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The Simon & Elizabeth Batey Charitable Trust

The relief of poverty sickness and distress, the advancement of education, and the promotion of any other charitable purpose by the provision of such grants to charitable institutions and individuals.

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Activities & Mission

The relief of poverty sickness and distress, the advancement of education, and the promotion of any other charitable purpose by the provision of such grants to charitable institutions and individuals.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£929,193
Latest Expenditure
£161,423

Financial Efficiency

Program Ratio 16.9%
% of income going directly to charitable activities
Overall Efficiency 97.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 3.5%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £834,569
Charitable Activities £0
Other Trading £0
Investments £94,624
Other Income £0

Expenditure Categories

Charitable Expenditure £156,626
Raising Funds £4,797
Governance £858
Grants to Institutions £155,768
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£929,193
£161,423£156,626£3,118,164£3,118,1640 / 0
2024
£494,828
£163,7590 / 0
2023
£91,068
£81,0120 / 0
2022
£260,371
£86,5580 / 0
2021
£303,421
£72,4080 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Simon & Elizabeth Batey Charitable Trust

What does The Simon & Elizabeth Batey Charitable Trust do?

The relief of poverty sickness and distress, the advancement of education, and the promotion of any other charitable purpose by the provision of such grants to charitable institutions and individuals.

How much income did The Simon & Elizabeth Batey Charitable Trust report in 2025?

The Simon & Elizabeth Batey Charitable Trust reported total income of £929k and reported expenditure of £161k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The Simon & Elizabeth Batey Charitable Trust registered as a charity?

The Simon & Elizabeth Batey Charitable Trust was registered with the Charity Commission for England and Wales on 17 December 2002 as charity number 1095086. It has been registered for 24 years.

Who runs The Simon & Elizabeth Batey Charitable Trust?

The Simon & Elizabeth Batey Charitable Trust is governed by a board of 3 trustees. The chair of trustees is Simon George Batey. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Simon & Elizabeth Batey Charitable Trust operate?

The Simon & Elizabeth Batey Charitable Trust operates in England And Wales, as recorded in its Charity Commission filing.

Is The Simon & Elizabeth Batey Charitable Trust a registered charity?

Yes — The Simon & Elizabeth Batey Charitable Trust is a registered charity in England and Wales, charity number 1095086.

Details

Address
HIGHER HEYES FARM
BALL LANE
KINGSLEY
FRODSHAM
WA6 8HP
Registration Date
17 December 2002
Status
Registered

Registry Information

Organisation Number
3992359
Charity Number
1095086

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Trustees

Simon George Batey Chair
ELIZABETH MARGARET BATEY
GERARD MICHAEL PAUL ROONEY

Data & trust

Register data refreshed
30 July 2026
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