BritDB

CCEW Charity Commission profile

CONSOLIDATED CHARITY OF BURTON UPON TRENT

Registered charity 239072 · organisation 239072

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
24 November 1981
Removed
Not supplied
Financial period
1 January 2024 – 31 December 2024
Latest income
£708,654
Latest expenditure
£632,033
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Dains Llp, 1st Floor, Gibraltar House, Crown Square, First Avenue, BURTON-O

Website recorded by the regulator: www.consolidatedcharityburton.org.uk (displayed as text)

02 Activities

What the charity does

Charity for the benefit of residents of Burton upon Trent (including the neighbouring parishes of Branston, Stretton, Barton-under-Needwood, Tutbury, Rolleston-on-Dove, Tatenhill and Rangemore and the existing civil Parish of Outwoods including South Outwoods.)

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
22 October 2025
Date Accounts Received
22 October 2025
Total Gross Income
£708,654
Total Gross Expenditure
£632,033
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
29 October 2024
Date Accounts Received
29 October 2024
Total Gross Income
£667,459
Total Gross Expenditure
£618,639
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
31 October 2023
Date Accounts Received
31 October 2023
Total Gross Income
£679,188
Total Gross Expenditure
£635,909
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
31 October 2022
Date Accounts Received
31 October 2022
Total Gross Income
£628,811
Total Gross Expenditure
£559,309
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Cycle Reference
AR20
Reporting Due Date
31 October 2021
Date Annual Return Received
28 October 2021
Date Accounts Received
28 October 2021
Total Gross Income
£565,944
Total Gross Expenditure
£527,172

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
22 October 2025
Total Gross Income
£708,654
Total Gross Expenditure
£632,033
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
29 October 2024
Total Gross Income
£667,459
Total Gross Expenditure
£618,639
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
31 October 2023
Total Gross Income
£679,188
Total Gross Expenditure
£635,909
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
31 October 2022
Total Gross Income
£628,811
Total Gross Expenditure
£559,309
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
28 October 2021
Total Gross Income
£565,944
Total Gross Expenditure
£527,172
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
22 October 2025
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
153995
Income Investments
554659
Income Other
0
Income Total Income And Endowments
708654
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£138,695
Expenditure Charitable Expenditure
£450,621
Expenditure Other
42717
Expenditure Total
632033
Expenditure Investment Management
70583
Expenditure Grants Institution
0
Expenditure Governance
42717
Expenditure Support Costs
131876
Expenditure Depreciation
0
Gain Loss Investment
419572
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,010,492
Assets Total Fixed
16447410
Assets Own Use
1862901
Assets Long Term Investment
14584509
Defined Benefit Pension Scheme
0
Assets Other Assets
£711,782
Assets Total Liabilities
£218,164
Assets Current Investment
0
Assets Total Assets And Liabilities
£16,941,028
Creditors One Year Total Current
205164
Creditors Falling Due After One Year
13000
Assets Cash
£671,444
Funds Endowment
7746632
Funds Unrestricted
7266141
Funds Restricted
1928255
Funds Total
16941028
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
29 October 2024
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
139945
Income Investments
527514
Income Other
0
Income Total Income And Endowments
667459
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£95,467
Expenditure Charitable Expenditure
£523,172
Expenditure Other
0
Expenditure Total
618639
Expenditure Investment Management
66412
Expenditure Grants Institution
97045
Expenditure Governance
41562
Expenditure Support Costs
133287
Expenditure Depreciation
2309
Gain Loss Investment
672602
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£6,999,599
Assets Total Fixed
16050538
Assets Own Use
1863137
Assets Long Term Investment
14187401
Defined Benefit Pension Scheme
0
Assets Other Assets
£567,368
Assets Total Liabilities
£173,071
Assets Current Investment
0
Assets Total Assets And Liabilities
£16,444,835
Creditors One Year Total Current
139571
Creditors Falling Due After One Year
33500
Assets Cash
£529,813
Funds Endowment
7525871
Funds Unrestricted
6999599
Funds Restricted
1919365
Funds Total
16444835
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
31 October 2023
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
133935
Income Investments
545253
Income Other
0
Income Total Income And Endowments
679188
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£102,409
Expenditure Charitable Expenditure
£533,500
Expenditure Other
0
Expenditure Total
635909
Expenditure Investment Management
69594
Expenditure Grants Institution
69594
Expenditure Governance
41383
Expenditure Support Costs
132678
Expenditure Depreciation
0
Gain Loss Investment
-1251101
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
375000
Gain Loss Other
0
Reserves
£6,618,639
Assets Total Fixed
15422661
Assets Own Use
1860003
Assets Long Term Investment
13562658
Defined Benefit Pension Scheme
0
Assets Other Assets
£477,610
Assets Total Liabilities
£176,858
Assets Current Investment
0
Assets Total Assets And Liabilities
£15,723,413
Creditors One Year Total Current
156858
Creditors Falling Due After One Year
20000
Assets Cash
£448,295
Funds Endowment
7197539
Funds Unrestricted
6618639
Funds Restricted
1907235
Funds Total
15723413
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
31 October 2022
Income Donations And Legacies
500
Income Other Trading Activities
0
Income Charitable Activities
119688
Income Investments
508623
Income Other
0
Income Total Income And Endowments
628811
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£103,043
Expenditure Charitable Expenditure
£456,266
Expenditure Other
0
Expenditure Total
559309
Expenditure Investment Management
69066
Expenditure Grants Institution
87271
Expenditure Governance
42004
Expenditure Support Costs
115456
Expenditure Depreciation
0
Gain Loss Investment
1372294
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£7,280,964
Assets Total Fixed
16599334
Assets Own Use
2748738
Assets Long Term Investment
13850596
Defined Benefit Pension Scheme
0
Assets Other Assets
£489,327
Assets Total Liabilities
£157,426
Assets Current Investment
0
Assets Total Assets And Liabilities
£16,931,235
Creditors One Year Total Current
137426
Creditors Falling Due After One Year
20000
Assets Cash
£463,090
Funds Endowment
7977099
Funds Unrestricted
7280964
Funds Restricted
1673172
Funds Total
16931235
Count Employees
2
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 January 2020
Fin Period End Date
31 December 2020
Ar Due Date
31 October 2021
Ar Received Date
28 October 2021
Income Donations And Legacies
175
Income Other Trading Activities
0
Income Charitable Activities
131808
Income Investments
433961
Income Other
0
Income Total Income And Endowments
565944
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£129,923
Expenditure Charitable Expenditure
£361,520
Expenditure Other
35729
Expenditure Total
527172
Expenditure Investment Management
75186
Expenditure Grants Institution
99983
Expenditure Governance
0
Expenditure Support Costs
114452
Expenditure Depreciation
0
Gain Loss Investment
643287
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£958,542
Assets Total Fixed
15283797
Assets Own Use
1485003
Assets Long Term Investment
13798794
Defined Benefit Pension Scheme
0
Assets Other Assets
£375,985
Assets Total Liabilities
£170,343
Assets Current Investment
0
Assets Total Assets And Liabilities
£15,489,439
Creditors One Year Total Current
150343
Creditors Falling Due After One Year
20000
Assets Cash
£341,784
Funds Endowment
7312916
Funds Unrestricted
6563507
Funds Restricted
1613016
Funds Total
15489439
Count Employees
2
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Staffordshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
201
Classification Type
Who
Classification Description
Children/young People

