CCEW Charity Commission profile

CASE COMMUNITY TRUST

Registered charity 1166966 · organisation 5059007

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
6 May 2016
Removed
Not supplied
Company number supplied
09360904
Financial period
1 April 2024 – 31 March 2025
Latest income
£581,216
Latest expenditure
£655,541
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Lyons Community Centre, 33A Mallard Crescent, Caddington, LUTON, Bedfordshire, LU1 4FG

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

02 Activities

What the charity does

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).

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
23 December 2025
Date Accounts Received
23 December 2025
Total Gross Income
£581,216
Total Gross Expenditure
£655,541
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
19 November 2024
Date Accounts Received
19 November 2024
Total Gross Income
£577,008
Total Gross Expenditure
£590,975
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
15 April 2024
Date Accounts Received
15 April 2024
Total Gross Income
£550,900
Total Gross Expenditure
£496,254
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
20 October 2023
Date Accounts Received
20 October 2023
Total Gross Income
£4,789,661
Total Gross Expenditure
£375,038
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
8 February 2022
Date Accounts Received
8 February 2022
Total Gross Income
£429,952
Total Gross Expenditure
£286,577

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
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
23 December 2025
Total Gross Income
£581,216
Total Gross Expenditure
£655,541
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£23,687
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
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
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
19 November 2024
Total Gross Income
£577,008
Total Gross Expenditure
£590,975
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£21,789
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
Yes
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
15 April 2024
Total Gross Income
£550,900
Total Gross Expenditure
£496,254
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£2
Income From Government Grants
£5,358
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
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
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
20 October 2023
Total Gross Income
£4,789,661
Total Gross Expenditure
£375,038
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£4
Income From Government Grants
£18,586
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
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
8 February 2022
Total Gross Income
£429,952
Total Gross Expenditure
£286,577
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£10
Income From Government Grants
£43,150
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
8

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
23 December 2025
Income Donations And Legacies
23687
Income Other Trading Activities
0
Income Charitable Activities
78164
Income Investments
479365
Income Other
0
Income Total Income And Endowments
581216
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£188,045
Expenditure Charitable Expenditure
£467,496
Expenditure Other
0
Expenditure Total
655541
Expenditure Investment Management
188045
Expenditure Grants Institution
0
Expenditure Governance
103990
Expenditure Support Costs
103990
Expenditure Depreciation
43932
Gain Loss Investment
-255000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£772,116
Assets Total Fixed
18361618
Assets Own Use
961618
Assets Long Term Investment
17400000
Defined Benefit Pension Scheme
0
Assets Other Assets
£842,966
Assets Total Liabilities
£70,850
Assets Current Investment
0
Assets Total Assets And Liabilities
£19,133,734
Creditors One Year Total Current
70850
Creditors Falling Due After One Year
0
Assets Cash
£776,376
Funds Endowment
0
Funds Unrestricted
19133734
Funds Restricted
0
Funds Total
19133734
Count Employees
4
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
19 November 2024
Income Donations And Legacies
21789
Income Other Trading Activities
0
Income Charitable Activities
93949
Income Investments
461270
Income Other
0
Income Total Income And Endowments
577008
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£99,044
Expenditure Charitable Expenditure
£491,931
Expenditure Other
0
Expenditure Total
590975
Expenditure Investment Management
99044
Expenditure Grants Institution
0
Expenditure Governance
146738
Expenditure Support Costs
146738
Expenditure Depreciation
45272
Gain Loss Investment
176500
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£19,463,059
Assets Total Fixed
18650255
Assets Own Use
995255
Assets Long Term Investment
17655000
Defined Benefit Pension Scheme
0
Assets Other Assets
£888,821
Assets Total Liabilities
£76,017
Assets Current Investment
0
Assets Total Assets And Liabilities
£19,463,059
Creditors One Year Total Current
76017
Creditors Falling Due After One Year
0
Assets Cash
£814,124
Funds Endowment
0
Funds Unrestricted
19463059
Funds Restricted
0
Funds Total
19463059
Count Employees
4
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
15 April 2024
Income Donations And Legacies
6433
Income Other Trading Activities
0
Income Charitable Activities
75021
Income Investments
469446
Income Other
0
Income Total Income And Endowments
550900
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£86,566
Expenditure Charitable Expenditure
£409,688
Expenditure Other
0
Expenditure Total
496254
Expenditure Investment Management
86566
Expenditure Grants Institution
0
Expenditure Governance
55685
Expenditure Support Costs
7899
Expenditure Depreciation
43653
Gain Loss Investment
772662
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£19,300,526
Assets Total Fixed
18660927
Assets Own Use
18515705
Assets Long Term Investment
145222
Defined Benefit Pension Scheme
0
Assets Other Assets
£709,165
Assets Total Liabilities
£69,566
Assets Current Investment
0
Assets Total Assets And Liabilities
£19,300,526
Creditors One Year Total Current
69566
Creditors Falling Due After One Year
0
Assets Cash
£638,048
Funds Endowment
0
Funds Unrestricted
19300526
Funds Restricted
0
Funds Total
19300526
Count Employees
5
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
20 October 2023
Income Donations And Legacies
4278586
Income Other Trading Activities
0
Income Charitable Activities
58604
Income Investments
444011
Income Other
8460
Income Total Income And Endowments
4789661
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£65,210
Expenditure Charitable Expenditure
£309,828
Expenditure Other
0
Expenditure Total
375038
Expenditure Investment Management
65210
Expenditure Grants Institution
0
Expenditure Governance
38699
Expenditure Support Costs
38699
Expenditure Depreciation
41884
Gain Loss Investment
601244
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£18,473,218
Assets Total Fixed
17959871
Assets Own Use
17759301
Assets Long Term Investment
200570
Defined Benefit Pension Scheme
0
Assets Other Assets
£561,099
Assets Total Liabilities
£47,752
Assets Current Investment
0
Assets Total Assets And Liabilities
£18,473,218
Creditors One Year Total Current
47752
Creditors Falling Due After One Year
0
Assets Cash
£503,263
Funds Endowment
0
Funds Unrestricted
18473218
Funds Restricted
0
Funds Total
18473218
Count Employees
3
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Central Bedfordshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
116
Classification Type
What
Classification Description
Recreation
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space

08 Official extract

Charity Event History

Charity Name
CASE COMMUNITY TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2016-05-06T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 18 DEC 2014AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 08 MAR 2017
Charitable 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.

10 Official extract

Charity Policy

Policy Name
Risk management
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Paying staff
Policy Name
Internal risk management policy and procedures
Policy Name
Complaints handling
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Conflicting interests
Policy Name
Volunteer management
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investment
Policy Name
Bullying and harassment policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Trustee expenses policy and procedures