PETER BIRTWISTLE TRUST

Charity Number: 1183388
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Peter Birtwistle Trust provides supported housing to older people in Colne, Lancashire. The charity is a member of the Almshouse Association and a Registered Provider of Social Housing. Applicants for accommodation must be over 60 years of age and have either been born in Colne or lived in the town for a minimum of 10 years during their lifetime.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £470,369
Total expenditure: £316,988

Total income includes £500 from 1 government grant(s)

People

11 Trustee(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:
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Lancashire

Governance

Registration history:
  • 13 May 2019: CIO registration
  • 15 December 2022: Funds received from 224640 PETER BIRTWISTLE TRUST
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Homes England
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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ALAN PETER DAVIES Chair 01 May 1980
None on record
Philip Mousdale Trustee 29 January 2024
None on record
Gaye Laura Gillett Trustee 17 April 2023
None on record
Angela Aldis Trustee 04 April 2022
None on record
Derek Fort Trustee 17 September 2018
None on record
DAVID MACRO Trustee 21 November 2016
None on record
David Clegg Trustee 13 June 2016
None on record
Howard Philip Thomas Trustee 16 June 2014
BURNLEY PENDLE AND ROSSENDALE COUNCIL FOR VOLUNTARY SERVICE
Received: On time
PENDLE NEW NEIGHBOURS
Recently registered
MATTHEW JAMES LEEDAM Trustee 06 February 2006
None on record
Eugene Romain Dennison Trustee 01 December 1992
None on record
Mary Elizabeth Catherine Thomas Trustee 01 June 1986
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 £346.83k £342.18k £380.21k £424.45k £470.37k
Total expenditure £249.52k £214.33k £250.24k £350.45k £316.99k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £59.74k £12.58k £850 N/A £500

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 24 September 2024 On Time
Accounts and TAR 31 March 2024 24 September 2024 On Time Download Open in new window
Annual return 31 March 2023 28 November 2023 On Time
Accounts and TAR 31 March 2023 28 November 2023 On Time Download Open in new window
Annual return 31 March 2022 14 October 2022 On Time
Accounts and TAR 31 March 2022 14 October 2022 On Time Download Open in new window
Annual return 31 March 2021 25 October 2021 On Time
Accounts and TAR 31 March 2021 25 October 2021 On Time Download Open in new window
Annual return 31 March 2020 04 December 2020 On Time
Accounts and TAR 31 March 2020 04 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.

CIO - FOUNDATION REGISTERED 13 MAY 2019 AMENDED ON 23 SEP 2020

Charitable objects

THE OBJECTS OF THE CIO ARE: THE PREVENTION OR RELIEF OF POVERTY BY THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION FOR POOR PERSONS WHO ARE AGED 60 YEARS OR OVER AND WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE CHARITY COMMISSION) WERE EITHER BORN IN THE AREA OF BENEFIT, OR HAVE RESIDED IN THE SAID AREA FOR NOT LESS THAN TEN YEARS. FOR THE PURPOSES OF THIS CLAUSE THE AREA OF BENEFIT IS THE TOWN OF COLNE AS CONSTITUTED ON 27TH MAY 1918.

Area of benefit

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

LOCAL

Contact information

Address:
14 KEIGHLEY ROAD
COLNE
BB8 0JL
Phone:
01282864233
Email:
peterbirtwistletrust@btconnect.com
Website:

peterbirtwistletrust.org.uk