PETER BIRTWISTLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 13 May 2019
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £524,242
Latest expenditure: £450,202
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 14 KEIGHLEY ROAD, COLNE, BB8 0JL

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

02 Activities

What the charity does

The Peter Birtwistle Trust provides supported housing to older people in Colne, Lancashire. The charity is a member of the Almshouse Association and a Registered Provider of Social Housing. Applicants for accommodation must be over 60 years of age and have either been born in Colne or lived in the town for a minimum of 10 years during their lifetime.

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: 2 October 2025
Date Accounts Received: 2 October 2025
Total Gross Income: £524,242
Total Gross Expenditure: £450,202

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: 24 September 2024
Date Accounts Received: 24 September 2024
Total Gross Income: £470,369
Total Gross Expenditure: £316,988

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: 28 November 2023
Date Accounts Received: 28 November 2023
Total Gross Income: £424,454
Total Gross Expenditure: £350,454

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: 14 October 2022
Date Accounts Received: 14 October 2022
Total Gross Income: £380,207
Total Gross Expenditure: £250,239

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: 25 October 2021
Date Accounts Received: 25 October 2021
Total Gross Income: £342,178
Total Gross Expenditure: £214,333

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: 2 October 2025
Total Gross Income: £524,242
Total Gross Expenditure: £450,202
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £500
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: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 24 September 2024
Total Gross Income: £470,369
Total Gross Expenditure: £316,988
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £500
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: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 28 November 2023
Total Gross Income: £424,454
Total Gross Expenditure: £350,454
Grant Making Is Main Activity: No
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: 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: 14 October 2022
Total Gross Income: £380,207
Total Gross Expenditure: £250,239
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £850
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: 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: 25 October 2021
Total Gross Income: £342,178
Total Gross Expenditure: £214,333
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £12,575
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

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: 2 October 2025
Income Donations And Legacies: 400
Income Other Trading Activities: 18389
Income Charitable Activities: 476308
Income Investments: 29145
Income Other: 0
Income Total Income And Endowments: 524242
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £450,202
Expenditure Other: 0
Expenditure Total: 450202
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 0
Expenditure Depreciation: 88950
Gain Loss Investment: 6317
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £657,343
Assets Total Fixed: 3509666
Assets Own Use: 3355888
Assets Long Term Investment: 153778
Defined Benefit Pension Scheme: 0
Assets Other Assets: £967,850
Assets Total Liabilities: £1,886,073
Assets Current Investment: 153778
Assets Total Assets And Liabilities: £2,591,443
Creditors One Year Total Current: 105458
Creditors Falling Due After One Year: 1780615
Assets Cash: £795,105
Funds Endowment: 81614
Funds Unrestricted: 2509829
Funds Restricted: 0
Funds Total: 2591443
Count Employees: 4
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

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: 104
Classification Type: What
Classification Description: Disability

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

08 Official extract

Charity Event History

Charity Name: PETER BIRTWISTLE TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2022-12-15T00:00:00
Reason: Funds transferred (incor)
Assoc Organisation Number: 224640
Assoc Registered Charity Number: 224640
Assoc Charity Name: PETER BIRTWISTLE TRUST

Charity Name: PETER BIRTWISTLE TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2019-05-13T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION REGISTERED 13 MAY 2019AMENDED ON 23 SEP 2020
Charitable Objects: THE OBJECTS OF THE CIO ARE: THE PREVENTION OR RELIEF OF POVERTY BY THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION FOR POOR PERSONS WHO ARE AGED 60 YEARS OR OVER AND WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE CHARITY COMMISSION) WERE EITHER BORN IN THE AREA OF BENEFIT, OR HAVE RESIDED IN THE SAID AREA FOR NOT LESS THAN TEN YEARS. FOR THE PURPOSES OF THIS CLAUSE THE AREA OF BENEFIT IS THE TOWN OF COLNE AS CONSTITUTED ON 27TH MAY 1918.
Area Of Benefit: LOCAL

10 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Homes England

11 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Paying staff

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures