Finance Score: -2

Governance Score: 9

Support Score: 1

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 8

MERCIAN COMMUNITY TRUST

Tackling issues of deprivation, poverty and social exclusion across the geographical area covered by the Diocese of Lichfield in both urban and rural communities

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Established: 22 years

merciantrust.org.uk/

info@lichfield.anglican.org

01543306054

Charity Commission for England and Wales

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	Staff
31/12/22		£214	£201	£13	n/a	n/a	n/a	n/a	n/a
31/12/21		£72	£95	£-23	n/a	n/a	n/a	n/a	n/a
31/12/20		£97	£108	£-11	n/a	n/a	n/a	n/a	n/a
31/12/19		£197	£127	£70	n/a	n/a	n/a	n/a	n/a
31/12/18		£80	£125	£-45	£0	£0	£0	n/a	0
31/12/17		£104	£129	£-24	£0	£0	£0	n/a	0
31/12/16		£122	£111	£11	£0	£0	£0	n/a	0
31/12/15		£128	£140	£-12	£0	£0	£0	n/a	0
31/12/14		£103	£142	£-39	£0	£0	£0	n/a	0
31/12/13		£99	£108	£-9	£0	£0	£0	n/a	0
31/12/12?		£101	£74	£27	£0	£0	£0	n/a	0
31/03/11	*	£119	£118	£1	£0	£0	£0	n/a	0
31/03/10		£165	£124	£41	£0	£0	£0	n/a	0
31/03/09		£270	£223	£47	£0	£0	£0	n/a	0
31/03/08		£366	£394	£-28	£0	£0	£0	n/a	0
31/03/07		£366	£364	£3	£0	£0	£0	n/a	0
31/03/06	*	£652	£481	£171	£0	£0	£0	n/a	0
31/03/05	*	£526	£655	£-129	£0	£0	£0	n/a	0
31/03/04	*	£314	£371	£-57	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Economic/Community Development/Employment
Education/Training
The Prevention Or Relief Of Poverty

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Sandwell, Shropshire, Staffordshire, Stoke-on-trent City, Walsall, Wolverhampton,

Who it helps

The General Public/Mankind

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
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£15,000	06/12/2017	Oswestry Rural Youth Church - Pioneering Fund

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 41-78

TUG WILSON Appointed: 2021, Occupation: Consultant

REV PREB TERRY BLOOR (Chair) Appointed: 2021, Occupation: Clerk In Holy Orders

JULIE JONES Appointed: 2009, Occupation: Diocesan Secretary/Ceo

JESSAMINE DACE Appointed: 2017, Occupation: Deputy Director Of Finance

JONATHAN RICHARD LEIGH HILL Appointed: 2003, Occupation: Finance Director, Other trusteeship: NORTH SHROPSHIRE COMMUNITY CARE TRUST,

ROGER MARSH Appointed: 2018, Occupation: Retired

JOSEPHINE LOCKE Appointed: 2021, Occupation: Health Visitor, Other trusteeship: THE LICHFIELD DIOCESAN BOARD OF FINANCE (INCORPORATED),

Legal constitution

Charitable company registered in England & Wales on 14/02/2002, number: 1090596
Registered at Companies House on 24/12/2001, number: 04345177

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR11: 14 days late, AR06: 183 days late, AR05: 71 days late, AR04: 1 days late,

Main office

ST. MARYS HOUSE
THE CLOSE
LICHFIELD
STAFFORDSHIRE
WS13 7LD

Objectives

THE ADVANCEMENT OF EDUCATION THROUGH THE PROVISION AND SUPPORT OF INFORMATION AND TRAINING SCHEMES;THE RELIEF OF UNEMPLOYMENT;THE RELIEF OF POVERTY;THE PROTECTION AND PRESERVATION OF GOOD HEALTH;THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING, EMPLOYMENT AND VOLUNTARY OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED;THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, POVERTY OR SOCIAL OR ECONOMIC CIRCUMSTANCES HAVE NEED OF SUCH FACILITIES; ANDTO RELIEVE POVERTY AND ADVANCE EDUCATION BY INITIATING DEVELOPMENT AND REGENERATION PROJECTS AND PROGRAMMES; BUILDING CAPACITY, SUPPORT AND HELP TO THOSE THAT NEED TRAINING FOR EMPLOYMENT AND ENGAGING IN BUSINESS;PARTICULARLY BUT NOT EXCLUSIVELY WITHIN THE DIOCESE OF LICHFIELD IN ACCORDANCE WITH THE BASICS OF THE CHARITY SET OUT IN THE SCHEDULE ATTACHED TO THIS MEMORANDUM

Defined Area of Benefit:

PARTICULARLY BUT NOT EXCLUSIVELY WITHIN THE DIOCESE OF LICHFIELD

Data Sources