BLACKBURN DIOCESAN BOARD OF EDUCATION

Charity number: 1020101
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To develop Christian Education in parishes, schools, further and higher education establishments within the Diocese of Blackburn. To support school governors in the maintenance and development of school buildings. To be the Custodian trustee of school buildings and land as defined in individual school trust deeds or under section 86 of the Education Act 1944.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£1,686,000

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Donations and legacies £637.00k
Charitable activities £484.00k
Other trading activities £2.00k
Investments £563.00k
Other £0

Total expenditure:
£1,392,000

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Raising funds £2.00k
Charitable activities £1.39m
Other £0

£102,000 investments gains (losses)

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 £2.00k
Charitable expenditure £1.39m
Retained for future use £294.00k

People

15 Employee(s)

14 Trustee(s)

10 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 has one or more trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Religious Activities
Who the charity helps:
  • Children/young People
How the charity helps:
  • Makes Grants To Organisations
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Blackburn With Darwen
  • Blackpool
  • Lancashire
  • Wigan

Governance

Registration history:
  • 18 September 2006: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
00557954 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Financial Conduct Authority
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
  • Risk management
  • 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

14 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
The Venerable David Picken Chair 04 February 2020
None on record
Esther Gregory-Witham Trustee 01 January 2025
None on record
Jane Mitchell Trustee 01 January 2025
None on record
Rev Christopher Anderton Trustee 01 January 2025
None on record
Paul Duckworth Trustee 01 January 2025
None on record
Stephen Whittaker Trustee 01 September 2023
HENRY ASSHETON CROSS
Received: On time
CLERGY WIDOWS' AND ORPHANS' FUND
Charity reporting is overdue by 79 days
HUTTON CHARITY
Received: On time
Rev Simon Christopher Lloyd Trustee 31 January 2022
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST THOMAS MUSBURY, HELMSHORE
Received: On time
Yusra Arshad Trustee 25 January 2022
None on record
Rev Craig Andrew Abbott Trustee 01 January 2022
None on record
Deborah Louise Metcalfe Trustee 04 January 2019
None on record
Rev David Arnold Trustee 15 November 2016
None on record
Rev Andrew Holliday Trustee 01 January 2016
JOHN ATHERTON CHARITABLE TRUST
Received: On time
ST WILFRID'S STANDISH CHURCH TRUST
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST WILFRID'S STANDISH
Received: On time
THE STANDISH GRAMMAR SCHOOL CHARITY
Received: On time
THE REVEREND PHILIP RICHARD MEREDITH VENABLES Trustee 01 January 2016
None on record
Richard Jones Trustee 21 June 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £1.06m £1.04m £1.03m £1.19m £1.69m
Total expenditure £1.42m £1.13m £1.15m £1.17m £1.39m
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 £407.00k £435.00k £369.00k £374.00k £637.00k
Income - Other trading activities £2.00k £2.00k £2.00k £2.00k £2.00k
Income - Charitable activities £477.00k £428.00k £422.00k £513.00k £484.00k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £175.00k £171.00k £233.00k £297.00k £563.00k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.42m £1.13m £1.14m £1.17m £1.39m
Expenditure - Raising funds £3.00k £2.00k £2.00k £2.00k £2.00k
Expenditure - Governance £9.00k £10.00k £10.00k £13.00k £19.00k
Expenditure - Grants institution £0 £0 £0 £0 £191.00k
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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £580.00k £565.00k £543.00k £528.00k £508.00k
Long-term investments £1.46m £1.55m £2.47m £2.17m £2.27m
Other assets £9.18m £10.96m £14.51m £14.77m £12.52m
Defined benefit pension scheme asset or liability -£25.00k -£9.00k -£4.00k £0 £0
Total liabilities £5.29m £7.16m £11.51m £11.73m £9.17m

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 2023 23 October 2024 On Time
Accounts and TAR 31 December 2023 23 October 2024 On Time Download Open in new window
Annual return 31 December 2022 06 November 2023 6 days late
Accounts and TAR 31 December 2022 06 November 2023 6 days late Download Open in new window
Annual return 31 December 2021 15 September 2022 On Time
Accounts and TAR 31 December 2021 15 September 2022 On Time Download Open in new window
Annual return 31 December 2020 26 October 2021 On Time
Accounts and TAR 31 December 2020 26 October 2021 On Time Download Open in new window
Annual return 31 December 2019 22 October 2020 On Time
Accounts and TAR 31 December 2019 22 October 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 INCORPORATED 30 NOV 1955 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13 APR 1993 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 17 NOV 2022

Charitable objects

THE OBJECT FOR WHICH THE COMPANY IS ESTABLISHED IS TO PROMOTE OR ASSIST IN THE PROMOTION OF EDUCATION IN THE DIOCESE OF BLACKBURN THAT IS CONSISTENT WITH THE FAITH AND PRACTICE OF THE CHURCH OF ENGLAND, INCLUDING (BUT WITHOUT LIMITATION) BY: 3.1 PROMOTING OR ASSISTING IN THE PROMOTION OF RELIGIOUS EDUCATION AND RELIGIOUS WORSHIP IN SCHOOLS IN THE DIOCESE; 3.2 PROMOTING OR ASSISTING IN THE PROMOTION OF CHURCH SCHOOLS IN THE DIOCESE; 3.3 PROMOTING CO-OPERATION BETWEEN ITSELF AND OTHER PERSONS CONCERNED WITH EDUCATION IN THE DIOCESE; 3.4 DISCHARGING WITHIN THE DIOCESE THE FUNCTIONS ASSIGNED TO DIOCESAN BOARDS OF EDUCATION BY SECTION 2 AND SECTIONS 7 TO 15 OF THE DIOCESAN BOARDS OF EDUCATION MEASURE 2021 OR BY AMENDING LEGISLATION; AND 3.5 DISCHARGING WITHIN THE DIOCESE SUCH OTHER CHARITABLE FUNCTIONS AS MAY BE ASSIGNED TO THE BOARD BY THE DIOCESAN SYNOD, OTHER THAN FUNCTIONS RELATING TO CHURCH SCHOOLS OR CHURCH EDUCATIONAL ENDOWMENTS.

Area of benefit

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

DIOCESE OF BLACKBURN

Linked charities

Linked charities
Linked charity 1020101-1 THE ELMSLIE FUND
Governing document
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 30 NOVEMBER 1955 AS AMENDED BY SPECIAL RESOLUTION DATED 13 APRIL 1993 ("AS AFFECTED BY A UNITING DIRECTION MADE UNDER S.96 OF THE CHARITIES ACT 1993 AND DATED 27 MARCH 2006")
Charitable objects
TO PROMOTE OR ASSIST IN THE PROMOTION OF EDUCATION IN THE AREA OF BENEFIT BEING EDUCATION WHICH IS CONSISTENT WITH THE FAITH AND PRACTICE OF THE CHURCH OF ENGLAND
Area of benefit
DIOCESE OF BLACKBURN
Registration history
  • 18 September 2006 : Standard registration

Contact information

Address:
BLACKBURN DIOCESAN BOARD OF
EDUCATION
CLAYTON HOUSE
WALKER OFFICE PARK
BLACKBURN
BB1 2QE
Phone:
01254503404
Email:
helen.morris@blackburn.anglican.org
Website:

bdeducation.org.uk