08 Official extract

Charity Event History

Charity Name
CONSOLIDATED CHARITY OF BURTON UPON TRENT
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1981-11-24T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
SCHEME DATED 04/04/2001AS AMENDED BY RESOLUTION DATED 14/04/2005 as amended on 04 Mar 2019
Charitable Objects
(1) THE PROVISION OF ALMSHOUSE ACCOMMODATION FOR POOR PERSONS RESIDENT IN THE AREA OF BENEFIT; AND SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE; AND (2) THE PROMOTION OF ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT AS THE TRUSTEES THINK FIT. (3) IN EXCEPTIONAL CIRCUMSTANCES THE TRUSTEES MAY TREAT AS WITHIN THESE OBJECTS PERSONS OTHERWISE ELIGIBLE WHO ARE RESIDENT IMMEDIATELY OUTSIDE THE AREA OF BENEFIT BUT IN THE OPINION OF THE TRUSTEES OUGHT NEVERTHELESS FOR SUFFICIENT REASON BE TREATED AS RESIDENT THEREIN OR WHO ARE LOCATED FOR THE TIME BEING WITHIN THAT AREA.
Area Of Benefit
FORMER COUNTY BOROUGH OF BURTON UPON TRENT AS AT 31 MARCH 1974 TOGETHER WITH THE PARISHES OF BRANSTON AND STRETTON AND THE CIVIL PARISH OF OUTWOODS INCLUDING SOUTH OUTWOODS

10 Official extract

Charity Other Names

Charity Name Id
175221
Charity Name Type
Previous name
Charity Name
CONSOLIDATED CHARITY

11 Official extract

Charity Policy

Policy Name
Investment
Policy Name
Serious incident reporting policy and procedures
Policy Name
Risk management
Policy Name
Complaints handling
Policy Name
Conflicting interests
Policy Name
Safeguarding policy and procedures
Policy Name
Paying staff
Policy Name
Internal risk management policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries