THE SIMON & ELIZABETH BATEY CHARITABLE TRUST

Registered charity 1095086 · accounts filings on the Charity Commission register

The relief of poverty sickness and distress, the advancement of education, and the promotion of any other charitable purpose by the provision of such grants to charitable institutions and individuals.

Objects

THE RELIEF OF POVERTY, SICKNESS AND DISTRESS; THE ADVANCEMENT OF EDUCATION; THE PROMOTION OF ANY OTHER CHARITABLE PURPOSE BY THE PROVISION OF SUCH GRANTS TO CHARITABLE INSTITUTIONS AND INDIVIDUALS.

Area of benefit: NOT DEFINED.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Cheshire West and Chester, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity generated a surplus of £1,077,912 for the year ended 22 November 2025, bringing total unrestricted funds to £3,118,164. The Trustees confirmed there are no material uncertainties regarding the Trust's ability to continue as a going concern. Net assets increased significantly from £2,040,252 in the previous year, supported by investment gains and donor contributions.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 2 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 22/11/2025)

Reported reserves equal ~231.8 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (90% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.5% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• Simon George Bateychair
• ELIZABETH MARGARET BATEY
• GERARD MICHAEL PAUL ROONEY

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE TEN CHARITABLE TRUST.

• THE TEN CHARITABLE TRUST income £589k
• THE Y & B CHARITABLE TRUST income £56k
• THE THAMES CHARITABLE TRUST income £39k
• EMDEE CHARITABLE TRUST income £198k
• THE BASIL BROWN CHARITABLE TRUST income £81k
• BHATTAI TRUST (UK) income £16k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.