Finance Score: 1

Governance Score: 8

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 12

STOCKFIELD COMMUNITY ASSOCIATION

Providing well managed and maintained affordable social housing for rent and working with the Birmingham City Council to ensure the Stockfield Estate is well maintained. Working to the benefit of the Stockfield Estate Community by engaging in community projects, organising events and building links with service providers. Improving education and standards of living on the Stockfield Estate.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £4,698,574 available, equivalent to 77 months of spending and so may not be able to utilise additional funding

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs
31/12/22		£806	£735	£70	£0	£4,699	£4,699	76.7
31/12/21		£802	£691	£111	£0	£5,162	£5,149	89.4
31/12/20		£807	£601	£206	£0	£4,721	£4,565	91.1
31/12/19		£716	£635	£81	£0	£4,535	£4,235	80
31/12/18		£688	£609	£79	£0	£4,120	£3,677	72.4
31/12/17		£779	£591	£187	£0	£4,207	£3,620	73.5
31/12/16		£785	£593	£192	£0	£4,019	£3,290	66.5
31/12/15		£642	£1,037	£-395	£60	£3,828	£2,954	34.2
31/12/14		£603	£626	£-23	£47	£4,251	£3,235	62
31/12/13		£598	£558	£40	£46	£4,224	£3,064	65.9
31/12/12		£568	£620	£-51	£51	£4,152	£2,849	55.1
31/12/11	*	£547	£558	£-10	£50	£4,109	£2,662	57.3
31/12/10		£531	£791	£-260	£54	£4,119	£2,529	38.4
31/12/09		£562	£602	£-40	£50	£4,379	£2,646	52.8
31/12/08		£591	£673	£-82	£30	£4,419	£2,542	45.3
31/12/07	*	£570	£517	£52	£10	£4,503	£2,482	57.6
31/12/06		£540	£372	£168	£0	£0	£0	n/a
31/12/05		£505	£370	£135	£0	£0	£0	n/a
31/12/04		£498	£267	£232	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 5%
Fundraising Costs/Total Spending: 4.8%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 76.7 months
Net Current Assets/Spending: 76 months
Quick Ratio: 1

Asset Split ?

Established: 33 years

www.stockfield.org

01543 440336

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Recreation
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Makes Grants to Organisations
Provides buildings/facilities/open space
Provides services

Where it operates

Birmingham City,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Building Community Together
£347,196	25/07/2019 60	This project will deliver a range of community activities for young and older people including arts, play and sports activities in response to community feedback. The project builds on existing ....more This project will deliver a range of community activities for young and older people including arts, play and sports activities in response to community feedback. The project builds on existing locally embedded provision of each of the partner organisations, and brings them together to increase and sustain activity in Acocks Green as well as to develop the partnership.
National Lottery Community Fund - Stockfield - Sharing memories making memories’
£9,420	19/04/2017 12	This group will use the funding to deliver a programme of intergenerational activities, supporting a community that is experiencing the effects of isolation. This will improve levels of engagement ....more This group will use the funding to deliver a programme of intergenerational activities, supporting a community that is experiencing the effects of isolation. This will improve levels of engagement and socialisation.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 48-79

JOANNE HARRIS-THOMPSON Appointed: 2022

RACHEL LOUISE FULWELL Appointed: 2021, Occupation: Director

VELIDA DAUTOVIC Appointed: 2019, Occupation: House Wife

AMANDA JAYNE MILLWARD Appointed: 2003, Occupation: Carer

ANDREW WILLIAM BAKER Appointed: 2019, Occupation: Retired

DAVID GEORGE STOKES Appointed: 2016, Occupation: Retired

ELIZABETH ANN LEACH Appointed: 2014, Occupation: Teacher

PENELOPE ANNE WAGG Appointed: 2022, Occupation: City Councillor, Other trusteeships: THE CHARLES LANE TRUST, BIRMINGHAM ACOCKS GREEN LIONS CLUB (CIO),

MIKE RUSSELL (Chair), Occupation: Chartered Accountant, Other trusteeship: THE GAUDETE TRUST,

Legal constitution

Charitable company registered in England & Wales on 06/06/1991, number: 1003108
Registered at Companies House on 04/03/1991, number: 02588109

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment

Filing Record

19 returns made; AR11: 1 days late, AR07: 0 days late,

Main office

New Media House
Davidson Road
Lichfield
Staffordshire
WS14 9DZ

Objectives

(A) TO PROMOTE THE BENEFIT OF THE INHABITANTS OF THE AREA OF STOCKFIELD AND ITS NEIGHBOURHOOD IN THE CITY OF BIRMINGHAM SHOWN DELINEATED WITH A THICK BLACK LINE ON THE PLAN ATTACHED HERETO (OR SUCH LARGER OR SMALLER AREA WITHIN THE LOCAL GOVERNMENT WARD OF ACOCKS GREEN AS DEFINED BY THE CITY OF BIRMINGHAM (ELECTORAL ARRANGEMENTS) ORDER 1980 OR ANY STATUTORY RE-ENACTMENT OR MODIFICATION THEREOF AS THE COMPANY IN GENERAL MEETING MAY FROM TIME TO TIME DETERMINE) WITHOUT DISTINCTION OF SEX, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS, BY ASSOCIATING TOGETHER REPRESENTATIVES OF THE SAID INHABITANTS AND VARIOUS OTHER PERSONS IN A COMMON EFFORT TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION AND LEISURE-TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS; (B) TO CARRY ON FOR THE BENEFIT OF THE COMMUNITY IN THE CITY OF BIRMINGHAM THE BUSINESS OF PROVIDING HOUSING AND ANY ASSOCIATED AMENITIES FOR PERSONS IN NECESSITOUS CIRCUMSTANCES UPON TERMS APPROPRIATE TO THEIR MEANS; (C) TO PROMOTE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION AND THE RELIEF OF PROPERTY.

Defined Area of Benefit:

STOCKFIELD AND ITS NEIGHBOURHOOD IN THE CITY OF BIRMINGHAM

Data Sources