The Simon & Elizabeth Batey Charitable Trust

Analysis

The Simon & Elizabeth Batey Charitable Trust is a registered charity in England and Wales, based in Frodsham. It was registered in December 2002, 24 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. It says it makes grants to organisations.

In the financial year ending November 2025, The Simon & Elizabeth Batey Charitable Trust reported income of £929k and spending of £161k, leaving 83% of income unspent that year. Across the 5 years on record, from November 2021 to November 2025, income grew from £303k to £929k (+206%), an average of +32% a year. The sharpest change came in the year to November 2024, when income rose by 443%. Over the whole period it spent 27% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, The Simon & Elizabeth Batey Charitable Trust sits at the 95th percentile: it is larger than about 95% of them. Against every charity in England and Wales with reported income it ranks in the 93rd percentile. Charities of a similar size with the same main cause include Cymdeithas Mudiadau Gwirfoddol Ceredigion / Ceredigion Association of Voluntary Organisations (£922k), Real Farming Trust (£930k) and H & T Clients Charitable Trust (£919k).

In its latest detailed accounts, income came from donations and legacies 90% and investments 10%. Charitable activities took 97% of spending and raising funds 3.0%. Grants to other organisations totalled £156k. Reserves of £3.1m would cover about 231 months of spending at that rate.