BATH & WEST LOW CARBON COMMUNITY FUND CIO — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received Late
Charity type: CIO
Registered: 15 April 2014
Removed: Not supplied
Financial period: 15 April 2024 – 14 April 2025
Latest income: £45,117
Latest expenditure: £45,141
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Universal House, Queen's Parade Place, Bath, BA1 2NN

Website recorded by the regulator: https://www.bwce.coop/community-benefit/ (displayed as text)

02 Activities

What the charity does

THE FUND DISTRIBUTES GRANTS TO LOCAL COMMUNITY PROJECTS SEEKING TO REDUCE CARBON EMISSIONS OR TACKLE FUEL POVERTY IN THE DEFINED AREAS. APPLICATIONS FROM PROJECTS IN THE VICINITY OF BATH & WEST COMMUNITY ENERGY (BWCE) PROJECTS ARE PARTICULARLY WELCOME. BWCE DONATES ITS SURPLUS PROFITS TO THE FUND, GENERATED FROM THE DEVELOPMENT OF ITS COMMUNITY OWNED RENEWABLE ENERGY PROJECTS.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 15 April 2024
Fin Period End Date: 14 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 14 February 2026
Date Annual Return Received: 3 March 2026
Date Accounts Received: 3 March 2026
Total Gross Income: £45,117
Total Gross Expenditure: £45,141

Fin Period Start Date: 15 April 2023
Fin Period End Date: 14 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 14 February 2025
Date Annual Return Received: 12 February 2025
Date Accounts Received: 12 February 2025
Total Gross Income: £45,104
Total Gross Expenditure: £45,126

Fin Period Start Date: 15 April 2022
Fin Period End Date: 14 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 14 February 2024
Date Annual Return Received: 23 January 2024
Date Accounts Received: 23 January 2024
Total Gross Income: £35,000
Total Gross Expenditure: £35,025

Fin Period Start Date: 15 April 2021
Fin Period End Date: 14 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 14 February 2023
Date Annual Return Received: 5 December 2022
Date Accounts Received: 5 December 2022
Total Gross Income: £35,000
Total Gross Expenditure: £35,360

Fin Period Start Date: 15 April 2020
Fin Period End Date: 14 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 14 February 2022
Date Annual Return Received: 4 December 2021
Date Accounts Received: 4 December 2021
Total Gross Income: £37,124
Total Gross Expenditure: £37,361

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 15 April 2024
Fin Period End Date: 14 April 2025
Ar Due Date: 14 February 2026
Ar Received Date: 3 March 2026
Total Gross Income: £45,117
Total Gross Expenditure: £45,141
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 15 April 2023
Fin Period End Date: 14 April 2024
Ar Due Date: 14 February 2025
Ar Received Date: 12 February 2025
Total Gross Income: £45,104
Total Gross Expenditure: £45,126
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 15 April 2022
Fin Period End Date: 14 April 2023
Ar Due Date: 14 February 2024
Ar Received Date: 23 January 2024
Total Gross Income: £35,000
Total Gross Expenditure: £35,025
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 15 April 2021
Fin Period End Date: 14 April 2022
Ar Due Date: 14 February 2023
Ar Received Date: 5 December 2022
Total Gross Income: £35,000
Total Gross Expenditure: £35,360
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: AR21
Fin Period Start Date: 15 April 2020
Fin Period End Date: 14 April 2021
Ar Due Date: 14 February 2022
Ar Received Date: 4 December 2021
Total Gross Income: £37,124
Total Gross Expenditure: £37,361
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

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Wiltshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: South Gloucestershire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Bath And North East Somerset
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Somerset
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: North Somerset
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 117
Classification Type: What
Classification Description: Other Charitable Purposes

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 303
Classification Type: How
Classification Description: Provides Other Finance

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

07 Official extract

Charity Event History

Charity Name: BATH & WEST LOW CARBON COMMUNITY FUND CIO
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2014-04-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - Foundation Registered 15 Apr 2014
Charitable Objects: THE PROMOTION OF THE ADVANCEMENT OF ENVIRONMENTAL PROTECTION OR IMPROVEMENT AND THE PRUDENT USE OF RESOURCES; THE RELIEF OF POVERTY, INCLUDING BUT NOT LIMITED TO THE IMPROVEMENT OF THE CONDITIONS OF LIFE IN SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES.

09 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Conflicting interests