2.28m £2.59m
Expenditure - Raising funds £1.08k £0 £0 £0 £0
Expenditure - Governance £77.09k £39.13k £32.30k £35.68k £46.43k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £1.08k £0 £0 £0 £0
Expenditure - Other £0 £39.13k £32.30k £0 £92.80k

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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/12/2016 31/12/2017 31/12/2018 31/12/2019 31/03/2021
Own use assets £2.11m £2.10m £2.18m £2.23m £2.61m
Long-term investments £4.98m £6.90m £4.66m £6.88m £7.25m
Other assets £717.96k £729.75k £4.47m £2.57m £3.20m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £523.68k £505.91k £196.95k £179.63k £175.53k

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 2021 29 December 2021 On Time
Accounts and TAR 31 March 2021 29 December 2021 On Time
Annual return 31 December 2019 13 October 2020 On Time
Accounts and TAR 31 December 2019 13 October 2020 On Time
Annual return 31 December 2018 30 July 2019 On Time
Accounts and TAR 31 December 2018 30 July 2019 On Time
Annual return 31 December 2017 04 June 2018 On Time
Accounts and TAR 31 December 2017 04 June 2018 On Time

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 30/12/1960 AS AMENDED BY SCHEME DATED 08/10/2003 AS AMENDED BY SCHEME DATED 02/10/2007 AS AMENDED BY RESOLUTION DATED 05/05/2010 AS AMENDED BY SCHEME DATED 04/12/2014

Charitable objects

THE OBJECT OF THE CHARITY SHALL BE THE PROVISION OF A HOME FOR AGED PERSONS WHO ARE IN NEED OF ASSISTANCE. THE TRUSTEES MUST GIVE PREFERENCE TO WOMEN.

Area of benefit

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

NOT DEFINED.