CONSOLIDATED CHARITY OF BURTON UPON TRENT
Financial health, per its FY2024 accounts
The accounts state that net assets increased by 3% to £16,941,028, with unrestricted reserves of £1,010,492 held at year-end. Per the trustees' report, these reserves are greater than the stated policy target of £887,200, which is equivalent to one year's estimated total annual expenditure. The charity reported a net income surplus of £496,193 for the year, supported by strong investment performance and high almshouse occupancy.
What the accounts disclose
“The Trustees have made an assessment of the risks and other issues facing the charity and have considered it prudent to set a target level of reserves at an amount equivalent to the estimated total annual expenditure of the charity.” — page 23
“During the year the charity paid £1,092 (2023: £1,440) to Burton Albion Football Club in respect of room hire. Mr C B Robinson is Chairman of the charity and Burton Albion Football Club.” — page 45
Structured financials (annual return, FY ending 31/12/2024)
Trustees
- BEN ROBINSONchair
- Cllr Mr Colin Digby Wileman
- Danielle Upton
- FLEUR ELIZABETH ROBINSON
- GEOFFREY BROWN
- John Harold Laycock
- John McKiernan
- Kim Lorraine Smith
- Louise Caroline Walker
- PATRICIA LESLEY ACKROYD
- Philip Anthony Clulow
- RONALD JOHN CLARKE
- Rev ROBERT F STYLES
- SANDRA LESLEY PHILLIPS
- Saroj Bell
- Shelagh McKiernan
- Simon Peter Gaskin
- Stephen Jones
- Wayne John Goodwin
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £709k | £632k |
| 31/12/2023 | £667k | £619k |
| 31/12/2022 | £679k | £636k |
| 31/12/2021 | £629k | £559k |
| 31/12/2020 | £566k | £527k |
Common questions
Is CONSOLIDATED CHARITY OF BURTON UPON TRENT financially healthy?
The accounts state that net assets increased by 3% to £16,941,028, with unrestricted reserves of £1,010,492 held at year-end. Per the trustees' report, these reserves are greater than the stated policy target of £887,200, which is equivalent to one year's estimated total annual expenditure. The charity reported a net income surplus of £496,193 for the year, supported by strong investment performance and high almshouse occupancy. Its FY2024 accounts were audited by Johnson Tidsall Limited.
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