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.

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

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.

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 LADY FATEMAH (A.S.) CHARITABLE TRUST.

• THE LADY FATEMAH (A.S.) CHARITABLE TRUST income £4.1m
• NATLAS TRUST income £153k
• TATZIL CHARITABLE TRUST income £128k
• HAZRAT SULTAN BAHU TRUST (UK) income £3.1m
• DAWAT-E-HADIYAH TRUST (UNITED KINGDOM) income £44.1m
• THE SHANLEY CHARITABLE TRUST income £224k

Side by side with its peers

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