CASE COMMUNITY TRUST
THE PRINCIPAL OBJECTIVE OF THE CHARITABLE COMPANY AS SET OUT IN THE GOVERNING DOCUMENT IS THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR THE PARISHES OF SLIP END AND CADDINGTON).
Objects
THE COMPANY HAS BEEN ESTABLISHED FOR PUBLIC BENEFIT FOR:1. THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION (AND IN PARTICULAR THE PARISHES OF SLIP END AND CADDINGTON) BY ALL OR ANY OF THE FOLLOWING MEANS:1.1. THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE, OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP:1.1.1 IN SETTING UP THEIR OWN BUSINESS, OR1.1.2 TO EXISTING BUSINESSES;1.2 THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS AND/OR LAND FOR USE ON FAVOURABLE TERMS;1.3 THE PROVISION OF HOUSING FOR THOSE WHO ARE IN CONDITIONS OF NEED AND THE IMPROVEMENT OF HOUSING IN THE PUBLIC SECTOR OR IN CHARITABLE OWNERSHIP PROVIDED THAT SUCH POWER SHALL NOT EXTEND TO RELIEVING ANY LOCAL AUTHORITIES OR OTHER BODIES OF A STATUTORY DUTY TO PROVIDE OR IMPROVE HOUSING;1.4 THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES;1.5 THE PROVISION OR ASSISTANCE IN THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE AND/OR THOSE WHO, BY REASONS OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES1.6 THE PROVISION OR ASSISTANCE IN THE PROVISION OF COMMUNITY FACILITIES TO BE AVAILABLE TO ALL SECTIONS OF THE COMMUNITY WITHOUT DISTINCTION INCLUDING USE FOR MEETINGS, LECTURES AND CLASSES AND/OR OTHER FORMS OF RECREATION AND LEISURE TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR ALL THOSE WHO USE THE FACILITIES;1.7 THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT;1.8 SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR CONSENT OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES; AND/OR2 SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION MAY DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that free/unrestricted reserves stood at £772,116, which is above the trustees' stated policy target of up to one year of relevant costs (£70,000). The charity reported a net decrease in funds of £329,325, primarily driven by a £255,000 revaluation loss on investment properties, while total net assets remained substantial at £19.1 million.
What the accounts disclose
“The appropriate level of reserves is considered to be up to one year of relevant costs which has been assessed at £70,000”
“During the year, one of the Trustees, D James, was invoiced by the charity for rent of £12,180, this was in relation to one of the properties held within Investement Properties on the Balance Sheet.” — page 33
Policies the charity declares
- 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
- 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
Funders the charity credits
- General Motors
- Redrow Homes
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Alison Jackson
- Debbie James
- John Nigel Young
- Mark Daniel Peters
- Mark Peter Russell
- Philip Frederick Crawley
- Robert Corken Gray
- Simon Matthew Patterson
- Yasmin Dominique Alexandra St-John
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £581k | £656k |
| 31/03/2024 | £577k | £591k |
| 31/03/2023 | £551k | £496k |
| 31/03/2022 | £4.8m | £375k |
| 31/03/2021 | £430k | £287k |
Common questions
Is CASE COMMUNITY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that free/unrestricted reserves stood at £772,116, which is above the trustees' stated policy target of up to one year of relevant costs (£70,000). The charity reported a net decrease in funds of £329,325, primarily driven by a £255,000 revaluation loss on investment properties, while total net assets remained substantial at £19.1 million. Its FY2025 accounts were audited by Streets Audit LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| TWO RIDINGS COMMUNITY FOUNDATION | 1 | £10k |
| SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £3k |
| THE DAVID AND RUTH BEHREND FUND | 1 | £2k |
Charities like this
- The Freedom Community Trust Limited
- STEP DEVELOPMENT TRUST
- COMMUNITY COUNCIL OF LANCASHIRE
- Ashton Community Charity
- BRADFORD TRIDENT LIMITED
- WH COMMUNITY TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CASE COMMUNITY TRUST | £581k | — | 0 | unclear | — | no doubt |
| The Freedom Community Trust Limited | £1.0m | — | 0 | unclear | — | no doubt |
| STEP DEVELOPMENT TRUST | £741k | — | 0 | unclear | — | no doubt |
| COMMUNITY COUNCIL OF LANCASHIRE | £738k | — | — | below | — | no doubt |
| Ashton Community Charity | £51k | — | 0 | unclear | — | no doubt |
| BRADFORD TRIDENT LIMITED | £7.3m | over £60,000 | 3 | unclear | — | no doubt |