THE BATES CHARITABLE TRUST
The trustees have maintained a programme of support for: (1) Christian relief organisations, overseas mission agencies and projects; (2) Schemes for relief of poverty and sources of poverty within the Midlands; (3) Support for local church mission projects, primarily within Derbyshire.
Objects
FOR CHARITABLE PURPOSES.
Financial health, per its FY2025 accounts
The accounts state that total funds decreased to £967,061 from £994,732 in the prior year, driven by a net loss on investments and the cessation of grant payments. Unrestricted reserves stood at £32,098, which the trustees consider adequate to cover an average year's expenditure excluding grants. The charity relies entirely on investment income to fund its activities and has no stated reserves policy target beyond maintaining adequate levels.
What the accounts disclose
“Unrestricted reserves are maintained at a level, considered to be adequate by the trustees, to cover an average year's expenditure excluding grants payable.” — page 4
Policies the charity declares
- Complaints policy and procedures
- 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
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Rev William Frederic Bateschair
- JOHN HAYWARD BATES
- JOY ELIZABETH BATES
- MRS N WALDRON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £26k | £14k |
| 05/04/2024 | £36k | £48k |
| 05/04/2023 | £35k | £35k |
| 05/04/2022 | £33k | £34k |
| 05/04/2021 | £32k | £34k |
Common questions
Is THE BATES CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total funds decreased to £967,061 from £994,732 in the prior year, driven by a net loss on investments and the cessation of grant payments. Unrestricted reserves stood at £32,098, which the trustees consider adequate to cover an average year's expenditure excluding grants. The charity relies entirely on investment income to fund its activities and has no stated reserves policy target beyond maintaining adequate levels. Its FY2025 accounts were independently examined.